Latest Institutional Transactions on Step Stone Group Inc. (STEP)
This table provides information on the latest institutional transactions involving Step Stone Group Inc. (STEP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 13, 2025
Q4 2024
|
Eam Global Investors LLC
Solana Beach, CA |
BUY
|
- |
57+ 0.07% |
$3.26K - $3.95K
|
86.2K
$4.64M
|
|
Feb 13, 2025
Q4 2024
|
Eam Investors, LLC
Solana Beach, CA |
SELL
|
- |
-51.8K- 52.73% |
$2.97M - $3.59M
|
46.4K
$2.5M
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
110K+ 281.36% |
$6.28M - $7.6M
|
149K
$8M
|
|
Feb 13, 2025
Q4 2024
|
Wasatch Advisors Inc
Salt Lake City, UT |
SELL
|
- |
-16.6K- 1.47% |
$948K - $1.15M
|
1.11M
$59.6M
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.4K+ 162.12% |
$309K - $374K
|
8.73K
$471K
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
7.43KNew |
$426K - $515K
|
7.43K
$400K
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
830New |
$47.5K - $57.5K
|
830
$44.7K
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
5New |
$286 - $347
|
5
$269
|
|
Feb 12, 2025
Q4 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
9.73KNew |
$557K - $674K
|
9.73K
$524K
|
|
Feb 12, 2025
Q4 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-56.3K- 7.92% |
$3.22M - $3.9M
|
654K
$35.2M
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
23K+ 464.21% |
$1.32M - $1.6M
|
28K
$1.51M
|
|
Feb 12, 2025
Q4 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
199KNew |
$11.4M - $13.8M
|
199K
$10.7M
|
|
Feb 12, 2025
Q4 2024
|
Winton Group LTD
London, X0 |
SELL
|
- |
-1.94K- 9.76% |
$111K - $135K
|
18K
$967K
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
77.5K+ 4.74% |
$4.44M - $5.37M
|
1.71M
$92.2M
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
8.11K+ 9.96% |
$465K - $562K
|
89.5K
$4.82M
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
298K+ 26.82% |
$17.1M - $20.7M
|
1.41M
$75.9M
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
66.5K+ 8.26% |
$3.81M - $4.61M
|
872K
$47M
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11.5K- 12.86% |
$659K - $798K
|
78K
$4.2M
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
43.2K+ 29.12% |
$2.48M - $3M
|
192K
$10.3M
|
|
Feb 12, 2025
Q4 2024
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
559KNew |
$32M - $38.7M
|
559K
$30.1M
|
|
Feb 12, 2025
Q4 2024
|
Bryce Point Capital, LLC
Scarsdale, NY |
BUY
|
- |
8.89KNew |
$509K - $616K
|
8.89K
$479K
|
|
Feb 12, 2025
Q4 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
51K+ 3.5% |
$2.92M - $3.53M
|
1.51M
$81.3M
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-65.2K- 55.15% |
$3.73M - $4.52M
|
53K
$2.85M
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
109+ 11.76% |
$6.24K - $7.56K
|
1.04K
$55.8K
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.04K+ 48.54% |
$117K - $141K
|
6.23K
$335K
|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-2.01M- 36.62% |
$115M - $140M
|
3.49M
$188M
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-182K- 9.34% |
$10.4M - $12.6M
|
1.77M
$95.4M
|
|
Feb 11, 2025
Q4 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
104+ 0.78% |
$5.96K - $7.21K
|
13.5K
$727K
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-127- 77.91% |
$7.27K - $8.8K
|
36
$1.94K
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
7.52K+ 9.75% |
$431K - $522K
|
84.7K
$4.56M
|
|
Feb 11, 2025
Q4 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-10- 6.67% |
$573 - $693
|
140
$7.54K
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
9.44KNew |
$541K - $655K
|
9.44K
$509K
|
|
Feb 11, 2025
Q4 2024
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
13.7KNew |
$785K - $950K
|
13.7K
$738K
|
|
Feb 11, 2025
Q4 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
64.4KNew |
$3.69M - $4.46M
|
64.4K
$3.47M
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
19.9K+ 7.25% |
$1.14M - $1.38M
|
294K
$15.8M
|
|
Feb 11, 2025
Q4 2024
|
Keystone Investors Pte LTD
Singapore, U0 |
SELL
|
- |
-351K- 62.09% |
$20.1M - $24.4M
|
214K
$11.6M
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
BUY
|
- |
2.45K+ 8.34% |
$141K - $170K
|
31.9K
$1.72M
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-26K- 11.79% |
$1.49M - $1.81M
|
195K
$10.5M
|
|
Feb 11, 2025
Q4 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-1.59K- 1.32% |
$90.8K - $110K
|
118K
$6.37M
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
13.9KNew |
$797K - $965K
|
13.9K
$750K
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
5.73K+ 7958.33% |
$328K - $397K
|
5.8K
$313K
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20+ 0.12% |
$1.15K - $1.39K
|
17.1K
$920K
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
411K+ 6.3% |
$23.5M - $28.5M
|
6.94M
$374M
|
|
Feb 10, 2025
Q4 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
5.71KNew |
$327K - $396K
|
5.71K
$308K
|
|
Feb 10, 2025
Q4 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
14.1K+ 12.5% |
$808K - $977K
|
127K
$6.84M
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
91+ 118.18% |
$5.21K - $6.31K
|
168
$9.05K
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
7New |
$401 - $485
|
7
$377
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-22.9K- 17.94% |
$1.31M - $1.59M
|
105K
$5.65M
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
575+ 2.18% |
$32.9K - $39.9K
|
26.9K
$1.45M
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
6.14KNew |
$352K - $426K
|
6.14K
$331K
|