Purchases and Sales Made in Q4 2023 in State Street Corp (STT)
This table provides information about the institutional ownership of State Street Corp (STT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
2.23K+ 1.9% |
$140K - $175K
|
119K
$12M
|
|
|
Feb 14, 2024
Q4 2023
|
Uss Investment Management LTD
|
BUY
|
- |
1.9K+ 2.05% |
$120K - $149K
|
94.8K
$9.52M
|
|
|
Feb 21, 2024
Q4 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.68K+ 31.44% |
$106K - $132K
|
7.02K
$705K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.63K+ 202.48% |
$103K - $128K
|
2.44K
$245K
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.56K+ 25.41% |
$98.3K - $123K
|
7.71K
$774K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.53K+ 22.63% |
$96.2K - $120K
|
8.29K
$832K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.48K+ 82.36% |
$92.8K - $116K
|
3.27K
$328K
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.38K+ 0.25% |
$87.1K - $109K
|
563K
$56.5M
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
1.38KNew |
$86.5K - $108K
|
1.38K
$138K
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1.37K+ 3.04% |
$86.3K - $108K
|
46.5K
$4.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.36K+ 5.31% |
$85.3K - $107K
|
26.9K
$2.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
1.35K+ 4.48% |
$84.8K - $106K
|
31.4K
$3.16M
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
1.19K+ 24.05% |
$74.7K - $93.2K
|
6.12K
$615K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.05KNew |
$65.8K - $82.1K
|
1.05K
$105K
|
|
|
Feb 14, 2024
Q4 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
1.04K+ 11.74% |
$65.4K - $81.7K
|
9.9K
$994K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.02KNew |
$64.2K - $80.1K
|
1.02K
$102K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
999+ 5.6% |
$62.9K - $78.5K
|
18.8K
$1.89M
|
|
|
Jan 09, 2024
Q4 2023
|
Allied Investment Advisors, LLC
|
BUY
|
- |
980+ 0.9% |
$61.7K - $77K
|
110K
$11.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
961New |
$60.5K - $75.5K
|
961
$96.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
898+ 20.8% |
$56.5K - $70.5K
|
5.22K
$524K
|
|
|
Feb 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
898+ 34.54% |
$56.5K - $70.5K
|
3.5K
$351K
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
846+ 12.04% |
$53.2K - $66.5K
|
7.87K
$790K
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
842+ 23.3% |
$53K - $66.1K
|
4.46K
$447K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
800+ 27.08% |
$50.3K - $62.8K
|
3.75K
$377K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
798+ 7.07% |
$50.2K - $62.7K
|
12.1K
$1.21M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
779+ 22.98% |
$49K - $61.2K
|
4.17K
$419K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
748+ 121.82% |
$47.1K - $58.8K
|
1.36K
$137K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
730+ 20.99% |
$45.9K - $57.3K
|
4.21K
$423K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
689+ 4.51% |
$43.4K - $54.1K
|
16K
$1.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
659New |
$41.5K - $51.8K
|
659
$66.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
654+ 14.33% |
$41.2K - $51.4K
|
5.22K
$524K
|
|
|
Jan 22, 2024
Q4 2023
|
Welch Group, LLC
|
BUY
|
- |
650+ 15.48% |
$40.9K - $51.1K
|
4.85K
$487K
|
|
|
Feb 13, 2024
Q4 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
647+ 17.36% |
$40.7K - $50.8K
|
4.38K
$439K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
640+ 58.23% |
$40.3K - $50.3K
|
1.74K
$175K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
636+ 10.12% |
$40K - $50K
|
6.92K
$695K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
632+ 80.0% |
$39.8K - $49.6K
|
1.42K
$143K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
596New |
$37.5K - $46.8K
|
596
$59.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
595+ 3.99% |
$37.4K - $46.7K
|
15.5K
$1.56M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
583+ 4.88% |
$36.7K - $45.8K
|
12.5K
$1.26M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
559+ 10.01% |
$35.2K - $43.9K
|
6.14K
$617K
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
559New |
$35.2K - $43.9K
|
559
$56.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
541+ 1.92% |
$34K - $42.5K
|
28.7K
$2.89M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
514New |
$32.3K - $40.4K
|
514
$51.6K
|
|
|
Mar 19, 2024
Q4 2023
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
500New |
$31.5K - $39.3K
|
500
$50.2K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
500+ 5.76% |
$31.5K - $39.3K
|
9.18K
$922K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
500New |
$31.5K - $39.3K
|
500
$50.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
469+ 2.94% |
$29.5K - $36.8K
|
16.4K
$1.65M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
467+ 2.52% |
$29.4K - $36.7K
|
19K
$1.91M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
461+ 0.5% |
$29K - $36.2K
|
92.6K
$9.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
456+ 6.53% |
$28.7K - $35.8K
|
7.44K
$748K
|