Purchases and Sales Made in Q3 2025 in Step Stone Group Inc. (STEP)
This table provides information about the institutional ownership of Step Stone Group Inc. (STEP) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
866+ 17.31% |
$48K - $58.3K
|
5.87K
$370K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
649+ 6.33% |
$36K - $43.7K
|
10.9K
$688K
|
|
|
Nov 10, 2025
Q3 2025
|
Xponance, Inc.
|
BUY
|
- |
613+ 12.58% |
$34K - $41.3K
|
5.49K
$346K
|
|
|
Nov 14, 2025
Q3 2025
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
492+ 0.82% |
$27.3K - $33.1K
|
60.2K
$3.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
480+ 2285.71% |
$26.6K - $32.3K
|
501
$31.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
426New |
$23.6K - $28.7K
|
426
$26.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
410+ 350.43% |
$22.7K - $27.6K
|
527
$33.2K
|
|
|
Nov 14, 2025
Q3 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
390+ 0.21% |
$21.6K - $26.3K
|
182K
$11.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
326+ 127.84% |
$18.1K - $22K
|
581
$36.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Quarry LP
New York, NY |
BUY
|
- |
313+ 155.72% |
$17.4K - $21.1K
|
514
$32.4K
|
|
|
Nov 13, 2025
Q3 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
307+ 7.48% |
$17K - $20.7K
|
4.41K
$278K
|
|
|
Nov 12, 2025
Q3 2025
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
306+ 2.75% |
$17K - $20.6K
|
11.4K
$720K
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
240+ 35.5% |
$13.3K - $16.2K
|
916
$57.8K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
234+ 14.39% |
$13K - $15.8K
|
1.86K
$117K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
202New |
$11.2K - $13.6K
|
202
$12.7K
|
|
|
Nov 10, 2025
Q3 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
163+ 85.79% |
$9.04K - $11K
|
353
$22.3K
|
|
|
Oct 31, 2025
Q3 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
151+ 3.93% |
$8.38K - $10.2K
|
4K
$252K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
131+ 11.72% |
$7.27K - $8.82K
|
1.25K
$78.8K
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
123+ 82.0% |
$6.82K - $8.28K
|
273
$17.2K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
110+ 239.13% |
$6.1K - $7.41K
|
156
$9.84K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
103+ 135.53% |
$5.71K - $6.94K
|
179
$11.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
62+ 30.24% |
$3.44K - $4.18K
|
267
$16.8K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
52+ 7.0% |
$2.88K - $3.5K
|
795
$50.2K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
51+ 13.49% |
$2.83K - $3.43K
|
429
$27.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
50+ 138.89% |
$2.77K - $3.37K
|
86
$5.43K
|
|
|
Nov 10, 2025
Q3 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
42+ 40.78% |
$2.33K - $2.83K
|
145
$9.15K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
40+ 42.55% |
$2.22K - $2.69K
|
134
$8.45K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
28+ 0.76% |
$1.55K - $1.89K
|
3.69K
$233K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
25+ 4.09% |
$1.39K - $1.68K
|
636
$40.1K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
23+ 12.37% |
$1.28K - $1.55K
|
209
$13.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
17+ 11.18% |
$943 - $1.14K
|
169
$10.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
15New |
$832 - $1.01K
|
15
$946
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
15+ 18.07% |
$832 - $1.01K
|
98
$6.18K
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
11New |
$610 - $741
|
11
$694
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
10New |
$555 - $674
|
10
$631
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
6New |
$333 - $404
|
6
$379
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2New |
$111 - $135
|
2
$126
|
|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1+ 1.41% |
$55.5 - $67.4
|
72
$4.54K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1New |
$55.5 - $67.4
|
1
$63.1
|
|
|
Nov 14, 2025
Q3 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
1New |
$55.5 - $67.4
|
1
$63.1
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1- 5.56% |
$55.5 - $67.4
|
17
$1.07K
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1- 0.01% |
$55.5 - $67.4
|
14.5K
$912K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-16- 19.75% |
$888 - $1.08K
|
65
$4.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-39- 10.51% |
$2.16K - $2.63K
|
332
$20.9K
|
|
|
Nov 12, 2025
Q3 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-94- 2.26% |
$5.21K - $6.33K
|
4.07K
$256K
|
|
|
Nov 12, 2025
Q3 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-193- 51.88% |
$10.7K - $13K
|
179
$11.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-215- 9.67% |
$11.9K - $14.5K
|
2.01K
$127K
|
|
|
Nov 12, 2025
Q3 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-292- 44.85% |
$16.2K - $19.7K
|
359
$22.6K
|
|
|
Oct 31, 2025
Q3 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-382- 4.51% |
$21.2K - $25.7K
|
8.1K
$511K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-407- 9.7% |
$22.6K - $27.4K
|
3.79K
$239K
|