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
Arrowpoint Asset Management 885k $17M 9% Mar 2026
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Raymond James Financial 155k $3.4M -13% Dec 2025
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Stifel Financial 139k $2.6M -11% Mar 2026
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Noble Wealth Management PBC 106k $2.0M 32% Mar 2026
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Almitas Capital 73k $1.4M 100% Mar 2026
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Closed-End Fund Advisors 70k $1.3M 100% Mar 2026
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Hudson Bay Capital Management 57k $1.1M 100% Mar 2026
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Everstar Asset Management 47k $902k 2% Mar 2026
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Advisor Group Holdings 47k $1.0M 37% Dec 2025
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Morgan Stanley 34k $643k 5% Mar 2026
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CSS 32k $603k 100% Mar 2026
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Caldwell Sutter Capital 26k $490k 3608% Mar 2026
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Capital Investment Advisors 24k $462k -7% Mar 2026
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Oppenheimer & Co 24k $452k 5% Mar 2026
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Falcon Wealth Planning 16k $308k -8% Mar 2026
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Citadel Advisors 16k $307k 32% Mar 2026
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Catalina Capital Group 16k $300k 0% Mar 2026
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Rockefeller Capital Management 15k $281k 0% Mar 2026
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Accurate Wealth Management 13k $259k -8% Mar 2026
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Private Advisor 12k $234k 11% Mar 2026
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MAI Wealth Advisors 5.3k $100k 0% Mar 2026
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FNY Investment Advisers 4.7k $89k 100% Mar 2026
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UBS Group 3.5k $68k 267% Mar 2026
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Blue Bell Private Wealth Management 2.1k $40k 100% Mar 2026
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Trust Co Of Vermont 1.8k $38k 0% Dec 2025
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Creative Financial Designs 827.00 $16k 100% Mar 2026
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Bryn Mawr Trust 700.00 $13k 40% Mar 2026
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Sound Income Strategies 453.00 $8.7k 1% Mar 2026
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Hanson McClain Advisors 200.00 $4.4k 0% Dec 2025
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Newbridge Financial Services Group 200.00 $3.8k 0% Mar 2026
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Highline Wealth Partners 135.00 $2.6k 0% Mar 2026
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Bard Associates 82.00 $1.6k -78% Mar 2026
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SBI Securities 7.00 $133.000000 75% Mar 2026
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Russell Investments 4.00 $76.000000 -89% Mar 2026
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Wells Fargo & Company 1.00 $28.000000 0% Mar 2026
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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
Oxbow Advisors Dec 2025 11k $238k
Cambridge Investment Research Advisors Dec 2025 10k $222k
Global Wealth Strategies & Associates Dec 2025 511.00 $11k
Simplex Trading Sep 2025 120.00 $2.0k
Creekmur Asset Management Sep 2025 10.00 $227.000000
FMR Sep 2025 6.00 $132.000000