Purchases and Sales Made in Q2 2024 in State Street Corp (STT)
This table provides information about the institutional ownership of State Street Corp (STT) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
68+ 5.72% |
$4.82K - $5.3K
|
1.26K
$117K
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
60New |
$4.25K - $4.68K
|
60
$5.57K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
58+ 165.71% |
$4.11K - $4.52K
|
93
$8.64K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
58+ 0.46% |
$4.11K - $4.52K
|
12.8K
$1.18M
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
58+ 1.01% |
$4.11K - $4.52K
|
5.82K
$541K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
56New |
$3.97K - $4.37K
|
56
$5.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
56+ 10.43% |
$3.97K - $4.37K
|
593
$55.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
54+ 1.76% |
$3.83K - $4.21K
|
3.11K
$289K
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
53+ 1.59% |
$3.76K - $4.13K
|
3.38K
$314K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
52New |
$3.69K - $4.06K
|
52
$4.83K
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
52+ 39.39% |
$3.69K - $4.06K
|
184
$17.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
48+ 1.13% |
$3.4K - $3.74K
|
4.31K
$400K
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
47+ 0.81% |
$3.33K - $3.67K
|
5.87K
$545K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
43New |
$3.05K - $3.35K
|
43
$3.99K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
42+ 0.99% |
$2.98K - $3.28K
|
4.3K
$399K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
40+ 2.9% |
$2.84K - $3.12K
|
1.42K
$132K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
36New |
$2.55K - $2.81K
|
36
$3.34K
|
|
|
Jul 15, 2024
Q2 2024
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
35+ 0.07% |
$2.48K - $2.73K
|
48.3K
$4.48M
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
32+ 29.09% |
$2.27K - $2.5K
|
142
$13.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
30New |
$2.13K - $2.34K
|
30
$2.79K
|
|
|
Jul 19, 2024
Q2 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
30+ 0.87% |
$2.13K - $2.34K
|
3.49K
$324K
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
30New |
$2.13K - $2.34K
|
30
$2.79K
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
29+ 0.87% |
$2.06K - $2.26K
|
3.35K
$311K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
29+ 0.72% |
$2.06K - $2.26K
|
4.03K
$374K
|
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
28New |
$1.99K - $2.18K
|
28
$2.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
28+ 1.75% |
$1.99K - $2.18K
|
1.62K
$151K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
26+ 0.87% |
$1.84K - $2.03K
|
3.02K
$280K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
25+ 0.79% |
$1.77K - $1.95K
|
3.19K
$296K
|
|
|
Aug 14, 2024
Q2 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
24+ 0.89% |
$1.7K - $1.87K
|
2.71K
$252K
|
|
|
Jul 10, 2024
Q2 2024
|
Clean Yield Group
|
BUY
|
- |
21+ 10.5% |
$1.49K - $1.64K
|
221
$20.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
20+ 0.12% |
$1.42K - $1.56K
|
16.7K
$1.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
20+ 0.17% |
$1.42K - $1.56K
|
12.1K
$1.12M
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
19+ 0.69% |
$1.35K - $1.48K
|
2.75K
$256K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
19New |
$1.35K - $1.48K
|
19
$1.76K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
19+ 79.17% |
$1.35K - $1.48K
|
43
$3.99K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
17New |
$1.21K - $1.33K
|
17
$1.58K
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
BUY
|
- |
17+ 0.24% |
$1.21K - $1.33K
|
7.14K
$663K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
16+ 40.0% |
$1.13K - $1.25K
|
56
$5.2K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
15New |
$1.06K - $1.17K
|
15
$1.39K
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
15+ 0.23% |
$1.06K - $1.17K
|
6.52K
$606K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
14+ 87.5% |
$993 - $1.09K
|
30
$2.79K
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
13+ 0.92% |
$922 - $1.01K
|
1.43K
$132K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
12+ 0.82% |
$851 - $936
|
1.47K
$137K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
11+ 0.68% |
$780 - $858
|
1.62K
$151K
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
11New |
$780 - $858
|
11
$1.02K
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
11+ 0.2% |
$780 - $858
|
5.44K
$505K
|
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
BUY
|
- |
10+ 0.21% |
$709 - $780
|
4.71K
$437K
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
10+ 25.0% |
$709 - $780
|
50
$4.64K
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
9+ 0.21% |
$638 - $702
|
4.26K
$395K
|
|
|
Aug 15, 2024
Q2 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
7+ 0.18% |
$496 - $546
|
3.86K
$359K
|