Purchases and Sales Made in Q1 2022 in State Street Corp (STT)
This table provides information about the institutional ownership of State Street Corp (STT) during Q1 2022. The information is specifically focused on institutions that hold shares of STATE STREET CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
16New |
$1.25K - $1.66K
|
16
$1.57K
|
|
|
May 09, 2022
Q1 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
14+ 0.78% |
$1.09K - $1.45K
|
1.81K
$177K
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
14+ 0.59% |
$1.09K - $1.45K
|
2.38K
$233K
|
|
|
May 12, 2022
Q1 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
13+ 0.52% |
$1.02K - $1.35K
|
2.51K
$246K
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
13+ 4.85% |
$1.02K - $1.35K
|
281
$27.6K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
13New |
$1.02K - $1.35K
|
13
$1.27K
|
|
|
May 09, 2022
Q1 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
11+ 18.64% |
$860 - $1.14K
|
70
$6.86K
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
11+ 8.03% |
$860 - $1.14K
|
148
$14.5K
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
11+ 3.24% |
$860 - $1.14K
|
351
$34.4K
|
|
|
May 16, 2022
Q1 2022
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
10+ 0.0% |
$782 - $1.04K
|
602K
$59M
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
9+ 6.62% |
$704 - $934
|
145
$14.2K
|
|
|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
8+ 0.14% |
$625 - $830
|
5.88K
$577K
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
7+ 14.89% |
$547 - $726
|
54
$5.29K
|
|
|
May 16, 2022
Q1 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
7+ 0.53% |
$547 - $726
|
1.32K
$129K
|
|
|
Apr 26, 2022
Q1 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
6+ 0.57% |
$469 - $623
|
1.05K
$103K
|
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
5+ 0.58% |
$391 - $519
|
873
$85.6K
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
5New |
$391 - $519
|
5
$490
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5+ 0.34% |
$391 - $519
|
1.46K
$143K
|
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
5+ 0.22% |
$391 - $519
|
2.32K
$227K
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
4+ 0.14% |
$313 - $415
|
2.88K
$282K
|
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
4New |
$313 - $415
|
4
$392
|
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
BUY
|
- |
3+ 13.04% |
$235 - $311
|
26
$2.55K
|
|
|
May 09, 2022
Q1 2022
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
3+ 0.12% |
$235 - $311
|
2.41K
$236K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
2+ 0.08% |
$156 - $208
|
2.56K
$251K
|
|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
2+ 0.54% |
$156 - $208
|
374
$36.7K
|
|
|
May 06, 2022
Q1 2022
|
Am Investment Strategies LLC
|
BUY
|
- |
2+ 0.04% |
$156 - $208
|
4.76K
$467K
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2+ 0.0% |
$156 - $208
|
117K
$11.5M
|
|
|
Nov 22, 2024
Q1 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-3- 5.45% |
$235 - $311
|
52
$5.1K
|
|
|
May 13, 2022
Q1 2022
|
Mirova
Paris, I0 |
SELL
|
- |
-4- 0.08% |
$313 - $415
|
5.29K
$519K
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-5- 4.81% |
$391 - $519
|
99
$9.71K
|
|
|
May 09, 2022
Q1 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-5- 3.38% |
$391 - $519
|
143
$14K
|
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-5Closed |
$391 - $519
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-6- 10.34% |
$469 - $623
|
52
$5.1K
|
|
|
May 10, 2022
Q1 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-7- 0.16% |
$547 - $726
|
4.41K
$432K
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-7- 1.43% |
$547 - $726
|
481
$47.2K
|
|
|
Apr 20, 2022
Q1 2022
|
Fractal Investments LLC
|
SELL
|
- |
-9- 0.2% |
$704 - $934
|
4.56K
$447K
|
|
|
Apr 12, 2022
Q1 2022
|
Private Trust CO Na
|
SELL
|
- |
-10- 0.25% |
$782 - $1.04K
|
3.93K
$385K
|
|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-10Closed |
$782 - $1.04K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-11Closed |
$860 - $1.14K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-12- 0.37% |
$938 - $1.25K
|
3.25K
$318K
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-13Closed |
$1.02K - $1.35K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-13- 0.5% |
$1.02K - $1.35K
|
2.58K
$253K
|
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-14- 3.61% |
$1.09K - $1.45K
|
374
$36.7K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-15- 6.12% |
$1.17K - $1.56K
|
230
$22.6K
|
|
|
May 02, 2022
Q1 2022
|
Heritage Investors Management Corp
|
SELL
|
- |
-15- 0.12% |
$1.17K - $1.56K
|
13K
$1.27M
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-18- 0.08% |
$1.41K - $1.87K
|
21.5K
$2.11M
|
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-23Closed |
$1.8K - $2.39K
|
0
$0
|
|
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-23Closed |
$1.8K - $2.39K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-26- 13.27% |
$2.03K - $2.7K
|
170
$16.7K
|