Latest Institutional Transactions on Step Stone Group Inc. (STEP)
This table provides information on the latest institutional transactions involving Step Stone Group Inc. (STEP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
227+ 0.92% |
$9.64K - $13.7K
|
24.8K
$1.51M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
26+ 1.63% |
$1.1K - $1.57K
|
1.63K
$99.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-8- 53.33% |
$340 - $482
|
7
$428
|
|
|
Jul 24, 2025
Q2 2025
|
Monument Capital Management
|
BUY
|
- |
4.9KNew |
$208K - $295K
|
4.9K
$299K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-725Closed |
$30.8K - $43.7K
|
0
$0
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-11.8K- 42.55% |
$502K - $713K
|
16K
$976K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-783- 80.8% |
$33.2K - $47.2K
|
186
$11.4K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
17+ 31.48% |
$722 - $1.02K
|
71
$4.34K
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
1.6K+ 12.7% |
$67.9K - $96.4K
|
14.2K
$868K
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 0.96% |
$12.7K - $18.1K
|
30.8K
$1.88M
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
154+ 0.8% |
$6.54K - $9.28K
|
19.4K
$1.19M
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
32.9KNew |
$1.4M - $1.98M
|
32.9K
$2.01M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-2.47K- 45.2% |
$105K - $149K
|
3K
$183K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-6.66K- 35.07% |
$283K - $401K
|
12.3K
$754K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
665+ 16.54% |
$28.2K - $40.1K
|
4.69K
$286K
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
2.68K+ 7.33% |
$114K - $162K
|
39.2K
$2.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
79+ 26.42% |
$3.35K - $4.76K
|
378
$23.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
15New |
$637 - $904
|
15
$917
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
2.81K+ 5.83% |
$119K - $169K
|
51K
$3.11M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 60.0% |
$127 - $181
|
2
$122
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
130+ 61.03% |
$5.52K - $7.83K
|
343
$21K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-8- 42.11% |
$340 - $482
|
11
$672
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
3.52KNew |
$150K - $212K
|
3.52K
$215K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 25.0% |
$42.5 - $60.3
|
3
$183
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-51- 4.36% |
$2.17K - $3.07K
|
1.12K
$68.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
11New |
$467 - $663
|
11
$672
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-127- 17.21% |
$5.39K - $7.65K
|
611
$37.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-49- 19.29% |
$2.08K - $2.95K
|
205
$12.5K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-2.03K- 8.64% |
$86.3K - $123K
|
21.5K
$1.31M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-68- 48.57% |
$2.89K - $4.1K
|
72
$4.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-4- 2.34% |
$170 - $241
|
167
$10.2K
|
|
| Q1 2025 | |||||||
|
Jun 05, 2025
Q1 2025
|
Cim, LLC
|
BUY
|
- |
268+ 0.84% |
$12.8K - $17.4K
|
32.1K
$1.96M
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
11.3K+ 41.46% |
$539K - $731K
|
38.5K
$2.35M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-26K- 16.57% |
$1.24M - $1.69M
|
131K
$8M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
7.17K+ 6.79% |
$343K - $465K
|
113K
$6.88M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
5.18K+ 15.62% |
$248K - $336K
|
38.4K
$2.34M
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-8.08K- 51.77% |
$386K - $524K
|
7.53K
$460K
|
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
4.52K+ 2.47% |
$216K - $293K
|
187K
$11.4M
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
2.24K+ 8.74% |
$107K - $145K
|
27.9K
$1.7M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
11K+ 4.05% |
$525K - $712K
|
282K
$17.2M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
39.2K+ 6.43% |
$1.87M - $2.54M
|
648K
$39.6M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-36.1K- 27.53% |
$1.73M - $2.34M
|
95.1K
$5.81M
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
171New |
$8.18K - $11.1K
|
171
$10.4K
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
252New |
$12K - $16.3K
|
252
$15.4K
|
|
|
May 15, 2025
Q1 2025
|
Wasatch Advisors Inc
Salt Lake City, UT |
SELL
|
- |
-11.9K- 1.08% |
$569K - $772K
|
1.09M
$66.9M
|
|
|
May 15, 2025
Q1 2025
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-753- 1.25% |
$36K - $48.8K
|
59.7K
$3.65M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
10.9K+ 29.97% |
$520K - $706K
|
47.2K
$2.88M
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-11.7K- 45.05% |
$559K - $759K
|
14.3K
$872K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-142K- 73.14% |
$6.8M - $9.22M
|
52.3K
$3.19M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.06K+ 29.5% |
$50.7K - $68.7K
|
4.65K
$284K
|
|