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 |
|---|---|---|---|---|---|---|---|
|
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
$1.05M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
250New |
$6.1K - $8K
|
250
$15.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
43+ 100.0% |
$1.05K - $1.38K
|
86
$5.27K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
30New |
$732 - $959
|
30
$1.84K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
8New |
$195 - $256
|
8
$490
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
23.6KNew |
$556K - $725K
|
23.6K
$1.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Aviva PLC
|
BUY
|
- |
8.69K+ 17.97% |
$204K - $266K
|
57K
$3.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
470+ 67.14% |
$11K - $14.4K
|
1.17K
$71.7K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
44New |
$1.03K - $1.35K
|
44
$2.7K
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
2+ 0.79% |
$47 - $61.3
|
256
$15.7K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.75% |
$23.5 - $30.7
|
134
$8.21K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
126KNew |
$2.91M - $4.24M
|
126K
$7.71M
|
|
|
Aug 12, 2022
Q2 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
94.1KNew |
$2.18M - $3.18M
|
94.1K
$5.77M
|
|
|
Aug 12, 2022
Q2 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
30.6KNew |
$709K - $1.03M
|
30.6K
$1.88M
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
6.09KNew |
$141K - $206K
|
6.09K
$373K
|
|
|
Jul 25, 2022
Q2 2022
|
Ls Investment Advisors, LLC
|
BUY
|
- |
2.58KNew |
$59.6K - $86.9K
|
2.58K
$158K
|
|
|
Aug 15, 2022
Q2 2022
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
1.63K+ 7.34% |
$37.7K - $54.9K
|
23.8K
$1.46M
|
|
|
Aug 01, 2022
Q2 2022
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
1.43K+ 2.55% |
$33.1K - $48.3K
|
57.5K
$3.53M
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.12KNew |
$25.9K - $37.7K
|
1.12K
$68.5K
|
|
|
Jul 27, 2022
Q2 2022
|
Riverview Trust CO
|
BUY
|
- |
541New |
$12.5K - $18.3K
|
541
$33.2K
|
|
|
Jul 18, 2022
Q2 2022
|
Denali Advisors LLC
|
BUY
|
- |
48New |
$1.11K - $1.62K
|
48
$2.94K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
9New |
$208 - $304
|
9
$552
|
|
| Q1 2022 | |||||||
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
743New |
$22.3K - $30.5K
|
743
$45.5K
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
85KNew |
$2.08M - $2.28M
|
85K
$5.21M
|
|
|
Nov 12, 2020
Q3 2020
|
Sculptor Capital LP
New York, NY |
BUY
|
- |
75KNew |
$1.83M - $2.01M
|
75K
$4.6M
|
|