Purchases and Sales Made in Q4 2022 in State Street Corp (STT)
This table provides information about the institutional ownership of State Street Corp (STT) during Q4 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 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
93+ 15.5% |
$5.59K - $7.56K
|
693
$69.6K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
91New |
$5.47K - $7.4K
|
91
$9.14K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
87+ 19.51% |
$5.23K - $7.08K
|
533
$53.5K
|
|
|
Feb 08, 2023
Q4 2022
|
Sentry Investment Management LLC
|
BUY
|
- |
87+ 3.74% |
$5.23K - $7.08K
|
2.41K
$242K
|
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
BUY
|
- |
83+ 1.76% |
$4.99K - $6.75K
|
4.8K
$482K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
83+ 4.44% |
$4.99K - $6.75K
|
1.95K
$196K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
81+ 16.07% |
$4.87K - $6.59K
|
585
$58.8K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
79+ 13.84% |
$4.75K - $6.43K
|
650
$65.3K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
78New |
$4.69K - $6.34K
|
78
$7.83K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
77New |
$4.63K - $6.26K
|
77
$7.73K
|
|
|
Feb 15, 2023
Q4 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
71+ 0.82% |
$4.27K - $5.78K
|
8.72K
$876K
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
70+ 1.27% |
$4.21K - $5.69K
|
5.59K
$562K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
69+ 0.93% |
$4.15K - $5.61K
|
7.53K
$756K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
66New |
$3.97K - $5.37K
|
66
$6.63K
|
|
|
Feb 17, 2023
Q4 2022
|
Selway Asset Management
Boise, ID |
BUY
|
- |
66+ 0.43% |
$3.97K - $5.37K
|
15.3K
$1.54M
|
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
65+ 0.56% |
$3.91K - $5.29K
|
11.6K
$1.17M
|
|
|
Feb 03, 2023
Q4 2022
|
Advisors Management Group Inc
|
BUY
|
- |
57+ 1.64% |
$3.43K - $4.64K
|
3.54K
$356K
|
|
|
Jan 31, 2023
Q4 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
55+ 1.32% |
$3.3K - $4.47K
|
4.21K
$423K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
55New |
$3.3K - $4.47K
|
55
$5.52K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
50New |
$3K - $4.07K
|
50
$5.02K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
47+ 4.0% |
$2.82K - $3.82K
|
1.22K
$123K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
47+ 335.71% |
$2.82K - $3.82K
|
61
$6.13K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
46+ 0.75% |
$2.76K - $3.74K
|
6.21K
$624K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
40+ 3.28% |
$2.4K - $3.25K
|
1.26K
$126K
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
38+ 1.27% |
$2.28K - $3.09K
|
3.04K
$305K
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
37+ 0.1% |
$2.22K - $3.01K
|
36.7K
$3.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
33+ 55.0% |
$1.98K - $2.68K
|
93
$9.34K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
31+ 1033.33% |
$1.86K - $2.52K
|
34
$3.41K
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
30+ 0.56% |
$1.8K - $2.44K
|
5.4K
$543K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
28+ 0.03% |
$1.68K - $2.28K
|
87.4K
$8.78M
|
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
BUY
|
- |
28+ 0.23% |
$1.68K - $2.28K
|
12.2K
$1.22M
|
|
|
Jan 31, 2023
Q4 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
26+ 0.91% |
$1.56K - $2.11K
|
2.89K
$290K
|
|
|
Feb 10, 2023
Q4 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
26+ 1.02% |
$1.56K - $2.11K
|
2.57K
$258K
|
|
|
Feb 13, 2024
Q4 2022
|
United Community Bank
Greenville, SC |
BUY
|
- |
25+ 11.36% |
$1.5K - $2.03K
|
245
$24.6K
|
|
|
Jan 18, 2023
Q4 2022
|
Pflug Koory, LLC
|
BUY
|
- |
25+ 7.58% |
$1.5K - $2.03K
|
355
$35.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
24New |
$1.44K - $1.95K
|
24
$2.41K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
21New |
$1.26K - $1.71K
|
21
$2.11K
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
20New |
$1.2K - $1.63K
|
20
$2.01K
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
20New |
$1.2K - $1.63K
|
20
$2.01K
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
20+ 22.73% |
$1.2K - $1.63K
|
108
$10.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Wms Partners, LLC
|
BUY
|
- |
19+ 0.52% |
$1.14K - $1.55K
|
3.67K
$369K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
18New |
$1.08K - $1.46K
|
18
$1.81K
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
18+ 0.17% |
$1.08K - $1.46K
|
10.4K
$1.04M
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
15+ 23.44% |
$901 - $1.22K
|
79
$7.93K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
14+ 0.0% |
$841 - $1.14K
|
602K
$60.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
14New |
$841 - $1.14K
|
14
$1.41K
|
|
|
Feb 01, 2023
Q4 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
14+ 0.27% |
$841 - $1.14K
|
5.15K
$517K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
13+ 0.97% |
$781 - $1.06K
|
1.35K
$136K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
13+ 13.0% |
$781 - $1.06K
|
113
$11.3K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
12+ 1.0% |
$721 - $976
|
1.21K
$122K
|