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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
9.44KNew |
$541K - $655K
|
9.44K
$579K
|
|
|
Feb 11, 2025
Q4 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-10- 6.67% |
$573 - $693
|
140
$8.58K
|
|
|
Feb 10, 2025
Q4 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
5.71KNew |
$327K - $396K
|
5.71K
$350K
|
|
|
Feb 10, 2025
Q4 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
14.1K+ 12.5% |
$808K - $977K
|
127K
$7.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
7New |
$401 - $485
|
7
$429
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1New |
$57.3 - $69.3
|
1
$61.3
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
16.3KNew |
$932K - $1.13M
|
16.3K
$997K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
7.92KNew |
$454K - $549K
|
7.92K
$486K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
4.25KNew |
$243K - $295K
|
4.25K
$260K
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
59New |
$3.38K - $4.09K
|
59
$3.62K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
219+ 25.47% |
$12.5K - $15.2K
|
1.08K
$66.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
88New |
$5.04K - $6.1K
|
88
$5.39K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
500New |
$28.6K - $34.7K
|
500
$30.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-8- 11.59% |
$458 - $555
|
61
$3.74K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-430- 7.05% |
$24.6K - $29.8K
|
5.67K
$348K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
4KNew |
$178K - $231K
|
4K
$245K
|
|
|
Nov 13, 2024
Q3 2024
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
12.6KNew |
$561K - $730K
|
12.6K
$773K
|
|
|
Nov 13, 2024
Q3 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
685+ 20.95% |
$30.5K - $39.7K
|
3.96K
$242K
|
|
|
Nov 12, 2024
Q3 2024
|
Scout Investments, Inc.
|
BUY
|
- |
317KNew |
$14.1M - $18.3M
|
317K
$19.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
46.9K+ 13.39% |
$2.09M - $2.72M
|
397K
$24.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
6.01KNew |
$267K - $348K
|
6.01K
$368K
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-1.97K- 43.66% |
$87.4K - $114K
|
2.54K
$155K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
6New |
$267 - $348
|
6
$368
|
|
|
Nov 05, 2024
Q3 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
4.12KNew |
$183K - $239K
|
4.12K
$252K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
28+ 127.27% |
$1.25K - $1.62K
|
50
$3.06K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
9New |
$400 - $521
|
9
$552
|
|
|
Oct 29, 2024
Q3 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
4.1KNew |
$182K - $237K
|
4.1K
$251K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.7K+ 23.19% |
$165K - $215K
|
19.7K
$1.21M
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
48New |
$2.14K - $2.78K
|
48
$2.94K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
6New |
$267 - $348
|
6
$368
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
13KNew |
$449K - $597K
|
13K
$797K
|
|
|
Aug 14, 2024
Q2 2024
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
SELL
|
- |
-4.82K- 35.34% |
$166K - $221K
|
8.82K
$540K
|
|
|
Aug 14, 2024
Q2 2024
|
Inherent Group, LP
New York, NY |
SELL
|
- |
-50K- 23.07% |
$1.73M - $2.29M
|
167K
$10.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-98.1K- 94.18% |
$3.39M - $4.5M
|
6.07K
$372K
|
|
|
Aug 13, 2024
Q2 2024
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
6.84KNew |
$236K - $314K
|
6.84K
$419K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
58.4KNew |
$2.02M - $2.68M
|
58.4K
$3.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
4.1M+ 106.14% |
$142M - $188M
|
7.95M
$488M
|
|
|
Aug 12, 2024
Q2 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-943- 9.92% |
$32.6K - $43.3K
|
8.56K
$525K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
184+ 132.37% |
$6.36K - $8.44K
|
323
$19.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-166- 31.44% |
$5.74K - $7.62K
|
362
$22.2K
|
|
|
Aug 08, 2024
Q2 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-2.95K- 16.07% |
$102K - $135K
|
15.4K
$944K
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
68.4KNew |
$2.36M - $3.14M
|
68.4K
$4.19M
|
|
|
Aug 07, 2024
Q2 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-1.92K- 10.71% |
$66.3K - $88.1K
|
16K
$981K
|
|
|
Aug 05, 2024
Q2 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
8.13KNew |
$281K - $373K
|
8.13K
$499K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
291New |
$10.1K - $13.4K
|
291
$17.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-59- 22.52% |
$2.04K - $2.71K
|
203
$12.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
5New |
$173 - $229
|
5
$306
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-256- 8.16% |
$7.98K - $9.32K
|
2.88K
$177K
|
|
|
May 13, 2024
Q1 2024
|
Mqs Management LLC
|
BUY
|
- |
6.81KNew |
$212K - $248K
|
6.81K
$417K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
BUY
|
- |
322+ 1.2% |
$10K - $11.7K
|
27.2K
$1.66M
|
|