Purchases and Sales Made in Q1 2023 in State Street Corp (STT)
This table provides information about the institutional ownership of State Street Corp (STT) during Q1 2023. The information is specifically focused on institutions that hold shares of STATE STREET CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
100+ 3.42% |
$7.17K - $9.41K
|
3.02K
$269K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
97+ 0.15% |
$6.95K - $9.13K
|
66K
$5.87M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
96+ 0.48% |
$6.88K - $9.03K
|
19.9K
$1.77M
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
93+ 4.98% |
$6.66K - $8.75K
|
1.96K
$175K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
83+ 2.85% |
$5.95K - $7.81K
|
2.99K
$266K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
81+ 50.63% |
$5.8K - $7.62K
|
241
$21.5K
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
79+ 0.99% |
$5.66K - $7.43K
|
8.08K
$719K
|
|
|
May 15, 2023
Q1 2023
|
Thomas White International LTD
Chicago, IL |
BUY
|
- |
69+ 0.75% |
$4.94K - $6.49K
|
9.3K
$828K
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
BUY
|
- |
69+ 1.77% |
$4.94K - $6.49K
|
3.96K
$353K
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
62+ 620.0% |
$4.44K - $5.83K
|
72
$6.41K
|
|
|
May 09, 2023
Q1 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
60+ 0.59% |
$4.3K - $5.65K
|
10.3K
$913K
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
BUY
|
- |
58+ 0.53% |
$4.16K - $5.46K
|
11K
$979K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
57+ 4.53% |
$4.08K - $5.36K
|
1.32K
$117K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
56+ 0.14% |
$4.01K - $5.27K
|
40.9K
$3.64M
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
55New |
$3.94K - $5.18K
|
55
$4.9K
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
52+ 0.25% |
$3.73K - $4.89K
|
21.2K
$1.89M
|
|
|
Apr 06, 2023
Q1 2023
|
Woodstock Corp
|
BUY
|
- |
50+ 0.05% |
$3.58K - $4.71K
|
95.2K
$8.48M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
50New |
$3.58K - $4.71K
|
50
$4.45K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
49+ 4.01% |
$3.51K - $4.61K
|
1.27K
$113K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
44New |
$3.15K - $4.14K
|
44
$3.92K
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
38+ 0.68% |
$2.72K - $3.58K
|
5.64K
$502K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
35+ 0.74% |
$2.51K - $3.29K
|
4.78K
$425K
|
|
|
May 10, 2023
Q1 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
33+ 0.65% |
$2.36K - $3.11K
|
5.07K
$452K
|
|
|
Apr 25, 2023
Q1 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
33+ 0.05% |
$2.36K - $3.11K
|
67.8K
$6.03M
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
33+ 63.46% |
$2.36K - $3.11K
|
85
$7.57K
|
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
33+ 8.78% |
$2.36K - $3.11K
|
409
$36.4K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
29New |
$2.08K - $2.73K
|
29
$2.58K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
27+ 44.26% |
$1.93K - $2.54K
|
88
$7.84K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
26+ 0.44% |
$1.86K - $2.45K
|
5.9K
$525K
|
|
|
May 08, 2023
Q1 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
25+ 0.75% |
$1.79K - $2.35K
|
3.34K
$298K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
25+ 0.4% |
$1.79K - $2.35K
|
6.24K
$555K
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
24+ 0.02% |
$1.72K - $2.26K
|
100K
$8.92M
|
|
|
May 10, 2023
Q1 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
21+ 0.73% |
$1.5K - $1.98K
|
2.91K
$259K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
20+ 44.44% |
$1.43K - $1.88K
|
65
$5.79K
|
|
|
May 12, 2023
Q1 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
20+ 0.78% |
$1.43K - $1.88K
|
2.59K
$231K
|
|
|
May 11, 2023
Q1 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
20+ 0.39% |
$1.43K - $1.88K
|
5.17K
$460K
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
19New |
$1.36K - $1.79K
|
19
$1.69K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
17+ 2.63% |
$1.22K - $1.6K
|
663
$59K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
16New |
$1.15K - $1.51K
|
16
$1.42K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
16New |
$1.15K - $1.51K
|
16
$1.42K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
15+ 19.48% |
$1.07K - $1.41K
|
92
$8.19K
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
15+ 5.79% |
$1.07K - $1.41K
|
274
$24.4K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
15+ 187.5% |
$1.07K - $1.41K
|
23
$2.05K
|
|
|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
BUY
|
- |
15+ 0.19% |
$1.07K - $1.41K
|
7.89K
$702K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
15+ 1.69% |
$1.07K - $1.41K
|
902
$80.3K
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
14+ 70.0% |
$1K - $1.32K
|
34
$3.03K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
14+ 14.74% |
$1K - $1.32K
|
109
$9.71K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
11+ 11.11% |
$788 - $1.04K
|
110
$9.79K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
11New |
$788 - $1.04K
|
11
$979
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
10New |
$717 - $941
|
10
$890
|