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 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
4+ 2.67% |
$229 - $277
|
154
$8.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
2.73K+ 246.26% |
$156K - $189K
|
3.84K
$207K
|
|
|
Feb 10, 2025
Q4 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
12.2K+ 81.68% |
$700K - $847K
|
27.2K
$1.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
612+ 15.16% |
$35.1K - $42.4K
|
4.65K
$250K
|
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
BUY
|
- |
133+ 0.63% |
$7.62K - $9.22K
|
21.3K
$1.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4+ 1.43% |
$229 - $277
|
283
$15.2K
|
|
|
Feb 10, 2025
Q4 2024
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
69.5K+ 16.49% |
$3.98M - $4.82M
|
491K
$26.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
791+ 444.38% |
$45.3K - $54.8K
|
969
$52.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
154+ 26.74% |
$8.82K - $10.7K
|
730
$39.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
4.31K+ 27.79% |
$247K - $299K
|
19.8K
$1.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
7.61K+ 94.86% |
$436K - $527K
|
15.6K
$842K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
30+ 0.34% |
$1.72K - $2.08K
|
8.93K
$481K
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
121+ 806.67% |
$6.93K - $8.39K
|
136
$7.33K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-21- 10.61% |
$1.2K - $1.46K
|
177
$9.53K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.92K- 5.46% |
$167K - $202K
|
50.5K
$2.72M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-485- 92.91% |
$27.8K - $33.6K
|
37
$1.99K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2+ 0.35% |
$115 - $139
|
574
$30.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1New |
$57.3 - $69.3
|
1
$53.9
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
461New |
$26.4K - $32K
|
461
$24.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
12.8K+ 2.14% |
$731K - $885K
|
610K
$32.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-2.9K- 12.62% |
$166K - $201K
|
20K
$1.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
20+ 0.38% |
$1.15K - $1.39K
|
5.33K
$287K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.22K- 17.1% |
$69.9K - $84.6K
|
5.92K
$319K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
2.09K+ 12.55% |
$120K - $145K
|
18.7K
$1.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
798KNew |
$45.7M - $55.3M
|
798K
$43M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
16.3KNew |
$932K - $1.13M
|
16.3K
$876K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
6New |
$344 - $416
|
6
$323
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
157+ 1.67% |
$8.99K - $10.9K
|
9.58K
$516K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
56+ 78.87% |
$3.21K - $3.88K
|
127
$6.84K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
27New |
$1.55K - $1.87K
|
27
$1.45K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
7.92KNew |
$454K - $549K
|
7.92K
$427K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
608New |
$34.8K - $42.1K
|
608
$32.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
219+ 18.48% |
$12.5K - $15.2K
|
1.4K
$75.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
15+ 27.27% |
$859 - $1.04K
|
70
$3.77K
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
18K+ 62.74% |
$1.03M - $1.25M
|
46.7K
$2.51M
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-4.26K- 8.18% |
$244K - $295K
|
47.8K
$2.58M
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-9- 0.05% |
$516 - $624
|
18.4K
$994K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
100+ 0.68% |
$5.73K - $6.93K
|
14.9K
$803K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.71KNew |
$384K - $465K
|
6.71K
$362K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-3.25K- 11.51% |
$186K - $225K
|
25K
$1.34M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-4.8K- 48.48% |
$275K - $333K
|
5.1K
$275K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
438KNew |
$25.1M - $30.4M
|
438K
$23.6M
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-4.2K- 11.55% |
$240K - $291K
|
32.1K
$1.73M
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
59New |
$3.38K - $4.09K
|
59
$3.18K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-4.63K- 15.86% |
$265K - $321K
|
24.5K
$1.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-880- 18.61% |
$50.4K - $61K
|
3.85K
$207K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
4.25KNew |
$243K - $295K
|
4.25K
$229K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
3.66KNew |
$210K - $254K
|
3.66K
$197K
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
BUY
|
- |
1.3K+ 8.86% |
$74.5K - $90.1K
|
16K
$860K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
5.38K+ 3.24% |
$308K - $373K
|
171K
$9.22M
|