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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)
64
Total
Institutional Inflows
(last 12 months)
$50.42M
Number of
Institutional Sellers
(last 12 months)
51
Total
Institutional Outflows
(last 12 months)
$24.16M
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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
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%
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%
11/13/2024 Hancock Whitney Corp12,000$311K0.0%N/A0.022%
11/13/2024 Dynamic Technology Lab Private Ltd9,327$241K0.0%N/A0.017%
11/12/2024 Icon Wealth Advisors LLC1,865$48K0.0%-85.9%0.003%
11/12/2024 Charles Schwab Investment Management Inc.429,364$11.12M0.0%+3.5%0.804%
11/9/2024 Intech Investment Management LLC14,984$388K0.0%N/A0.028%
11/8/2024 Advisors 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%
11/7/2024 Quest Partners LLC12,710$329K0.0%+36.4%0.024%
11/7/2024 Thrivent Financial for Lutherans45,120$1.17M0.0%+5.9%0.084%
11/6/2024 Empowered Funds LLC139,080$3.60M0.1%+5.3%0.260%
11/6/2024 KBC Group NV2,524$65K0.0%+45.5%0.005%
11/5/2024 Victory Capital Management Inc.9,522$247K0.0%-7.2%0.018%
11/4/2024 Los 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%
11/1/2024 Oxbow Advisors LLC30,464$789K0.1%+7.4%0.057%
10/31/2024 Principal Financial Group Inc.224,852$5.82M0.0%-3.4%0.420%
10/30/2024 Callahan Advisors LLC174,429$4.52M0.4%-1.2%0.326%
10/24/2024 Inscription Capital LLC38,095$986K0.1%-3.5%0.071%
10/24/2024 State of Alaska Department of Revenue27,210$704K0.0%-1.7%0.051%
10/23/2024 Louisiana State Employees Retirement System23,100$598K0.0%-2.5%0.043%
10/22/2024 Symphony Financial Ltd. Co.8,250$210K0.0%-13.2%0.015%
10/21/2024 WJ 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%
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10/11/2024 Creative 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%
8/30/2024 Mendon Capital Advisors Corp75,000$1.72M1.5%-25.0%0.140%
8/21/2024 Truist Financial Corp196,008$4.50M0.0%-1.1%0.366%
8/16/2024 Creative Planning15,783$362K0.0%N/A0.029%
8/15/2024 The Manufacturers Life Insurance Company 26,077$599K0.0%+5.2%0.049%
8/15/2024 Millennium Management LLC206,707$4.75M0.0%-3.6%0.386%
8/15/2024 Elizabeth Park Capital Advisors Ltd.186,217$4.28M3.7%+55.2%0.348%
8/14/2024 Public Sector Pension Investment Board103,718$2.38M0.0%+6.6%0.194%
8/13/2024 Thrivent Financial for Lutherans42,604$978K0.0%-54.9%0.080%
8/13/2024 Sei Investments Co.37,096$852K0.0%-3.0%0.069%
8/13/2024 King Luther Capital Management Corp1,280,426$29.40M0.1%+0.2%2.390%
8/12/2024 Argent Trust Co59,174$1.36M0.1%-5.0%0.110%
8/9/2024 Dimensional Fund Advisors LP1,677,905$38.52M0.0%+12.6%3.132%
8/8/2024 William Blair Investment Management LLC1,102,162$25.31M0.1%-0.2%2.057%
8/8/2024 American Century Companies Inc.322,059$7.39M0.0%+204.7%0.601%
8/7/2024 Texas Permanent School Fund Corp35,100$806K0.0%-14.5%0.066%
8/6/2024 Quest Partners LLC9,321$214K0.0%+44,285.7%0.017%
8/6/2024 Great Lakes Advisors LLC168,914$3.88M0.0%+4.5%0.315%
8/6/2024 Los Angeles Capital Management LLC13,896$319K0.0%-16.3%0.026%
8/5/2024 Victory Capital Management Inc.10,263$236K0.0%-45.3%0.019%
8/1/2024 Rhumbline Advisers151,034$3.47M0.0%+1.2%0.282%
8/1/2024 Stieven 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%
7/30/2024 Maryland State Retirement & Pension System16,438$377K0.0%-3.5%0.031%
7/29/2024 Callahan Advisors LLC176,554$4.05M0.4%-0.3%0.330%
7/29/2024 Principal Financial Group Inc.232,752$5.34M0.0%-4.5%0.434%
7/29/2024 Innealta Capital LLC2,098$48K0.0%N/A0.004%
7/29/2024 Zurcher Kantonalbank Zurich Cantonalbank 12,201$280K0.0%+11.0%0.023%
7/24/2024 Louisiana 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%
7/19/2024 Harrell 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%
5/17/2024 Comerica Bank19,370$472K0.0%-9.4%0.036%
5/16/2024 California State Teachers Retirement System45,626$1.11M0.0%-5.7%0.085%
5/16/2024 EJF Capital LLC20,359$496K0.3%-8.5%0.038%
5/16/2024 Kennedy Capital Management LLC552,189$13.45M0.3%-3.5%1.031%
5/15/2024 Price T Rowe Associates Inc. MD13,922$340K0.0%+14.4%0.026%
5/14/2024 EntryPoint Capital LLC4,462$109K0.1%N/A0.008%
5/14/2024 Stieven Capital Advisors L.P.359,404$8.76M1.8%+0.1%0.671%
5/10/2024 Vanguard Group Inc.3,158,384$76.94M0.0%+0.6%5.896%
5/8/2024 William 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%
5/8/2024 ProShare Advisors LLC9,778$238K0.0%+7.4%0.018%
5/8/2024 Russell Investments Group Ltd.8,460$206K0.0%N/A0.016%
5/7/2024 Sei Investments Co.38,228$931K0.0%-4.5%0.071%
5/7/2024 Illinois Municipal Retirement Fund26,538$646K0.0%+2.8%0.050%
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5/7/2024 SG Americas Securities LLC6,685$163K0.0%N/A0.012%
5/7/2024 Empowered Funds LLC83,920$2.04M0.0%+8.1%0.157%
5/6/2024 Texas Permanent School Fund Corp41,043$1M0.0%+1.4%0.077%
5/3/2024 GSA Capital Partners LLP32,987$804K0.1%N/A0.062%
5/3/2024 Patron Partners LLC10,658$260K0.2%-16.7%0.020%
5/1/2024 Mirae Asset Global Investments Co. Ltd.19,901$510K0.0%-15.2%0.037%
4/30/2024Commonwealth Equity Services LLC31,352$764K0.0%N/A0.059%
4/29/2024 Principal Financial Group Inc.243,735$5.94M0.0%-0.3%0.457%
4/26/2024 Yousif Capital Management LLC21,174$516K0.0%-8.7%0.040%
4/25/2024 New York State Teachers Retirement System10,307$251K0.0%-9.6%0.019%
(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, 142 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 127 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 9,117,830 shares in the last 24 months. This purchase volume represents approximately $252.20M in transactions.

Which Stellarone major shareholders have been selling company stock?

Of the 63 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 2,070,877 shares in the last 24 months. This volume of shares sold represents approximately $49.49M in transactions.



This page (NASDAQ:STEL) was last updated on 11/24/2024 by MarketBeat.com Staff
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