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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
15KNew |
$639K - $907K
|
15K
$922K
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-1.91K- 5.9% |
$81.3K - $115K
|
30.5K
$1.87M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-10K- 1.51% |
$425K - $603K
|
651K
$39.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
2.03KNew |
$86K - $122K
|
2.03K
$124K
|
|
|
Aug 13, 2025
Q2 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-629- 1.62% |
$26.7K - $37.9K
|
38.3K
$2.35M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
7.67K+ 8.79% |
$326K - $462K
|
95K
$5.82M
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
PUT |
3.7KNew |
$157K - $223K
|
3.7K
$227K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
950+ 332.17% |
$40.3K - $57.2K
|
1.24K
$75.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Arizona State Retirement System
|
BUY
|
- |
1.19K+ 6.34% |
$50.4K - $71.6K
|
19.9K
$1.22M
|
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
4.37K+ 2.46% |
$185K - $263K
|
182K
$11.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
38KNew |
$1.61M - $2.29M
|
38K
$2.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
18+ 28.57% |
$764 - $1.08K
|
81
$4.96K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-460- 6.7% |
$19.5K - $27.7K
|
6.41K
$393K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.05K- 19.47% |
$44.4K - $63K
|
4.32K
$265K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4- 0.02% |
$170 - $241
|
17.1K
$1.05M
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-8.34K- 15.18% |
$354K - $503K
|
46.6K
$2.86M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-33- 22.0% |
$1.4K - $1.99K
|
117
$7.17K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
246K+ 27.98% |
$10.4M - $14.8M
|
1.12M
$68.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-209- 24.3% |
$8.87K - $12.6K
|
651
$39.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-401K- 92.0% |
$17M - $24.1M
|
34.9K
$2.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
15.7K+ 7.53% |
$669K - $949K
|
225K
$13.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.63K- 2.12% |
$154K - $219K
|
168K
$10.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
11.3KNew |
$478K - $679K
|
11.3K
$690K
|
|
|
Aug 12, 2025
Q2 2025
|
Thornburg Investment Management Inc
|
BUY
|
- |
13.8K+ 23.3% |
$587K - $833K
|
73.1K
$4.48M
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
6.45K+ 3.73% |
$274K - $389K
|
179K
$11M
|
|
|
Aug 12, 2025
Q2 2025
|
Nuveen, LLC
Charlotte, NC |
SELL
|
- |
-44.5K- 13.65% |
$1.89M - $2.68M
|
281K
$17.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-4.36K- 9.24% |
$185K - $263K
|
42.8K
$2.63M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
241New |
$10.2K - $14.5K
|
241
$14.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.03K- 0.17% |
$43.6K - $61.9K
|
592K
$36.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
42.9K+ 20.57% |
$1.82M - $2.58M
|
251K
$15.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-31.4K- 32.42% |
$1.33M - $1.89M
|
65.5K
$4.02M
|
|
|
Aug 11, 2025
Q2 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
4.27K+ 29.59% |
$181K - $257K
|
18.7K
$1.15M
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
25+ 20.0% |
$1.06K - $1.51K
|
150
$9.19K
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
3.03K+ 16.43% |
$129K - $183K
|
21.5K
$1.32M
|
|
|
Aug 11, 2025
Q2 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
234+ 5.96% |
$9.94K - $14.1K
|
4.16K
$255K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
4New |
$170 - $241
|
4
$245
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
5.52K+ 0.07% |
$235K - $333K
|
7.43M
$455M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
672+ 1.61% |
$28.5K - $40.5K
|
42.3K
$2.59M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
87+ 51.79% |
$3.69K - $5.24K
|
255
$15.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
8New |
$340 - $482
|
8
$490
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
334+ 902.7% |
$14.2K - $20.1K
|
371
$22.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
120+ 0.83% |
$5.1K - $7.23K
|
14.5K
$889K
|
|
|
Aug 08, 2025
Q2 2025
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-31.1K- 1.92% |
$1.32M - $1.87M
|
1.59M
$97.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
857+ 88.17% |
$36.4K - $51.6K
|
1.83K
$112K
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-1.08K- 35.65% |
$45.9K - $65.1K
|
1.95K
$120K
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-2.4K- 0.73% |
$102K - $144K
|
327K
$20.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
156K+ 19.84% |
$6.62M - $9.4M
|
942K
$57.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-4.39K- 11.41% |
$186K - $264K
|
34.1K
$2.09M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.52K+ 10.79% |
$150K - $212K
|
36.2K
$2.22M
|