Latest Institutional Transactions on State Street Corp (STT)
This table provides information on the latest institutional transactions involving State Street Corp (STT) 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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-57- 1.32% |
$4.81K - $5.83K
|
4.26K
$498K
|
|
|
May 09, 2025
Q1 2025
|
American Assets Investment Management, LLC
|
BUY
|
- |
85KNew |
$7.18M - $8.69M
|
85K
$9.93M
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
2New |
$169 - $204
|
2
$234
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
2.07KNew |
$175K - $212K
|
2.07K
$242K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
5+ 50.0% |
$422 - $511
|
15
$1.75K
|
|
|
May 07, 2025
Q1 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-148- 2.0% |
$12.5K - $15.1K
|
7.25K
$847K
|
|
|
May 06, 2025
Q1 2025
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
400+ 2.75% |
$33.8K - $40.9K
|
15K
$1.75M
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
21+ 0.45% |
$1.77K - $2.15K
|
4.74K
$554K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
46+ 5.25% |
$3.89K - $4.7K
|
922
$108K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.59KNew |
$219K - $265K
|
2.59K
$303K
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
210+ 10.05% |
$17.7K - $21.5K
|
2.3K
$269K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
6New |
$507 - $613
|
6
$701
|
|
|
May 02, 2025
Q1 2025
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
14.2KNew |
$1.2M - $1.46M
|
14.2K
$1.66M
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
4New |
$338 - $409
|
4
$467
|
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
2.7KNew |
$228K - $276K
|
2.7K
$315K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-10- 71.43% |
$845 - $1.02K
|
4
$467
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
36+ 0.56% |
$3.04K - $3.68K
|
6.51K
$760K
|
|
|
Apr 30, 2025
Q1 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-50- 2.13% |
$4.22K - $5.11K
|
2.3K
$269K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
23.3KNew |
$1.97M - $2.38M
|
23.3K
$2.72M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
PUT |
700New |
$59.1K - $71.6K
|
700
$81.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
554New |
$46.8K - $56.6K
|
554
$64.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
1+ 0.68% |
$84.5 - $102
|
149
$17.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-299- 32.29% |
$25.3K - $30.6K
|
627
$73.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-743- 96.87% |
$62.8K - $76K
|
24
$2.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Cannon Global Investment Management, LLC
|
BUY
|
- |
6.7KNew |
$566K - $685K
|
6.7K
$783K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
832+ 1.13% |
$70.3K - $85.1K
|
74.7K
$8.73M
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-100- 25.0% |
$8.45K - $10.2K
|
300
$35.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
12New |
$1.01K - $1.23K
|
12
$1.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 3.13% |
$84.5 - $102
|
33
$3.86K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
21New |
$1.77K - $2.15K
|
21
$2.45K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
107New |
$9.04K - $10.9K
|
107
$12.5K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
279New |
$23.6K - $28.5K
|
279
$32.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
5.45KNew |
$460K - $557K
|
5.45K
$636K
|
|
|
Apr 22, 2025
Q1 2025
|
Burt Wealth Advisors
|
BUY
|
- |
300+ 10.0% |
$25.3K - $30.7K
|
3.3K
$386K
|
|
|
Apr 22, 2025
Q1 2025
|
Verity Wealth Advisors
|
SELL
|
- |
-230- 4.43% |
$19.4K - $23.5K
|
4.96K
$580K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
448+ 35.56% |
$37.8K - $45.8K
|
1.71K
$200K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
SELL
|
- |
-297- 4.91% |
$25.1K - $30.4K
|
5.76K
$673K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-234- 89.66% |
$19.8K - $23.9K
|
27
$3.15K
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-64- 1.83% |
$5.41K - $6.54K
|
3.43K
$401K
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
SELL
|
- |
-200- 4.9% |
$16.9K - $20.4K
|
3.88K
$453K
|
|
|
Apr 17, 2025
Q1 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-72.4K- 84.23% |
$6.11M - $7.4M
|
13.6K
$1.58M
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-150- 43.48% |
$12.7K - $15.3K
|
195
$22.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-1- 0.03% |
$84.5 - $102
|
2.9K
$339K
|
|
|
Apr 17, 2025
Q1 2025
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-2.76K- 24.95% |
$233K - $282K
|
8.31K
$971K
|
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
29+ 0.8% |
$2.45K - $2.96K
|
3.65K
$426K
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
CALL |
18.9KNew |
$1.6M - $1.93M
|
18.9K
$2.21M
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
314+ 15.02% |
$26.5K - $32.1K
|
2.4K
$281K
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
SELL
|
- |
-500- 9.47% |
$42.2K - $51.1K
|
4.78K
$558K
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
SELL
|
- |
-16- 6.5% |
$1.35K - $1.64K
|
230
$26.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-50- 0.94% |
$4.22K - $5.11K
|
5.27K
$616K
|
|