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 |
---|---|---|---|---|---|---|---|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
105New |
$2.45K - $3.38K
|
105
$6.69K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
9New |
$210 - $290
|
9
$573
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
9.87KNew |
$208K - $248K
|
9.87K
$629K
|
|
Aug 14, 2023
Q2 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-44.2K- 81.72% |
$932K - $1.11M
|
9.88K
$629K
|
|
Aug 14, 2023
Q2 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
45.3KNew |
$956K - $1.14M
|
45.3K
$2.89M
|
|
Aug 14, 2023
Q2 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
6.6KNew |
$139K - $166K
|
6.6K
$420K
|
|
Aug 14, 2023
Q2 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
32.3KNew |
$682K - $813K
|
32.3K
$2.06M
|
|
Aug 11, 2023
Q2 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
79KNew |
$1.67M - $1.99M
|
79K
$5.03M
|
|
Aug 11, 2023
Q2 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
1.23KNew |
$26K - $31K
|
1.23K
$78.5K
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
25.7KNew |
$541K - $646K
|
25.7K
$1.63M
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
54.9KNew |
$1.16M - $1.38M
|
54.9K
$3.5M
|
|
Aug 10, 2023
Q2 2023
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-3.81K- 5.34% |
$80.4K - $95.9K
|
67.5K
$4.3M
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
2.67KNew |
$56.3K - $67.2K
|
2.67K
$170K
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
31.7KNew |
$669K - $797K
|
31.7K
$2.02M
|
|
Q1 2023 | |||||||
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
911New |
$21.1K - $28.2K
|
911
$58K
|
|
May 15, 2023
Q1 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
14.4KNew |
$333K - $446K
|
14.4K
$917K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5New |
$116 - $155
|
5
$319
|
|
May 15, 2023
Q1 2023
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
217K+ 96.1% |
$5.01M - $6.71M
|
442K
$28.2M
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1New |
$23.1 - $30.9
|
1
$63.7
|
|
May 08, 2023
Q1 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-432K- 36.6% |
$9.97M - $13.4M
|
748K
$47.6M
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1New |
$23.1 - $30.9
|
1
$63.7
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
2New |
$46.2 - $61.9
|
2
$127
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
258+ 33.68% |
$5.96K - $7.98K
|
1.02K
$65.2K
|
|
Q4 2022 | |||||||
May 17, 2023
Q4 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-4.2K- 25.61% |
$103K - $134K
|
12.2K
$777K
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
8New |
$195 - $256
|
8
$510
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
30New |
$732 - $959
|
30
$1.91K
|
|
Feb 14, 2023
Q4 2022
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
10.2KNew |
$250K - $327K
|
10.2K
$652K
|
|
Feb 14, 2023
Q4 2022
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
17.4KNew |
$425K - $557K
|
17.4K
$1.11M
|
|
Feb 14, 2023
Q4 2022
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
31.6K+ 89.01% |
$772K - $1.01M
|
67.2K
$4.28M
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
343KNew |
$8.36M - $11M
|
343K
$21.8M
|
|
Feb 13, 2023
Q4 2022
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-5.09K- 19.92% |
$124K - $163K
|
20.4K
$1.3M
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
43+ 100.0% |
$1.05K - $1.38K
|
86
$5.48K
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
SELL
|
- |
-6.5K- 70.96% |
$159K - $208K
|
2.66K
$169K
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.94K+ 12.72% |
$47.3K - $61.9K
|
17.2K
$1.09M
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-36- 2.2% |
$879 - $1.15K
|
1.6K
$102K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
250New |
$6.1K - $8K
|
250
$15.9K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-2.86K- 20.77% |
$67.2K - $87.6K
|
10.9K
$695K
|
|
Nov 14, 2022
Q3 2022
|
Aviva PLC
|
BUY
|
- |
8.69K+ 17.97% |
$204K - $266K
|
57K
$3.63M
|
|
Nov 14, 2022
Q3 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
470+ 67.14% |
$11K - $14.4K
|
1.17K
$74.5K
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
23.6KNew |
$556K - $725K
|
23.6K
$1.51M
|
|
Nov 14, 2022
Q3 2022
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
8.79KNew |
$207K - $270K
|
8.79K
$560K
|
|
Nov 10, 2022
Q3 2022
|
Cna Financial Corp
Chicago, IL |
SELL
|
- |
-3.9K- 13.62% |
$91.7K - $120K
|
24.7K
$1.58M
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-70- 98.59% |
$1.65K - $2.15K
|
1
$63.7
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
2+ 0.79% |
$47 - $61.3
|
256
$16.3K
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.75% |
$23.5 - $30.7
|
134
$8.54K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
44New |
$1.03K - $1.35K
|
44
$2.8K
|
|
Q2 2022 | |||||||
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2New |
$46.3 - $67.5
|
2
$127
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.4K- 95.56% |
$32.4K - $47.3K
|
65
$4.14K
|
|
Aug 15, 2022
Q2 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-74.5KClosed |
$1.73M - $2.52M
|
0
$0
|