Latest Institutional Purchases of Step Stone Group Inc. (STEP)
This list provides information on the latest institutional transactions involving Step Stone Group Inc. (STEP) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
451+ 3.13% |
$19.1K - $27.2K
|
14.9K
$911K
|
|
|
Aug 14, 2025
Q2 2025
|
Winton Group LTD
London, X0 |
BUY
|
- |
397+ 1.83% |
$16.9K - $23.9K
|
22.1K
$1.36M
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
372New |
$15.8K - $22.4K
|
372
$22.8K
|
|
|
Aug 07, 2025
Q2 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
368New |
$15.6K - $22.2K
|
368
$22.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
334+ 902.7% |
$14.2K - $20.1K
|
371
$22.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
312New |
$13.2K - $18.8K
|
312
$19.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
241New |
$10.2K - $14.5K
|
241
$14.8K
|
|
|
Aug 11, 2025
Q2 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
234+ 5.96% |
$9.94K - $14.1K
|
4.16K
$255K
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
227+ 0.92% |
$9.64K - $13.7K
|
24.8K
$1.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
212+ 0.96% |
$9K - $12.8K
|
22.2K
$1.36M
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
154+ 0.8% |
$6.54K - $9.28K
|
19.4K
$1.19M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
130+ 61.03% |
$5.52K - $7.83K
|
343
$21K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
121New |
$5.14K - $7.29K
|
121
$7.42K
|
|
|
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
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
116New |
$4.93K - $6.99K
|
116
$7.11K
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
99+ 17.16% |
$4.2K - $5.97K
|
676
$41.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
BUY
|
- |
90+ 81.08% |
$3.82K - $5.42K
|
201
$12.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
87+ 51.79% |
$3.69K - $5.24K
|
255
$15.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
83+ 120.29% |
$3.52K - $5K
|
152
$9.32K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
83New |
$3.52K - $5K
|
83
$5.09K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
79+ 26.42% |
$3.35K - $4.76K
|
378
$23.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
76+ 281.48% |
$3.23K - $4.58K
|
103
$6.31K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
38New |
$1.61K - $2.29K
|
38
$2.33K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
36New |
$1.53K - $2.17K
|
36
$2.21K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
27+ 142.11% |
$1.15K - $1.63K
|
46
$2.82K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
26+ 1.63% |
$1.1K - $1.57K
|
1.63K
$99.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
25+ 20.0% |
$1.06K - $1.51K
|
150
$9.19K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
18+ 28.57% |
$764 - $1.08K
|
81
$4.96K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
17+ 31.48% |
$722 - $1.02K
|
71
$4.35K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
15New |
$637 - $904
|
15
$919
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
11New |
$467 - $663
|
11
$674
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
11New |
$467 - $663
|
11
$674
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
11New |
$467 - $663
|
11
$674
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
10New |
$425 - $603
|
10
$613
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
8New |
$340 - $482
|
8
$490
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
4New |
$170 - $241
|
4
$245
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
39.2K+ 6.43% |
$1.87M - $2.54M
|
648K
$39.7M
|
|
|
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
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
21.3KNew |
$1.02M - $1.38M
|
21.3K
$1.31M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
19KNew |
$910K - $1.23M
|
19K
$1.17M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
15.6KNew |
$744K - $1.01M
|
15.6K
$954K
|
|
|
May 12, 2025
Q1 2025
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
11.7KNew |
$559K - $758K
|
11.7K
$717K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.7KNew |
$511K - $693K
|
10.7K
$655K
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
9.06K+ 60.62% |
$433K - $587K
|
24K
$1.47M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
7.17K+ 6.79% |
$343K - $465K
|
113K
$6.9M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
6.88KNew |
$329K - $446K
|
6.88K
$421K
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
6.5K+ 44.13% |
$311K - $421K
|
21.2K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
4.03KNew |
$193K - $261K
|
4.03K
$247K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
2.07K+ 24.8% |
$99.1K - $134K
|
10.4K
$639K
|
|