Stellarone (STEL) Institutional Ownership

Notice: This company has been marked as potentially delisted and may not be actively trading.

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

Current
Institutional Ownership
Percentage
54.15%
Number of
Institutional Buyers
(last 12 months)
57
Total
Institutional Inflows
(last 12 months)
$42.64M
Number of
Institutional Sellers
(last 12 months)
41
Total
Institutional Outflows
(last 12 months)
$34.09M
Get STEL Insider Trade Alerts

Want to know when executives and insiders are buying or selling Stellarone stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

STEL Institutional Buying and Selling by Quarter

Stellarone Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/26/2024Yousif Capital Management LLC21,174$516K0.0%-8.7%0.040%
4/25/2024New York State Teachers Retirement System10,307$251K0.0%-9.6%0.019%
4/9/2024 Mather Group LLC.4,721$115K0.0%N/A0.009%
4/5/2024 Los Angeles Capital Management LLC16,607$405K0.0%-2.6%0.031%
3/11/2024Vanguard Group Inc.3,138,508$87.38M0.0%+4.0%5.888%
3/5/2024Wellington Management Group LLP440,444$12.26M0.0%-3.6%0.826%
2/23/2024Mendon Capital Advisors Corp125,000$3.48M1.4%N/A0.235%
2/14/2024Icon Wealth Advisors LLC15,775$439K0.0%N/A0.030%
2/14/2024Basswood Capital Management L.L.C.176,578$4.92M0.3%-11.9%0.332%
2/13/2024Teton Advisors Inc.64,000$1.78M0.6%-0.8%0.120%
2/8/2024Great Lakes Advisors LLC155,956$4.34M0.0%N/A0.293%
2/8/2024Quadrant Capital Group LLC953$27K0.0%+307.3%0.002%
2/7/2024Principal Financial Group Inc.244,557$6.81M0.0%-3.4%0.459%
2/7/2024Dimensional Fund Advisors LP1,716,585$47.79M0.0%-10.8%3.223%
2/6/2024Charles Schwab Investment Management Inc.392,386$10.92M0.0%+3.0%0.737%
2/6/2024Sheets Smith Wealth Management15,422$429K0.1%+5.0%0.029%
2/6/2024Avidian Wealth Solutions LLC16,517$460K0.0%-44.4%0.031%
2/6/2024 Amalgamated Bank17,900$498K0.0%-3.4%0.034%
2/6/2024 Los Angeles Capital Management LLC17,058$475K0.0%+4.3%0.032%
2/6/2024Swiss National Bank89,262$2.49M0.0%-10.3%0.168%
2/5/2024Victory Capital Management Inc.21,548$600K0.0%-18.6%0.040%
2/2/2024Watershed Asset Management L.L.C.10,975$306K0.4%-11.9%0.021%
2/1/2024Yousif Capital Management LLC23,179$645K0.0%-6.8%0.044%
2/1/2024New York State Common Retirement Fund19,812$552K0.0%+5.5%0.037%
1/30/2024Sfmg LLC32,711$911K0.1%-1.7%0.061%
1/30/2024Zurcher Kantonalbank Zurich Cantonalbank 10,996$306K0.0%+37.9%0.021%
1/30/2024Everence Capital Management Inc.8,879$247K0.0%N/A0.017%
1/29/2024 Louisiana State Employees Retirement System23,500$654K0.0%N/A0.044%
1/26/2024Mutual of America Capital Management LLC8,204$228K0.0%N/A0.015%
1/25/2024Carlton Hofferkamp & Jenks Wealth Management LLC219,361$5.84M2.4%-0.5%0.412%
1/24/2024Mirae Asset Global Investments Co. Ltd.23,471$653K0.0%+17.9%0.044%
1/24/2024New York State Teachers Retirement System11,407$318K0.0%-5.8%0.021%
1/19/2024 State of Alaska Department of Revenue28,835$802K0.0%-1.4%0.054%
1/18/2024 Symphony Financial Ltd. Co.9,500$245K0.1%N/A0.018%
1/18/2024 Precedent Wealth Partners LLC16,000$445K0.2%N/A0.030%
1/18/2024 Saxon Interests Inc.7,246$202K0.1%N/A0.014%
1/16/2024 Raymond James Financial Services Advisors Inc.18,000$501K0.0%+50.0%0.034%
1/11/2024 Crestmont Private Wealth LLC105,593$2.94M1.5%+0.6%0.198%
12/18/2023Vanguard Group Inc.3,017,845$64.34M0.0%-0.5%5.666%
12/6/2023Citigroup Inc.32,110$685K0.0%-42.3%0.060%
Better than Bitcoin? The Biotech Stock with 46,751% Potential (Ad)

4x Better than Bitcoin Bitcoin would have to go from $68,000 to $314,000 to match the 463% gains we saw with Immunogen in December.

Get the name of the stock here >>>
12/1/2023Wellington Management Group LLP456,798$9.74M0.0%+5.4%0.858%
11/15/2023Kennedy Capital Management LLC466,412$9.94M0.2%+24.9%0.876%
11/15/2023EJF Capital LLC28,315$604K0.3%-15.3%0.053%
11/14/2023Richard Bernstein Advisors LLC118,576$2.53M0.0%N/A0.223%
11/14/2023Trexquant Investment LP16,822$359K0.0%-37.7%0.032%
11/13/2023Channing Capital Management LLC14,536$310K0.0%N/A0.027%
11/13/2023Prospector Partners LLC109,028$2.32M0.3%-4.1%0.205%
11/13/2023Rafferty Asset Management LLC24,399$520K0.0%-16.9%0.046%
11/13/2023PNC Financial Services Group Inc.2,788$59K0.0%-30.0%0.005%
11/13/2023FCA Corp TX38,964$831K0.3%+2.1%0.073%
11/9/2023William Blair Investment Management LLC81,039$1.73M0.0%N/A0.152%
11/9/2023Rhumbline Advisers142,400$3.04M0.0%+1.4%0.267%
11/9/2023Deutsche Bank AG26,983$575K0.0%+47.2%0.051%
11/9/2023Citigroup Inc.32,110$685K0.0%-42.3%0.060%
11/9/2023Commonwealth of Pennsylvania Public School Empls Retrmt SYS31,362$669K0.0%-38.8%0.059%
11/8/2023HighTower Advisors LLC287,117$6.12M0.0%+1.6%0.539%
11/8/2023Charles Schwab Investment Management Inc.381,087$8.13M0.0%+6.1%0.716%
11/8/2023Swiss National Bank99,562$2.12M0.0%+1.6%0.187%
11/7/2023Quantbot Technologies LP4,312$92K0.0%N/A0.008%
11/7/2023Barclays PLC54,771$1.17M0.0%+4.1%0.103%
11/6/2023Illinois Municipal Retirement Fund25,415$542K0.0%N/A0.048%
11/6/2023 Los Angeles Capital Management LLC16,358$349K0.0%-2.9%0.031%
11/6/2023Victory Capital Management Inc.26,468$564K0.0%-87.5%0.050%
11/2/2023Principal Financial Group Inc.253,180$5.40M0.0%-1.8%0.475%
10/30/2023Yousif Capital Management LLC24,879$530K0.0%-3.4%0.047%
10/30/2023Watershed Asset Management L.L.C.12,458$266K0.3%N/A0.023%
10/26/2023Carlton Hofferkamp & Jenks Wealth Management LLC220,492$4.81M2.2%-2.4%0.414%
10/25/2023New York State Teachers Retirement System12,107$258K0.0%-4.7%0.023%
10/23/2023 Callahan Advisors LLC178,642$3.81M0.5%-2.0%0.335%
10/20/2023 FOCUS Wealth Advisors LLC195,888$4.18M2.9%-23.3%0.367%
10/19/2023HWG Holdings LP2,899$62K0.0%+308.9%0.005%
10/17/2023Avior Wealth Management LLC14,333$306K0.0%-17.3%0.027%
10/16/2023 State of Alaska Department of Revenue29,248$623K0.0%-1.9%0.055%
10/13/2023SG Americas Securities LLC22,586$482K0.0%N/A0.042%
10/13/2023Avidian Wealth Solutions LLC29,699$633K0.0%+71.3%0.056%
10/11/2023 Crestmont Private Wealth LLC104,989$2.24M1.4%-30.8%0.197%
9/21/2023Barclays PLC52,602$1.20M0.0%+41.0%0.099%
8/11/2023FJ Capital Management LLC261,728$5.99M0.8%-52.2%0.491%
8/11/2023Trexquant Investment LP27,001$618K0.0%N/A0.051%
8/10/2023MetLife Investment Management LLC25,073$574K0.0%+2.3%0.047%
8/10/2023King Luther Capital Management Corp1,277,860$29.25M0.1%+3.8%2.397%
8/10/2023Prospector Partners LLC113,728$2.60M0.4%-19.0%0.213%
8/10/2023Citigroup Inc.55,672$1.27M0.0%+170.5%0.104%
8/10/2023Cetera Investment Advisers10,039$230K0.0%-57.4%0.019%
8/9/2023Dimensional Fund Advisors LP2,093,618$47.92M0.0%-3.6%3.927%
8/9/2023Swiss National Bank97,962$2.24M0.0%+2.1%0.184%
8/9/2023Commonwealth of Pennsylvania Public School Empls Retrmt SYS51,213$1.17M0.0%+7.5%0.096%
8/9/2023Sheets Smith Wealth Management14,289$327K0.0%-5.1%0.027%
8/8/2023Rhumbline Advisers140,502$3.22M0.0%+1.0%0.264%
8/7/2023Principal Financial Group Inc.257,930$5.90M0.0%-5.2%0.484%
Better than Bitcoin? The Biotech Stock with 46,751% Potential (Ad)

4x Better than Bitcoin Bitcoin would have to go from $68,000 to $314,000 to match the 463% gains we saw with Immunogen in December.

Get the name of the stock here >>>
8/7/2023Texas Permanent School Fund Corp39,892$913K0.0%-1.2%0.075%
8/7/2023Royce & Associates LP142,222$3.26M0.0%-0.3%0.267%
8/7/2023Carlton Hofferkamp & Jenks Wealth Management LLC225,929$5.59M2.5%-0.4%0.424%
8/4/2023American International Group Inc.25,965$594K0.0%+4.9%0.049%
8/4/2023Oxbow Advisors LLC28,368$649K0.1%N/A0.053%
8/3/2023 Los Angeles Capital Management LLC16,844$386K0.0%-53.5%0.032%
8/3/2023Barclays PLC52,602$1.20M0.0%+41.0%0.099%
8/3/2023Avidian Wealth Solutions LLC17,337$397K0.0%-88.4%0.033%
8/2/2023Yousif Capital Management LLC25,759$590K0.0%-4.9%0.048%
7/31/2023Crossmark Global Holdings Inc.23,381$599K0.0%-2.6%0.044%
(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, 113 institutional investors and hedge funds held shares of Stellarone. The most heavily invested institutionals were Vanguard Group Inc. ($87.38M), Dimensional Fund Advisors LP ($47.79M), King Luther Capital Management Corp ($29.25M), Stieven Capital Advisors L.P. ($16.08M), Wellington Management Group LLP ($12.26M), Charles Schwab Investment Management Inc. ($10.92M), and Kennedy Capital Management LLC ($9.94M).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 102 institutional investors that purchased Stellarone stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Dimensional Fund Advisors LP ($2.17M), Stieven Capital Advisors L.P. ($545.68K), Principal Financial Group Inc. ($271.85K), Integrated Wealth Concepts LLC ($258.70K), FOCUS Wealth Advisors LLC ($256.41K), Carlton Hofferkamp & Jenks Wealth Management LLC ($226.76K), and Clarus Group Inc. ($223.94K).

How much institutional buying is happening at Stellarone?

Institutional investors have bought a total of 7,694,879 shares in the last 24 months. This purchase volume represents approximately $216.82M in transactions.

Which Stellarone major shareholders have been selling company stock?

Of the 41 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), Victory Capital Management Inc. ($190.80K), Avidian Wealth Solutions LLC ($145.07K), Basswood Capital Management L.L.C. ($89.82K), Crestmont Private Wealth LLC ($77.13K), and FOCUS Wealth Advisors LLC ($60.52K).

How much institutional selling is happening at Stellarone?

Institutional investors have sold a total of 1,457,437 shares in the last 24 months. This volume of shares sold represents approximately $34.37M in transactions.


This page (NASDAQ:STEL) was last updated on 4/27/2024 by MarketBeat.com Staff

From Our Partners