Who owns Stonecastle Finl?

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Analyze quarterly positions in Stonecastle Finl with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Stonecastle Finl stock

Who bought or sold Stonecastle Finl this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Raymond James Financial 179k $3.9M 1% Sep 2025
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Stifel Financial 156k $3.4M 1% Dec 2025
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Arrowpoint Asset Management 137k $3.0M -30% Sep 2025
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Noble Wealth Management PBC 81k $1.8M 4% Dec 2025
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Advisor Group Holdings 47k $1.0M 37% Dec 2025
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Everstar Asset Management 46k $996k 5% Dec 2025
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Capital Investment Advisors 26k $567k -5% Dec 2025
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Oppenheimer & Co 23k $492k 1% Dec 2025
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Falcon Wealth Planning 18k $383k -7% Dec 2025
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Catalina Capital Group 16k $343k 0% Dec 2025
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Rockefeller Capital Management 15k $322k 0% Dec 2025
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Accurate Wealth Management 15k $320k 1% Dec 2025
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Private Advisor 11k $240k 18% Dec 2025
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Oxbow Advisors 11k $238k 0% Dec 2025
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Cambridge Investment Research Advisors 10k $222k 0% Dec 2025
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MAI Wealth Advisors 5.3k $115k 0% Dec 2025
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Trust Co Of Vermont 1.8k $38k 0% Dec 2025
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UBS Group 967.00 $21k 117% Dec 2025
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Caldwell Sutter Capital 693.00 $15k 0% Dec 2025
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Pathway Financial Advisers 557.00 $12k 100% Sep 2025
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Global Wealth Strategies & Associates 511.00 $11k 100% Dec 2025
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Bryn Mawr Trust 500.00 $11k 0% Dec 2025
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Sound Income Strategies 449.00 $9.6k 0% Dec 2025
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Bard Associates 370.00 $8.5k -99% Dec 2025
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Newbridge Financial Services Group 200.00 $4.4k 0% Dec 2025
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Hanson McClain Advisors 200.00 $4.4k 0% Dec 2025
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Highline Wealth Partners 135.00 $2.9k 100% Dec 2025
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Russell Investments 38.00 $829.000400 660% Dec 2025
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Creekmur Asset Management 10.00 $227.000000 0% Sep 2025
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SBI Securities 10.00 $219.000000 -9% Sep 2025
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FMR 6.00 $132.000000 200% Sep 2025
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Wells Fargo & Company 1.00 $20.000000 0% Dec 2025
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Who sold out of Stonecastle Finl?

Fund or Company Name Date Sold Shares Held Valued At
Marshall Wace Sep 2025 26k $566k
Citadel Advisors Jun 2025 16k $334k
Belpointe Asset Management Sep 2025 9.3k $204k
Royal Bank of Canada Jun 2025 4.8k $101k
Umb Bank N A Sep 2025 2.7k $59k
Simplex Trading Sep 2025 120.00 $2.0k