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 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
10New |
$717 - $941
|
10
$981
|
|
|
May 11, 2023
Q1 2023
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
319New |
$22.9K - $30K
|
319
$31.3K
|
|
|
May 10, 2023
Q1 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
140New |
$10K - $13.2K
|
140
$13.7K
|
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
660+ 126.2% |
$47.3K - $62.1K
|
1.18K
$116K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
869New |
$62.3K - $81.8K
|
869
$85.2K
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.68KNew |
$192K - $252K
|
2.68K
$263K
|
|
|
May 09, 2023
Q1 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
5.24KNew |
$376K - $493K
|
5.24K
$514K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
768+ 12.52% |
$55K - $72.3K
|
6.9K
$677K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
100New |
$7.17K - $9.41K
|
100
$9.81K
|
|
|
May 08, 2023
Q1 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
54KNew |
$3.87M - $5.08M
|
54K
$5.3M
|
|
|
May 08, 2023
Q1 2023
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-66- 1.01% |
$4.73K - $6.21K
|
6.47K
$634K
|
|
|
May 05, 2023
Q1 2023
|
Artemis Investment Management LLP
|
BUY
|
- |
23.4KNew |
$1.67M - $2.2M
|
23.4K
$2.29M
|
|
|
May 04, 2023
Q1 2023
|
Ziegler Capital Management, LLC
|
BUY
|
- |
24K+ 17.34% |
$1.72M - $2.26M
|
163K
$15.9M
|
|
|
May 04, 2023
Q1 2023
|
Los Angeles Capital Management LLC
|
BUY
|
- |
55KNew |
$3.94M - $5.18M
|
55K
$5.39M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-30- 7.77% |
$2.15K - $2.82K
|
356
$34.9K
|
|
|
May 04, 2023
Q1 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
5.92KNew |
$424K - $557K
|
5.92K
$580K
|
|
|
May 04, 2023
Q1 2023
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
1.18K+ 2.95% |
$84.7K - $111K
|
41.2K
$4.04M
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
29New |
$2.08K - $2.73K
|
29
$2.84K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
5New |
$358 - $471
|
5
$490
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.1% |
$71.7 - $94.1
|
990
$97.1K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
20+ 44.44% |
$1.43K - $1.88K
|
65
$6.37K
|
|
|
May 02, 2023
Q1 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
32.5KNew |
$2.33M - $3.06M
|
32.5K
$3.18M
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-500- 7.14% |
$35.8K - $47.1K
|
6.5K
$637K
|
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
3.7KNew |
$265K - $348K
|
3.7K
$362K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Capital Management LLC
|
BUY
|
- |
7.93K+ 25.1% |
$568K - $746K
|
39.5K
$3.88M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
749New |
$53.7K - $70.5K
|
749
$73.4K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1+ 1.1% |
$71.7 - $94.1
|
92
$9.02K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-15- 27.27% |
$1.07K - $1.41K
|
40
$3.92K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
1.51KNew |
$108K - $142K
|
1.51K
$148K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-33- 35.48% |
$2.36K - $3.11K
|
60
$5.88K
|
|
|
Apr 21, 2023
Q1 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-218- 7.15% |
$15.6K - $20.5K
|
2.83K
$278K
|
|
|
Apr 20, 2023
Q1 2023
|
Lgt Group Foundation
|
SELL
|
- |
-1.07K- 24.4% |
$76.7K - $101K
|
3.32K
$325K
|
|
|
Apr 20, 2023
Q1 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
8.98K+ 40.96% |
$643K - $845K
|
30.9K
$3.03M
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.07K+ 17.72% |
$77K - $101K
|
7.14K
$700K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
50New |
$3.58K - $4.71K
|
50
$4.9K
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
BUY
|
- |
3.3KNew |
$236K - $311K
|
3.3K
$324K
|
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-250- 5.4% |
$17.9K - $23.5K
|
4.38K
$429K
|
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
BUY
|
- |
2.9KNew |
$208K - $273K
|
2.9K
$284K
|
|
|
Apr 11, 2023
Q1 2023
|
Aries Wealth Management
|
BUY
|
- |
500+ 10.46% |
$35.8K - $47.1K
|
5.28K
$518K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
658+ 4.08% |
$47.1K - $61.9K
|
16.8K
$1.64M
|
|
|
Apr 05, 2023
Q1 2023
|
Rovin Capital
|
SELL
|
- |
-945- 25.29% |
$67.7K - $88.9K
|
2.79K
$274K
|
|
| Q4 2022 | |||||||
|
Sep 18, 2023
Q4 2022
|
Washington Capital Management Inc
|
SELL
|
- |
-2K- 27.62% |
$120K - $163K
|
5.24K
$514K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
234New |
$14.1K - $19K
|
234
$22.9K
|
|
|
Mar 03, 2023
Q4 2022
|
Crumly & Associates Inc.
|
BUY
|
- |
1.04K+ 23.01% |
$62.2K - $84.2K
|
5.53K
$543K
|
|
|
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-28- 53.85% |
$1.68K - $2.28K
|
24
$2.35K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
545New |
$32.7K - $44.3K
|
545
$53.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
BUY
|
- |
24.1K+ 2.57% |
$1.45M - $1.96M
|
960K
$94.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-91.3K- 39.0% |
$5.49M - $7.43M
|
143K
$14M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
2.75KNew |
$165K - $224K
|
2.75K
$270K
|
|
|
Feb 14, 2023
Q4 2022
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-49.1K- 36.83% |
$2.95M - $4M
|
84.3K
$8.26M
|
|