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 |
---|---|---|---|---|---|---|---|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
800New |
$35.6K - $46.3K
|
800
$43.1K
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
6New |
$267 - $348
|
6
$323
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
113+ 221.57% |
$5.03K - $6.54K
|
164
$8.83K
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
6.6K+ 81.2% |
$294K - $382K
|
14.7K
$793K
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
9.62K+ 399.34% |
$428K - $557K
|
12K
$648K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
13KNew |
$449K - $597K
|
13K
$700K
|
|
Aug 14, 2024
Q2 2024
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
SELL
|
- |
-4.82K- 35.34% |
$166K - $221K
|
8.82K
$475K
|
|
Aug 14, 2024
Q2 2024
|
Man Group PLC
London, X0 |
SELL
|
- |
-5.15K- 50.9% |
$178K - $237K
|
4.97K
$268K
|
|
Aug 14, 2024
Q2 2024
|
Inherent Group, LP
New York, NY |
SELL
|
- |
-50K- 23.07% |
$1.73M - $2.29M
|
167K
$8.98M
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-98.1K- 94.18% |
$3.39M - $4.5M
|
6.07K
$327K
|
|
Aug 13, 2024
Q2 2024
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
100K+ 15.91% |
$3.45M - $4.59M
|
729K
$39.2M
|
|
Aug 13, 2024
Q2 2024
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
6.84KNew |
$236K - $314K
|
6.84K
$369K
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
58.4KNew |
$2.02M - $2.68M
|
58.4K
$3.15M
|
|
Aug 13, 2024
Q2 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
50KNew |
$1.73M - $2.29M
|
50K
$2.69M
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
4.1M+ 106.14% |
$142M - $188M
|
7.95M
$429M
|
|
Aug 12, 2024
Q2 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-943- 9.92% |
$32.6K - $43.3K
|
8.56K
$461K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
184+ 132.37% |
$6.36K - $8.44K
|
323
$17.4K
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-166- 31.44% |
$5.74K - $7.62K
|
362
$19.5K
|
|
Aug 09, 2024
Q2 2024
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
25.6KNew |
$883K - $1.17M
|
25.6K
$1.38M
|
|
Aug 08, 2024
Q2 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-2.95K- 16.07% |
$102K - $135K
|
15.4K
$830K
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
68.4KNew |
$2.36M - $3.14M
|
68.4K
$3.68M
|
|
Aug 07, 2024
Q2 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-1.92K- 10.71% |
$66.3K - $88.1K
|
16K
$862K
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
26New |
$898 - $1.19K
|
26
$1.4K
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
291New |
$10.1K - $13.4K
|
291
$15.7K
|
|
Aug 05, 2024
Q2 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
8.13KNew |
$281K - $373K
|
8.13K
$438K
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-59- 22.52% |
$2.04K - $2.71K
|
203
$10.9K
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
5New |
$173 - $229
|
5
$269
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
8+ 114.29% |
$276 - $367
|
15
$808
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
9.37KNew |
$292K - $341K
|
9.37K
$505K
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-256- 8.16% |
$7.98K - $9.32K
|
2.88K
$155K
|
|
May 14, 2024
Q1 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
7KNew |
$218K - $255K
|
7K
$377K
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
BUY
|
- |
322+ 1.2% |
$10K - $11.7K
|
27.2K
$1.46M
|
|
May 13, 2024
Q1 2024
|
Mqs Management LLC
|
BUY
|
- |
6.81KNew |
$212K - $248K
|
6.81K
$367K
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-2.92K- 5.43% |
$91K - $106K
|
50.8K
$2.74M
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
13New |
$405 - $473
|
13
$700
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
30New |
$935 - $1.09K
|
30
$1.62K
|
|
Q4 2023 | |||||||
Feb 15, 2024
Q4 2023
|
Park Circle CO
|
SELL
|
- |
-18.5K- 54.69% |
$466K - $598K
|
15.4K
$827K
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
34K+ 9.74% |
$856K - $1.1M
|
383K
$20.7M
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
35+ 125.0% |
$880 - $1.13K
|
63
$3.39K
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
19New |
$478 - $613
|
19
$1.02K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-36.4K- 68.68% |
$850K - $1.17M
|
16.6K
$894K
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
6New |
$140 - $193
|
6
$323
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.7KNew |
$157K - $216K
|
6.7K
$361K
|
|
Nov 14, 2023
Q3 2023
|
Gillson Capital LP
Chicago, IL |
SELL
|
- |
-112K- 49.16% |
$2.62M - $3.6M
|
116K
$6.24M
|
|
Nov 13, 2023
Q3 2023
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
41.2K+ 4.73% |
$963K - $1.33M
|
913K
$49.2M
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
105New |
$2.45K - $3.38K
|
105
$5.66K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
9New |
$210 - $290
|
9
$485
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
9.87KNew |
$208K - $248K
|
9.87K
$532K
|
|
Aug 14, 2023
Q2 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
32.3KNew |
$682K - $813K
|
32.3K
$1.74M
|
|
Aug 14, 2023
Q2 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
45.3KNew |
$956K - $1.14M
|
45.3K
$2.44M
|