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STLD Holdings Changes image
This page summarizes the STLD holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether STLD is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer12/31/2023
 Share Count 		3/31/2024
 Share Count 		Change% Change
13F Filers Increasing STLD Share Count
New Mexico Educational Retirement Board 8,400 39,200 +30,800 +366.67%
Diversified Trust Co 5,259 21,899 +16,640 +316.41%
Financial Management Professionals Inc. 10 31 +21 +210.00%
Artemis Investment Management LLP 33,933 61,859 +27,926 +82.30%
MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH 22,903 35,844 +12,941 +56.50%
MV Capital Management Inc. 1,119 1,720 +601 +53.71%
Fortitude Family Office LLC 23 34 +11 +47.83%
DNB Asset Management AS 34,486 46,596 +12,110 +35.12%
CX Institutional 9,275 12,117 +2,842 +30.64%
Hennessy Advisors Inc. 45,800 59,700 +13,900 +30.35%
Banque Cantonale Vaudoise 13,812 17,857 +4,045 +29.29%
Farmers & Merchants Investments Inc. 264 335 +71 +26.89%
Signal Advisors Wealth LLC 2,125 2,646 +521 +24.52%
Massmutual Trust Co. FSB ADV 253 302 +49 +19.37%
Park Avenue Securities LLC 3,488 3,874 +386 +11.07%
GAMMA Investing LLC 1,469 1,614 +145 +9.87%
Flagship Harbor Advisors LLC 2,033 2,161 +128 +6.30%
Foster & Motley Inc. 27,490 28,954 +1,464 +5.33%
Elevated Capital Advisors LLC 2,726 2,870 +144 +5.28%
Wealth Enhancement Advisory Services LLC 29,123 30,487 +1,364 +4.68%
CWM LLC 4,274 4,456 +182 +4.26%
Brookstone Capital Management 2,631 2,740 +109 +4.14%
OLD National Bancorp IN 11,033 11,422 +389 +3.53%
Gateway Investment Advisers LLC 54,502 55,324 +822 +1.51%
Capital Asset Advisory Services LLC 2,145 2,174 +29 +1.35%
Security Financial Services INC. 4,542 4,585 +43 +0.95%
Signet Financial Management LLC 43,671 44,033 +362 +0.83%
Greenfield Savings Bank 11,591 11,676 +85 +0.73%
Measured Wealth Private Client Group LLC 6,682 6,719 +37 +0.55%
Czech National Bank 26,641 26,763 +122 +0.46%
Unison Advisors LLC 11,944 11,986 +42 +0.35%
Paragon Capital Management Ltd 1,768 1,773 +5 +0.28%
Roble Belko & Company Inc 709 711 +2 +0.28%
State of Michigan Retirement System 47,660 47,760 +100 +0.21%
13F Filers Reporting New Positions In STLD
Country Trust Bank 0 49 +49 +100%
Contravisory Investment Management Inc. 0 1,603 +1,603 +100%
Ballentine Partners LLC 0 1,530 +1,530 +100%
Northwest Investment Counselors LLC 0 560 +560 +100%
Stonehearth Capital Management LLC 0 2,378 +2,378 +100%
Riverview Trust Co 0 338 +338 +100%
Capital Advisors Ltd. LLC 0 6 +6 +100%
BTC Capital Management Inc. 0 83,291 +83,291 +100%
MorganRosel Wealth Management LLC 0 4,807 +4,807 +100%
KMG Fiduciary Partners LLC 0 1,693 +1,693 +100%
Kathmere Capital Management LLC 0 1,673 +1,673 +100%
Rise Advisors LLC 0 91 +91 +100%
Five Oceans Advisors 0 1,483 +1,483 +100%
Wedmont Private Capital 0 1,576 +1,576 +100%
Financial Partners Group LLC 0 9,802 +9,802 +100%
13F Filers With Unchanged Share Count
NBC Securities Inc. 197 197 UNCH 0.00%
Toth Financial Advisory Corp 200 200 UNCH 0.00%
Atlantic Union Bankshares Corp 34,000 34,000 UNCH 0.00%
Barrett & Company Inc. 50 50 UNCH 0.00%
Optimum Investment Advisors 600 600 UNCH 0.00%
Trust Co. of Virginia VA 1,850 1,850 UNCH 0.00%
Atlas Capital Advisors LLC 3,754 3,754 UNCH 0.00%
Annex Advisory Services LLC 2,000 2,000 UNCH 0.00%
Gulf International Bank UK Ltd 13,810 13,810 UNCH 0.00%
Sunbelt Securities Inc. 200 200 UNCH 0.00%
Moisand Fitzgerald Tamayo LLC 23 23 UNCH 0.00%
Symmetry Partners LLC 11,188 11,188 UNCH 0.00%
Security National Bank 251 251 UNCH 0.00%
Sound Income Strategies LLC 10 10 UNCH 0.00%
Versant Capital Management Inc 65 65 UNCH 0.00%
Carolina Wealth Advisors LLC 525 525 UNCH 0.00%
Atticus Wealth Management LLC 500 500 UNCH 0.00%
Tsfg LLC 1 1 UNCH 0.00%
CVA Family Office LLC 235 235 UNCH 0.00%
Wolff Wiese Magana LLC 5 5 UNCH 0.00%
Shearwater Capital LLC 7,291 7,291 UNCH 0.00%
City State Bank 59 59 UNCH 0.00%
Armstrong Advisory Group Inc. 414 414 UNCH 0.00%
Daymark Wealth Partners LLC 1,839 1,839 UNCH 0.00%
Davis Investment Partners LLC 2,950 2,950 UNCH 0.00%
Park Place Capital Corp 17 17 UNCH 0.00%
Bruce G. Allen Investments LLC 36 36 UNCH 0.00%
13F Filers Decreasing STLD Share Count
Steel Peak Wealth Management LLC 17,931 2,689 -15,242 -85.00%
Alaska Permanent Fund Corp 19,584 7,832 -11,752 -60.01%
Boston Common Asset Management LLC 105,872 66,579 -39,293 -37.11%
KAMES CAPITAL plc 124,997 90,043 -34,954 -27.96%
First Financial Bank Trust Division 3,482 3,000 -482 -13.84%
Allspring Global Investments Holdings LLC 21,060 18,462 -2,598 -12.34%
CHICAGO TRUST Co NA 1,882 1,675 -207 -11.00%
SJS Investment Consulting Inc. 65 58 -7 -10.77%
Columbus Macro LLC 1,931 1,748 -183 -9.48%
Stratos Wealth Partners LTD. 3,866 3,566 -300 -7.76%
OneAscent Financial Services LLC 4,713 4,445 -268 -5.69%
Hexagon Capital Partners LLC 283 271 -12 -4.24%
Hartford Investment Management Co. 10,223 9,825 -398 -3.89%
Shilanski & Associates Inc. 11,864 11,496 -368 -3.10%
AdvisorNet Financial Inc 3,556 3,505 -51 -1.43%
Hennion & Walsh Asset Management Inc. 3,951 3,908 -43 -1.09%
Cornerstone Wealth Group LLC 23,327 23,119 -208 -0.89%
Arlington Trust Co LLC 1,865 1,850 -15 -0.80%
Mather Group LLC. 2,805 2,803 -2 -0.07%
13F Filers Exiting STLD
International Assets Investment Management LLC 107,825 0 -107,825 -100.00%
Oak Thistle LLC 10,304 0 -10,304 -100.00%
Polianta Ltd 7,700 0 -7,700 -100.00%
Exchange Traded Concepts LLC 370 0 -370 -100.00%
Los Angeles Capital Management & Equity Research Inc. 4,206 0 -4,206 -100.00%

See Summary: Institutional Holders of STLD
See Details: Top 10 Hedge Funds Holding STLD
Also See: STLD Insider Buying

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