Who owns Stonecastle Finl?

Tip: Access positions for across all investors

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
 View chart
Stifel Financial 154k $3.4M -1% Sep 2025
 View chart
Arrowpoint Asset Management 137k $3.0M -30% Sep 2025
 View chart
Everstar Asset Management 44k $969k 9% Sep 2025
 View chart
Advisor Group Holdings 34k $750k 51% Sep 2025
 View chart
Capital Investment Advisors 28k $603k 0% Sep 2025
 View chart
Bard Associates 27k $595k -34% Sep 2025
 View chart
Marshall Wace 26k $566k 40% Sep 2025
 View chart
Oppenheimer & Co 22k $489k 39% Sep 2025
 View chart
Falcon Wealth Planning 19k $414k 0% Sep 2025
 View chart
Morgan Stanley 19k $392k 100% Jun 2025
 View chart
Catalina Capital Group 16k $344k 0% Sep 2025
 View chart
Rockefeller Capital Management 15k $324k 100% Sep 2025
 View chart
Accurate Wealth Management 14k $311k 100% Sep 2025
 View chart
Oxbow Advisors 11k $239k -1% Sep 2025
 View chart
Cambridge Investment Research Advisors 10k $222k 2% Sep 2025
 View chart
Private Advisor 9.4k $205k 100% Sep 2025
 View chart
Belpointe Asset Management 9.3k $204k 100% Sep 2025
 View chart
MAI Wealth Advisors 5.3k $115k 0% Sep 2025
 View chart
Umb Bank N A 2.7k $59k 0% Sep 2025
 View chart
Trust Co Of Vermont 1.8k $38k -25% Sep 2025
 View chart
Caldwell Sutter Capital 693.00 $15k 0% Sep 2025
 View chart
Pathway Financial Advisers 557.00 $12k 100% Sep 2025
 View chart
Bryn Mawr Trust 500.00 $11k 0% Sep 2025
 View chart
Sound Income Strategies 449.00 $9.7k 0% Sep 2025
 View chart
UBS Group 445.00 $9.8k -56% Sep 2025
 View chart
Hanson McClain Advisors 200.00 $4.4k 0% Sep 2025
 View chart
Newbridge Financial Services Group 200.00 $4.4k 0% Sep 2025
 View chart
Simplex Trading 120.00 $2.0k 100% Sep 2025
 View chart
Creekmur Asset Management 10.00 $227.000000 0% Sep 2025
 View chart
SBI Securities 10.00 $219.000000 -9% Sep 2025
 View chart
FMR 6.00 $132.000000 200% Sep 2025
 View chart
Russell Investments 5.00 $110.000000 100% Sep 2025
 View chart
Wells Fargo & Company 1.00 $15.000000 0% Sep 2025
 View chart

Who sold out of Stonecastle Finl?

Fund or Company Name Date Sold Shares Held Valued At
Round Rock Advisors Jun 2025 175k $3.7M
Citadel Advisors Jun 2025 16k $334k
Green Square Asset Management Jun 2025 11k $229k
Royal Bank of Canada Jun 2025 4.8k $101k