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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)
84
Total
Institutional Inflows
(last 12 months)
$98.56M
Number of
Institutional Sellers
(last 12 months)
67
Total
Institutional Outflows
(last 12 months)
$27.17M
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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
2/18/2025 Sunbelt Securities Inc.34,501$978K0.1%+441.4%0.065%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC71,420$2.03M0.0%+16.7%0.134%
2/17/2025 Waters Parkerson & CO. LLC8,000$227K0.0%N/A0.015%
2/17/2025 Rafferty Asset Management LLC31,478$892K0.0%-2.6%0.059%
2/17/2025 ProShare Advisors LLC14,775$419K0.0%+44.6%0.028%
2/17/2025 Nuveen Asset Management LLC132,739$3.76M0.0%-1.3%0.249%
2/17/2025 Millennium Management LLC784,207$22.23M0.0%+176.2%1.469%
2/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.27,933$792K0.0%+3.9%0.052%
2/17/2025 D. E. Shaw & Co. Inc.7,191$204K0.0%N/A0.013%
2/17/2025 Deutsche Bank AG42,218$1.20M0.0%+63.6%0.079%
2/17/2025 Cubist Systematic Strategies LLC24,913$706K0.0%-21.3%0.047%
2/17/2025 Cetera Investment Advisers7,794$221K0.0%-22.4%0.015%
2/17/2025 Bridgeway Capital Management LLC305,962$8.67M0.2%+25.8%0.573%
2/17/2025 Balyasny Asset Management L.P.199,461$5.66M0.0%+14.6%0.374%
2/17/2025 Bank of America Corp DE69,100$1.96M0.0%+1.5%0.129%
2/17/2025 Ameriprise Financial Inc.190,210$5.39M0.0%-5.1%0.356%
2/14/2025 Jane Street Group LLC95,309$2.70M0.0%+17.7%0.178%
2/14/2025 Comerica Bank16,254$461K0.0%-2.6%0.030%
2/14/2025 Northern Trust Corp804,599$22.81M0.0%+6.7%1.507%
2/14/2025 The Manufacturers Life Insurance Company 24,799$703K0.0%-3.4%0.046%
2/14/2025 Tudor Investment Corp ET AL108,237$3.07M0.0%+106.3%0.203%
2/14/2025 Susquehanna Fundamental Investments LLC9,687$275K0.0%N/A0.018%
2/14/2025 Hancock Whitney Corp22,268$631K0.0%+85.6%0.042%
2/14/2025 Voya Investment Management LLC15,841$449K0.0%-8.2%0.030%
2/14/2025 Integrated Wealth Concepts LLC34,096$967K0.0%-70.6%0.064%
2/14/2025 Price T Rowe Associates Inc. MD28,953$821K0.0%+14.2%0.054%
2/14/2025 Dark Forest Capital Management LP16,840$477K0.1%N/A0.032%
2/14/2025 Mendon Capital Advisors Corp50,000$1.42M0.7%-33.3%0.094%
2/14/2025 Fayez Sarofim & Co8,763$248K0.0%-36.3%0.016%
2/14/2025 State of Tennessee Department of Treasury11,068$314K0.0%-47.8%0.021%
2/14/2025 Tower Research Capital LLC TRC 3,832$109K0.0%-20.6%0.007%
2/14/2025 MetLife Investment Management LLC29,733$843K0.0%+6.9%0.056%
2/14/2025 Curi RMB Capital LLC50,000$1.42M0.0%-33.3%0.094%
2/14/2025 Dimensional Fund Advisors LP1,996,609$56.60M0.0%+6.5%3.739%
2/14/2025 First Trust Advisors LP167,792$4.76M0.0%+62.8%0.314%
2/13/2025 Teton Advisors Inc.60,000$1.70M0.9%-4.0%0.112%
2/13/2025 Barclays PLC98,348$2.79M0.0%+4.2%0.184%
2/13/2025 Sterling Capital Management LLC1,573$45K0.0%+809.2%0.003%
2/13/2025 Argent Trust Co26,308$746K0.0%-20.7%0.049%
2/13/2025 Legal & General Group Plc135,398$3.84M0.0%+3.2%0.254%
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2/13/2025 Invesco Ltd.357,767$10.14M0.0%+162.4%0.670%
2/13/2025 Rahlfs Capital LLC7,581$215K0.2%N/A0.014%
2/13/2025 Wells Fargo & Company MN28,841$818K0.0%+27.7%0.054%
2/12/2025 ExodusPoint Capital Management LP23,359$662K0.0%N/A0.044%
2/12/2025 Geode Capital Management LLC1,106,128$31.37M0.0%-0.9%2.071%
2/12/2025 Alliancebernstein L.P.63,442$1.80M0.0%-28.9%0.119%
2/12/2025 Wellington Management Group LLP826,668$23.44M0.0%+20.4%1.548%
2/12/2025 Pictet Asset Management Holding SA8,404$238K0.0%N/A0.016%
2/12/2025 JPMorgan Chase & Co.193,071$5.47M0.0%+85.9%0.362%
2/11/2025 EntryPoint Capital LLC14,130$401K0.2%N/A0.026%
2/11/2025 Prudential Financial Inc.58,966$1.67M0.0%-22.4%0.110%
2/11/2025 Corebridge Financial Inc.26,101$740K0.0%-7.3%0.049%
2/11/2025 Vanguard Group Inc.3,272,542$92.78M0.0%-1.3%6.128%
2/11/2025 LPL Financial LLC13,529$384K0.0%N/A0.025%
2/11/2025 KLP Kapitalforvaltning AS10,487$297K0.0%N/A0.020%
2/11/2025 Sei Investments Co.29,902$848K0.0%-22.9%0.056%
2/11/2025 American Century Companies Inc.652,420$18.50M0.0%+26.8%1.222%
2/10/2025 Thrivent Financial for Lutherans41,984$1.19M0.0%-7.0%0.079%
2/10/2025 William Blair Investment Management LLC1,208,750$34.27M0.1%+13.0%2.264%
2/10/2025 Royce & Associates LP138,222$3.92M0.0%-2.8%0.259%
2/10/2025 Swiss National Bank100,162$2.84M0.0%+0.8%0.188%
2/10/2025 Great Lakes Advisors LLC154,538$4.38M0.0%-7.7%0.289%
2/7/2025 HighTower Advisors LLC278,866$7.91M0.0%-2.9%0.522%
2/7/2025 AlphaQuest LLC5,918$168K0.0%-53.4%0.011%
2/6/2025 Charles 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%
2/5/2025 Mutual of America Capital Management LLC7,200$204K0.0%N/A0.013%
2/4/2025 Los Angeles Capital Management LLC9,445$268K0.0%-20.9%0.018%
2/3/2025 Mcdaniel Terry & Co.46,419$1.32M0.1%N/A0.087%
1/31/2025 Callahan 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%
1/28/2025 Empowered 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%
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%
12/26/2024 JPMorgan Chase & Co.103,881$2.69M0.0%+120.6%0.195%
12/19/2024 Principal Financial Group Inc.224,852$5.82M0.0%-3.4%0.421%
11/25/2024 Sfmg LLC30,711$795K0.1%-6.1%0.058%
11/18/2024 Sunbelt Securities Inc.6,372$165K0.0%+19.5%0.012%
11/16/2024 Geode Capital Management LLC1,116,129$28.90M0.0%+1.9%2.090%
11/15/2024 Barclays PLC94,347$2.44M0.0%+146.3%0.177%
11/15/2024 Y Intercept Hong Kong Ltd9,822$254K0.0%N/A0.018%
11/15/2024 Jane Street Group LLC80,964$2.10M0.0%+80.4%0.152%
11/15/2024 Wellington Management Group LLP686,745$17.78M0.0%+59.3%1.286%
Watch This Robotics Demo Before March 17th (Ad)

Jeff Brown, the tech legend who picked shares of Nvidia in 2016 before they jumped by more than 22,000%... Just did a demo of what Nvidia’s CEO said will be "the first multitrillion-dollar robotics industry."

11/15/2024 State Street Corp2,033,138$52.64M0.0%+0.2%3.807%
11/15/2024 Readystate Asset Management LP24,841$643K0.0%N/A0.047%
11/15/2024 Integrated Wealth Concepts LLC115,946$3.00M0.0%-55.2%0.217%
11/15/2024 Basswood Capital Management L.L.C.104,656$2.71M0.1%-40.6%0.196%
11/15/2024 Point72 Asia Singapore Pte. Ltd.1,865$48K0.0%N/A0.003%
11/14/2024 Rockefeller Capital Management L.P.22,377$579K0.0%N/A0.042%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC61,210$1.59M0.0%-2.4%0.115%
11/14/2024 Public Sector Pension Investment Board101,118$2.62M0.0%-2.5%0.189%
11/13/2024 FMR LLC15,829$410K0.0%+19.1%0.030%
11/13/2024 The Manufacturers Life Insurance Company 25,664$664K0.0%-1.6%0.048%
(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: Millennium Management LLC ($500.25K), Wellington Management Group LLP ($418.86K), 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 5,268,179 shares in the last 24 months. This purchase volume represents approximately $136.46M in transactions.

Which Stellarone major shareholders have been selling company stock?

Of the 81 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 ($153.82K), and Avidian Wealth Solutions LLC ($145.07K).

How much institutional selling is happening at Stellarone?

Institutional investors have sold a total of 2,477,535 shares in the last 24 months. This volume of shares sold represents approximately $61.00M in transactions.



This page (NASDAQ:STEL) was last updated on 2/22/2025 by MarketBeat.com Staff
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