Purchases and Sales Made in Q1 2023 in State Street Corp (STT)
This table provides information about the institutional ownership of State Street Corp (STT) during Q1 2023. 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 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-26- 0.72% |
$1.86K - $2.45K
|
3.57K
$335K
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-30- 7.77% |
$2.15K - $2.82K
|
356
$33.4K
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-33- 35.48% |
$2.36K - $3.11K
|
60
$5.63K
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-34- 31.48% |
$2.44K - $3.2K
|
74
$6.95K
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-39- 22.29% |
$2.79K - $3.67K
|
136
$12.8K
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-39Closed |
$2.79K - $3.67K
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-39- 1.22% |
$2.79K - $3.67K
|
3.16K
$297K
|
|
Aug 17, 2023
Q1 2023
|
Peterson Wealth Management
|
SELL
|
- |
-40- 1.48% |
$2.87K - $3.76K
|
2.67K
$251K
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-41- 3.66% |
$2.94K - $3.86K
|
1.08K
$101K
|
|
May 15, 2023
Q1 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-42- 0.48% |
$3.01K - $3.95K
|
8.68K
$815K
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
SELL
|
- |
-43- 0.94% |
$3.08K - $4.05K
|
4.55K
$428K
|
|
May 12, 2023
Q1 2023
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-48- 0.24% |
$3.44K - $4.52K
|
19.8K
$1.86M
|
|
May 10, 2023
Q1 2023
|
Kidder Stephen W
|
SELL
|
- |
-50- 1.74% |
$3.58K - $4.71K
|
2.83K
$265K
|
|
Apr 28, 2023
Q1 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-50- 0.52% |
$3.58K - $4.71K
|
9.58K
$899K
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-50- 0.83% |
$3.58K - $4.71K
|
5.94K
$558K
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-51- 1.3% |
$3.65K - $4.8K
|
3.88K
$365K
|
|
May 10, 2023
Q1 2023
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-52- 1.0% |
$3.73K - $4.89K
|
5.14K
$483K
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-53- 11.4% |
$3.8K - $4.99K
|
412
$38.7K
|
|
May 12, 2023
Q1 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-55- 1.49% |
$3.94K - $5.18K
|
3.65K
$342K
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-60- 0.71% |
$4.3K - $5.65K
|
8.39K
$788K
|
|
Apr 18, 2023
Q1 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-63- 1.5% |
$4.51K - $5.93K
|
4.15K
$389K
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-66- 0.34% |
$4.73K - $6.21K
|
19.2K
$1.81M
|
|
May 08, 2023
Q1 2023
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-66- 1.01% |
$4.73K - $6.21K
|
6.47K
$608K
|
|
May 19, 2023
Q1 2023
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
SELL
|
- |
-70- 0.37% |
$5.02K - $6.59K
|
18.8K
$1.76M
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-72- 0.39% |
$5.16K - $6.78K
|
18.2K
$1.71M
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-74- 0.7% |
$5.3K - $6.96K
|
10.5K
$982K
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-74- 1.03% |
$5.3K - $6.96K
|
7.13K
$670K
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-75- 2.47% |
$5.37K - $7.06K
|
2.97K
$278K
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-76- 0.37% |
$5.45K - $7.15K
|
20.6K
$1.93M
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-77- 1.02% |
$5.52K - $7.25K
|
7.45K
$700K
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-81- 1.95% |
$5.8K - $7.62K
|
4.07K
$382K
|
|
May 10, 2023
Q1 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-85- 1.88% |
$6.09K - $8K
|
4.43K
$416K
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-90- 1.82% |
$6.45K - $8.47K
|
4.85K
$456K
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-92- 2.28% |
$6.59K - $8.66K
|
3.94K
$370K
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-93- 0.51% |
$6.66K - $8.75K
|
18.2K
$1.71M
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-100- 2.89% |
$7.17K - $9.41K
|
3.36K
$316K
|
|
May 04, 2023
Q1 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-100- 1.31% |
$7.17K - $9.41K
|
7.52K
$706K
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-100- 50.0% |
$7.17K - $9.41K
|
100
$9.39K
|
|
Apr 20, 2023
Q1 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-100- 0.81% |
$7.17K - $9.41K
|
12.2K
$1.14M
|
|
Apr 17, 2023
Q1 2023
|
First Financial Corp
|
SELL
|
- |
-100- 22.83% |
$7.17K - $9.41K
|
338
$31.7K
|
|
May 11, 2023
Q1 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-105- 0.65% |
$7.52K - $9.88K
|
16.1K
$1.51M
|
|
May 12, 2023
Q1 2023
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-107- 0.57% |
$7.67K - $10.1K
|
18.7K
$1.75M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-109- 0.59% |
$7.81K - $10.3K
|
18.3K
$1.72M
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-113- 24.78% |
$8.1K - $10.6K
|
343
$32.2K
|
|
Apr 11, 2023
Q1 2023
|
Norway Savings Bank
|
SELL
|
- |
-125- 2.74% |
$8.96K - $11.8K
|
4.43K
$416K
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-129- 1.82% |
$9.24K - $12.1K
|
6.97K
$654K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-130- 20.0% |
$9.31K - $12.2K
|
520
$48.8K
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-132- 3.75% |
$9.46K - $12.4K
|
3.38K
$318K
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-142- 4.15% |
$10.2K - $13.4K
|
3.28K
$308K
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-144- 6.05% |
$10.3K - $13.6K
|
2.24K
$210K
|