Purchases and Sales Made in Q4 2024 in State Street Corp (STT)
This table provides information about the institutional ownership of State Street Corp (STT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
91+ 0.96% |
$7.82K - $9.17K
|
9.62K
$966K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
88New |
$7.56K - $8.87K
|
88
$8.84K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
87+ 23.02% |
$7.48K - $8.77K
|
465
$46.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
86+ 1.37% |
$7.39K - $8.67K
|
6.38K
$641K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
84+ 3.02% |
$7.22K - $8.47K
|
2.87K
$288K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
81+ 2.59% |
$6.96K - $8.16K
|
3.21K
$322K
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
77+ 1.1% |
$6.62K - $7.76K
|
7.1K
$713K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
77+ 5.01% |
$6.62K - $7.76K
|
1.61K
$162K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
74+ 5.28% |
$6.36K - $7.46K
|
1.48K
$148K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
71New |
$6.1K - $7.16K
|
71
$7.13K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
70+ 4.03% |
$6.02K - $7.05K
|
1.81K
$181K
|
|
|
Jan 15, 2025
Q4 2024
|
Woodstock Corp
|
BUY
|
- |
70+ 0.07% |
$6.02K - $7.05K
|
100K
$10M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
70+ 1.44% |
$6.02K - $7.05K
|
4.92K
$494K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
69+ 1.74% |
$5.93K - $6.95K
|
4.04K
$406K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
65New |
$5.59K - $6.55K
|
65
$6.53K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
64+ 32.0% |
$5.5K - $6.45K
|
264
$26.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
61+ 20.07% |
$5.24K - $6.15K
|
365
$36.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
60New |
$5.16K - $6.05K
|
60
$6.03K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
59+ 1.96% |
$5.07K - $5.95K
|
3.07K
$308K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
57+ 2.26% |
$4.9K - $5.74K
|
2.58K
$259K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
50+ 0.35% |
$4.3K - $5.04K
|
14.5K
$1.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
49+ 0.71% |
$4.21K - $4.94K
|
6.95K
$698K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
46New |
$3.95K - $4.64K
|
46
$4.62K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
45+ 0.76% |
$3.87K - $4.54K
|
5.96K
$599K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
45New |
$3.87K - $4.54K
|
45
$4.52K
|
|
|
Feb 13, 2025
Q4 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
41+ 1.77% |
$3.52K - $4.13K
|
2.36K
$237K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
39+ 2.76% |
$3.35K - $3.93K
|
1.45K
$146K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
38+ 13.77% |
$3.27K - $3.83K
|
314
$31.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
35+ 0.86% |
$3.01K - $3.53K
|
4.09K
$410K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
32+ 1.34% |
$2.75K - $3.22K
|
2.42K
$243K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
32+ 0.21% |
$2.75K - $3.22K
|
15.6K
$1.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
31+ 2.75% |
$2.66K - $3.12K
|
1.16K
$116K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
30+ 0.26% |
$2.58K - $3.02K
|
11.8K
$1.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
30New |
$2.58K - $3.02K
|
30
$3.01K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
29New |
$2.49K - $2.92K
|
29
$2.91K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
28+ 10.73% |
$2.41K - $2.82K
|
289
$29K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
27+ 0.31% |
$2.32K - $2.72K
|
8.74K
$878K
|
|
|
Feb 14, 2025
Q4 2024
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
25+ 0.11% |
$2.15K - $2.52K
|
21.8K
$2.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
24+ 0.79% |
$2.06K - $2.42K
|
3.07K
$308K
|
|
|
Feb 14, 2025
Q4 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
23+ 0.84% |
$1.98K - $2.32K
|
2.76K
$277K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
23+ 0.68% |
$1.98K - $2.32K
|
3.4K
$341K
|
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
22+ 0.56% |
$1.89K - $2.22K
|
3.92K
$394K
|
|
|
Jan 23, 2025
Q4 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
21+ 0.71% |
$1.81K - $2.12K
|
2.99K
$300K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
21+ 0.49% |
$1.81K - $2.12K
|
4.34K
$436K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
20+ 60.61% |
$1.72K - $2.02K
|
53
$5.32K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
20New |
$1.72K - $2.02K
|
20
$2.01K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
19+ 0.56% |
$1.63K - $1.91K
|
3.42K
$343K
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
BUY
|
- |
19+ 0.42% |
$1.63K - $1.91K
|
4.57K
$459K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
18New |
$1.55K - $1.81K
|
18
$1.81K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
BUY
|
- |
16+ 0.01% |
$1.38K - $1.61K
|
121K
$12.1M
|