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 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
17+ 31.48% |
$722 - $1.02K
|
71
$4.35K
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 0.96% |
$12.7K - $18.1K
|
30.8K
$1.89M
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
1.6K+ 12.7% |
$67.9K - $96.4K
|
14.2K
$870K
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
32.9KNew |
$1.4M - $1.98M
|
32.9K
$2.02M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-2.47K- 45.2% |
$105K - $149K
|
3K
$184K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-6.66K- 35.07% |
$283K - $401K
|
12.3K
$756K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
665+ 16.54% |
$28.2K - $40.1K
|
4.69K
$287K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
15New |
$637 - $904
|
15
$919
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
79+ 26.42% |
$3.35K - $4.76K
|
378
$23.2K
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
2.68K+ 7.33% |
$114K - $162K
|
39.2K
$2.41M
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
2.81K+ 5.83% |
$119K - $169K
|
51K
$3.12M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
130+ 61.03% |
$5.52K - $7.83K
|
343
$21K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 60.0% |
$127 - $181
|
2
$123
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 25.0% |
$42.5 - $60.3
|
3
$184
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-51- 4.36% |
$2.17K - $3.07K
|
1.12K
$68.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
3.52KNew |
$150K - $212K
|
3.52K
$216K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-8- 42.11% |
$340 - $482
|
11
$674
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
11New |
$467 - $663
|
11
$674
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-127- 17.21% |
$5.39K - $7.65K
|
611
$37.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-49- 19.29% |
$2.08K - $2.95K
|
205
$12.6K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-2.03K- 8.64% |
$86.3K - $123K
|
21.5K
$1.32M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-68- 48.57% |
$2.89K - $4.1K
|
72
$4.41K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-4- 2.34% |
$170 - $241
|
167
$10.2K
|
|
| Q1 2025 | |||||||
|
Aug 15, 2025
Q1 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
1.64K+ 199.63% |
$78.4K - $106K
|
2.46K
$151K
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
7.17K+ 6.79% |
$343K - $465K
|
113K
$6.9M
|
|
|
May 15, 2025
Q1 2025
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
4.03KNew |
$193K - $261K
|
4.03K
$247K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.7KNew |
$511K - $693K
|
10.7K
$655K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
70New |
$3.35K - $4.54K
|
70
$4.29K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
670+ 13.97% |
$32K - $43.4K
|
5.47K
$335K
|
|
|
May 15, 2025
Q1 2025
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-753- 1.25% |
$36K - $48.8K
|
59.7K
$3.66M
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
171New |
$8.18K - $11.1K
|
171
$10.5K
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-8.08K- 51.77% |
$386K - $524K
|
7.53K
$461K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
5+ 100.0% |
$239 - $324
|
10
$613
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
35.9KNew |
$1.72M - $2.33M
|
35.9K
$2.2M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-898K- 63.7% |
$42.9M - $58.2M
|
512K
$31.4M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
6.88KNew |
$329K - $446K
|
6.88K
$421K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-179K- 77.43% |
$8.54M - $11.6M
|
52.1K
$3.19M
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-200Closed |
$9.56K - $13K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
21.3KNew |
$1.02M - $1.38M
|
21.3K
$1.31M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
33New |
$1.58K - $2.14K
|
33
$2.02K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-48.9K- 46.63% |
$2.34M - $3.17M
|
55.9K
$3.43M
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
25New |
$1.2K - $1.62K
|
25
$1.53K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
516New |
$24.7K - $33.4K
|
516
$31.6K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
546+ 52.7% |
$26.1K - $35.4K
|
1.58K
$97K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
61+ 3.74% |
$2.92K - $3.95K
|
1.69K
$104K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-2- 0.05% |
$95.6 - $130
|
3.85K
$236K
|
|
|
May 12, 2025
Q1 2025
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-61.9K- 84.23% |
$2.96M - $4.01M
|
11.6K
$711K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-66.8K- 3.9% |
$3.19M - $4.33M
|
1.65M
$101M
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1.49K- 99.8% |
$71.2K - $96.5K
|
3
$184
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
15.6KNew |
$744K - $1.01M
|
15.6K
$954K
|
|