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STOCK TICKER:
StoneCastle Financial Corp - Common Stock   (ticker: BANX)
Institutions's Holdings On The Stock
INSTITUTION/GURU    (click Current Holdings for holding history) Current Holdings
(link to holding history)
Previous
Holdings
Change Portfolio
Date
Hilton Capital Management, LLC 238,713 241,430 1% 2020-06-30
BRINKER CAPITAL INC 38,614 38,138 1% 2020-06-30
ENVESTNET ASSET MANAGEMENT INC 15,981 14,955 7% 2020-06-30
IEQ CAPITAL, LLC 10,800 10,800 No Change 2020-06-30
Belpointe Asset Management LLC 6,200 0 New Buy 2020-06-30
WEST BANCORPORATION INC 1,000 1,000 No Change 2020-06-30
UBS Group AG 1,000 1,163 14% 2020-06-30
Valeo Financial Advisors, LLC 375 375 No Change 2020-06-30
RPG Investment Advisory, LLC 200 0 New Buy 2020-06-30
FLAGSHIP HARBOR ADVISORS, LLC 100 100 No Change 2020-06-30
SIGNATUREFD, LLC 27 0 New Buy 2020-06-30
Creative Planning 0 12,656 Sold Out 2020-06-30
Gradient Investments LLC 0 1,000 Sold Out 2020-06-30
NEXT Financial Group, Inc 0 2,069 Sold Out 2020-06-30
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 385,604 0 New Buy 2020-03-31
Greenwich Investment Management, Inc. 179,752 160,226 12% 2020-03-31
PNC FINANCIAL SERVICES GROUP INC 66,000 66,000 No Change 2020-03-31
ACADIAN ASSET MANAGEMENT LLC 45,595 29,427 55% 2020-03-31
Oxbow Advisors, LLC 42,400 257,302 84% 2020-03-31
Oak Grove Capital LLC 24,285 24,100 1% 2020-03-31
Van Hulzen Asset Management, LLC 21,990 21,990 No Change 2020-03-31
BARD ASSOCIATES INC 18,885 0 New Buy 2020-03-31
Clear Harbor Asset Management, LLC 14,164 14,764 4% 2020-03-31
OPPENHEIMER & CO INC 12,320 14,794 17% 2020-03-31
WELLS FARGO & CO/MN 6,847 8,021 15% 2020-03-31
J P MORGAN CHASE & CO 5,155 2,505 106% 2020-03-31
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 5,000 5,850 15% 2020-03-31
Stonebridge Capital Advisors LLC 1,900 1,900 No Change 2020-03-31
Fortis Advisors, LLC 160 160 No Change 2020-03-31
Russell Investments Group, Ltd. 140 140 No Change 2020-03-31
CONCENTRIC WEALTH MANAGEMENT, LLC 0 11,350 Sold Out 2020-03-31
Man Group plc 0 10,017 Sold Out 2020-03-31
FIFTH THIRD BANCORP 0 250 Sold Out 2020-03-31
Private Advisor Group, LLC 0 9,625 Sold Out 2020-03-31
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