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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)
60
Total
Institutional Inflows
(last 12 months)
$50.31M
Number of
Institutional Sellers
(last 12 months)
51
Total
Institutional Outflows
(last 12 months)
$24.98M
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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
1/17/2025 SG Americas Securities LLC13,560$384K0.0%-25.2%0.025%
1/17/2025 Sheets Smith Wealth Management14,828$420K0.1%+3.5%0.028%
1/16/2025 FOCUS Wealth Advisors LLC195,888$5.55M2.9%-18.5%0.367%
12/26/2024JPMorgan Chase & Co.103,881$2.69M0.0%+120.6%0.195%
12/19/2024Principal Financial Group Inc.224,852$5.82M0.0%-3.4%0.421%
11/25/2024Sfmg LLC30,711$795K0.1%-6.1%0.058%
11/18/2024Sunbelt Securities Inc.6,372$165K0.0%+19.5%0.012%
11/16/2024Geode Capital Management LLC1,116,129$28.90M0.0%+1.9%2.090%
11/15/2024Barclays PLC94,347$2.44M0.0%+146.3%0.177%
11/15/2024Y Intercept Hong Kong Ltd9,822$254K0.0%N/A0.018%
11/15/2024Jane Street Group LLC80,964$2.10M0.0%+80.4%0.152%
11/15/2024Wellington Management Group LLP686,745$17.78M0.0%+59.3%1.286%
11/15/2024State Street Corp2,033,138$52.64M0.0%+0.2%3.807%
11/15/2024Readystate Asset Management LP24,841$643K0.0%N/A0.047%
11/15/2024Integrated Wealth Concepts LLC115,946$3.00M0.0%-55.2%0.217%
11/15/2024Basswood Capital Management L.L.C.104,656$2.71M0.1%-40.6%0.196%
11/15/2024Point72 Asia Singapore Pte. Ltd.1,865$48K0.0%N/A0.003%
11/14/2024Rockefeller Capital Management L.P.22,377$579K0.0%N/A0.042%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC61,210$1.59M0.0%-2.4%0.115%
11/14/2024Public Sector Pension Investment Board101,118$2.62M0.0%-2.5%0.189%
11/13/2024FMR LLC15,829$410K0.0%+19.1%0.030%
11/13/2024The Manufacturers Life Insurance Company 25,664$664K0.0%-1.6%0.048%
11/13/2024Hancock Whitney Corp12,000$311K0.0%N/A0.022%
11/13/2024Dynamic Technology Lab Private Ltd9,327$241K0.0%N/A0.017%
11/12/2024Icon Wealth Advisors LLC1,865$48K0.0%-85.9%0.003%
11/12/2024Charles Schwab Investment Management Inc.429,364$11.12M0.0%+3.5%0.804%
11/9/2024Intech Investment Management LLC14,984$388K0.0%N/A0.028%
11/8/2024Advisors Asset Management Inc.2,210$57K0.0%+142.1%0.004%
11/8/2024 Avior Wealth Management LLC12,333$319K0.0%-39.3%0.023%
11/7/2024Quest Partners LLC12,710$329K0.0%+36.4%0.024%
11/7/2024Thrivent Financial for Lutherans45,120$1.17M0.0%+5.9%0.084%
11/6/2024Empowered Funds LLC139,080$3.60M0.1%+5.3%0.260%
11/6/2024KBC Group NV2,524$65K0.0%+45.5%0.005%
11/5/2024Victory Capital Management Inc.9,522$247K0.0%-7.2%0.018%
11/4/2024Los Angeles Capital Management LLC11,945$309K0.0%-14.0%0.022%
11/4/2024 Crossmark Global Holdings Inc.23,935$620K0.0%-4.0%0.045%
11/1/2024Oxbow Advisors LLC30,464$789K0.1%+7.4%0.057%
10/31/2024Principal Financial Group Inc.224,852$5.82M0.0%-3.4%0.420%
10/30/2024Callahan Advisors LLC174,429$4.52M0.4%-1.2%0.326%
10/24/2024Inscription Capital LLC38,095$986K0.1%-3.5%0.071%
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10/24/2024State of Alaska Department of Revenue27,210$704K0.0%-1.7%0.051%
10/23/2024Louisiana State Employees Retirement System23,100$598K0.0%-2.5%0.043%
10/22/2024Symphony Financial Ltd. Co.8,250$210K0.0%-13.2%0.015%
10/21/2024WJ Interests LLC27,490$712K0.3%N/A0.051%
10/21/2024 Everence Capital Management Inc.8,879$230K0.0%N/A0.017%
10/18/2024Blue Trust Inc.3,193$83K0.0%+853.1%0.006%
10/11/2024Creative Planning11,690$303K0.0%-25.9%0.022%
10/10/2024 Crestmont Private Wealth LLC28,660$742K0.3%-71.4%0.053%
10/10/2024 FOCUS Wealth Advisors LLC240,411$6.22M3.1%+22.7%0.449%
10/3/2024 SG Americas Securities LLC18,127$469K0.0%N/A0.034%
8/30/2024Mendon Capital Advisors Corp75,000$1.72M1.5%-25.0%0.140%
8/21/2024Truist Financial Corp196,008$4.50M0.0%-1.1%0.366%
8/16/2024Creative Planning15,783$362K0.0%N/A0.029%
8/15/2024The Manufacturers Life Insurance Company 26,077$599K0.0%+5.2%0.049%
8/15/2024Millennium Management LLC206,707$4.75M0.0%-3.6%0.386%
8/15/2024Elizabeth Park Capital Advisors Ltd.186,217$4.28M3.7%+55.2%0.348%
8/14/2024Public Sector Pension Investment Board103,718$2.38M0.0%+6.6%0.194%
8/13/2024Thrivent Financial for Lutherans42,604$978K0.0%-54.9%0.080%
8/13/2024Sei Investments Co.37,096$852K0.0%-3.0%0.069%
8/13/2024King Luther Capital Management Corp1,280,426$29.40M0.1%+0.2%2.390%
8/12/2024Argent Trust Co59,174$1.36M0.1%-5.0%0.110%
8/9/2024Dimensional Fund Advisors LP1,677,905$38.52M0.0%+12.6%3.132%
8/8/2024William Blair Investment Management LLC1,102,162$25.31M0.1%-0.2%2.057%
8/8/2024American Century Companies Inc.322,059$7.39M0.0%+204.7%0.601%
8/7/2024Texas Permanent School Fund Corp35,100$806K0.0%-14.5%0.066%
8/6/2024Quest Partners LLC9,321$214K0.0%+44,285.7%0.017%
8/6/2024Great Lakes Advisors LLC168,914$3.88M0.0%+4.5%0.315%
8/6/2024Los Angeles Capital Management LLC13,896$319K0.0%-16.3%0.026%
8/5/2024Victory Capital Management Inc.10,263$236K0.0%-45.3%0.019%
8/1/2024Rhumbline Advisers151,034$3.47M0.0%+1.2%0.282%
8/1/2024Stieven Capital Advisors L.P.255,243$5.86M1.3%-29.0%0.476%
7/31/2024Commonwealth Equity Services LLC23,024$529K0.0%-26.6%0.043%
7/30/2024Maryland State Retirement & Pension System16,438$377K0.0%-3.5%0.031%
7/29/2024Callahan Advisors LLC176,554$4.05M0.4%-0.3%0.330%
7/29/2024Principal Financial Group Inc.232,752$5.34M0.0%-4.5%0.434%
7/29/2024Innealta Capital LLC2,098$48K0.0%N/A0.004%
7/29/2024Zurcher Kantonalbank Zurich Cantonalbank 12,201$280K0.0%+11.0%0.023%
7/24/2024Louisiana State Employees Retirement System23,700$544K0.0%+2.2%0.044%
7/20/2024 Nisa Investment Advisors LLC8,538$196K0.0%-36.6%0.016%
7/19/2024Harrell Investment Partners LLC12,840$295K0.1%-8.5%0.024%
7/15/2024 Crestmont Private Wealth LLC100,107$2.30M1.1%-5.0%0.187%
7/8/2024 Versant Capital Management Inc14,374$330K0.1%+49,465.5%0.027%
5/17/2024Comerica Bank19,370$472K0.0%-9.4%0.036%
5/16/2024California State Teachers Retirement System45,626$1.11M0.0%-5.7%0.085%
5/16/2024EJF Capital LLC20,359$496K0.3%-8.5%0.038%
5/16/2024Kennedy Capital Management LLC552,189$13.45M0.3%-3.5%1.031%
5/15/2024Price T Rowe Associates Inc. MD13,922$340K0.0%+14.4%0.026%
5/14/2024EntryPoint Capital LLC4,462$109K0.1%N/A0.008%
5/14/2024Stieven Capital Advisors L.P.359,404$8.76M1.8%+0.1%0.671%
5/10/2024Vanguard Group Inc.3,158,384$76.94M0.0%+0.6%5.896%
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5/8/2024William Blair Investment Management LLC1,104,232$26.90M0.1%+21.1%2.061%
5/8/2024 Sheets Smith Wealth Management14,235$347K0.0%-7.7%0.027%
5/8/2024ProShare Advisors LLC9,778$238K0.0%+7.4%0.018%
5/8/2024Russell Investments Group Ltd.8,460$206K0.0%N/A0.016%
5/7/2024Sei Investments Co.38,228$931K0.0%-4.5%0.071%
5/7/2024Illinois Municipal Retirement Fund26,538$646K0.0%+2.8%0.050%
5/7/2024 SG Americas Securities LLC6,685$163K0.0%N/A0.012%
5/7/2024Empowered Funds LLC83,920$2.04M0.0%+8.1%0.157%
5/6/2024Texas Permanent School Fund Corp41,043$1M0.0%+1.4%0.077%
5/3/2024GSA Capital Partners LLP32,987$804K0.1%N/A0.062%
(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, 140 institutional investors and hedge funds held shares of Stellarone. The most heavily invested institutionals were Vanguard Group Inc. ($76.94M), State Street Corp ($52.64M), Dimensional Fund Advisors LP ($38.52M), King Luther Capital Management Corp ($29.40M), Geode Capital Management LLC ($28.90M), William Blair Investment Management LLC ($25.31M), and Wellington Management Group LLP ($17.78M).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 121 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 ($2.36M), Stieven Capital Advisors L.P. ($546.18K), FOCUS Wealth Advisors LLC ($300.93K), Wellington Management Group LLP ($278.93K), William Blair Investment Management LLC ($273.69K), Principal Financial Group Inc. ($271.85K), and Integrated Wealth Concepts LLC ($258.70K).

How much institutional buying is happening at Stellarone?

Institutional investors have bought a total of 8,730,811 shares in the last 24 months. This purchase volume represents approximately $240.59M in transactions.

Which Stellarone major shareholders have been selling company stock?

Of the 64 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. ($200.05K), Basswood Capital Management L.L.C. ($161.23K), Crestmont Private Wealth LLC ($153.82K), Avidian Wealth Solutions LLC ($145.07K), and Integrated Wealth Concepts LLC ($142.75K).

How much institutional selling is happening at Stellarone?

Institutional investors have sold a total of 2,129,867 shares in the last 24 months. This volume of shares sold represents approximately $51.14M in transactions.


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This page (NASDAQ:STEL) was last updated on 1/21/2025 by MarketBeat.com Staff
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