Latest Institutional Transactions on State Street Corp (STT)
This table provides information on the latest institutional transactions involving State Street Corp (STT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-2.76K- 24.95% |
$233K - $282K
|
8.31K
$923K
|
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
29+ 0.8% |
$2.45K - $2.96K
|
3.65K
$405K
|
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
5.63K+ 2.24% |
$476K - $576K
|
257K
$28.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-81- 17.42% |
$6.84K - $8.28K
|
384
$42.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
129New |
$10.9K - $13.2K
|
129
$14.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
CALL |
18.9KNew |
$1.6M - $1.93M
|
18.9K
$2.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
314+ 15.02% |
$26.5K - $32.1K
|
2.4K
$267K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-102- 2.68% |
$8.62K - $10.4K
|
3.71K
$411K
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
SELL
|
- |
-500- 9.47% |
$42.2K - $51.1K
|
4.78K
$530K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
85.1K+ 504.74% |
$7.19M - $8.7M
|
102K
$11.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-13.7K- 12.8% |
$1.15M - $1.4M
|
93.1K
$10.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
251+ 98.43% |
$21.2K - $25.7K
|
506
$56.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
11.8KNew |
$993K - $1.2M
|
11.8K
$1.31M
|
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
SELL
|
- |
-1.73K- 29.65% |
$146K - $177K
|
4.1K
$455K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 4.0% |
$169 - $204
|
52
$5.77K
|
|
|
Apr 15, 2025
Q1 2025
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
1.36K+ 3.31% |
$115K - $139K
|
42.5K
$4.71M
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
SELL
|
- |
-16- 6.5% |
$1.35K - $1.64K
|
230
$25.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-50- 0.94% |
$4.22K - $5.11K
|
5.27K
$585K
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-342- 32.33% |
$28.9K - $35K
|
716
$79.5K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
7+ 0.13% |
$591 - $716
|
5.49K
$610K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
82+ 68.33% |
$6.93K - $8.38K
|
202
$22.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
115New |
$9.71K - $11.8K
|
115
$12.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
2.36KNew |
$199K - $241K
|
2.36K
$261K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-388- 1.02% |
$32.8K - $39.7K
|
37.7K
$4.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-32- 8.53% |
$2.7K - $3.27K
|
343
$38.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Tealwood Asset Management Inc
|
SELL
|
- |
-237- 0.87% |
$20K - $24.2K
|
27.1K
$3.01M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-2- 33.33% |
$169 - $204
|
4
$444
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
6New |
$507 - $613
|
6
$666
|
|
|
Apr 10, 2025
Q1 2025
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
8.09K+ 2.39% |
$684K - $827K
|
347K
$38.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Benin Management Corp
|
SELL
|
- |
-155- 1.41% |
$13.1K - $15.8K
|
10.8K
$1.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1+ 1.75% |
$84.5 - $102
|
58
$6.44K
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
97.3KNew |
$8.22M - $9.95M
|
97.3K
$10.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-280- 22.97% |
$23.7K - $28.6K
|
939
$104K
|
|
|
Apr 09, 2025
Q1 2025
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-600- 4.17% |
$50.7K - $61.3K
|
13.8K
$1.53M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
21.4K+ 3431.78% |
$1.81M - $2.19M
|
22K
$2.44M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-103- 1.18% |
$8.7K - $10.5K
|
8.64K
$958K
|
|
|
Apr 08, 2025
Q1 2025
|
Allied Investment Advisors, LLC
|
BUY
|
- |
3.91K+ 3.34% |
$330K - $400K
|
121K
$13.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
131+ 3.59% |
$11.1K - $13.4K
|
3.78K
$420K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
391+ 1.94% |
$33K - $40K
|
20.6K
$2.29M
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
185K+ 11.94% |
$15.9M - $18.7M
|
1.74M
$193M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-460- 2.04% |
$39.5K - $46.4K
|
22K
$2.45M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-20.2K- 3.58% |
$1.74M - $2.04M
|
544K
$60.3M
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
SELL
|
- |
-2.24K- 0.91% |
$192K - $225K
|
245K
$27.2M
|
|
|
May 09, 2025
Q4 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
400New |
$34.4K - $40.3K
|
400
$44.4K
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
2.07KNew |
$178K - $208K
|
2.07K
$230K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
50New |
$4.3K - $5.04K
|
50
$5.55K
|
|
|
Mar 18, 2025
Q4 2024
|
111 Capital
Paris, I0 |
BUY
|
- |
5.98KNew |
$514K - $603K
|
5.98K
$664K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
35New |
$3.01K - $3.53K
|
35
$3.88K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.11KNew |
$181K - $212K
|
2.11K
$234K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-262- 11.03% |
$22.5K - $26.4K
|
2.11K
$235K
|
|