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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
10+ 1.24% |
$717 - $941
|
815
$72.6K
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
10+ 0.36% |
$717 - $941
|
2.77K
$246K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
10+ 1.88% |
$717 - $941
|
543
$48.3K
|
|
|
May 09, 2023
Q1 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
10+ 0.74% |
$717 - $941
|
1.36K
$121K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
9+ 0.74% |
$645 - $847
|
1.22K
$109K
|
|
|
May 11, 2023
Q1 2023
|
Oak Associates LTD
Akron, OH |
BUY
|
- |
8+ 0.01% |
$573 - $753
|
93.3K
$8.31M
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
6+ 17.14% |
$430 - $565
|
41
$3.65K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6+ 0.12% |
$430 - $565
|
5.08K
$453K
|
|
|
Apr 05, 2023
Q1 2023
|
Savior LLC
|
BUY
|
- |
6+ 0.72% |
$430 - $565
|
843
$75.1K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
5New |
$358 - $471
|
5
$445
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.08% |
$215 - $282
|
3.93K
$349K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.69% |
$215 - $282
|
439
$39.1K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 2.5% |
$215 - $282
|
123
$11K
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
3+ 0.06% |
$215 - $282
|
5.14K
$458K
|
|
|
Apr 21, 2023
Q1 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
3+ 0.05% |
$215 - $282
|
5.53K
$492K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
3+ 150.0% |
$215 - $282
|
5
$445
|
|
|
May 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
3New |
$215 - $282
|
3
$267
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3+ 6.25% |
$215 - $282
|
51
$4.54K
|
|
|
May 15, 2023
Q1 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
2+ 0.09% |
$143 - $188
|
2.18K
$194K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2+ 0.0% |
$143 - $188
|
270K
$24.1M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2+ 0.03% |
$143 - $188
|
6.32K
$563K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2+ 0.77% |
$143 - $188
|
263
$23.4K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2+ 0.13% |
$143 - $188
|
1.55K
$138K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
2+ 0.04% |
$143 - $188
|
5.12K
$456K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 1.08% |
$71.7 - $94.1
|
94
$8.37K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.1% |
$71.7 - $94.1
|
990
$88.1K
|
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1+ 1.3% |
$71.7 - $94.1
|
78
$6.95K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
1+ 0.13% |
$71.7 - $94.1
|
782
$69.6K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1+ 4.35% |
$71.7 - $94.1
|
24
$2.14K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1+ 1.1% |
$71.7 - $94.1
|
92
$8.19K
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
SELL
|
- |
-2- 0.02% |
$143 - $188
|
12.2K
$1.08M
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-3- 0.25% |
$215 - $282
|
1.19K
$106K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-4- 28.57% |
$287 - $376
|
10
$890
|
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
SELL
|
- |
-5- 0.06% |
$358 - $471
|
8.23K
$733K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-8- 5.33% |
$573 - $753
|
142
$12.6K
|
|
|
Apr 26, 2023
Q1 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-10- 0.22% |
$717 - $941
|
4.53K
$403K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-11- 0.69% |
$788 - $1.04K
|
1.59K
$141K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-12- 0.06% |
$860 - $1.13K
|
18.6K
$1.66M
|
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-13- 9.85% |
$931 - $1.22K
|
119
$10.6K
|
|
|
Apr 13, 2023
Q1 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-14- 0.47% |
$1K - $1.32K
|
2.98K
$265K
|
|
|
Apr 14, 2023
Q1 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-15- 0.36% |
$1.07K - $1.41K
|
4.14K
$369K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-15- 60.0% |
$1.07K - $1.41K
|
10
$890
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-15- 27.27% |
$1.07K - $1.41K
|
40
$3.56K
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-17- 0.43% |
$1.22K - $1.6K
|
3.97K
$354K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-19- 1.76% |
$1.36K - $1.79K
|
1.06K
$94.3K
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-19- 0.12% |
$1.36K - $1.79K
|
16.5K
$1.47M
|
|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-21- 0.33% |
$1.5K - $1.98K
|
6.4K
$570K
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-25- 2.78% |
$1.79K - $2.35K
|
873
$77.7K
|