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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-232Closed |
$15.3K - $18K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
North Reef Capital Management LP
Laguna Beach, CA |
BUY
|
- |
70KNew |
$4.61M - $5.42M
|
70K
$6.86M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
150New |
$9.88K - $11.6K
|
150
$14.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-26- 0.52% |
$1.71K - $2.01K
|
5.01K
$491K
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-967- 17.55% |
$63.7K - $74.9K
|
4.54K
$445K
|
|
|
Nov 13, 2023
Q3 2023
|
Tegean Capital Management, LLC
New York, NY |
BUY
|
- |
50KNew |
$3.29M - $3.87M
|
50K
$4.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
7+ 5.47% |
$461 - $542
|
135
$13.2K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
58.5KNew |
$3.85M - $4.53M
|
58.5K
$5.73M
|
|
|
Nov 06, 2023
Q3 2023
|
Am Squared LTD
Hong Kong, K3 |
SELL
|
- |
-1.1K- 78.57% |
$72.4K - $85.2K
|
300
$29.4K
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-345- 8.67% |
$22.7K - $26.7K
|
3.64K
$357K
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
100New |
$6.58K - $7.75K
|
100
$9.81K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
6New |
$395 - $465
|
6
$588
|
|
|
Oct 26, 2023
Q3 2023
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-300- 80.0% |
$19.8K - $23.2K
|
75
$7.35K
|
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-900- 64.29% |
$59.3K - $69.7K
|
500
$49K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.71K+ 8.7% |
$113K - $132K
|
21.4K
$2.09M
|
|
|
Oct 25, 2023
Q3 2023
|
Chicago Capital, LLC
|
SELL
|
- |
-178- 2.77% |
$11.7K - $13.8K
|
6.25K
$612K
|
|
|
Oct 23, 2023
Q3 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-1K- 20.0% |
$65.9K - $77.5K
|
4K
$392K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
187New |
$12.3K - $14.5K
|
187
$18.3K
|
|
|
Oct 18, 2023
Q3 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
1.02K+ 2.52% |
$66.9K - $78.7K
|
41.4K
$4.06M
|
|
|
Oct 18, 2023
Q3 2023
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
1K+ 33.33% |
$65.9K - $77.5K
|
4K
$392K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
254+ 3.18% |
$16.7K - $19.7K
|
8.25K
$809K
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
18.9KNew |
$1.24M - $1.46M
|
18.9K
$1.85M
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
3New |
$198 - $232
|
3
$294
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
250New |
$16.5K - $19.4K
|
250
$24.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
60+ 1.9% |
$3.95K - $4.65K
|
3.21K
$315K
|
|
|
Oct 10, 2023
Q3 2023
|
Savior LLC
|
BUY
|
- |
7+ 0.82% |
$461 - $542
|
857
$84K
|
|
| Q2 2023 | |||||||
|
Feb 28, 2024
Q2 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-30Closed |
$2K - $2.4K
|
0
$0
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-9.22K- 56.67% |
$613K - $738K
|
7.05K
$691K
|
|
|
Aug 28, 2023
Q2 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
2.78KNew |
$185K - $223K
|
2.78K
$273K
|
|
|
Aug 22, 2023
Q2 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-89.5K- 22.87% |
$5.96M - $7.16M
|
302K
$29.6M
|
|
|
Aug 17, 2023
Q2 2023
|
Peterson Wealth Management
|
BUY
|
- |
453+ 16.97% |
$30.1K - $36.3K
|
3.12K
$306K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
59New |
$3.93K - $4.72K
|
59
$5.78K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-14- 0.27% |
$932 - $1.12K
|
5.11K
$501K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-155- 79.49% |
$10.3K - $12.4K
|
40
$3.92K
|
|
|
Aug 14, 2023
Q2 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
5.3KNew |
$353K - $424K
|
5.3K
$520K
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
25+ 0.63% |
$1.66K - $2K
|
3.98K
$390K
|
|
|
Aug 14, 2023
Q2 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
PUT |
280KNew |
$18.6M - $22.4M
|
280K
$27.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
75New |
$4.99K - $6K
|
75
$7.35K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-494K- 93.37% |
$32.8M - $39.5M
|
35.1K
$3.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
13.6K+ 164.87% |
$904K - $1.09M
|
21.8K
$2.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
PUT |
150KNew |
$9.98M - $12M
|
150K
$14.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Alethea Capital Management, LLC
San Diego, CA |
BUY
|
- |
5.88KNew |
$391K - $471K
|
5.88K
$577K
|
|
|
Aug 11, 2023
Q2 2023
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
SELL
|
- |
-3.7K- 51.55% |
$246K - $296K
|
3.47K
$341K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-57- 1.76% |
$3.79K - $4.56K
|
3.19K
$312K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-9.29K- 75.9% |
$618K - $743K
|
2.95K
$289K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
25.5K+ 5.04% |
$1.7M - $2.04M
|
532K
$52.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-200- 0.63% |
$13.3K - $16K
|
31.8K
$3.12M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-268- 2.64% |
$17.8K - $21.4K
|
9.89K
$970K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
296New |
$19.7K - $23.7K
|
296
$29K
|
|
|
Aug 08, 2023
Q2 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
162+ 0.49% |
$10.8K - $13K
|
33.5K
$3.28M
|
|