Purchases and Sales Made in Q2 2025 in Step Stone Group Inc. (STEP)
This table provides information about the institutional ownership of Step Stone Group Inc. (STEP) during Q2 2025. The information is specifically focused on institutions that hold shares of StepStone Group Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
451+ 3.13% |
$19.1K - $27.2K
|
14.9K
$938K
|
|
|
Aug 14, 2025
Q2 2025
|
Winton Group LTD
London, X0 |
BUY
|
- |
397+ 1.83% |
$16.9K - $23.9K
|
22.1K
$1.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
372New |
$15.8K - $22.4K
|
372
$23.5K
|
|
|
Aug 07, 2025
Q2 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
368New |
$15.6K - $22.2K
|
368
$23.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
334+ 902.7% |
$14.2K - $20.1K
|
371
$23.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
312New |
$13.2K - $18.8K
|
312
$19.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
241New |
$10.2K - $14.5K
|
241
$15.2K
|
|
|
Aug 11, 2025
Q2 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
234+ 5.96% |
$9.94K - $14.1K
|
4.16K
$262K
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
227+ 0.92% |
$9.64K - $13.7K
|
24.8K
$1.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
212+ 0.96% |
$9K - $12.8K
|
22.2K
$1.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
154+ 0.8% |
$6.54K - $9.28K
|
19.4K
$1.22M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
130+ 61.03% |
$5.52K - $7.83K
|
343
$21.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
121New |
$5.14K - $7.29K
|
121
$7.63K
|
|
|
Aug 08, 2025
Q2 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
120+ 0.83% |
$5.1K - $7.23K
|
14.5K
$915K
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
116New |
$4.93K - $6.99K
|
116
$7.32K
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
99+ 17.16% |
$4.2K - $5.97K
|
676
$42.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
BUY
|
- |
90+ 81.08% |
$3.82K - $5.42K
|
201
$12.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
87+ 51.79% |
$3.69K - $5.24K
|
255
$16.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
83+ 120.29% |
$3.52K - $5K
|
152
$9.59K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
83New |
$3.52K - $5K
|
83
$5.24K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
79+ 26.42% |
$3.35K - $4.76K
|
378
$23.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
76+ 281.48% |
$3.23K - $4.58K
|
103
$6.5K
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
52+ 0.05% |
$2.21K - $3.13K
|
104K
$6.59M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
38New |
$1.61K - $2.29K
|
38
$2.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
36New |
$1.53K - $2.17K
|
36
$2.27K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
27+ 142.11% |
$1.15K - $1.63K
|
46
$2.9K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
26+ 1.63% |
$1.1K - $1.57K
|
1.63K
$103K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
25+ 20.0% |
$1.06K - $1.51K
|
150
$9.46K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
18+ 28.57% |
$764 - $1.08K
|
81
$5.11K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
17+ 31.48% |
$722 - $1.02K
|
71
$4.48K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
15New |
$637 - $904
|
15
$946
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
11New |
$467 - $663
|
11
$694
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
11New |
$467 - $663
|
11
$694
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
11New |
$467 - $663
|
11
$694
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
10New |
$425 - $603
|
10
$631
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
8New |
$340 - $482
|
8
$505
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
4New |
$170 - $241
|
4
$252
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 25.0% |
$42.5 - $60.3
|
3
$189
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 60.0% |
$127 - $181
|
2
$126
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3- 37.5% |
$127 - $181
|
5
$315
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4- 0.02% |
$170 - $241
|
17.1K
$1.08M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-4- 2.34% |
$170 - $241
|
167
$10.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-8- 53.33% |
$340 - $482
|
7
$442
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-8- 42.11% |
$340 - $482
|
11
$694
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-18- 50.0% |
$764 - $1.08K
|
18
$1.14K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-21- 14.58% |
$892 - $1.27K
|
123
$7.76K
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-24- 4.48% |
$1.02K - $1.45K
|
512
$32.3K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-24- 1.07% |
$1.02K - $1.45K
|
2.22K
$140K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-33- 22.0% |
$1.4K - $1.99K
|
117
$7.38K
|
|