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 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
1.7K+ 8.83% |
$81.3K - $110K
|
21K
$1.28M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
670+ 13.97% |
$32K - $43.4K
|
5.47K
$335K
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
661New |
$31.6K - $42.8K
|
661
$40.5K
|
|
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
|
Coldstream Capital Management Inc
|
BUY
|
- |
516New |
$24.7K - $33.4K
|
516
$31.6K
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
500+ 9.8% |
$23.9K - $32.4K
|
5.6K
$343K
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
364+ 1.97% |
$17.4K - $23.6K
|
18.8K
$1.15M
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
320New |
$15.3K - $20.7K
|
320
$19.6K
|
|
Jun 05, 2025
Q1 2025
|
Cim, LLC
|
BUY
|
- |
268+ 0.84% |
$12.8K - $17.4K
|
32.1K
$1.97M
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
195+ 1.31% |
$9.32K - $12.6K
|
15.1K
$925K
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
171New |
$8.18K - $11.1K
|
171
$10.5K
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
100+ 66.67% |
$4.78K - $6.48K
|
250
$15.3K
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
70New |
$3.35K - $4.54K
|
70
$4.29K
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
61+ 3.74% |
$2.92K - $3.95K
|
1.69K
$104K
|
|
Apr 25, 2025
Q1 2025
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
42+ 0.38% |
$2.01K - $2.72K
|
11.1K
$681K
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
37New |
$1.77K - $2.4K
|
37
$2.27K
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
36+ 600.0% |
$1.72K - $2.33K
|
42
$2.57K
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
33New |
$1.58K - $2.14K
|
33
$2.02K
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
29New |
$1.39K - $1.88K
|
29
$1.78K
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
28New |
$1.34K - $1.81K
|
28
$1.72K
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
25New |
$1.2K - $1.62K
|
25
$1.53K
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
25New |
$1.2K - $1.62K
|
25
$1.53K
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
9New |
$430 - $583
|
9
$552
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
5+ 100.0% |
$239 - $324
|
10
$613
|
|
Q4 2024 | |||||||
Feb 14, 2025
Q4 2024
|
Credit Agricole S A
|
BUY
|
- |
24.4KNew |
$1.4M - $1.69M
|
24.4K
$1.5M
|
|
Feb 14, 2025
Q4 2024
|
Meketa Capital, LLC
Westwood, MA |
BUY
|
- |
23.9KNew |
$1.37M - $1.66M
|
23.9K
$1.46M
|
|
Feb 13, 2025
Q4 2024
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
20.4KNew |
$1.17M - $1.41M
|
20.4K
$1.25M
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
16.3KNew |
$932K - $1.13M
|
16.3K
$997K
|
|
Feb 10, 2025
Q4 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
14.1K+ 12.5% |
$808K - $977K
|
127K
$7.78M
|
|
Feb 14, 2025
Q4 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
12.4KNew |
$708K - $856K
|
12.4K
$757K
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
9.9KNew |
$567K - $686K
|
9.9K
$607K
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
9.44KNew |
$541K - $655K
|
9.44K
$579K
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
7.92KNew |
$454K - $549K
|
7.92K
$486K
|
|
Feb 14, 2025
Q4 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
7.9KNew |
$453K - $548K
|
7.9K
$484K
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
7.43KNew |
$426K - $515K
|
7.43K
$456K
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.03K+ 1.89% |
$345K - $418K
|
325K
$19.9M
|
|
Feb 10, 2025
Q4 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
5.71KNew |
$327K - $396K
|
5.71K
$350K
|
|
Feb 14, 2025
Q4 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
5.6K+ 22.95% |
$321K - $388K
|
30K
$1.84M
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
5.39KNew |
$308K - $373K
|
5.39K
$330K
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
4.91KNew |
$281K - $341K
|
4.91K
$301K
|
|
Feb 14, 2025
Q4 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
4.61KNew |
$264K - $320K
|
4.61K
$283K
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
4.25KNew |
$243K - $295K
|
4.25K
$260K
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
4.1KNew |
$235K - $284K
|
4.1K
$251K
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
4.03KNew |
$231K - $279K
|
4.03K
$247K
|
|
Feb 13, 2025
Q4 2024
|
Profund Advisors LLC
|
BUY
|
- |
3.55KNew |
$204K - $246K
|
3.55K
$218K
|
|
Feb 14, 2025
Q4 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
3.4K+ 313.85% |
$195K - $236K
|
4.48K
$275K
|
|
Feb 18, 2025
Q4 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
1.14KNew |
$65.1K - $78.8K
|
1.14K
$69.7K
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
500New |
$28.6K - $34.7K
|
500
$30.6K
|
|
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
|