Latest Institutional Purchases of State Street Corp (STT)
This list provides information on the latest institutional transactions involving State Street Corp (STT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
335+ 1.69% |
$20.1K - $27.2K
|
20.1K
$1.92M
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
250New |
$15K - $20.3K
|
250
$23.8K
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
234New |
$14.1K - $19K
|
234
$22.3K
|
|
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
95+ 1.7% |
$5.71K - $7.73K
|
5.68K
$541K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
91New |
$5.47K - $7.4K
|
91
$8.67K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
66New |
$3.97K - $5.37K
|
66
$6.29K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
50New |
$3K - $4.07K
|
50
$4.77K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
18New |
$1.08K - $1.46K
|
18
$1.72K
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
7New |
$421 - $569
|
7
$667
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Davis Asset Management, L.P.
Sausalito, CA |
BUY
|
- |
1.2MNew |
$30.2M - $89M
|
1.2M
$114M
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
255K+ 14.98% |
$6.43M - $18.9M
|
1.96M
$187M
|
|
Nov 14, 2022
Q3 2022
|
Hawk Ridge Capital Management LP
Los Angeles, CA |
BUY
|
- |
147K+ 81.02% |
$3.71M - $10.9M
|
329K
$31.4M
|
|
Nov 09, 2022
Q3 2022
|
Boston Partners
Boston, MA |
BUY
|
- |
70.2K+ 6.26% |
$1.77M - $5.21M
|
1.19M
$114M
|
|
Nov 10, 2022
Q3 2022
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
10.5K+ 284.79% |
$264K - $777K
|
14.1K
$1.35M
|
|
Nov 09, 2022
Q3 2022
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
6.75KNew |
$170K - $501K
|
6.75K
$643K
|
|
Nov 14, 2022
Q3 2022
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
4.52KNew |
$114K - $335K
|
4.52K
$430K
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
3.73KNew |
$94K - $277K
|
3.73K
$356K
|
|
Oct 20, 2022
Q3 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
3.7KNew |
$93.2K - $275K
|
3.7K
$353K
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
3.56KNew |
$89.7K - $264K
|
3.56K
$339K
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
3.44KNew |
$86.5K - $255K
|
3.44K
$327K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.39KNew |
$60.3K - $178K
|
2.39K
$228K
|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
BUY
|
- |
1.2KNew |
$30.2K - $89K
|
1.2K
$114K
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1KNew |
$25.2K - $74.2K
|
1K
$95.3K
|
|
Nov 14, 2022
Q3 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
428+ 5.2% |
$10.8K - $31.8K
|
8.66K
$825K
|
|
Oct 12, 2022
Q3 2022
|
Timber Creek Capital Management LLC
|
BUY
|
- |
400New |
$10.1K - $29.7K
|
400
$38.1K
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
342+ 6.62% |
$8.61K - $25.4K
|
5.51K
$525K
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
329New |
$8.28K - $24.4K
|
329
$31.4K
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
124New |
$3.12K - $9.2K
|
124
$11.8K
|
|
Oct 31, 2022
Q3 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
104New |
$2.62K - $7.72K
|
104
$9.91K
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
100+ 48.08% |
$2.52K - $7.42K
|
308
$29.4K
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
97+ 1.95% |
$2.44K - $7.2K
|
5.08K
$484K
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
95New |
$2.39K - $7.05K
|
95
$9.05K
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
76New |
$1.91K - $5.64K
|
76
$7.24K
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
55+ 0.92% |
$1.38K - $4.08K
|
6.01K
$572K
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
50New |
$1.26K - $3.71K
|
50
$4.77K
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
18+ 2.88% |
$453 - $1.34K
|
644
$61.4K
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
BUY
|
- |
14New |
$353 - $1.04K
|
14
$1.33K
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
9New |
$227 - $668
|
9
$858
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
2+ 0.03% |
$50.4 - $148
|
6.38K
$608K
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2+ 0.44% |
$50.4 - $148
|
455
$43.4K
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
Davis Capital Partners, LLC
Sausalito, CA |
BUY
|
- |
800K+ 400.0% |
$49.3M - $68.7M
|
1M
$95.3M
|
|
Aug 15, 2022
Q2 2022
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
48.6KNew |
$2.99M - $4.17M
|
48.6K
$4.63M
|
|
Aug 10, 2022
Q2 2022
|
Ally Financial Inc.
Detroit, MI |
BUY
|
- |
33K+ 330.0% |
$2.03M - $2.83M
|
43K
$4.1M
|
|
Aug 12, 2022
Q2 2022
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
PUT |
25KNew |
$1.54M - $2.15M
|
25K
$2.38M
|
|
Aug 16, 2022
Q2 2022
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
13.4KNew |
$826K - $1.15M
|
13.4K
$1.28M
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
12KNew |
$740K - $1.03M
|
12K
$1.14M
|
|
Aug 15, 2022
Q2 2022
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
11.5KNew |
$712K - $991K
|
11.5K
$1.1M
|
|
Aug 15, 2022
Q2 2022
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
7.4KNew |
$456K - $635K
|
7.4K
$705K
|
|
Jul 20, 2022
Q2 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
5KNew |
$308K - $429K
|
5K
$477K
|
|
Nov 18, 2022
Q2 2022
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
3.25K+ 16.45% |
$200K - $279K
|
23K
$2.19M
|