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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Savior LLC
|
BUY
|
- |
7+ 0.82% |
$461 - $542
|
857
$95.5K
|
|
| Q2 2023 | |||||||
|
Feb 28, 2024
Q2 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-30Closed |
$2K - $2.4K
|
0
$0
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-9.22K- 56.67% |
$613K - $738K
|
7.05K
$785K
|
|
|
Aug 28, 2023
Q2 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
2.78KNew |
$185K - $223K
|
2.78K
$310K
|
|
|
Aug 17, 2023
Q2 2023
|
Peterson Wealth Management
|
BUY
|
- |
453+ 16.97% |
$30.1K - $36.3K
|
3.12K
$348K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
59New |
$3.93K - $4.72K
|
59
$6.57K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-14- 0.27% |
$932 - $1.12K
|
5.11K
$569K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-155- 79.49% |
$10.3K - $12.4K
|
40
$4.46K
|
|
|
Aug 14, 2023
Q2 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
5.3KNew |
$353K - $424K
|
5.3K
$591K
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
25+ 0.63% |
$1.66K - $2K
|
3.98K
$443K
|
|
|
Aug 14, 2023
Q2 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
PUT |
280KNew |
$18.6M - $22.4M
|
280K
$31.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
75New |
$4.99K - $6K
|
75
$8.36K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-494K- 93.37% |
$32.8M - $39.5M
|
35.1K
$3.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
13.6K+ 164.87% |
$904K - $1.09M
|
21.8K
$2.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
PUT |
150KNew |
$9.98M - $12M
|
150K
$16.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Alethea Capital Management, LLC
San Diego, CA |
BUY
|
- |
5.88KNew |
$391K - $471K
|
5.88K
$655K
|
|
|
Aug 11, 2023
Q2 2023
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
SELL
|
- |
-3.7K- 51.55% |
$246K - $296K
|
3.47K
$387K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-57- 1.76% |
$3.79K - $4.56K
|
3.19K
$355K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-9.29K- 75.9% |
$618K - $743K
|
2.95K
$328K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
25.5K+ 5.04% |
$1.7M - $2.04M
|
532K
$59.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-200- 0.63% |
$13.3K - $16K
|
31.8K
$3.54M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-268- 2.64% |
$17.8K - $21.4K
|
9.89K
$1.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
296New |
$19.7K - $23.7K
|
296
$33K
|
|
|
Aug 08, 2023
Q2 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
162+ 0.49% |
$10.8K - $13K
|
33.5K
$3.73M
|
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-189- 5.59% |
$12.6K - $15.1K
|
3.2K
$356K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
73New |
$4.86K - $5.84K
|
73
$8.13K
|
|
|
Aug 07, 2023
Q2 2023
|
Royce & Associates LP
|
SELL
|
- |
-1.68K- 10.0% |
$112K - $134K
|
15.1K
$1.68M
|
|
|
Aug 07, 2023
Q2 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
6.96KNew |
$463K - $557K
|
6.96K
$776K
|
|
|
Aug 07, 2023
Q2 2023
|
Bronte Capital Management Pty Ltd.
|
BUY
|
- |
708+ 0.81% |
$47.1K - $56.7K
|
87.9K
$9.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-370- 9.31% |
$24.6K - $29.6K
|
3.6K
$402K
|
|
|
Aug 04, 2023
Q2 2023
|
Shayne & Co., LLC
|
SELL
|
- |
-67- 1.51% |
$4.46K - $5.36K
|
4.36K
$486K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
195New |
$13K - $15.6K
|
195
$21.7K
|
|
|
Aug 02, 2023
Q2 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-2.27K- 39.93% |
$151K - $181K
|
3.41K
$380K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
238+ 3.31% |
$15.8K - $19K
|
7.43K
$827K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-173- 1.3% |
$11.5K - $13.8K
|
13.1K
$1.46M
|
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-209- 47.18% |
$13.9K - $16.7K
|
234
$26.1K
|
|
|
Jul 26, 2023
Q2 2023
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
4.5KNew |
$299K - $360K
|
4.5K
$501K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
7+ 0.78% |
$466 - $560
|
909
$101K
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
BUY
|
- |
1.6KNew |
$106K - $128K
|
1.6K
$178K
|
|
|
Jul 17, 2023
Q2 2023
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
121+ 2.85% |
$8.05K - $9.68K
|
4.36K
$486K
|
|
|
Jul 14, 2023
Q2 2023
|
Reliant Investment Management, LLC
|
SELL
|
- |
-115- 0.23% |
$7.65K - $9.2K
|
50.3K
$5.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
1.6KNew |
$106K - $128K
|
1.6K
$178K
|
|
|
Jul 13, 2023
Q2 2023
|
Fluent Financial, LLC
|
BUY
|
- |
321+ 10.48% |
$21.4K - $25.7K
|
3.38K
$377K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-4- 7.84% |
$266 - $320
|
47
$5.24K
|
|
| Q1 2023 | |||||||
|
May 15, 2025
Q1 2023
|
Clear Street LLC
|
BUY
|
- |
70.5KNew |
$5.05M - $6.63M
|
70.5K
$7.86M
|
|
|
May 15, 2025
Q1 2023
|
Clear Street LLC
|
BUY
|
PUT |
70.5KNew |
$5.05M - $6.63M
|
70.5K
$7.86M
|
|
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
66.3KNew |
$4.75M - $6.24M
|
66.3K
$7.38M
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
16New |
$1.15K - $1.51K
|
16
$1.78K
|
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-13- 9.85% |
$931 - $1.22K
|
119
$13.3K
|
|
|
May 15, 2023
Q1 2023
|
Thomas White International LTD
Chicago, IL |
BUY
|
- |
69+ 0.75% |
$4.94K - $6.49K
|
9.3K
$1.04M
|
|