Institutional Ownership Step Stone Group Inc. (STEP)
This table provides information about the institutional ownership of Step Stone Group Inc. (STEP). We have compiled data on the 216 institutions that hold shares in the stock, with a total of 60.4 Million shares, which have been reported (via 13F filing form) to have a value of $3.99 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
198
shares
|
$13,275
0.0% of portfolio
|
Q3 2024
Reduced 52.97%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
178
shares
|
$11,934
0.0% of portfolio
|
Q3 2024
Added 40.16%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
172
shares
|
$11,532
0.0% of portfolio
|
Q3 2024
Added 34.38%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
164
shares
|
$10,996
0.0% of portfolio
|
Q3 2024
Added 221.57%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
163
shares
|
$10,929
0.0% of portfolio
|
Q4 2023
Reduced 33.2%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
150
shares
|
$10,057
0.0% of portfolio
|
Q3 2023
Added 825.93%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
150
shares
|
$10,057
0.0% of portfolio
|
Q3 2024
Reduced 11.76%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
77
shares
|
$5,162
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
72
shares
|
$4,827
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
71
shares
|
$4,760
0.0% of portfolio
|
Q3 2024
Added 317.65%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
69
shares
|
$4,626
0.0% of portfolio
|
Q3 2024
Reduced 42.98%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
65
shares
|
$4,358
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
63
shares
|
$4,224
0.0% of portfolio
|
Q4 2023
Added 125.0%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
63
shares
|
$4,224
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
55
shares
|
$3,687
0.0% of portfolio
|
Q3 2024
Added 175.0%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
52
shares
|
$3,486
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
50
shares
|
$3,352
0.0% of portfolio
|
Q3 2024
Added 127.27%
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
48
shares
|
$3,218
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
47
shares
|
$3,151
0.0% of portfolio
|
Q1 2024
Reduced 34.72%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
44
shares
|
$2,950
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
35
shares
|
$2,346
0.0% of portfolio
|
Q3 2024
Added 169.23%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
30
shares
|
$2,011
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
26
shares
|
$1,743
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
19
shares
|
$1,273
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
15
shares
|
$1,005
0.0% of portfolio
|
Q2 2024
Added 114.29%
|