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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
25New |
$1.88K - $2.66K
|
25
$2.79K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
25+ 416.67% |
$1.88K - $2.66K
|
31
$3.45K
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
24New |
$1.81K - $2.55K
|
24
$2.67K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
23+ 11.39% |
$1.73K - $2.45K
|
225
$25.1K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
22+ 0.17% |
$1.66K - $2.34K
|
12.8K
$1.43M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
22+ 0.26% |
$1.66K - $2.34K
|
8.45K
$941K
|
|
|
Aug 12, 2025
Q2 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
21+ 0.4% |
$1.58K - $2.23K
|
5.25K
$585K
|
|
|
Aug 07, 2025
Q2 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
21+ 0.35% |
$1.58K - $2.23K
|
5.94K
$662K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
20+ 0.54% |
$1.51K - $2.13K
|
3.73K
$415K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
19+ 146.15% |
$1.43K - $2.02K
|
32
$3.57K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
18+ 5.04% |
$1.36K - $1.91K
|
375
$41.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
18+ 0.62% |
$1.36K - $1.91K
|
2.92K
$325K
|
|
|
Aug 15, 2025
Q2 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
17New |
$1.28K - $1.81K
|
17
$1.89K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
17+ 0.08% |
$1.28K - $1.81K
|
20.2K
$2.25M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
17+ 14.29% |
$1.28K - $1.81K
|
136
$15.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
16New |
$1.21K - $1.7K
|
16
$1.78K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
16+ 0.4% |
$1.21K - $1.7K
|
4.05K
$451K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
15+ 34.09% |
$1.13K - $1.6K
|
59
$6.57K
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
15+ 0.4% |
$1.13K - $1.6K
|
3.77K
$420K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
15+ 375.0% |
$1.13K - $1.6K
|
19
$2.12K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
14+ 0.57% |
$1.05K - $1.49K
|
2.48K
$276K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
13+ 118.18% |
$979 - $1.38K
|
24
$2.67K
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
12+ 6.12% |
$904 - $1.28K
|
208
$23.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
12+ 0.05% |
$904 - $1.28K
|
23.7K
$2.64M
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
11+ 0.18% |
$829 - $1.17K
|
6.01K
$670K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
11+ 32.35% |
$829 - $1.17K
|
45
$5.01K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
10+ 200.0% |
$753 - $1.06K
|
15
$1.67K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
8+ 200.0% |
$603 - $851
|
12
$1.34K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6+ 11.54% |
$452 - $638
|
58
$6.46K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
6New |
$452 - $638
|
6
$669
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
6New |
$452 - $638
|
6
$669
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
5New |
$377 - $532
|
5
$557
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
5+ 6.58% |
$377 - $532
|
81
$9.03K
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
5+ 1.89% |
$377 - $532
|
269
$30K
|
|
|
Jul 25, 2025
Q2 2025
|
Welch Group, LLC
|
BUY
|
- |
5+ 0.06% |
$377 - $532
|
8.35K
$931K
|
|
|
Jul 15, 2025
Q2 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
5+ 0.09% |
$377 - $532
|
5.6K
$624K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
4+ 1.6% |
$301 - $425
|
254
$28.3K
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
3New |
$226 - $319
|
3
$334
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3+ 0.13% |
$226 - $319
|
2.26K
$252K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
3+ 50.0% |
$226 - $319
|
9
$1K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
3+ 0.09% |
$226 - $319
|
3.3K
$368K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
3New |
$226 - $319
|
3
$334
|
|
|
Aug 15, 2025
Q2 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
2+ 1.55% |
$151 - $213
|
131
$14.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
2+ 1.15% |
$151 - $213
|
176
$19.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
2+ 40.0% |
$151 - $213
|
7
$780
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
BUY
|
- |
2+ 0.05% |
$151 - $213
|
4.07K
$453K
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1+ 3.7% |
$75.3 - $106
|
28
$3.12K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1+ 0.01% |
$75.3 - $106
|
6.76K
$753K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.61% |
$75.3 - $106
|
165
$18.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|