Purchases and Sales Made in Q1 2025 in Step Stone Group Inc. (STEP)
This table provides information about the institutional ownership of Step Stone Group Inc. (STEP) during Q1 2025. The information is specifically focused on institutions that hold shares of StepStone Group Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
164+ 28.57% |
$7.84K - $10.6K
|
738
$42.2K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
122+ 677.78% |
$5.83K - $7.91K
|
140
$8K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
117+ 19.24% |
$5.59K - $7.58K
|
725
$41.4K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
100+ 66.67% |
$4.78K - $6.48K
|
250
$14.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
90+ 54.88% |
$4.3K - $5.83K
|
254
$14.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
87+ 152.63% |
$4.16K - $5.64K
|
144
$8.23K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
70New |
$3.35K - $4.54K
|
70
$4K
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
70+ 170.73% |
$3.35K - $4.54K
|
111
$6.34K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
65+ 0.38% |
$3.11K - $4.21K
|
17.1K
$979K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
61+ 3.74% |
$2.92K - $3.95K
|
1.69K
$96.6K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
55+ 78.57% |
$2.63K - $3.57K
|
125
$7.14K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
49+ 38.58% |
$2.34K - $3.18K
|
176
$10.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
42+ 0.38% |
$2.01K - $2.72K
|
11.1K
$635K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
37New |
$1.77K - $2.4K
|
37
$2.11K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
37New |
$1.77K - $2.4K
|
37
$2.11K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
36+ 600.0% |
$1.72K - $2.33K
|
42
$2.4K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
33New |
$1.58K - $2.14K
|
33
$1.88K
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
31+ 0.32% |
$1.48K - $2.01K
|
9.61K
$549K
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
30+ 3.61% |
$1.43K - $1.94K
|
860
$49.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
29New |
$1.39K - $1.88K
|
29
$1.66K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
28New |
$1.34K - $1.81K
|
28
$1.6K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
27New |
$1.29K - $1.75K
|
27
$1.54K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
27+ 0.46% |
$1.29K - $1.75K
|
5.95K
$340K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
25New |
$1.2K - $1.62K
|
25
$1.43K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
25New |
$1.2K - $1.62K
|
25
$1.43K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
19New |
$908 - $1.23K
|
19
$1.09K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
18+ 0.1% |
$861 - $1.17K
|
18.7K
$1.07M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
17+ 11.04% |
$813 - $1.1K
|
171
$9.77K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
16+ 5.65% |
$765 - $1.04K
|
299
$17.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
9New |
$430 - $583
|
9
$514
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
7+ 700.0% |
$335 - $454
|
8
$457
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
6+ 4.41% |
$287 - $389
|
142
$8.11K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
5+ 100.0% |
$239 - $324
|
10
$571
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
3+ 0.31% |
$143 - $194
|
969
$55.3K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3+ 0.31% |
$143 - $194
|
972
$55.5K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
2+ 2.99% |
$95.6 - $130
|
69
$3.94K
|
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
1+ 0.74% |
$47.8 - $64.8
|
137
$7.83K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2- 25.0% |
$95.6 - $130
|
6
$343
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-2- 0.05% |
$95.6 - $130
|
3.85K
$220K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-3- 5.26% |
$143 - $194
|
54
$3.08K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-6- 3.39% |
$287 - $389
|
171
$9.77K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-9- 33.33% |
$430 - $583
|
18
$1.03K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-116- 0.79% |
$5.55K - $7.52K
|
14.5K
$828K
|
|
|
May 14, 2025
Q1 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-134- 6.81% |
$6.41K - $8.69K
|
1.84K
$105K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-177- 0.63% |
$8.46K - $11.5K
|
27.8K
$1.59M
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-200Closed |
$9.56K - $13K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
SELL
|
- |
-283- 38.77% |
$13.5K - $18.3K
|
447
$25.5K
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-303- 0.91% |
$14.5K - $19.6K
|
33K
$1.88M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-311- 67.46% |
$14.9K - $20.2K
|
150
$8.57K
|