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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
103+ 8.38% |
$6.48K - $8.09K
|
1.33K
$134K
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
100+ 8.62% |
$6.29K - $7.86K
|
1.26K
$127K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
100New |
$6.29K - $7.86K
|
100
$10K
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
100New |
$6.29K - $7.86K
|
100
$10K
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
94+ 0.07% |
$5.92K - $7.38K
|
133K
$13.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
85New |
$5.35K - $6.68K
|
85
$8.54K
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
74+ 2.33% |
$4.66K - $5.81K
|
3.25K
$326K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
69+ 2.26% |
$4.34K - $5.42K
|
3.12K
$314K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
67New |
$4.22K - $5.26K
|
67
$6.73K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
63New |
$3.96K - $4.95K
|
63
$6.33K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
61+ 5.75% |
$3.84K - $4.79K
|
1.12K
$113K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
60+ 3.52% |
$3.78K - $4.71K
|
1.77K
$177K
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
54+ 0.94% |
$3.4K - $4.24K
|
5.78K
$580K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
52+ 98.11% |
$3.27K - $4.08K
|
105
$10.5K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
50New |
$3.15K - $3.93K
|
50
$5.02K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
50+ 1.22% |
$3.15K - $3.93K
|
4.15K
$416K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
50New |
$3.15K - $3.93K
|
50
$5.02K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
41+ 0.68% |
$2.58K - $3.22K
|
6.04K
$607K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
39+ 100.0% |
$2.45K - $3.06K
|
78
$7.83K
|
|
|
Feb 02, 2024
Q4 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
36+ 0.65% |
$2.27K - $2.83K
|
5.57K
$559K
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
35+ 1.03% |
$2.2K - $2.75K
|
3.43K
$345K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
35+ 33.98% |
$2.2K - $2.75K
|
138
$13.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
34+ 377.78% |
$2.14K - $2.67K
|
43
$4.32K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
33New |
$2.08K - $2.59K
|
33
$3.31K
|
|
|
Feb 12, 2024
Q4 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
32+ 0.82% |
$2.01K - $2.51K
|
3.93K
$395K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
30+ 10.71% |
$1.89K - $2.36K
|
310
$31.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
30New |
$1.89K - $2.36K
|
30
$3.01K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
29+ 0.98% |
$1.82K - $2.28K
|
2.98K
$300K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
28+ 5.62% |
$1.76K - $2.2K
|
526
$52.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
28+ 0.52% |
$1.76K - $2.2K
|
5.38K
$540K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
27+ 21.95% |
$1.7K - $2.12K
|
150
$15.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
27+ 0.04% |
$1.7K - $2.12K
|
63.7K
$6.4M
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
26+ 0.44% |
$1.64K - $2.04K
|
5.89K
$592K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
25New |
$1.57K - $1.96K
|
25
$2.51K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
25+ 192.31% |
$1.57K - $1.96K
|
38
$3.82K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
25New |
$1.57K - $1.96K
|
25
$2.51K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
24+ 1.43% |
$1.51K - $1.89K
|
1.71K
$171K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
21+ 26.25% |
$1.32K - $1.65K
|
101
$10.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
21+ 18.92% |
$1.32K - $1.65K
|
132
$13.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
19New |
$1.2K - $1.49K
|
19
$1.91K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
19+ 1.42% |
$1.2K - $1.49K
|
1.36K
$136K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
18+ 0.57% |
$1.13K - $1.41K
|
3.18K
$319K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
16+ 1.6% |
$1.01K - $1.26K
|
1.02K
$102K
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
14+ 1.01% |
$881 - $1.1K
|
1.4K
$141K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
14New |
$881 - $1.1K
|
14
$1.41K
|
|
|
Feb 14, 2024
Q4 2023
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
13+ 3.42% |
$818 - $1.02K
|
393
$39.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
12+ 0.41% |
$755 - $943
|
2.94K
$295K
|
|
|
Feb 14, 2024
Q4 2023
|
Oak Associates LTD
Akron, OH |
BUY
|
- |
10+ 0.02% |
$629 - $786
|
59.4K
$5.97M
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
10New |
$629 - $786
|
10
$1K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
8+ 18.18% |
$503 - $628
|
52
$5.22K
|