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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
6+ 0.06% |
$425 - $468
|
9.59K
$890K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
6+ 1.77% |
$425 - $468
|
345
$32K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5+ 27.78% |
$355 - $390
|
23
$2.14K
|
|
|
Jul 29, 2024
Q2 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
5+ 0.09% |
$355 - $390
|
5.58K
$518K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
4+ 15.38% |
$284 - $312
|
30
$2.79K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4+ 0.18% |
$284 - $312
|
2.27K
$210K
|
|
|
Jul 29, 2024
Q2 2024
|
West End Advisors, LLC
|
BUY
|
- |
4+ 400.0% |
$284 - $312
|
5
$464
|
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
3+ 1.01% |
$213 - $234
|
300
$27.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
2+ 1.24% |
$142 - $156
|
163
$15.1K
|
|
|
Jul 24, 2024
Q2 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
2+ 2.56% |
$142 - $156
|
80
$7.43K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2+ 1.23% |
$142 - $156
|
164
$15.2K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
2+ 0.06% |
$142 - $156
|
3.13K
$291K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1New |
$70.9 - $78
|
1
$92.9
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 0.83% |
$70.9 - $78
|
122
$11.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1+ 0.76% |
$70.9 - $78
|
132
$12.3K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.63% |
$70.9 - $78
|
159
$14.8K
|
|
|
Nov 26, 2024
Q2 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Mar 04, 2025
Q2 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-1- 9.09% |
$70.9 - $78
|
10
$929
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-2- 0.05% |
$142 - $156
|
4.15K
$385K
|
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-2- 0.03% |
$142 - $156
|
6K
$557K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-4- 12.9% |
$284 - $312
|
27
$2.51K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4- 2.96% |
$284 - $312
|
131
$12.2K
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-6- 23.08% |
$425 - $468
|
20
$1.86K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-13- 0.19% |
$922 - $1.01K
|
6.92K
$642K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-18- 17.14% |
$1.28K - $1.4K
|
87
$8.08K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-20- 1.77% |
$1.42K - $1.56K
|
1.11K
$103K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-21- 1.95% |
$1.49K - $1.64K
|
1.06K
$98.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-22- 0.68% |
$1.56K - $1.72K
|
3.21K
$298K
|
|
|
Aug 14, 2024
Q2 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-25Closed |
$1.77K - $1.95K
|
0
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-27- 1.53% |
$1.91K - $2.11K
|
1.74K
$162K
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-28- 0.76% |
$1.99K - $2.18K
|
3.68K
$342K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-30- 0.74% |
$2.13K - $2.34K
|
4.03K
$374K
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
SELL
|
- |
-31- 0.28% |
$2.2K - $2.42K
|
11.2K
$1.04M
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
SELL
|
- |
-33- 29.2% |
$2.34K - $2.57K
|
80
$7.43K
|
|
|
Aug 06, 2024
Q2 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-38- 0.6% |
$2.69K - $2.96K
|
6.25K
$580K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-39- 41.05% |
$2.77K - $3.04K
|
56
$5.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-39- 0.5% |
$2.77K - $3.04K
|
7.75K
$719K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-39Closed |
$2.77K - $3.04K
|
0
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Trust CO
|
SELL
|
- |
-40- 1.29% |
$2.84K - $3.12K
|
3.06K
$284K
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-43- 1.28% |
$3.05K - $3.35K
|
3.31K
$308K
|
|
|
Aug 14, 2024
Q2 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-47- 1.38% |
$3.33K - $3.67K
|
3.35K
$311K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-48- 0.07% |
$3.4K - $3.74K
|
69.4K
$6.44M
|
|
|
Jul 23, 2024
Q2 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-50- 1.67% |
$3.55K - $3.9K
|
2.95K
$273K
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-52- 1.46% |
$3.69K - $4.06K
|
3.51K
$326K
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
SELL
|
- |
-53- 1.3% |
$3.76K - $4.13K
|
4.04K
$375K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-54- 1.85% |
$3.83K - $4.21K
|
2.87K
$267K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-65- 2.08% |
$4.61K - $5.07K
|
3.06K
$284K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-66- 18.33% |
$4.68K - $5.15K
|
294
$27.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-68- 0.63% |
$4.82K - $5.3K
|
10.7K
$995K
|