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Stellarone (STEL) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Stellarone (NASDAQ:STEL)

Current
Institutional Ownership
Percentage
54.15%
Number of
Institutional Buyers
(last 12 months)
86
Total
Institutional Inflows
(last 12 months)
$99.04M
Number of
Institutional Sellers
(last 12 months)
67
Total
Institutional Outflows
(last 12 months)
$27.78M
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STEL Institutional Buying and Selling by Quarter

Stellarone Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2025CWM LLC1,393$39K0.0%+130.2%0.003%
5/1/2025Louisiana State Employees Retirement System22,400$620K0.0%-2.6%0.042%
4/30/2025 Nisa Investment Advisors LLC4,323$120K0.0%-49.6%0.008%
4/29/2025 U.S. Capital Wealth Advisors LLC24,105$667K0.0%+151.0%0.045%
4/29/2025 Richard Bernstein Advisors LLC114,177$3.16M0.1%-3.8%0.214%
4/28/2025 Principal Financial Group Inc.236,895$6.55M0.0%+2.7%0.444%
4/28/2025 Teacher Retirement System of Texas10,511$291K0.0%N/A0.020%
4/25/2025 New York State Teachers Retirement System9,907$274K0.0%-33.7%0.019%
4/25/2025 Amalgamated Bank13,606$376K0.0%-2.9%0.025%
4/24/2025 Sunbelt Securities Inc.17,718$490K0.0%-48.6%0.033%
4/23/2025 Sheets Smith Wealth Management15,491$428K0.1%+4.5%0.029%
4/21/2025 WJ Interests LLC27,501$761K0.4%N/A0.052%
4/21/2025 State of Alaska Department of Revenue26,358$729K0.0%-2.6%0.049%
4/17/2025 Inscription Capital LLC38,095$1.05M0.2%N/A0.071%
4/17/2025 Carlton Hofferkamp & Jenks Wealth Management LLC144,748$3.70M1.5%-3.3%0.271%
4/15/2025 Handelsbanken Fonder AB8,400$232K0.0%N/A0.016%
4/15/2025 GAMMA Investing LLC1,631$45K0.0%+320.4%0.003%
4/10/2025 Crestmont Private Wealth LLC25,729$712K0.3%-10.7%0.048%
4/8/2025 Rhumbline Advisers141,003$3.90M0.0%-3.1%0.264%
4/7/2025 GAMMA Investing LLC45,113$1.25M0.0%+11,527.1%0.084%
3/24/2025Wellington Management Group LLP826,668$23.44M0.0%+20.4%1.548%
3/18/2025California State Teachers Retirement System47,446$1.35M0.0%-1.1%0.089%
2/18/2025 Sunbelt Securities Inc.34,501$978K0.1%+441.4%0.065%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC71,420$2.03M0.0%+16.7%0.134%
2/17/2025Waters Parkerson & CO. LLC8,000$227K0.0%N/A0.015%
2/17/2025Rafferty Asset Management LLC31,478$892K0.0%-2.6%0.059%
2/17/2025ProShare Advisors LLC14,775$419K0.0%+44.6%0.028%
2/17/2025Nuveen Asset Management LLC132,739$3.76M0.0%-1.3%0.249%
2/17/2025Millennium Management LLC784,207$22.23M0.0%+176.2%1.469%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.27,933$792K0.0%+3.9%0.052%
2/17/2025D. E. Shaw & Co. Inc.7,191$204K0.0%N/A0.013%
2/17/2025Deutsche Bank AG42,218$1.20M0.0%+63.6%0.079%
2/17/2025Cubist Systematic Strategies LLC24,913$706K0.0%-21.3%0.047%
2/17/2025Cetera Investment Advisers7,794$221K0.0%-22.4%0.015%
2/17/2025Bridgeway Capital Management LLC305,962$8.67M0.2%+25.8%0.573%
2/17/2025Balyasny Asset Management L.P.199,461$5.66M0.0%+14.6%0.374%
2/17/2025Bank of America Corp DE69,100$1.96M0.0%+1.5%0.129%
2/17/2025Ameriprise Financial Inc.190,210$5.39M0.0%-5.1%0.356%
2/14/2025Jane Street Group LLC95,309$2.70M0.0%+17.7%0.178%
2/14/2025Comerica Bank16,254$461K0.0%-2.6%0.030%
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2/14/2025Northern Trust Corp804,599$22.81M0.0%+6.7%1.507%
2/14/2025The Manufacturers Life Insurance Company 24,799$703K0.0%-3.4%0.046%
2/14/2025Tudor Investment Corp ET AL108,237$3.07M0.0%+106.3%0.203%
2/14/2025Susquehanna Fundamental Investments LLC9,687$275K0.0%N/A0.018%
2/14/2025Hancock Whitney Corp22,268$631K0.0%+85.6%0.042%
2/14/2025Voya Investment Management LLC15,841$449K0.0%-8.2%0.030%
2/14/2025Integrated Wealth Concepts LLC34,096$967K0.0%-70.6%0.064%
2/14/2025Price T Rowe Associates Inc. MD28,953$821K0.0%+14.2%0.054%
2/14/2025Dark Forest Capital Management LP16,840$477K0.1%N/A0.032%
2/14/2025Mendon Capital Advisors Corp50,000$1.42M0.7%-33.3%0.094%
2/14/2025Fayez Sarofim & Co8,763$248K0.0%-36.3%0.016%
2/14/2025State of Tennessee Department of Treasury11,068$314K0.0%-47.8%0.021%
2/14/2025Tower Research Capital LLC TRC 3,832$109K0.0%-20.6%0.007%
2/14/2025MetLife Investment Management LLC29,733$843K0.0%+6.9%0.056%
2/14/2025Curi RMB Capital LLC50,000$1.42M0.0%-33.3%0.094%
2/14/2025Dimensional Fund Advisors LP1,996,609$56.60M0.0%+6.5%3.739%
2/14/2025First Trust Advisors LP167,792$4.76M0.0%+62.8%0.314%
2/13/2025Teton Advisors Inc.60,000$1.70M0.9%-4.0%0.112%
2/13/2025Barclays PLC98,348$2.79M0.0%+4.2%0.184%
2/13/2025Sterling Capital Management LLC1,573$45K0.0%+809.2%0.003%
2/13/2025Argent Trust Co26,308$746K0.0%-20.7%0.049%
2/13/2025Legal & General Group Plc135,398$3.84M0.0%+3.2%0.254%
2/13/2025Invesco Ltd.357,767$10.14M0.0%+162.4%0.670%
2/13/2025Rahlfs Capital LLC7,581$215K0.2%N/A0.014%
2/13/2025Wells Fargo & Company MN28,841$818K0.0%+27.7%0.054%
2/12/2025ExodusPoint Capital Management LP23,359$662K0.0%N/A0.044%
2/12/2025Geode Capital Management LLC1,106,128$31.37M0.0%-0.9%2.071%
2/12/2025Alliancebernstein L.P.63,442$1.80M0.0%-28.9%0.119%
2/12/2025Wellington Management Group LLP826,668$23.44M0.0%+20.4%1.548%
2/12/2025Pictet Asset Management Holding SA8,404$238K0.0%N/A0.016%
2/12/2025JPMorgan Chase & Co.193,071$5.47M0.0%+85.9%0.362%
2/11/2025EntryPoint Capital LLC14,130$401K0.2%N/A0.026%
2/11/2025Prudential Financial Inc.58,966$1.67M0.0%-22.4%0.110%
2/11/2025Corebridge Financial Inc.26,101$740K0.0%-7.3%0.049%
2/11/2025Vanguard Group Inc.3,272,542$92.78M0.0%-1.3%6.128%
2/11/2025LPL Financial LLC13,529$384K0.0%N/A0.025%
2/11/2025KLP Kapitalforvaltning AS10,487$297K0.0%N/A0.020%
2/11/2025Sei Investments Co.29,902$848K0.0%-22.9%0.056%
2/11/2025American Century Companies Inc.652,420$18.50M0.0%+26.8%1.222%
2/10/2025Thrivent Financial for Lutherans41,984$1.19M0.0%-7.0%0.079%
2/10/2025William Blair Investment Management LLC1,208,750$34.27M0.1%+13.0%2.264%
2/10/2025Royce & Associates LP138,222$3.92M0.0%-2.8%0.259%
2/10/2025Swiss National Bank100,162$2.84M0.0%+0.8%0.188%
2/10/2025Great Lakes Advisors LLC154,538$4.38M0.0%-7.7%0.289%
2/7/2025HighTower Advisors LLC278,866$7.91M0.0%-2.9%0.522%
2/7/2025AlphaQuest LLC5,918$168K0.0%-53.4%0.011%
2/6/2025Charles Schwab Investment Management Inc.441,725$12.52M0.0%+2.9%0.827%
2/6/2025 Carlton Hofferkamp & Jenks Wealth Management LLC149,670$4.42M1.6%-7.0%0.280%
2/5/2025Mutual of America Capital Management LLC7,200$204K0.0%N/A0.013%
2/4/2025Los Angeles Capital Management LLC9,445$268K0.0%-20.9%0.018%
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2/3/2025 Mcdaniel Terry & Co.46,419$1.32M0.1%N/A0.087%
1/31/2025Callahan Advisors LLC166,730$4.73M0.4%-4.4%0.312%
1/31/2025 Principal Financial Group Inc.230,592$6.54M0.0%+2.6%0.432%
1/30/2025 Rhumbline Advisers145,464$4.12M0.0%-0.9%0.272%
1/30/2025 Blue Trust Inc.1,680$48K0.0%-47.4%0.003%
1/30/2025 New York State Teachers Retirement System14,934$423K0.0%+44.9%0.028%
1/28/2025Empowered Funds LLC146,122$4.14M0.1%+5.1%0.274%
1/24/2025 U.S. Capital Wealth Advisors LLC9,602$272K0.0%N/A0.018%
1/22/2025 KBC Group NV3,177$90K0.0%+25.9%0.006%
1/22/2025 Blue Trust Inc.3,753$97K0.0%+17.5%0.007%
(Data available from 1/1/2016 forward)

STEL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of STEL shares?

During the previous two years, 159 institutional investors and hedge funds held shares of Stellarone. The most heavily invested institutionals were Vanguard Group Inc. ($92.78M), Dimensional Fund Advisors LP ($56.60M), State Street Corp ($52.64M), William Blair Investment Management LLC ($34.27M), Geode Capital Management LLC ($31.37M), King Luther Capital Management Corp ($29.40M), and Wellington Management Group LLP ($23.44M).Learn more on STEL's institutional investors.

What percentage of Stellarone stock is owned by institutional investors?

54.15% of Stellarone stock is owned by institutional investors. Learn more on STEL's institutional investor holdings.

Which institutional investors have been buying Stellarone stock?

Of the 120 institutional investors that purchased Stellarone stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wellington Management Group LLP ($558.78K), Millennium Management LLC ($500.25K), William Blair Investment Management LLC ($412.47K), American Century Companies Inc. ($354.39K), Dimensional Fund Advisors LP ($309.57K), Invesco Ltd. ($221.40K), and Victory Capital Management Inc. ($204.11K).

How much institutional buying is happening at Stellarone?

Institutional investors have bought a total of 5,273,166 shares in the last 24 months. This purchase volume represents approximately $137.32M in transactions.

Which Stellarone major shareholders have been selling company stock?

Of the 83 institutional investors that sold Stellarone stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Dimensional Fund Advisors LP ($285.64K), FJ Capital Management LLC ($285.31K), Integrated Wealth Concepts LLC ($224.60K), Victory Capital Management Inc. ($200.05K), Basswood Capital Management L.L.C. ($161.23K), Crestmont Private Wealth LLC ($145.67K), and Avidian Wealth Solutions LLC ($145.07K).

How much institutional selling is happening at Stellarone?

Institutional investors have sold a total of 2,511,570 shares in the last 24 months. This volume of shares sold represents approximately $61.98M in transactions.


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This page (NASDAQ:STEL) was last updated on 5/2/2025 by MarketBeat.com Staff
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