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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-1K- 6.67% |
$86K - $101K
|
14K
$1.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
877New |
$75.4K - $88.4K
|
877
$93.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-239- 1.95% |
$20.5K - $24.1K
|
12K
$1.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
1.01KNew |
$86.6K - $101K
|
1.01K
$108K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
46New |
$3.95K - $4.64K
|
46
$4.92K
|
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-100- 3.57% |
$8.6K - $10.1K
|
2.7K
$289K
|
|
|
Feb 07, 2025
Q4 2024
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-47.1K- 67.69% |
$4.05M - $4.75M
|
22.5K
$2.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.14KNew |
$184K - $216K
|
2.14K
$229K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-146- 6.41% |
$12.6K - $14.7K
|
2.13K
$228K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
6+ 5.88% |
$516 - $605
|
108
$11.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Taika Capital, LP
Sunny Isles Beach, FL |
BUY
|
- |
3.93KNew |
$337K - $396K
|
3.93K
$420K
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
2.16KNew |
$186K - $218K
|
2.16K
$231K
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
2.19K+ 27.86% |
$189K - $221K
|
10.1K
$1.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
32.5KNew |
$2.79M - $3.28M
|
32.5K
$3.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
SELL
|
- |
-20K- 73.72% |
$1.72M - $2.02M
|
7.14K
$763K
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-201K- 98.98% |
$17.3M - $20.3M
|
2.07K
$222K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
23.5KNew |
$2.02M - $2.37M
|
23.5K
$2.51M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-555- 19.14% |
$47.7K - $55.9K
|
2.35K
$251K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
15+ 60.0% |
$1.29K - $1.51K
|
40
$4.28K
|
|
|
Feb 05, 2025
Q4 2024
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-470- 16.52% |
$40.4K - $47.4K
|
2.38K
$254K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
65New |
$5.59K - $6.55K
|
65
$6.95K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 3.45% |
$86 - $101
|
30
$3.21K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
423New |
$36.4K - $42.6K
|
423
$45.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-471- 5.81% |
$40.5K - $47.5K
|
7.64K
$817K
|
|
|
Feb 04, 2025
Q4 2024
|
Denali Advisors LLC
|
SELL
|
- |
-1.1K- 11.54% |
$94.6K - $111K
|
8.43K
$902K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-344- 10.09% |
$29.6K - $34.7K
|
3.06K
$328K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
2.55KNew |
$219K - $257K
|
2.55K
$272K
|
|
|
Feb 03, 2025
Q4 2024
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-3.78K- 50.86% |
$325K - $381K
|
3.65K
$391K
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
10.6KNew |
$911K - $1.07M
|
10.6K
$1.13M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
17.7KNew |
$1.52M - $1.79M
|
17.7K
$1.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
966+ 6.57% |
$83K - $97.4K
|
15.7K
$1.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
191New |
$16.4K - $19.2K
|
191
$20.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-200- 1.11% |
$17.2K - $20.2K
|
17.9K
$1.91M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
418+ 60.06% |
$35.9K - $42.1K
|
1.11K
$119K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-88- 5.82% |
$7.56K - $8.87K
|
1.43K
$152K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
7.63K+ 95.89% |
$656K - $769K
|
15.6K
$1.67M
|
|
|
Jan 30, 2025
Q4 2024
|
Australian Super Pty LTD
|
SELL
|
- |
-929K- 87.65% |
$79.8M - $93.6M
|
131K
$14M
|
|
|
Jan 30, 2025
Q4 2024
|
Nkcfo LLC
|
BUY
|
- |
28KNew |
$2.41M - $2.82M
|
28K
$2.99M
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
1.27KNew |
$109K - $128K
|
1.27K
$136K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8+ 18.6% |
$688 - $806
|
51
$5.45K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
377KNew |
$32.4M - $38M
|
377K
$40.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
SELL
|
- |
-546- 25.79% |
$46.9K - $55K
|
1.57K
$168K
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
101KNew |
$8.66M - $10.1M
|
101K
$10.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
SELL
|
- |
-321- 36.77% |
$27.6K - $32.4K
|
552
$59K
|
|
|
Jan 28, 2025
Q4 2024
|
Lecap Asset Management LTD
London, X0 |
SELL
|
- |
-2.94K- 12.02% |
$252K - $296K
|
21.5K
$2.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-843- 16.49% |
$72.5K - $85K
|
4.27K
$457K
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
18.6KNew |
$1.6M - $1.88M
|
18.6K
$1.99M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
158New |
$13.6K - $15.9K
|
158
$16.9K
|
|
|
Jan 27, 2025
Q4 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
640+ 5.25% |
$55K - $64.5K
|
12.8K
$1.37M
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
570New |
$49K - $57.4K
|
570
$61K
|