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Stone HBR Emerg Mkts TL Inc

CUSIP: 86164W100 | 110 institutional holders

Quarters

Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2023

Kestra Advisory Services, LLC177,967
0.0% of portfolio›$932.5K
NewEdge Advisors, LLC120,761
0.0% of portfolio›$632.8K
Morgan Stanley79,856
0.0% of portfolio›$418.4K
Clough Capital Partners L P70,111
0.0% of portfolio›$367.4K
Moors & Cabot, Inc.66,625
0.0% of portfolio›$349.1K
Janney Montgomery Scott LLC47,998
0.0% of portfolio›$252
Centaurus Financial, Inc.40,388
0.0% of portfolio›$212
Royal Bank of Canada32,174
0.0% of portfolio›$168.0K
Advisory Services Network, LLC23,002
0.0% of portfolio›$120.5K
SFI Advisors, LLC19,593
0.1% of portfolio›$102.7K
Susquehanna International Group, LLP16,902
0.0% of portfolio›$88.6K
Wedbush Securities Inc15,000
0.0% of portfolio›$79
Ameritas Advisory Services, LLC10,500
0.0% of portfolio›$46.8K
Melfa Wealth Management, Inc.10,218
0.1% of portfolio›$53.5K
UBS Group AG9,936
0.0% of portfolio›$52.1K
Osaic Holdings, Inc.9,383
0.0% of portfolio›$49.2K
Bank of America Corp2,140
0.0% of portfolio›$11.2K
Sawyer & Company, Inc300
0.0% of portfolio›$2
FMR LLC1
0.0% of portfolio›$5
Wells Fargo & Company1
0.0% of portfolio›$3
Proequities, Inc.0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Kestra Advisory Services, LLC
177,967$932.5K0.0%CoreLowAustin, TX2023-11-13
NewEdge Advisors, LLC
120,761$632.8K0.0%CoreLowNew Orleans, LA2023-11-14
Morgan Stanley
79,856$418.4K0.0%CoreLowNew York, NY2023-11-15
Clough Capital Partners L P
70,111$367.4K0.0%ValueHighBoston, MA2023-11-14
Moors & Cabot, Inc.
66,625$349.1K0.0%CoreLowBoston, MA2023-11-08
Janney Montgomery Scott LLC
47,998$2520.0%CoreLowPhiladelphia, PA2023-11-08
Centaurus Financial, Inc.
40,388$2120.0%GrowthMediumAnaheim, CA2023-11-13
Royal Bank of Canada
32,174$168.0K0.0%CoreLowToronto, Australia2023-11-14
Advisory Services Network, LLC
23,002$120.5K0.0%GrowthLowAtlanta, GA2023-11-14
SFI Advisors, LLC
19,593$102.7K0.1%ETFLowMontclair, NJ2023-10-30
Susquehanna International Group, LLP
16,902$88.6K0.0%GrowthHighBala Cynwyd, PA2023-11-14
Wedbush Securities Inc
15,000$790.0%CoreLowPasadena, CA2023-11-14
Ameritas Advisory Services, LLC
10,500$46.8K0.0%ETFHighLincoln, NE2023-11-13
Melfa Wealth Management, Inc.
10,218$53.5K0.1%YieldLowWestborough, MA2023-10-30
UBS Group AG
9,936$52.1K0.0%CoreMediumZurich, Switzerland2023-11-09
Osaic Holdings, Inc.
9,383$49.2K0.0%IndexLowScottsdale, AZ2023-11-13
Bank of America Corp
2,140$11.2K0.0%CoreLowCharlotte, NC2023-11-14
Sawyer & Company, Inc
300$20.0%GrowthLowBoston, MA2023-10-25
FMR LLC
1$50.0%GrowthMediumBoston, MA2026-11-05
Wells Fargo & Company
1$30.0%CoreLowSan Francisco, CA2023-11-13
Proequities, Inc.
0$00.0%GrowthVery LowBirmingham, AL2023-10-30