UNITED CAPITAL FINANCIAL ADVISORS, LLC - STONECASTLE FINL CORP ownership

STONECASTLE FINL CORP's ticker is BANX and the CUSIP is 861780104. A total of 30 filers reported holding STONECASTLE FINL CORP in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of STONECASTLE FINL CORP
ValueSharesWeighting
Q3 2023$428,505
-44.7%
24,500
-47.3%
0.00%
-25.0%
Q2 2023$775,155
-7.4%
46,5000.0%0.00%
-20.0%
Q1 2023$837,000
+27.6%
46,500
+20.8%
0.01%
+25.0%
Q4 2022$656,040
-1.3%
38,5000.0%0.00%0.0%
Q3 2022$665,000
-28.6%
38,500
-20.6%
0.00%
-20.0%
Q2 2022$931,000
-10.7%
48,5000.0%0.01%0.0%
Q1 2022$1,043,000
-2.2%
48,5000.0%0.01%0.0%
Q4 2021$1,066,000
-4.3%
48,500
-4.0%
0.01%
-16.7%
Q3 2021$1,114,000
-15.0%
50,500
-15.1%
0.01%
-14.3%
Q2 2021$1,310,000
-0.6%
59,500
-10.7%
0.01%0.0%
Q1 2021$1,318,000
-26.6%
66,600
-28.6%
0.01%
-36.4%
Q4 2020$1,795,000
-15.4%
93,250
-14.6%
0.01%
-21.4%
Q3 2020$2,121,000
+9.6%
109,250
-10.3%
0.01%0.0%
Q2 2020$1,936,000
-36.9%
121,750
-5.1%
0.01%
-44.0%
Q1 2020$3,068,000
-16.0%
128,250
-21.7%
0.02%
+4.2%
Q4 2019$3,652,000
-2.3%
163,750
-3.0%
0.02%
-7.7%
Q3 2019$3,739,000
-1.9%
168,750
-3.4%
0.03%
+4.0%
Q2 2019$3,810,000
+1.8%
174,7500.0%0.02%
-3.8%
Q1 2019$3,744,000
+3.5%
174,750
-6.8%
0.03%
-10.3%
Q4 2018$3,618,000
-9.6%
187,445
+5.0%
0.03%
+3.6%
Q3 2018$4,001,000
-13.7%
178,445
-11.9%
0.03%
-20.0%
Q2 2018$4,638,000
+1.7%
202,641
-3.3%
0.04%0.0%
Q1 2018$4,560,000
+11.4%
209,641
+2.9%
0.04%
+9.4%
Q4 2017$4,093,000
-3.1%
203,641
-0.4%
0.03%
-11.1%
Q3 2017$4,222,000
-2.4%
204,541
-3.5%
0.04%
-7.7%
Q2 2017$4,326,000
-1.1%
212,041
-2.3%
0.04%
-4.9%
Q1 2017$4,376,000
+7.4%
217,041
-0.5%
0.04%
+2.5%
Q4 2016$4,075,000
-0.0%
218,041
-0.2%
0.04%0.0%
Q3 2016$4,077,000
+3.7%
218,3910.0%0.04%0.0%
Q2 2016$3,931,000
+3.0%
218,391
-0.9%
0.04%
-4.8%
Q1 2016$3,815,000
-11.2%
220,391
-16.4%
0.04%
-14.3%
Q4 2015$4,296,000
-4.0%
263,541
-0.9%
0.05%
-9.3%
Q3 2015$4,475,000
-4.9%
266,041
-2.2%
0.05%0.0%
Q2 2015$4,706,000
-3.2%
272,041
-0.7%
0.05%
-8.5%
Q1 2015$4,864,000
-53.8%
274,041
-49.4%
0.06%
-25.3%
Q4 2014$10,534,000
+116.2%
541,082
+159.5%
0.08%
-7.1%
Q3 2014$4,873,000
-8.8%
208,500
-1.0%
0.08%
-14.1%
Q2 2014$5,342,000
+4.7%
210,500
+1.4%
0.10%
-9.2%
Q1 2014$5,100,000
-0.9%
207,500
-1.0%
0.11%
-37.7%
Q4 2013$5,145,000209,5000.18%
Other shareholders
STONECASTLE FINL CORP shareholders Q2 2022
NameSharesValueWeighting ↓
Greenwich Investment Management, Inc. 181,414$3,521,0003.90%
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 536,021$10,404,0000.89%
Hilton Capital Management, LLC 232,626$4,515,0000.54%
Oak Grove Capital LLC 21,285$413,0000.20%
BARD ASSOCIATES INC 93,175$1,810,0000.19%
BENJAMIN EDWARDS INC 8,639$168,0000.14%
Oxbow Advisors, LLC 41,400$804,0000.10%
Van Hulzen Asset Management, LLC 16,500$320,0000.05%
Clear Harbor Asset Management, LLC 14,164$274,923,0000.05%
WEST BANCORPORATION INC 1,000$19,0000.02%
View complete list of STONECASTLE FINL CORP shareholders