Purchases and Sales Made in Q1 2024 in State Street Corp (STT)
This table provides information about the institutional ownership of State Street Corp (STT) during Q1 2024. 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 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.46KNew |
$103K - $114K
|
1.46K
$139K
|
|
May 14, 2024
Q1 2024
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
1.45K+ 3.39% |
$103K - $114K
|
44.2K
$4.21M
|
|
May 09, 2024
Q1 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.39K+ 0.23% |
$98.7K - $109K
|
597K
$56.9M
|
|
May 14, 2024
Q1 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
1.38K+ 44.0% |
$97.8K - $108K
|
4.5K
$429K
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.34K+ 315.49% |
$95.6K - $105K
|
1.77K
$169K
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.3K+ 12.9% |
$92.4K - $102K
|
11.4K
$1.08M
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.21K+ 10.05% |
$86.3K - $95.2K
|
13.3K
$1.27M
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
1.2KNew |
$85.1K - $93.9K
|
1.2K
$114K
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
1.15K+ 12.65% |
$81.8K - $90.2K
|
10.2K
$976K
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.13K+ 17.85% |
$80.1K - $88.4K
|
7.44K
$709K
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.09K+ 2.02% |
$77.4K - $85.4K
|
55K
$5.24M
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.08K+ 7.17% |
$76.9K - $84.8K
|
16.2K
$1.54M
|
|
May 14, 2024
Q1 2024
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
1.05K+ 3.31% |
$74.5K - $82.2K
|
32.7K
$3.11M
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.04K+ 10.08% |
$74K - $81.6K
|
11.4K
$1.08M
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.04K+ 15.4% |
$73.9K - $81.5K
|
7.79K
$742K
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.02K+ 6.56% |
$72.5K - $79.9K
|
16.5K
$1.58M
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
1K+ 23.56% |
$71.4K - $78.7K
|
5.27K
$502K
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
963New |
$68.5K - $75.5K
|
963
$91.8K
|
|
May 14, 2024
Q1 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
868+ 0.72% |
$61.7K - $68.1K
|
121K
$11.5M
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
839+ 11.27% |
$59.7K - $65.8K
|
8.28K
$789K
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
786+ 3.94% |
$55.9K - $61.6K
|
20.7K
$1.98M
|
|
May 10, 2024
Q1 2024
|
Symmetry Investments LP
|
BUY
|
- |
782+ 21.72% |
$55.6K - $61.3K
|
4.38K
$418K
|
|
Apr 12, 2024
Q1 2024
|
Chicago Trust CO Na
|
BUY
|
- |
780+ 8.18% |
$55.5K - $61.2K
|
10.3K
$983K
|
|
May 13, 2024
Q1 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
769+ 4.21% |
$54.7K - $60.3K
|
19.1K
$1.82M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
767+ 11.63% |
$54.5K - $60.2K
|
7.36K
$702K
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
738+ 2.85% |
$52.5K - $57.9K
|
26.7K
$2.54M
|
|
May 15, 2024
Q1 2024
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
710+ 3.08% |
$50.5K - $55.7K
|
23.7K
$2.26M
|
|
May 13, 2024
Q1 2024
|
Eukles Asset Management
|
BUY
|
- |
699+ 2.14% |
$49.7K - $54.8K
|
33.3K
$3.17M
|
|
Apr 19, 2024
Q1 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
675+ 3.18% |
$48K - $52.9K
|
21.9K
$2.09M
|
|
May 14, 2024
Q1 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
666+ 133.73% |
$47.4K - $52.2K
|
1.16K
$111K
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
651+ 2.42% |
$46.3K - $51.1K
|
27.5K
$2.62M
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
640+ 19.1% |
$45.5K - $50.2K
|
3.99K
$380K
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
637+ 4.8% |
$45.3K - $50K
|
13.9K
$1.33M
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
620New |
$44.1K - $48.6K
|
620
$59.1K
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
610+ 8.96% |
$43.4K - $47.8K
|
7.42K
$707K
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
600+ 120.0% |
$42.7K - $47.1K
|
1.1K
$105K
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
582+ 5.37% |
$41.4K - $45.6K
|
11.4K
$1.09M
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
574+ 0.62% |
$40.8K - $45K
|
93.2K
$8.88M
|
|
May 15, 2024
Q1 2024
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
554+ 10.84% |
$39.4K - $43.5K
|
5.66K
$540K
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
536+ 19.82% |
$38.1K - $42K
|
3.24K
$309K
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
536+ 19.82% |
$38.1K - $42K
|
3.24K
$309K
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
498+ 2.29% |
$35.4K - $39.1K
|
22.2K
$2.12M
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
491+ 51.09% |
$34.9K - $38.5K
|
1.45K
$138K
|
|
May 13, 2024
Q1 2024
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
470+ 2.2% |
$33.4K - $36.9K
|
21.8K
$2.08M
|
|
May 15, 2024
Q1 2024
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
BUY
|
- |
468+ 2.45% |
$33.3K - $36.7K
|
19.6K
$1.87M
|
|
May 10, 2024
Q1 2024
|
Davidson Trust CO
|
BUY
|
- |
466+ 17.68% |
$33.1K - $36.5K
|
3.1K
$296K
|
|
May 10, 2024
Q1 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
462+ 2.36% |
$32.9K - $36.2K
|
20K
$1.91M
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
BUY
|
- |
458New |
$32.6K - $35.9K
|
458
$43.6K
|
|
May 08, 2024
Q1 2024
|
Long Road Investment Counsel, LLC
|
BUY
|
- |
450+ 2.09% |
$32K - $35.3K
|
22K
$2.1M
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
448+ 6.7% |
$31.9K - $35.1K
|
7.14K
$680K
|