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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
117+ 19.24% |
$5.59K - $7.58K
|
725
$41.9K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
100+ 66.67% |
$4.78K - $6.48K
|
250
$14.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
90+ 54.88% |
$4.3K - $5.83K
|
254
$14.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
87+ 152.63% |
$4.16K - $5.64K
|
144
$8.33K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
70New |
$3.35K - $4.54K
|
70
$4.05K
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
70+ 170.73% |
$3.35K - $4.54K
|
111
$6.42K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
65+ 0.38% |
$3.11K - $4.21K
|
17.1K
$992K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
61+ 3.74% |
$2.92K - $3.95K
|
1.69K
$97.8K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
55+ 78.57% |
$2.63K - $3.57K
|
125
$7.23K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
49+ 38.58% |
$2.34K - $3.18K
|
176
$10.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
42+ 0.38% |
$2.01K - $2.72K
|
11.1K
$643K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
37New |
$1.77K - $2.4K
|
37
$2.14K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
37New |
$1.77K - $2.4K
|
37
$2.14K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
36+ 600.0% |
$1.72K - $2.33K
|
42
$2.43K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
33New |
$1.58K - $2.14K
|
33
$1.91K
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
31+ 0.32% |
$1.48K - $2.01K
|
9.61K
$556K
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
30+ 3.61% |
$1.43K - $1.94K
|
860
$49.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
29New |
$1.39K - $1.88K
|
29
$1.68K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
28New |
$1.34K - $1.81K
|
28
$1.62K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
27New |
$1.29K - $1.75K
|
27
$1.56K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
27+ 0.46% |
$1.29K - $1.75K
|
5.95K
$344K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
25New |
$1.2K - $1.62K
|
25
$1.45K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
25New |
$1.2K - $1.62K
|
25
$1.45K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
19New |
$908 - $1.23K
|
19
$1.1K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
18+ 0.1% |
$861 - $1.17K
|
18.7K
$1.08M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
17+ 11.04% |
$813 - $1.1K
|
171
$9.89K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
16+ 5.65% |
$765 - $1.04K
|
299
$17.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
9New |
$430 - $583
|
9
$521
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
7+ 700.0% |
$335 - $454
|
8
$463
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
6+ 4.41% |
$287 - $389
|
142
$8.21K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
5+ 100.0% |
$239 - $324
|
10
$579
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3+ 0.31% |
$143 - $194
|
972
$56.2K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
3+ 0.31% |
$143 - $194
|
969
$56.1K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
2+ 2.99% |
$95.6 - $130
|
69
$3.99K
|
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
1+ 0.74% |
$47.8 - $64.8
|
137
$7.93K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
199KNew |
$11.4M - $13.8M
|
199K
$11.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
32.2KNew |
$1.84M - $2.23M
|
32.2K
$1.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
24.8KNew |
$1.42M - $1.72M
|
24.8K
$1.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Credit Agricole S A
|
BUY
|
- |
24.4KNew |
$1.4M - $1.69M
|
24.4K
$1.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Meketa Capital, LLC
Westwood, MA |
BUY
|
- |
23.9KNew |
$1.37M - $1.66M
|
23.9K
$1.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
20.4KNew |
$1.17M - $1.41M
|
20.4K
$1.18M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
16.3KNew |
$932K - $1.13M
|
16.3K
$941K
|
|
|
Feb 14, 2025
Q4 2024
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
15.2K+ 54.58% |
$870K - $1.05M
|
43K
$2.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
14.1K+ 12.5% |
$808K - $977K
|
127K
$7.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
12.4KNew |
$708K - $856K
|
12.4K
$715K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
9.9KNew |
$567K - $686K
|
9.9K
$573K
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
9.44KNew |
$541K - $655K
|
9.44K
$546K
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
9.38KNew |
$537K - $650K
|
9.38K
$543K
|
|
|
Feb 14, 2025
Q4 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
8.65KNew |
$496K - $600K
|
8.65K
$501K
|
|