Stepan Ownership 2024 | Who Owns Stepan Now?
Institutional Ownership
80.18%
Insider Ownership
3.88%
Retail Ownership
15.93%
Institutional Holders
200.00
Stepan Institutional Shareholders
Institutional Shareholders by % of Total Shares
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
BLACKROCK INC. | 14.67% | 0.01% | 3,348,107 | -61,783 | -1.81% | 281,107,066 | Jun 30, 2024 |
VANGUARD GROUP INC | 11.16% | 0.00% | 2,546,607 | -17,891 | -0.70% | 213,813,124 | Jun 30, 2024 |
HIGHTOWER ADVISORS, LLC | 7.41% | 0.22% | 1,691,189 | -177,466 | -9.50% | 141,997,000 | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | 5.61% | 0.03% | 1,279,450 | 34,264 | 2.75% | 107,421,442 | Jun 30, 2024 |
STATE STREET CORP | 5.16% | 0.00% | 1,177,657 | -27,793 | -2.31% | 98,876,082,000 | Jun 30, 2024 |
WESTWOOD HOLDINGS GROUP INC | 3.27% | 0.29% | 747,140 | 52,944 | 7.63% | 62,729,874 | Jun 30, 2024 |
VICTORY CAPITAL MANAGEMENT INC | 3.07% | 0.06% | 699,864 | -21,498 | -2.98% | 58,760,582 | Jun 30, 2024 |
FIRST TRUST ADVISORS LP | 2.47% | 0.05% | 563,332 | -112,591 | -16.66% | 47,297,356 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 2.11% | 0.00% | 482,199 | 18,034 | 3.89% | 40,494,296 | Jun 30, 2024 |
MORGAN STANLEY | 2.00% | 0.00% | 455,473 | -50,376 | -9.96% | 38,241,676 | Jun 30, 2024 |
DEPRINCE RACE & ZOLLO INC | 1.86% | 0.79% | 424,166 | 17,361 | 4.27% | 35,612,977 | Jun 30, 2024 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.56% | 0.01% | 355,366 | 16,098 | 4.74% | 29,836,529 | Jun 30, 2024 |
BANK OF NEW YORK MELLON CORP | 1.43% | 0.01% | 325,443 | 6,542 | 2.05% | 27,324,210 | Jun 30, 2024 |
SOUTHERNSUN ASSET MANAGEMENT, LLC | 1.22% | 2.82% | 278,744 | 16,168 | 6.16% | 23,403,346 | Jun 30, 2024 |
NFJ INVESTMENT GROUP, LLC | 1.14% | 0.67% | 259,858 | -33,804 | -11.51% | 21,817,678 | Jun 30, 2024 |
NORTHERN TRUST CORP | 1.11% | 0.00% | 254,108 | -19,275 | -7.05% | 21,334,907,000 | Jun 30, 2024 |
AMERICAN CENTURY COMPANIES INC | 0.93% | 0.01% | 211,302 | 71,431 | 51.07% | 17,740,916 | Jun 30, 2024 |
GOTHAM ASSET MANAGEMENT, LLC | 0.74% | 0.18% | 168,822 | 168,822 | 100.00% | 14,174,295 | Jun 30, 2024 |
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 0.56% | 0.02% | 128,470 | -41,375 | -24.36% | 10,786,341 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 0.55% | 0.00% | 126,426 | 3,609 | 2.94% | 10,614,727 | Jun 30, 2024 |
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
SOUTHERNSUN ASSET MANAGEMENT, LLC | 1.22% | 2.82% | 278,744 | 16,168 | 6.16% | 23,403,346 | Jun 30, 2024 |
GRACE & WHITE INC /NY | 0.54% | 1.93% | 122,647 | - | - | 10,297,442 | Jun 30, 2024 |
O'KEEFE STEVENS ADVISORY, INC. | 0.26% | 1.68% | 60,003 | 1,236 | 2.10% | 5,037,860 | Jun 30, 2024 |
DEAN CAPITAL MANAGEMENT | 0.04% | 0.93% | 8,646 | -6,137 | -41.51% | 725,918 | Jun 30, 2024 |
DEPRINCE RACE & ZOLLO INC | 1.86% | 0.79% | 424,166 | 17,361 | 4.27% | 35,612,977 | Jun 30, 2024 |
NFJ INVESTMENT GROUP, LLC | 1.14% | 0.67% | 259,858 | -33,804 | -11.51% | 21,817,678 | Jun 30, 2024 |
ROMANO BROTHERS AND COMPANY | 0.12% | 0.32% | 27,779 | -61 | -0.22% | 2,332,325 | Jun 30, 2024 |
WESTWOOD HOLDINGS GROUP INC | 3.27% | 0.29% | 747,140 | 52,944 | 7.63% | 62,729,874 | Jun 30, 2024 |
DEAN INVESTMENT ASSOCIATES, LLC | 0.10% | 0.28% | 23,434 | -19,732 | -45.71% | 1,967,519 | Jun 30, 2024 |
CENTERBOOK PARTNERS LP | 0.19% | 0.23% | 44,408 | 17,612 | 65.73% | 3,728,496 | Jun 30, 2024 |
WELLINGTON SHIELDS CAPITAL MANAGEMENT, LLC | 0.06% | 0.22% | 14,500 | - | - | 1,217,420 | Jun 30, 2024 |
HIGHTOWER ADVISORS, LLC | 7.41% | 0.22% | 1,691,189 | -177,466 | -9.50% | 141,997,000 | Jun 30, 2024 |
GOTHAM ASSET MANAGEMENT, LLC | 0.74% | 0.18% | 168,822 | 168,822 | 100.00% | 14,174,295 | Jun 30, 2024 |
SHERBROOKE PARK ADVISERS LLC | 0.04% | 0.15% | 9,887 | 4,544 | 85.05% | 830,113 | Jun 30, 2024 |
GSA CAPITAL PARTNERS LLP | 0.10% | 0.13% | 22,788 | 14,731 | 182.83% | 1,913,000 | Jun 30, 2024 |
LEGATO CAPITAL MANAGEMENT LLC | 0.04% | 0.10% | 8,646 | -6,137 | -41.51% | 725,918 | Jun 30, 2024 |
EDGESTREAM PARTNERS, L.P. | 0.10% | 0.10% | 23,974 | 23,974 | 100.00% | 2,012,857 | Jun 30, 2024 |
1620 INVESTMENT ADVISORS, INC. | 0.01% | 0.09% | 1,468 | 1,468 | 100.00% | 123,262 | Jun 30, 2024 |
INCEPTIONR LLC | 0.02% | 0.09% | 3,841 | 1,284 | 50.22% | 322,490 | Jun 30, 2024 |
MEIJI YASUDA ASSET MANAGEMENT CO LTD. | 0.11% | 0.09% | 26,208 | -5,392 | -17.06% | 2,200,424 | Jun 30, 2024 |
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
GOTHAM ASSET MANAGEMENT, LLC | 0.74% | 0.18% | 168,822 | 168,822 | 100.00% | 14,174,295 | Jun 30, 2024 |
CRESSET ASSET MANAGEMENT, LLC | 0.44% | 0.04% | 100,609 | 100,609 | 100.00% | 8,447,132 | Jun 30, 2024 |
NORGES BANK | 0.44% | 0.00% | 99,432 | 99,432 | 100.00% | 8,348,311 | Jun 30, 2024 |
AMERICAN CENTURY COMPANIES INC | 0.93% | 0.01% | 211,302 | 71,431 | 51.07% | 17,740,916 | Jun 30, 2024 |
WESTWOOD HOLDINGS GROUP INC | 3.27% | 0.29% | 747,140 | 52,944 | 7.63% | 62,729,874 | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | 5.61% | 0.03% | 1,279,450 | 34,264 | 2.75% | 107,421,442 | Jun 30, 2024 |
EDGESTREAM PARTNERS, L.P. | 0.10% | 0.10% | 23,974 | 23,974 | 100.00% | 2,012,857 | Jun 30, 2024 |
UBS ASSET MANAGEMENT AMERICAS INC | 0.23% | 0.00% | 52,346 | 23,315 | 80.31% | 4,394,970 | Jun 30, 2024 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 0.18% | 0.01% | 41,338 | 21,734 | 110.87% | 3,470,738 | Jun 30, 2024 |
SQUAREPOINT OPS LLC | 0.12% | 0.00% | 27,405 | 19,477 | 245.67% | 2,300,924 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 2.11% | 0.00% | 482,199 | 18,034 | 3.89% | 40,494,296 | Jun 30, 2024 |
CENTERBOOK PARTNERS LP | 0.19% | 0.23% | 44,408 | 17,612 | 65.73% | 3,728,496 | Jun 30, 2024 |
DEPRINCE RACE & ZOLLO INC | 1.86% | 0.79% | 424,166 | 17,361 | 4.27% | 35,612,977 | Jun 30, 2024 |
SOUTHERNSUN ASSET MANAGEMENT, LLC | 1.22% | 2.82% | 278,744 | 16,168 | 6.16% | 23,403,346 | Jun 30, 2024 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.56% | 0.01% | 355,366 | 16,098 | 4.74% | 29,836,529 | Jun 30, 2024 |
GSA CAPITAL PARTNERS LLP | 0.10% | 0.13% | 22,788 | 14,731 | 182.83% | 1,913,000 | Jun 30, 2024 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 0.08% | 0.01% | 18,077 | 14,389 | 390.16% | 1,517,745 | Jun 30, 2024 |
GOLDMAN SACHS GROUP INC | 0.25% | 0.00% | 56,935 | 12,698 | 28.70% | 4,780,233 | Jun 30, 2024 |
COREBRIDGE FINANCIAL, INC. | 0.05% | 0.01% | 12,390 | 12,390 | 100.00% | 1,040,264 | Jun 30, 2024 |
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.05% | 0.00% | 11,389 | 11,389 | 100.00% | 956,220 | Jun 30, 2024 |
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
HIGHTOWER ADVISORS, LLC | 7.41% | 0.22% | 1,691,189 | -177,466 | -9.50% | 141,997,000 | Jun 30, 2024 |
FIRST TRUST ADVISORS LP | 2.47% | 0.05% | 563,332 | -112,591 | -16.66% | 47,297,356 | Jun 30, 2024 |
BLACKROCK INC. | 14.67% | 0.01% | 3,348,107 | -61,783 | -1.81% | 281,107,066 | Jun 30, 2024 |
MORGAN STANLEY | 2.00% | 0.00% | 455,473 | -50,376 | -9.96% | 38,241,676 | Jun 30, 2024 |
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 0.56% | 0.02% | 128,470 | -41,375 | -24.36% | 10,786,341 | Jun 30, 2024 |
NFJ INVESTMENT GROUP, LLC | 1.14% | 0.67% | 259,858 | -33,804 | -11.51% | 21,817,678 | Jun 30, 2024 |
STATE STREET CORP | 5.16% | 0.00% | 1,177,657 | -27,793 | -2.31% | 98,876,082,000 | Jun 30, 2024 |
JPMORGAN CHASE & CO | 0.52% | 0.00% | 119,164 | -22,668 | -15.98% | 10,005,010 | Jun 30, 2024 |
VICTORY CAPITAL MANAGEMENT INC | 3.07% | 0.06% | 699,864 | -21,498 | -2.98% | 58,760,582 | Jun 30, 2024 |
DEAN INVESTMENT ASSOCIATES, LLC | 0.10% | 0.28% | 23,434 | -19,732 | -45.71% | 1,967,519 | Jun 30, 2024 |
NORTHERN TRUST CORP | 1.11% | 0.00% | 254,108 | -19,275 | -7.05% | 21,334,907,000 | Jun 30, 2024 |
VANGUARD GROUP INC | 11.16% | 0.00% | 2,546,607 | -17,891 | -0.70% | 213,813,124 | Jun 30, 2024 |
PROSHARE ADVISORS LLC | 0.33% | 0.02% | 76,153 | -14,059 | -15.58% | 6,393,806 | Jun 30, 2024 |
AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -11,492 | -100.00% | - | Jun 30, 2024 |
UBS GROUP AG | 0.32% | 0.00% | 73,075 | -10,836 | -12.91% | 6,135,377 | Jun 30, 2024 |
BARCLAYS PLC | 0.07% | 0.00% | 16,135 | -9,903 | -38.03% | 1,355,000 | Jun 30, 2024 |
INVESCO LTD. | 0.52% | 0.00% | 119,508 | -8,344 | -6.53% | 10,033,913 | Jun 30, 2024 |
STATE OF NEW JERSEY COMMON PENSION FUND D | 0.10% | 0.01% | 22,429 | -7,986 | -26.26% | 1,883,139 | Jun 30, 2024 |
EISLER CAPITAL (US) LLC | - | - | - | -7,986 | -100.00% | - | Jun 30, 2024 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 0.28% | 0.02% | 63,277 | -7,560 | -10.67% | 5,312,737 | Jun 30, 2024 |
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
GOTHAM ASSET MANAGEMENT, LLC | 0.74% | 0.18% | 168,822 | 168,822 | 100.00% | 14,174,295 | Jun 30, 2024 |
CRESSET ASSET MANAGEMENT, LLC | 0.44% | 0.04% | 100,609 | 100,609 | 100.00% | 8,447,132 | Jun 30, 2024 |
NORGES BANK | 0.44% | 0.00% | 99,432 | 99,432 | 100.00% | 8,348,311 | Jun 30, 2024 |
EDGESTREAM PARTNERS, L.P. | 0.10% | 0.10% | 23,974 | 23,974 | 100.00% | 2,012,857 | Jun 30, 2024 |
COREBRIDGE FINANCIAL, INC. | 0.05% | 0.01% | 12,390 | 12,390 | 100.00% | 1,040,264 | Jun 30, 2024 |
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.05% | 0.00% | 11,389 | 11,389 | 100.00% | 956,220 | Jun 30, 2024 |
TUDOR INVESTMENT CORP ET AL | 0.04% | 0.00% | 9,914 | 9,914 | 100.00% | 832,379 | Jun 30, 2024 |
MARSHALL WACE, LLP | 0.04% | 0.00% | 8,295 | 8,295 | 100.00% | 696,448 | Jun 30, 2024 |
ASSENAGON ASSET MANAGEMENT S.A. | 0.04% | 0.00% | 8,092 | 8,092 | 100.00% | 679,404 | Jun 30, 2024 |
ZACKS INVESTMENT MANAGEMENT | 0.03% | 0.01% | 7,868 | 7,868 | 100.00% | 660,601 | Jun 30, 2024 |
TOROSO INVESTMENTS, LLC | 0.03% | 0.01% | 7,090 | 7,090 | 100.00% | 595,276 | Jun 30, 2024 |
TWO SIGMA INVESTMENTS, LP | 0.02% | 0.00% | 3,600 | 3,600 | 100.00% | 302,256 | Jun 30, 2024 |
WALLEYE CAPITAL LLC | 0.01% | 0.00% | 3,125 | 3,125 | 100.00% | 262,375 | Jun 30, 2024 |
TREXQUANT INVESTMENT LP | 0.01% | 0.00% | 2,970 | 2,970 | 100.00% | 249,361 | Jun 30, 2024 |
JUMP FINANCIAL, LLC | 0.01% | 0.00% | 2,437 | 2,437 | 100.00% | 204,611 | Jun 30, 2024 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 0.01% | 0.00% | 2,432 | 2,432 | 100.00% | 204,000 | Jun 30, 2024 |
QUANTBOT TECHNOLOGIES LP | 0.01% | 0.01% | 2,324 | 2,324 | 100.00% | 195,123 | Jun 30, 2024 |
NVERSES CAPITAL, LLC | 0.01% | 0.08% | 1,600 | 1,600 | 100.00% | 134,336 | Jun 30, 2024 |
1620 INVESTMENT ADVISORS, INC. | 0.01% | 0.09% | 1,468 | 1,468 | 100.00% | 123,262 | Jun 30, 2024 |
STRS OHIO | 0.00% | 0.00% | 1,000 | 1,000 | 100.00% | 83,960,000 | Jun 30, 2024 |
INNEALTA CAPITAL, LLC | 0.00% | 0.02% | 704 | 704 | 100.00% | 59,108 | Jun 30, 2024 |
LAZARD ASSET MANAGEMENT LLC | 0.00% | - | 328 | 328 | 100.00% | 27,000 | Jun 30, 2024 |
ENTRYPOINT CAPITAL, LLC | 0.00% | 0.03% | 266 | 266 | 100.00% | 22,333 | Jun 30, 2024 |
SRS CAPITAL ADVISORS, INC. | 0.00% | 0.00% | 190 | 190 | 100.00% | 15,953 | Jun 30, 2024 |
CULLEN/FROST BANKERS, INC. | 0.00% | 0.00% | 43 | 43 | 100.00% | 3,610 | Jun 30, 2024 |
RIDGEWOOD INVESTMENTS LLC | 0.00% | 0.00% | 26 | 26 | 100.00% | 2,183 | Jun 30, 2024 |
CONTINUUM ADVISORY, LLC | 0.00% | 0.00% | 21 | 21 | 100.00% | 1,763 | Jun 30, 2024 |
ROTHSCHILD INVESTMENT LLC | - | 0.00% | 10 | 10 | 100.00% | 840 | Jun 30, 2024 |
LARSON FINANCIAL GROUP LLC | - | - | 2 | 2 | 100.00% | 168 | Jun 30, 2024 |
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -11,492 | -100.00% | - | Jun 30, 2024 |
EISLER CAPITAL (US) LLC | - | - | - | -7,986 | -100.00% | - | Jun 30, 2024 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | - | - | - | -5,972 | -100.00% | - | Jun 30, 2024 |
PEAK6 INVESTMENTS LLC | - | - | - | -5,900 | -100.00% | - | Jun 30, 2024 |
Y-INTERCEPT (HONG KONG) LTD | - | - | - | -5,008 | -100.00% | - | Jun 30, 2024 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | - | - | - | -4,067 | -100.00% | - | Jun 30, 2024 |
DYNAMIC TECHNOLOGY LAB PRIVATE LTD | - | - | - | -3,752 | -100.00% | - | Jun 30, 2024 |
VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC | - | - | - | -2,758 | -100.00% | - | Jun 30, 2024 |
AQUATIC CAPITAL MANAGEMENT LLC | - | - | - | -2,700 | -100.00% | - | Jun 30, 2024 |
TFG ADVISERS LLC | - | - | - | -2,448 | -100.00% | - | Jun 30, 2024 |
METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -1,127 | -100.00% | - | Jun 30, 2024 |
COPELAND CAPITAL MANAGEMENT, LLC | - | - | - | -456 | -100.00% | - | Jun 30, 2024 |
PRIVATE WEALTH MANAGEMENT GROUP, LLC | - | - | - | -14 | -100.00% | - | Jun 30, 2024 |
TFO-TDC, LLC | - | - | - | -1 | -100.00% | - | Jun 30, 2024 |
Stepan Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
Walthausen Funds | 0.98% | 33,493 | - | - | Apr 30, 2023 |
STATE STREET INSTITUTIONAL FUNDS | 0.09% | 71,398 | -23,582 | -24.83% | Mar 31, 2024 |
FIRST TRUST EXCHANGE-TRADED FUND | 0.07% | 650,028 | -47,435 | -6.80% | Mar 31, 2024 |
T. Rowe Price Quantitative Management Funds, Inc. | 0.04% | 112,638 | - | - | Mar 31, 2024 |
VANGUARD ADMIRAL FUNDS | 0.03% | 139,735 | 19,408 | 16.13% | Feb 29, 2024 |
VANGUARD VALLEY FORGE FUNDS | 0.03% | 14,027 | - | - | Mar 31, 2024 |
Ultimus Managers Trust | 0.02% | 267,397 | -17,941 | -6.29% | Jan 31, 2024 |
Vericimetry Funds | 0.02% | 2,080 | - | - | Mar 31, 2024 |
BNY MELLON INDEX FUNDS, INC. | 0.02% | 21,429 | -3,179 | -12.92% | Jan 31, 2024 |
BNY MELLON INVESTMENT PORTFOLIOS | 0.02% | 10,649 | 106 | 1.01% | Mar 31, 2024 |
VICTORY PORTFOLIOS | 0.02% | 520,000 | 179,000 | 52.49% | Mar 31, 2024 |
HENNESSY FUNDS TRUST | 0.02% | 31,200 | - | - | Jan 31, 2024 |
Collaborative Investment Series Trust | 0.01% | 1,732 | - | - | Mar 31, 2024 |
Humankind Benefit Corp | 0.01% | 243 | 21 | 9.46% | Dec 31, 2023 |
Capitol Series Trust | 0.01% | 97,138 | - | - | Jan 31, 2024 |
TIMOTHY PLAN | 0.01% | 39,801 | 468 | 1.19% | Mar 31, 2024 |
Virtus Investment Trust | 0.01% | 282,942 | -16,063 | -5.37% | Mar 28, 2024 |
ADVISORS' INNER CIRCLE FUND | 0.01% | 188,295 | - | - | Jan 31, 2024 |
Nuveen S&P 500 Dynamic Overwrite Fund | 0.01% | 199 | -869 | -81.37% | Mar 31, 2024 |
AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.01% | 15,384 | - | - | Mar 31, 2024 |
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.01% | 24,125 | -1,983 | -7.60% | Jan 31, 2024 |
QUANTITATIVE MASTER SERIES LLC | 0.01% | 37,603 | -1,309 | -3.36% | Mar 31, 2024 |
AdvisorShares Trust | 0.01% | 24,380 | - | - | Mar 28, 2024 |
SIT MUTUAL FUNDS INC | 0.01% | 2,250 | 725 | 47.54% | Mar 28, 2024 |
DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.01% | 3,147 | -88 | -2.72% | Mar 31, 2024 |
VANGUARD INDEX FUNDS | 0.00% | 1,895,518 | -311,935 | -14.13% | Mar 31, 2024 |
Nushares ETF Trust | 0.00% | 26,905 | -1,049 | -3.75% | Jan 31, 2024 |
BNY Mellon Strategic Funds, Inc. | 0.00% | 8,287 | - | - | Mar 31, 2024 |
FIRST TRUST VARIABLE INSURANCE TRUST | 0.00% | 16,244 | - | - | Mar 28, 2024 |
SYNTAX ETF TRUST | 0.00% | 99 | 5 | 5.32% | Mar 31, 2024 |
UNIFIED SERIES TRUST | 0.00% | 42,901 | 3,588 | 9.13% | Mar 31, 2024 |
RANGER FUNDS INVESTMENT TRUST | 0.00% | 103 | 103 | - | Apr 30, 2020 |
AMG FUNDS | 0.00% | 73,183 | - | - | Mar 28, 2024 |
Fidelity Commonwealth Trust II | 0.00% | 16,499 | - | - | Aug 31, 2023 |
Harbor ETF Trust | 0.00% | 11,122 | 968 | 9.53% | Jan 31, 2024 |
VANGUARD SPECIALIZED FUNDS | 0.00% | 121,359 | 732 | 0.61% | Jan 31, 2024 |
TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 479 | - | - | Mar 31, 2024 |
AMG Funds I | 0.00% | 4,307 | - | - | Jan 31, 2024 |
SCHWAB CAPITAL TRUST | 0.00% | 87,962 | 2,784 | 3.27% | Jan 31, 2024 |
Natixis Funds Trust IV | 0.00% | 613 | 28 | 4.79% | Jan 31, 2024 |
Bernstein Fund Inc | 0.00% | 15,820 | - | - | Mar 31, 2024 |
MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC | 0.00% | 990 | 285 | 40.43% | Sep 30, 2020 |
SSGA FUNDS | 0.00% | 759 | - | - | Feb 29, 2024 |
BRIDGEWAY FUNDS INC | 0.00% | 3,800 | - | - | Mar 28, 2024 |
DIMENSIONAL INVESTMENT GROUP INC | 0.00% | 22,152 | - | - | Jan 31, 2024 |
ROYCE VALUE TRUST, INC. | 0.00% | 1,129 | - | - | Mar 31, 2024 |
IndexIQ ETF Trust | 0.00% | 3,153 | -227 | -6.72% | Jan 31, 2024 |
AMERICAN CENTURY ETF TRUST | 0.00% | 137,211 | 15,029 | 12.30% | Feb 29, 2024 |
PFM Multi-Manager Series Trust | 0.00% | 833 | - | - | Dec 31, 2023 |
FIDELITY CONCORD STREET TRUST | 0.00% | 188,735 | 6,832 | 3.76% | Feb 29, 2024 |
EXCHANGE TRADED CONCEPTS TRUST | 0.00% | 5,027 | - | - | Feb 29, 2024 |
DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 907,694 | 145,756 | 19.13% | Jan 31, 2024 |
VANGUARD TAX-MANAGED FUNDS | 0.00% | 164,086 | -1,919 | -1.16% | Mar 31, 2024 |
Calvert Variable Products, Inc. | 0.00% | 2,118 | - | - | Mar 31, 2024 |
VARIABLE INSURANCE PRODUCTS FUND IV | 0.00% | 2,000 | - | - | Mar 31, 2024 |
Dimensional ETF Trust | 0.00% | 317,738 | 33,858 | 11.93% | Jan 31, 2024 |
WESMARK FUNDS | 0.00% | 2,300 | - | - | Mar 31, 2024 |
SHELTON FUNDS | 0.00% | 1,037 | - | - | Feb 29, 2024 |
Meeder Funds | 0.00% | 2,700 | - | - | Mar 31, 2024 |
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 2,724 | -552 | -16.85% | Mar 31, 2024 |
INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 40,036 | 10,300 | 34.64% | Jan 31, 2024 |
FIDELITY COVINGTON TRUST | 0.00% | 8,598 | 47 | 0.55% | Jan 31, 2024 |
VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 13,464 | - | - | Mar 31, 2024 |
SCHWAB STRATEGIC TRUST | 0.00% | 233,225 | 15,797 | 7.27% | Feb 29, 2024 |
STEWARD FUNDS, INC. | 0.00% | 952 | -97 | -9.25% | Jan 31, 2024 |
PROSHARES TRUST | 0.00% | 93,624 | 764 | 0.82% | Feb 29, 2024 |
SunAmerica Specialty Series | 0.00% | 178 | - | - | Apr 30, 2021 |
FIDELITY SELECT PORTFOLIOS | 0.00% | 20,400 | - | - | Feb 29, 2024 |
VANGUARD WORLD FUND | 0.00% | 74,275 | 2,369 | 3.29% | Feb 29, 2024 |
JOHNSON MUTUAL FUNDS TRUST | 0.00% | 8,200 | - | - | Mar 31, 2024 |
STONE RIDGE TRUST | 0.00% | 6,956 | - | - | Jan 31, 2024 |
PRUDENTIAL SERIES FUND | 0.00% | 21,829 | -600 | -2.68% | Mar 28, 2024 |
PRUDENTIAL INVESTMENT PORTFOLIOS 12 | 0.00% | 800 | - | - | Jan 31, 2024 |
Fidelity Central Investment Portfolios LLC | 0.00% | 13,300 | - | - | Feb 29, 2024 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 14,222 | 5 | 0.04% | Dec 31, 2023 |
Catholic Responsible Investments Funds | 0.00% | 9,569 | -106 | -1.10% | Jan 31, 2024 |
PRAXIS MUTUAL FUNDS | 0.00% | 2,730 | 1,330 | 95.00% | Dec 31, 2023 |
Global X Funds | 0.00% | 9,829 | 518 | 5.56% | Jan 31, 2024 |
Voya VARIABLE PORTFOLIOS INC | 0.00% | 7,050 | -1,530 | -17.83% | Mar 31, 2024 |
Invesco Exchange-Traded Fund Trust II | 0.00% | 67,229 | -19,643 | -22.61% | Feb 29, 2024 |
STERLING CAPITAL FUNDS | 0.00% | 4,530 | - | - | Mar 28, 2024 |
T. Rowe Price Index Trust, Inc. | 0.00% | 4,445 | 125 | 2.89% | Mar 31, 2024 |
Mutual of America Variable Insurance Portfolios, Inc. | 0.00% | 135 | -19 | -12.34% | Sep 30, 2023 |
KP Funds | 0.00% | 7,565 | 247 | 3.38% | Sep 30, 2020 |
THRIVENT SERIES FUND INC | 0.00% | 18,434 | -500 | -2.64% | Mar 28, 2024 |
VANGUARD VARIABLE INSURANCE FUNDS | 0.00% | 8,390 | - | - | Mar 31, 2024 |
VANGUARD HORIZON FUNDS | 0.00% | 3,762 | - | - | Mar 31, 2024 |
TIAA-CREF LIFE FUNDS | 0.00% | 410 | - | - | Mar 31, 2024 |
DFA INVESTMENT TRUST CO | 0.00% | 22,152 | - | - | Jan 31, 2024 |
SA FUNDS INVESTMENT TRUST | 0.00% | 2,418 | - | - | Mar 31, 2024 |
iSHARES TRUST | 0.00% | 2,455,239 | -70,978 | -2.81% | Mar 31, 2024 |
CLEARWATER INVESTMENT TRUST | 0.00% | 1,381 | 227 | 19.67% | Mar 28, 2024 |
RUSSELL INVESTMENT CO | 0.00% | 42,405 | 14,493 | 51.92% | Jan 31, 2024 |
JPMORGAN INSURANCE TRUST | 0.00% | 1,800 | - | - | Mar 31, 2023 |
STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 7,678 | -200 | -2.54% | Mar 31, 2024 |
FIRST TRUST EXCHANGE-TRADED FUND VI | 0.00% | 588 | - | - | Mar 31, 2024 |
BMO FUNDS, INC. | 0.00% | 4,898 | 46 | 0.95% | Aug 31, 2020 |
PRUDENTIAL INVESTMENT PORTFOLIOS, INC. | 0.00% | 980 | - | - | Mar 28, 2024 |
BNY MELLON FUNDS TRUST | 0.00% | 7,563 | - | - | Aug 31, 2023 |
VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 1,223 | 71 | 6.16% | Mar 31, 2024 |
Stepan Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
30 Jun, 24 | 200 | 0.50% |
31 Mar, 24 | 199 | 1.53% |
31 Dec, 23 | 196 | -1.51% |
30 Sep, 23 | 199 | 2.58% |
30 Jun, 23 | 194 | -6.73% |
31 Mar, 23 | 208 | 0.48% |
31 Dec, 22 | 207 | 5.08% |
30 Sep, 22 | 197 | -1.99% |
30 Jun, 22 | 201 | -1.95% |
31 Mar, 22 | 205 | -2.84% |
31 Dec, 21 | 211 | 1.93% |
30 Sep, 21 | 207 | -10.78% |
30 Jun, 21 | 232 | 7.41% |
31 Mar, 21 | 216 | -6.90% |
31 Dec, 20 | 232 | 10.48% |
30 Sep, 20 | 210 | 3.96% |
30 Jun, 20 | 202 | 14.12% |
31 Mar, 20 | 177 | -9.23% |
31 Dec, 19 | 195 | -2.50% |
30 Sep, 19 | 200 | 4.71% |
30 Jun, 19 | 191 | -9.48% |
31 Mar, 19 | 211 | 11.05% |
31 Dec, 18 | 190 | -5.47% |
30 Sep, 18 | 201 | 2.03% |
30 Jun, 18 | 197 | -1.50% |
31 Mar, 18 | 200 | -0.99% |
31 Dec, 17 | 202 | 3.06% |
30 Sep, 17 | 196 | -4.39% |
30 Jun, 17 | 205 | 1.49% |
31 Mar, 17 | 202 | 5.76% |
31 Dec, 16 | 191 | 4.37% |
30 Sep, 16 | 183 | 5.78% |
30 Jun, 16 | 173 | -0.57% |
31 Mar, 16 | 174 | 4.19% |
31 Dec, 15 | 167 | 3.09% |
30 Sep, 15 | 162 | -5.81% |
30 Jun, 15 | 172 | 8.18% |
31 Mar, 15 | 159 | 3.25% |
31 Dec, 14 | 154 | 4.05% |
30 Sep, 14 | 148 | -1.33% |
30 Jun, 14 | 150 | 4.90% |
31 Mar, 14 | 143 | 2.14% |
31 Dec, 13 | 140 | -6.04% |
30 Sep, 13 | 149 | 3.47% |
30 Jun, 13 | 144 | 132.26% |
31 Mar, 13 | 62 | 8.77% |
31 Dec, 12 | 57 | 3.64% |
30 Sep, 12 | 55 | 3.77% |
30 Jun, 12 | 53 | 20.45% |
31 Mar, 12 | 44 | 10.00% |
31 Dec, 11 | 40 | 8.11% |
30 Sep, 11 | 37 | -9.76% |
30 Jun, 11 | 41 | 7.89% |
31 Mar, 11 | 38 | - |
31 Dec, 10 | 38 | -7.32% |
30 Sep, 10 | 41 | - |
30 Jun, 10 | 41 | -8.89% |
31 Mar, 10 | 45 | 18.42% |
31 Dec, 09 | 38 | -9.52% |
30 Sep, 09 | 42 | 20.00% |
30 Jun, 09 | 35 | 84.21% |
31 Mar, 09 | 19 | -34.48% |
31 Dec, 08 | 29 | 11.54% |
30 Sep, 08 | 26 | 13.04% |
30 Jun, 08 | 23 | 27.78% |
31 Mar, 08 | 18 | -5.26% |
31 Dec, 07 | 19 | 26.67% |
30 Sep, 07 | 15 | - |
30 Jun, 07 | 15 | -16.67% |
31 Mar, 07 | 18 | 20.00% |
31 Dec, 06 | 15 | 15.38% |
30 Sep, 06 | 13 | - |
30 Jun, 06 | 13 | -13.33% |
31 Mar, 06 | 15 | 25.00% |
31 Dec, 05 | 12 | 33.33% |
30 Sep, 05 | 9 | -18.18% |
30 Jun, 05 | 11 | 22.22% |
31 Mar, 05 | 9 | - |
31 Dec, 04 | 9 | - |
30 Sep, 04 | 9 | -10.00% |
30 Jun, 04 | 10 | 25.00% |
31 Mar, 04 | 8 | 14.29% |
31 Dec, 03 | 7 | - |
30 Sep, 03 | 7 | 16.67% |
30 Jun, 03 | 6 | - |
31 Mar, 03 | 6 | - |
31 Dec, 02 | 6 | -25.00% |
30 Sep, 02 | 8 | 14.29% |
30 Jun, 02 | 7 | 16.67% |
31 Mar, 02 | 6 | 200.00% |
31 Dec, 01 | 2 | -33.33% |
30 Sep, 01 | 3 | -25.00% |
30 Jun, 01 | 4 | - |
31 Mar, 01 | 4 | 33.33% |
31 Dec, 00 | 3 | -25.00% |
30 Sep, 00 | 4 | - |
30 Jun, 00 | 4 | -20.00% |
31 Mar, 00 | 5 | 66.67% |
31 Dec, 99 | 3 | -25.00% |
30 Sep, 99 | 4 | -33.33% |
30 Jun, 99 | 6 | -14.29% |
31 Mar, 99 | 7 | - |
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
30 Jun, 24 | 18,300,784 | 0.10% |
31 Mar, 24 | 18,282,092 | -1.15% |
31 Dec, 23 | 18,495,091 | 3.44% |
30 Sep, 23 | 17,880,827 | -0.50% |
30 Jun, 23 | 17,969,819 | 3.73% |
31 Mar, 23 | 17,324,166 | -0.03% |
31 Dec, 22 | 17,329,277 | 0.26% |
30 Sep, 22 | 17,285,159 | -0.56% |
30 Jun, 22 | 17,383,044 | 0.23% |
31 Mar, 22 | 17,343,873 | 0.78% |
31 Dec, 21 | 17,208,809 | 1.43% |
30 Sep, 21 | 16,966,943 | -0.54% |
30 Jun, 21 | 17,058,871 | -0.76% |
31 Mar, 21 | 17,190,241 | -0.27% |
31 Dec, 20 | 17,236,022 | -0.13% |
30 Sep, 20 | 17,257,610 | 0.76% |
30 Jun, 20 | 17,128,142 | -0.97% |
31 Mar, 20 | 17,295,270 | 0.24% |
31 Dec, 19 | 17,253,507 | 0.62% |
30 Sep, 19 | 17,147,882 | -0.99% |
30 Jun, 19 | 17,318,772 | 3.14% |
31 Mar, 19 | 16,791,000 | 2.31% |
31 Dec, 18 | 16,411,778 | 3.77% |
30 Sep, 18 | 15,815,994 | 0.16% |
30 Jun, 18 | 15,790,933 | 1.99% |
31 Mar, 18 | 15,483,242 | 4.41% |
31 Dec, 17 | 14,829,555 | 0.72% |
30 Sep, 17 | 14,723,926 | 2.10% |
30 Jun, 17 | 14,421,633 | 1.33% |
31 Mar, 17 | 14,232,629 | 2.58% |
31 Dec, 16 | 13,874,992 | 0.23% |
30 Sep, 16 | 13,843,089 | 2.31% |
30 Jun, 16 | 13,529,931 | 0.15% |
31 Mar, 16 | 13,509,117 | 1.64% |
31 Dec, 15 | 13,291,738 | -0.95% |
30 Sep, 15 | 13,418,933 | 1.52% |
30 Jun, 15 | 13,218,056 | 1.00% |
31 Mar, 15 | 13,087,755 | 0.89% |
31 Dec, 14 | 12,972,254 | -1.26% |
30 Sep, 14 | 13,138,068 | 1.85% |
30 Jun, 14 | 12,899,150 | -1.24% |
31 Mar, 14 | 13,061,629 | 1.39% |
31 Dec, 13 | 12,882,720 | 0.75% |
30 Sep, 13 | 12,787,122 | 0.79% |
30 Jun, 13 | 12,686,334 | 219.27% |
31 Mar, 13 | 3,973,595 | -30.07% |
31 Dec, 12 | 5,682,048 | 180.28% |
30 Sep, 12 | 2,027,273 | -33.16% |
30 Jun, 12 | 3,033,245 | 33.59% |
31 Mar, 12 | 2,270,530 | -12.20% |
31 Dec, 11 | 2,585,979 | -4.12% |
30 Sep, 11 | 2,697,199 | -22.51% |
30 Jun, 11 | 3,480,907 | 72.80% |
31 Mar, 11 | 2,014,445 | 27.49% |
31 Dec, 10 | 1,580,055 | -15.66% |
30 Sep, 10 | 1,873,439 | -22.52% |
30 Jun, 10 | 2,418,013 | -9.37% |
31 Mar, 10 | 2,667,915 | 49.89% |
31 Dec, 09 | 1,779,908 | -7.93% |
30 Sep, 09 | 1,933,275 | 53.94% |
30 Jun, 09 | 1,255,842 | 37.59% |
31 Mar, 09 | 912,726 | -39.44% |
31 Dec, 08 | 1,507,041 | 154.17% |
30 Sep, 08 | 592,917 | -14.26% |
30 Jun, 08 | 691,538 | -26.21% |
31 Mar, 08 | 937,141 | -2.92% |
31 Dec, 07 | 965,336 | 8.00% |
30 Sep, 07 | 893,859 | -7.72% |
30 Jun, 07 | 968,653 | -20.00% |
31 Mar, 07 | 1,210,830 | 62.20% |
31 Dec, 06 | 746,507 | 28.89% |
30 Sep, 06 | 579,167 | -19.95% |
30 Jun, 06 | 723,492 | -16.07% |
31 Mar, 06 | 861,991 | 1.15% |
31 Dec, 05 | 852,153 | 4.94% |
30 Sep, 05 | 812,049 | 11.53% |
30 Jun, 05 | 728,100 | -13.02% |
31 Mar, 05 | 837,132 | -9.50% |
31 Dec, 04 | 924,973 | 6.27% |
30 Sep, 04 | 870,413 | -6.52% |
30 Jun, 04 | 931,097 | 31.17% |
31 Mar, 04 | 709,832 | 2.03% |
31 Dec, 03 | 695,720 | -0.94% |
30 Sep, 03 | 702,293 | 7.42% |
30 Jun, 03 | 653,769 | -7.38% |
31 Mar, 03 | 705,830 | -0.52% |
31 Dec, 02 | 709,553 | 1.47% |
30 Sep, 02 | 699,265 | 6.03% |
30 Jun, 02 | 659,495 | 12.38% |
31 Mar, 02 | 586,868 | 1848.30% |
31 Dec, 01 | 30,122 | 14.92% |
30 Sep, 01 | 26,212 | -68.83% |
30 Jun, 01 | 84,088 | -53.34% |
31 Mar, 01 | 180,207 | 0.06% |
31 Dec, 00 | 180,107 | -63.28% |
30 Sep, 00 | 490,423 | 196.49% |
30 Jun, 00 | 165,407 | -3.21% |
31 Mar, 00 | 170,891 | 4.66% |
31 Dec, 99 | 163,285 | -51.01% |
30 Sep, 99 | 333,300 | -55.48% |
30 Jun, 99 | 748,682 | 2.30% |
31 Mar, 99 | 731,858 | - |
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
30 Jun, 24 | 80.18% | 1.25% |
31 Mar, 24 | 80.10% | 1.22% |
31 Dec, 23 | 81.14% | 1.32% |
30 Sep, 23 | 78.47% | 1.26% |
30 Jun, 23 | 78.93% | 1.36% |
31 Mar, 23 | 76.13% | 1.32% |
31 Dec, 22 | 76.07% | 1.32% |
30 Sep, 22 | 75.97% | 1.31% |
30 Jun, 22 | 76.27% | 1.33% |
31 Mar, 22 | 75.75% | 1.34% |
31 Dec, 21 | 75.25% | 1.37% |
30 Sep, 21 | 74.10% | 1.34% |
30 Jun, 21 | 74.32% | 1.33% |
31 Mar, 21 | 74.82% | 1.33% |
31 Dec, 20 | 75.11% | 1.32% |
30 Sep, 20 | 75.34% | 1.35% |
30 Jun, 20 | 74.72% | 1.32% |
31 Mar, 20 | 75.12% | 1.34% |
31 Dec, 19 | 74.84% | 1.35% |
30 Sep, 19 | 74.48% | 1.32% |
30 Jun, 19 | 75.02% | 1.42% |
31 Mar, 19 | 72.69% | 1.43% |
31 Dec, 18 | 71.29% | 1.51% |
30 Sep, 18 | 68.81% | 1.46% |
30 Jun, 18 | 68.54% | 1.52% |
31 Mar, 18 | 67.08% | 1.61% |
31 Dec, 17 | 64.63% | 1.57% |
30 Sep, 17 | 64.10% | 1.62% |
30 Jun, 17 | 62.83% | 1.63% |
31 Mar, 17 | 62.15% | 1.68% |
31 Dec, 16 | 60.87% | 1.65% |
30 Sep, 16 | 60.66% | 1.72% |
30 Jun, 16 | 59.45% | 1.68% |
31 Mar, 16 | 59.43% | 1.74% |
31 Dec, 15 | 58.48% | 1.68% |
30 Sep, 15 | 59.03% | 1.75% |
30 Jun, 15 | 58.12% | 1.75% |
31 Mar, 15 | 57.61% | 1.77% |
31 Dec, 14 | 57.00% | 1.71% |
30 Sep, 14 | 57.81% | 1.80% |
30 Jun, 14 | 56.67% | 1.72% |
31 Mar, 14 | 57.36% | 1.79% |
31 Dec, 13 | 56.62% | 1.78% |
30 Sep, 13 | 56.33% | 1.78% |
30 Jun, 13 | 56.24% | 17.97% |
31 Mar, 13 | 17.69% | 2.60% |
31 Dec, 12 | 26.09% | 28.43% |
30 Sep, 12 | 9.58% | 4.64% |
30 Jun, 12 | 14.38% | 12.32% |
31 Mar, 12 | 10.80% | 6.94% |
31 Dec, 11 | 12.48% | 7.37% |
30 Sep, 11 | 13.01% | 4.60% |
30 Jun, 11 | 16.82% | 17.67% |
31 Mar, 11 | 9.76% | 16.27% |
31 Dec, 10 | 7.74% | 9.16% |
30 Sep, 10 | 9.19% | 6.49% |
30 Jun, 10 | 11.90% | 6.82% |
31 Mar, 10 | 13.21% | 16.25% |
31 Dec, 09 | 9.02% | 9.42% |
30 Sep, 09 | 9.78% | 23.76% |
30 Jun, 09 | 6.42% | 29.44% |
31 Mar, 09 | 4.67% | 7.52% |
31 Dec, 08 | 7.88% | 83.08% |
30 Sep, 08 | 3.08% | 23.37% |
30 Jun, 08 | 3.63% | 14.60% |
31 Mar, 08 | 4.99% | 18.69% |
31 Dec, 07 | 5.16% | 22.48% |
30 Sep, 07 | 4.79% | 17.69% |
30 Jun, 07 | 5.21% | 12.26% |
31 Mar, 07 | 6.52% | 39.01% |
31 Dec, 06 | 4.09% | 40.96% |
30 Sep, 06 | 3.16% | 20.09% |
30 Jun, 06 | 3.96% | 17.46% |
31 Mar, 06 | 4.76% | 21.38% |
31 Dec, 05 | 4.72% | 23.23% |
30 Sep, 05 | 4.51% | 27.52% |
30 Jun, 05 | 4.05% | 18.69% |
31 Mar, 05 | 4.65% | 17.58% |
31 Dec, 04 | 5.15% | 21.91% |
30 Sep, 04 | 4.85% | 17.98% |
30 Jun, 04 | 5.19% | 32.96% |
31 Mar, 04 | 3.97% | 25.91% |
31 Dec, 03 | 3.91% | 25.06% |
30 Sep, 03 | 3.95% | 29.19% |
30 Jun, 03 | 3.68% | 23.30% |
31 Mar, 03 | 3.97% | 24.79% |
31 Dec, 02 | 4.00% | 25.78% |
30 Sep, 02 | 3.94% | 28.45% |
30 Jun, 02 | 3.72% | 36.99% |
31 Mar, 02 | 3.17% | 10885.47% |
31 Dec, 01 | 0.17% | 778.26% |
30 Sep, 01 | 0.15% | 65.63% |
30 Jun, 01 | 0.48% | 49.97% |
31 Mar, 01 | 0.97% | 96.26% |
31 Dec, 00 | 1.01% | 14.42% |
30 Sep, 00 | 2.64% | 340.42% |
30 Jun, 00 | 0.88% | 108.93% |
31 Mar, 00 | 0.90% | 114.99% |
31 Dec, 99 | 0.88% | 30.51% |
30 Sep, 99 | 1.70% | 11.85% |
30 Jun, 99 | 3.79% | 26.53% |
31 Mar, 99 | 3.78% | - |
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
30 Jun, 24 | 98 | 24.05% |
31 Mar, 24 | 79 | -16.84% |
31 Dec, 23 | 95 | -1.04% |
30 Sep, 23 | 96 | 23.08% |
30 Jun, 23 | 78 | -11.36% |
31 Mar, 23 | 88 | -17.76% |
31 Dec, 22 | 107 | 20.22% |
30 Sep, 22 | 89 | 1.14% |
30 Jun, 22 | 88 | -8.33% |
31 Mar, 22 | 96 | -8.57% |
31 Dec, 21 | 105 | 32.91% |
30 Sep, 21 | 79 | -7.06% |
30 Jun, 21 | 85 | -15.00% |
31 Mar, 21 | 100 | -2.91% |
31 Dec, 20 | 103 | - |
30 Sep, 20 | 103 | 7.29% |
30 Jun, 20 | 96 | 45.45% |
31 Mar, 20 | 66 | -25.84% |
31 Dec, 19 | 89 | 4.71% |
30 Sep, 19 | 85 | -1.16% |
30 Jun, 19 | 86 | -21.10% |
31 Mar, 19 | 109 | 39.74% |
31 Dec, 18 | 78 | -16.13% |
30 Sep, 18 | 93 | -7.00% |
30 Jun, 18 | 100 | 2.04% |
31 Mar, 18 | 98 | -8.41% |
31 Dec, 17 | 107 | 12.63% |
30 Sep, 17 | 95 | -8.65% |
30 Jun, 17 | 104 | -1.89% |
31 Mar, 17 | 106 | 30.86% |
31 Dec, 16 | 81 | -23.58% |
30 Sep, 16 | 106 | 20.45% |
30 Jun, 16 | 88 | 6.02% |
31 Mar, 16 | 83 | -5.68% |
31 Dec, 15 | 88 | 18.92% |
30 Sep, 15 | 74 | -12.94% |
30 Jun, 15 | 85 | -6.59% |
31 Mar, 15 | 91 | 12.35% |
31 Dec, 14 | 81 | 1.25% |
30 Sep, 14 | 80 | 3.90% |
30 Jun, 14 | 77 | 24.19% |
31 Mar, 14 | 62 | -10.14% |
31 Dec, 13 | 69 | -15.85% |
30 Sep, 13 | 82 | -29.91% |
30 Jun, 13 | 117 | 200.00% |
31 Mar, 13 | 39 | -30.36% |
31 Dec, 12 | 56 | 80.65% |
30 Sep, 12 | 31 | -3.13% |
30 Jun, 12 | 32 | 52.38% |
31 Mar, 12 | 21 | -8.70% |
31 Dec, 11 | 23 | 27.78% |
30 Sep, 11 | 18 | -25.00% |
30 Jun, 11 | 24 | 26.32% |
31 Mar, 11 | 19 | 35.71% |
31 Dec, 10 | 14 | -30.00% |
30 Sep, 10 | 20 | -20.00% |
30 Jun, 10 | 25 | -24.24% |
31 Mar, 10 | 33 | 83.33% |
31 Dec, 09 | 18 | -40.00% |
30 Sep, 09 | 30 | 3.45% |
30 Jun, 09 | 29 | 163.64% |
31 Mar, 09 | 11 | -42.11% |
31 Dec, 08 | 19 | 11.76% |
30 Sep, 08 | 17 | 6.25% |
30 Jun, 08 | 16 | 33.33% |
31 Mar, 08 | 12 | 9.09% |
31 Dec, 07 | 11 | 57.14% |
30 Sep, 07 | 7 | -12.50% |
30 Jun, 07 | 8 | -11.11% |
31 Mar, 07 | 9 | 12.50% |
31 Dec, 06 | 8 | 33.33% |
30 Sep, 06 | 6 | -25.00% |
30 Jun, 06 | 8 | 33.33% |
31 Mar, 06 | 6 | -25.00% |
31 Dec, 05 | 8 | 60.00% |
30 Sep, 05 | 5 | - |
30 Jun, 05 | 5 | 25.00% |
31 Mar, 05 | 4 | -20.00% |
31 Dec, 04 | 5 | 25.00% |
30 Sep, 04 | 4 | -33.33% |
30 Jun, 04 | 6 | 100.00% |
31 Mar, 04 | 3 | 200.00% |
31 Dec, 03 | 1 | -50.00% |
30 Sep, 03 | 2 | -33.33% |
30 Jun, 03 | 3 | 200.00% |
31 Mar, 03 | 1 | -75.00% |
31 Dec, 02 | 4 | -20.00% |
30 Sep, 02 | 5 | -28.57% |
30 Jun, 02 | 7 | 16.67% |
31 Mar, 02 | 6 | 200.00% |
31 Dec, 01 | 2 | -33.33% |
30 Sep, 01 | 3 | 50.00% |
30 Jun, 01 | 2 | 100.00% |
31 Mar, 01 | 1 | -50.00% |
31 Dec, 00 | 2 | - |
30 Sep, 00 | 2 | 100.00% |
30 Jun, 00 | 1 | -75.00% |
31 Mar, 00 | 4 | 300.00% |
31 Dec, 99 | 1 | -66.67% |
30 Sep, 99 | 3 | 200.00% |
30 Jun, 99 | 1 | -85.71% |
31 Mar, 99 | 7 | - |
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
30 Jun, 24 | 64 | -12.33% |
31 Mar, 24 | 73 | 5.80% |
31 Dec, 23 | 69 | 2.99% |
30 Sep, 23 | 67 | -11.84% |
30 Jun, 23 | 76 | 1.33% |
31 Mar, 23 | 75 | 17.19% |
31 Dec, 22 | 64 | -11.11% |
30 Sep, 22 | 72 | -2.70% |
30 Jun, 22 | 74 | 4.23% |
31 Mar, 22 | 71 | 7.58% |
31 Dec, 21 | 66 | -14.29% |
30 Sep, 21 | 77 | -23.00% |
30 Jun, 21 | 100 | 42.86% |
31 Mar, 21 | 70 | -14.63% |
31 Dec, 20 | 82 | 22.39% |
30 Sep, 20 | 67 | -5.63% |
30 Jun, 20 | 71 | -11.25% |
31 Mar, 20 | 80 | 35.59% |
31 Dec, 19 | 59 | -10.61% |
30 Sep, 19 | 66 | 10.00% |
30 Jun, 19 | 60 | -3.23% |
31 Mar, 19 | 62 | -15.07% |
31 Dec, 18 | 73 | 7.35% |
30 Sep, 18 | 68 | 19.30% |
30 Jun, 18 | 57 | -14.93% |
31 Mar, 18 | 67 | 9.84% |
31 Dec, 17 | 61 | -6.15% |
30 Sep, 17 | 65 | 3.17% |
30 Jun, 17 | 63 | -4.55% |
31 Mar, 17 | 66 | -18.52% |
31 Dec, 16 | 81 | 52.83% |
30 Sep, 16 | 53 | -3.64% |
30 Jun, 16 | 55 | -6.78% |
31 Mar, 16 | 59 | 15.69% |
31 Dec, 15 | 51 | -10.53% |
30 Sep, 15 | 57 | -5.00% |
30 Jun, 15 | 60 | 42.86% |
31 Mar, 15 | 42 | -8.70% |
31 Dec, 14 | 46 | 15.00% |
30 Sep, 14 | 40 | -18.37% |
30 Jun, 14 | 49 | -7.55% |
31 Mar, 14 | 53 | 15.22% |
31 Dec, 13 | 46 | 15.00% |
30 Sep, 13 | 40 | 185.71% |
30 Jun, 13 | 14 | 16.67% |
31 Mar, 13 | 12 | 1100.00% |
31 Dec, 12 | 1 | -92.31% |
30 Sep, 12 | 13 | - |
30 Jun, 12 | 13 | - |
31 Mar, 12 | 13 | 62.50% |
31 Dec, 11 | 8 | -20.00% |
30 Sep, 11 | 10 | -9.09% |
30 Jun, 11 | 11 | - |
31 Mar, 11 | 11 | -31.25% |
31 Dec, 10 | 16 | 6.67% |
30 Sep, 10 | 15 | 25.00% |
30 Jun, 10 | 12 | 100.00% |
31 Mar, 10 | 6 | -53.85% |
31 Dec, 09 | 13 | 116.67% |
30 Sep, 09 | 6 | 100.00% |
30 Jun, 09 | 3 | -25.00% |
31 Mar, 09 | 4 | -33.33% |
31 Dec, 08 | 6 | 20.00% |
30 Sep, 08 | 5 | 25.00% |
30 Jun, 08 | 4 | 33.33% |
31 Mar, 08 | 3 | -25.00% |
31 Dec, 07 | 4 | -20.00% |
30 Sep, 07 | 5 | 66.67% |
30 Jun, 07 | 3 | -40.00% |
31 Mar, 07 | 5 | 150.00% |
31 Dec, 06 | 2 | -50.00% |
30 Sep, 06 | 4 | 100.00% |
30 Jun, 06 | 2 | -50.00% |
31 Mar, 06 | 4 | 100.00% |
31 Dec, 05 | 2 | - |
30 Sep, 05 | 2 | -50.00% |
30 Jun, 05 | 4 | - |
31 Mar, 05 | 4 | 33.33% |
31 Dec, 04 | 3 | - |
30 Sep, 04 | 3 | - |
30 Jun, 04 | 3 | 50.00% |
31 Mar, 04 | 2 | -33.33% |
31 Dec, 03 | 3 | - |
30 Sep, 03 | 3 | - |
30 Jun, 03 | 3 | 200.00% |
31 Mar, 03 | 1 | - |
31 Dec, 02 | 1 | -66.67% |
30 Sep, 02 | 3 | - |
30 Jun, 02 | - | - |
31 Mar, 02 | - | - |
31 Dec, 01 | - | - |
30 Sep, 01 | - | -100.00% |
30 Jun, 01 | 1 | - |
31 Mar, 01 | 1 | - |
31 Dec, 00 | - | - |
30 Sep, 00 | - | -100.00% |
30 Jun, 00 | 1 | - |
31 Mar, 00 | 1 | - |
31 Dec, 99 | 1 | - |
30 Sep, 99 | - | -100.00% |
30 Jun, 99 | 3 | - |
31 Mar, 99 | - | - |
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
30 Jun, 24 | 200 | 0.50% | 18,300,784 | 0.10% | 80.18% | 1.25% | 98 | 24.05% | 64 | -12.33% |
31 Mar, 24 | 199 | 1.53% | 18,282,092 | -1.15% | 80.10% | 1.22% | 79 | -16.84% | 73 | 5.80% |
31 Dec, 23 | 196 | -1.51% | 18,495,091 | 3.44% | 81.14% | 1.32% | 95 | -1.04% | 69 | 2.99% |
30 Sep, 23 | 199 | 2.58% | 17,880,827 | -0.50% | 78.47% | 1.26% | 96 | 23.08% | 67 | -11.84% |
30 Jun, 23 | 194 | -6.73% | 17,969,819 | 3.73% | 78.93% | 1.36% | 78 | -11.36% | 76 | 1.33% |
31 Mar, 23 | 208 | 0.48% | 17,324,166 | -0.03% | 76.13% | 1.32% | 88 | -17.76% | 75 | 17.19% |
31 Dec, 22 | 207 | 5.08% | 17,329,277 | 0.26% | 76.07% | 1.32% | 107 | 20.22% | 64 | -11.11% |
30 Sep, 22 | 197 | -1.99% | 17,285,159 | -0.56% | 75.97% | 1.31% | 89 | 1.14% | 72 | -2.70% |
30 Jun, 22 | 201 | -1.95% | 17,383,044 | 0.23% | 76.27% | 1.33% | 88 | -8.33% | 74 | 4.23% |
31 Mar, 22 | 205 | -2.84% | 17,343,873 | 0.78% | 75.75% | 1.34% | 96 | -8.57% | 71 | 7.58% |
31 Dec, 21 | 211 | 1.93% | 17,208,809 | 1.43% | 75.25% | 1.37% | 105 | 32.91% | 66 | -14.29% |
30 Sep, 21 | 207 | -10.78% | 16,966,943 | -0.54% | 74.10% | 1.34% | 79 | -7.06% | 77 | -23.00% |
30 Jun, 21 | 232 | 7.41% | 17,058,871 | -0.76% | 74.32% | 1.33% | 85 | -15.00% | 100 | 42.86% |
31 Mar, 21 | 216 | -6.90% | 17,190,241 | -0.27% | 74.82% | 1.33% | 100 | -2.91% | 70 | -14.63% |
31 Dec, 20 | 232 | 10.48% | 17,236,022 | -0.13% | 75.11% | 1.32% | 103 | - | 82 | 22.39% |
30 Sep, 20 | 210 | 3.96% | 17,257,610 | 0.76% | 75.34% | 1.35% | 103 | 7.29% | 67 | -5.63% |
30 Jun, 20 | 202 | 14.12% | 17,128,142 | -0.97% | 74.72% | 1.32% | 96 | 45.45% | 71 | -11.25% |
31 Mar, 20 | 177 | -9.23% | 17,295,270 | 0.24% | 75.12% | 1.34% | 66 | -25.84% | 80 | 35.59% |
31 Dec, 19 | 195 | -2.50% | 17,253,507 | 0.62% | 74.84% | 1.35% | 89 | 4.71% | 59 | -10.61% |
30 Sep, 19 | 200 | 4.71% | 17,147,882 | -0.99% | 74.48% | 1.32% | 85 | -1.16% | 66 | 10.00% |
30 Jun, 19 | 191 | -9.48% | 17,318,772 | 3.14% | 75.02% | 1.42% | 86 | -21.10% | 60 | -3.23% |
31 Mar, 19 | 211 | 11.05% | 16,791,000 | 2.31% | 72.69% | 1.43% | 109 | 39.74% | 62 | -15.07% |
31 Dec, 18 | 190 | -5.47% | 16,411,778 | 3.77% | 71.29% | 1.51% | 78 | -16.13% | 73 | 7.35% |
30 Sep, 18 | 201 | 2.03% | 15,815,994 | 0.16% | 68.81% | 1.46% | 93 | -7.00% | 68 | 19.30% |
30 Jun, 18 | 197 | -1.50% | 15,790,933 | 1.99% | 68.54% | 1.52% | 100 | 2.04% | 57 | -14.93% |
31 Mar, 18 | 200 | -0.99% | 15,483,242 | 4.41% | 67.08% | 1.61% | 98 | -8.41% | 67 | 9.84% |
31 Dec, 17 | 202 | 3.06% | 14,829,555 | 0.72% | 64.63% | 1.57% | 107 | 12.63% | 61 | -6.15% |
30 Sep, 17 | 196 | -4.39% | 14,723,926 | 2.10% | 64.10% | 1.62% | 95 | -8.65% | 65 | 3.17% |
30 Jun, 17 | 205 | 1.49% | 14,421,633 | 1.33% | 62.83% | 1.63% | 104 | -1.89% | 63 | -4.55% |
31 Mar, 17 | 202 | 5.76% | 14,232,629 | 2.58% | 62.15% | 1.68% | 106 | 30.86% | 66 | -18.52% |
31 Dec, 16 | 191 | 4.37% | 13,874,992 | 0.23% | 60.87% | 1.65% | 81 | -23.58% | 81 | 52.83% |
30 Sep, 16 | 183 | 5.78% | 13,843,089 | 2.31% | 60.66% | 1.72% | 106 | 20.45% | 53 | -3.64% |
30 Jun, 16 | 173 | -0.57% | 13,529,931 | 0.15% | 59.45% | 1.68% | 88 | 6.02% | 55 | -6.78% |
31 Mar, 16 | 174 | 4.19% | 13,509,117 | 1.64% | 59.43% | 1.74% | 83 | -5.68% | 59 | 15.69% |
31 Dec, 15 | 167 | 3.09% | 13,291,738 | -0.95% | 58.48% | 1.68% | 88 | 18.92% | 51 | -10.53% |
30 Sep, 15 | 162 | -5.81% | 13,418,933 | 1.52% | 59.03% | 1.75% | 74 | -12.94% | 57 | -5.00% |
30 Jun, 15 | 172 | 8.18% | 13,218,056 | 1.00% | 58.12% | 1.75% | 85 | -6.59% | 60 | 42.86% |
31 Mar, 15 | 159 | 3.25% | 13,087,755 | 0.89% | 57.61% | 1.77% | 91 | 12.35% | 42 | -8.70% |
31 Dec, 14 | 154 | 4.05% | 12,972,254 | -1.26% | 57.00% | 1.71% | 81 | 1.25% | 46 | 15.00% |
30 Sep, 14 | 148 | -1.33% | 13,138,068 | 1.85% | 57.81% | 1.80% | 80 | 3.90% | 40 | -18.37% |
30 Jun, 14 | 150 | 4.90% | 12,899,150 | -1.24% | 56.67% | 1.72% | 77 | 24.19% | 49 | -7.55% |
31 Mar, 14 | 143 | 2.14% | 13,061,629 | 1.39% | 57.36% | 1.79% | 62 | -10.14% | 53 | 15.22% |
31 Dec, 13 | 140 | -6.04% | 12,882,720 | 0.75% | 56.62% | 1.78% | 69 | -15.85% | 46 | 15.00% |
30 Sep, 13 | 149 | 3.47% | 12,787,122 | 0.79% | 56.33% | 1.78% | 82 | -29.91% | 40 | 185.71% |
30 Jun, 13 | 144 | 132.26% | 12,686,334 | 219.27% | 56.24% | 17.97% | 117 | 200.00% | 14 | 16.67% |
31 Mar, 13 | 62 | 8.77% | 3,973,595 | -30.07% | 17.69% | 2.60% | 39 | -30.36% | 12 | 1100.00% |
31 Dec, 12 | 57 | 3.64% | 5,682,048 | 180.28% | 26.09% | 28.43% | 56 | 80.65% | 1 | -92.31% |
30 Sep, 12 | 55 | 3.77% | 2,027,273 | -33.16% | 9.58% | 4.64% | 31 | -3.13% | 13 | - |
30 Jun, 12 | 53 | 20.45% | 3,033,245 | 33.59% | 14.38% | 12.32% | 32 | 52.38% | 13 | - |
31 Mar, 12 | 44 | 10.00% | 2,270,530 | -12.20% | 10.80% | 6.94% | 21 | -8.70% | 13 | 62.50% |
31 Dec, 11 | 40 | 8.11% | 2,585,979 | -4.12% | 12.48% | 7.37% | 23 | 27.78% | 8 | -20.00% |
30 Sep, 11 | 37 | -9.76% | 2,697,199 | -22.51% | 13.01% | 4.60% | 18 | -25.00% | 10 | -9.09% |
30 Jun, 11 | 41 | 7.89% | 3,480,907 | 72.80% | 16.82% | 17.67% | 24 | 26.32% | 11 | - |
31 Mar, 11 | 38 | - | 2,014,445 | 27.49% | 9.76% | 16.27% | 19 | 35.71% | 11 | -31.25% |
31 Dec, 10 | 38 | -7.32% | 1,580,055 | -15.66% | 7.74% | 9.16% | 14 | -30.00% | 16 | 6.67% |
30 Sep, 10 | 41 | - | 1,873,439 | -22.52% | 9.19% | 6.49% | 20 | -20.00% | 15 | 25.00% |
30 Jun, 10 | 41 | -8.89% | 2,418,013 | -9.37% | 11.90% | 6.82% | 25 | -24.24% | 12 | 100.00% |
31 Mar, 10 | 45 | 18.42% | 2,667,915 | 49.89% | 13.21% | 16.25% | 33 | 83.33% | 6 | -53.85% |
31 Dec, 09 | 38 | -9.52% | 1,779,908 | -7.93% | 9.02% | 9.42% | 18 | -40.00% | 13 | 116.67% |
30 Sep, 09 | 42 | 20.00% | 1,933,275 | 53.94% | 9.78% | 23.76% | 30 | 3.45% | 6 | 100.00% |
30 Jun, 09 | 35 | 84.21% | 1,255,842 | 37.59% | 6.42% | 29.44% | 29 | 163.64% | 3 | -25.00% |
31 Mar, 09 | 19 | -34.48% | 912,726 | -39.44% | 4.67% | 7.52% | 11 | -42.11% | 4 | -33.33% |
31 Dec, 08 | 29 | 11.54% | 1,507,041 | 154.17% | 7.88% | 83.08% | 19 | 11.76% | 6 | 20.00% |
30 Sep, 08 | 26 | 13.04% | 592,917 | -14.26% | 3.08% | 23.37% | 17 | 6.25% | 5 | 25.00% |
30 Jun, 08 | 23 | 27.78% | 691,538 | -26.21% | 3.63% | 14.60% | 16 | 33.33% | 4 | 33.33% |
31 Mar, 08 | 18 | -5.26% | 937,141 | -2.92% | 4.99% | 18.69% | 12 | 9.09% | 3 | -25.00% |
31 Dec, 07 | 19 | 26.67% | 965,336 | 8.00% | 5.16% | 22.48% | 11 | 57.14% | 4 | -20.00% |
30 Sep, 07 | 15 | - | 893,859 | -7.72% | 4.79% | 17.69% | 7 | -12.50% | 5 | 66.67% |
30 Jun, 07 | 15 | -16.67% | 968,653 | -20.00% | 5.21% | 12.26% | 8 | -11.11% | 3 | -40.00% |
31 Mar, 07 | 18 | 20.00% | 1,210,830 | 62.20% | 6.52% | 39.01% | 9 | 12.50% | 5 | 150.00% |
31 Dec, 06 | 15 | 15.38% | 746,507 | 28.89% | 4.09% | 40.96% | 8 | 33.33% | 2 | -50.00% |
30 Sep, 06 | 13 | - | 579,167 | -19.95% | 3.16% | 20.09% | 6 | -25.00% | 4 | 100.00% |
30 Jun, 06 | 13 | -13.33% | 723,492 | -16.07% | 3.96% | 17.46% | 8 | 33.33% | 2 | -50.00% |
31 Mar, 06 | 15 | 25.00% | 861,991 | 1.15% | 4.76% | 21.38% | 6 | -25.00% | 4 | 100.00% |
31 Dec, 05 | 12 | 33.33% | 852,153 | 4.94% | 4.72% | 23.23% | 8 | 60.00% | 2 | - |
30 Sep, 05 | 9 | -18.18% | 812,049 | 11.53% | 4.51% | 27.52% | 5 | - | 2 | -50.00% |
30 Jun, 05 | 11 | 22.22% | 728,100 | -13.02% | 4.05% | 18.69% | 5 | 25.00% | 4 | - |
31 Mar, 05 | 9 | - | 837,132 | -9.50% | 4.65% | 17.58% | 4 | -20.00% | 4 | 33.33% |
31 Dec, 04 | 9 | - | 924,973 | 6.27% | 5.15% | 21.91% | 5 | 25.00% | 3 | - |
30 Sep, 04 | 9 | -10.00% | 870,413 | -6.52% | 4.85% | 17.98% | 4 | -33.33% | 3 | - |
30 Jun, 04 | 10 | 25.00% | 931,097 | 31.17% | 5.19% | 32.96% | 6 | 100.00% | 3 | 50.00% |
31 Mar, 04 | 8 | 14.29% | 709,832 | 2.03% | 3.97% | 25.91% | 3 | 200.00% | 2 | -33.33% |
31 Dec, 03 | 7 | - | 695,720 | -0.94% | 3.91% | 25.06% | 1 | -50.00% | 3 | - |
30 Sep, 03 | 7 | 16.67% | 702,293 | 7.42% | 3.95% | 29.19% | 2 | -33.33% | 3 | - |
30 Jun, 03 | 6 | - | 653,769 | -7.38% | 3.68% | 23.30% | 3 | 200.00% | 3 | 200.00% |
31 Mar, 03 | 6 | - | 705,830 | -0.52% | 3.97% | 24.79% | 1 | -75.00% | 1 | - |
31 Dec, 02 | 6 | -25.00% | 709,553 | 1.47% | 4.00% | 25.78% | 4 | -20.00% | 1 | -66.67% |
30 Sep, 02 | 8 | 14.29% | 699,265 | 6.03% | 3.94% | 28.45% | 5 | -28.57% | 3 | - |
30 Jun, 02 | 7 | 16.67% | 659,495 | 12.38% | 3.72% | 36.99% | 7 | 16.67% | - | - |
31 Mar, 02 | 6 | 200.00% | 586,868 | 1848.30% | 3.17% | 10885.47% | 6 | 200.00% | - | - |
31 Dec, 01 | 2 | -33.33% | 30,122 | 14.92% | 0.17% | 778.26% | 2 | -33.33% | - | - |
30 Sep, 01 | 3 | -25.00% | 26,212 | -68.83% | 0.15% | 65.63% | 3 | 50.00% | - | -100.00% |
30 Jun, 01 | 4 | - | 84,088 | -53.34% | 0.48% | 49.97% | 2 | 100.00% | 1 | - |
31 Mar, 01 | 4 | 33.33% | 180,207 | 0.06% | 0.97% | 96.26% | 1 | -50.00% | 1 | - |
31 Dec, 00 | 3 | -25.00% | 180,107 | -63.28% | 1.01% | 14.42% | 2 | - | - | - |
30 Sep, 00 | 4 | - | 490,423 | 196.49% | 2.64% | 340.42% | 2 | 100.00% | - | -100.00% |
30 Jun, 00 | 4 | -20.00% | 165,407 | -3.21% | 0.88% | 108.93% | 1 | -75.00% | 1 | - |
31 Mar, 00 | 5 | 66.67% | 170,891 | 4.66% | 0.90% | 114.99% | 4 | 300.00% | 1 | - |
31 Dec, 99 | 3 | -25.00% | 163,285 | -51.01% | 0.88% | 30.51% | 1 | -66.67% | 1 | - |
30 Sep, 99 | 4 | -33.33% | 333,300 | -55.48% | 1.70% | 11.85% | 3 | 200.00% | - | -100.00% |
30 Jun, 99 | 6 | -14.29% | 748,682 | 2.30% | 3.79% | 26.53% | 1 | -85.71% | 3 | - |
31 Mar, 99 | 7 | - | 731,858 | - | 3.78% | - | 7 | - | - | - |
Stepan Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
All Insider Owners Trades
Stepan Insider Ownership Trends
All Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q3 2024 | 1 | - | - |
Q2 2024 | 9 | 5 | 180.00% |
Q1 2024 | 61 | 58 | 105.17% |
Q4 2023 | 9 | 6 | 150.00% |
Q3 2023 | 3 | 7 | 42.86% |
Q2 2023 | 9 | 13 | 69.23% |
Q1 2023 | 55 | 33 | 166.67% |
Q4 2022 | 2 | 7 | 28.57% |
Q3 2022 | 4 | 10 | 40.00% |
Q2 2022 | 9 | - | - |
Q1 2022 | 39 | 15 | 260.00% |
Q4 2021 | 3 | 13 | 23.08% |
Q3 2021 | - | 1 | - |
Q2 2021 | 34 | 34 | 100.00% |
Q1 2021 | 72 | 26 | 276.92% |
Q4 2020 | 16 | 25 | 64.00% |
Q3 2020 | 35 | 49 | 71.43% |
Q2 2020 | 25 | 8 | 312.50% |
Q1 2020 | 59 | 13 | 453.85% |
Q4 2019 | 16 | 5 | 320.00% |
Open Market Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q3 2024 | 1 | - | - |
Q2 2024 | - | - | - |
Q1 2024 | - | 13 | - |
Q4 2023 | - | - | - |
Q3 2023 | - | 4 | - |
Q2 2023 | - | 6 | - |
Q1 2023 | - | 8 | - |
Q4 2022 | - | 2 | - |
Q3 2022 | 1 | 4 | 25.00% |
Q2 2022 | - | - | - |
Q1 2022 | - | - | - |
Q4 2021 | - | 4 | - |
Q3 2021 | - | - | - |
Q2 2021 | 1 | 13 | 7.69% |
Q1 2021 | 2 | 4 | 50.00% |
Q4 2020 | 1 | 4 | 25.00% |
Q3 2020 | 1 | 17 | 5.88% |
Q2 2020 | 3 | 1 | 300.00% |
Q1 2020 | 3 | 4 | 75.00% |
Q4 2019 | 2 | 2 | 100.00% |
SCL Ownership FAQ
Who Owns Stepan?
Stepan is owned by institutional shareholders (80.18%), insiders (3.88%), and public (15.93%). The largest institutional shareholder of Stepan is BLACKROCK INC. (14.67% of total shares) and the top mutual fund owner is Walthausen Funds (0.98% of total shares).
Who are the major institutional shareholders of Stepan?
Stepan's major institutional shareholders are BLACKROCK INC., VANGUARD GROUP INC, HIGHTOWER ADVISORS, LLC, DIMENSIONAL FUND ADVISORS LP, and STATE STREET CORP. The top five shareholders own together 44.00% of the company's share outstanding.
How many Stepan shareholders are there?
As of Jun 2024, there are 200 institutional shareholders of Stepan.
What percentage of Stepan is owned by BLACKROCK INC?
BLACKROCK INC owns 3.35M shares of Stepan, representing 14.67% of the company's total shares outstanding, valued at $281.11M (as of Jun 2024).
What percentage of Stepan is owned by VANGUARD GROUP INC?
As of Jun 2024, VANGUARD GROUP INC holds 2.55M shares of Stepan (SCL), compromising 11.16% of the company, valued at $213.81M.
What percentage of Stepan is owned by HIGHTOWER ADVISORS, LLC?
HIGHTOWER ADVISORS, LLC is the third largest holder of Stepan. The company owns 1.69M of the company's shares outstanding (worth $142M).