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 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
104+ 27.15% |
$7.4K - $8.16K
|
487
$43.6K
|
|
|
May 13, 2024
Q1 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
103+ 0.76% |
$7.32K - $8.08K
|
13.7K
$1.23M
|
|
|
May 02, 2024
Q1 2024
|
Mathes Company, Inc.
|
BUY
|
- |
100+ 0.47% |
$7.11K - $7.84K
|
21.3K
$1.9M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
97+ 0.94% |
$6.9K - $7.61K
|
10.5K
$937K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
95New |
$6.76K - $7.45K
|
95
$8.51K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
86New |
$6.12K - $6.74K
|
86
$7.7K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
85+ 1.2% |
$6.04K - $6.67K
|
7.16K
$641K
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
BUY
|
- |
85+ 0.73% |
$6.04K - $6.67K
|
11.8K
$1.05M
|
|
|
May 13, 2024
Q1 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
84+ 1.56% |
$5.97K - $6.59K
|
5.48K
$490K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
84+ 1.37% |
$5.97K - $6.59K
|
6.21K
$556K
|
|
|
Apr 18, 2024
Q1 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
78New |
$5.55K - $6.12K
|
78
$6.98K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
75+ 2.35% |
$5.33K - $5.88K
|
3.26K
$292K
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
69+ 0.98% |
$4.91K - $5.41K
|
7.09K
$635K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
68+ 17.8% |
$4.84K - $5.33K
|
450
$40.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
67New |
$4.76K - $5.25K
|
67
$6K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
65+ 3.3% |
$4.62K - $5.1K
|
2.03K
$182K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
62New |
$4.41K - $4.86K
|
62
$5.55K
|
|
|
May 10, 2024
Q1 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
61+ 0.22% |
$4.34K - $4.78K
|
27.3K
$2.45M
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
60+ 120.0% |
$4.27K - $4.71K
|
110
$9.85K
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
59+ 1.21% |
$4.2K - $4.63K
|
4.94K
$443K
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
57+ 1.2% |
$4.05K - $4.47K
|
4.79K
$429K
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
57+ 0.88% |
$4.05K - $4.47K
|
6.51K
$583K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
53+ 0.89% |
$3.77K - $4.16K
|
5.98K
$535K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
48+ 0.53% |
$3.41K - $3.76K
|
9.04K
$810K
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
47+ 0.81% |
$3.34K - $3.69K
|
5.82K
$521K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
46+ 0.41% |
$3.27K - $3.61K
|
11.2K
$1M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
45+ 450.0% |
$3.2K - $3.53K
|
55
$4.92K
|
|
|
Apr 11, 2024
Q1 2024
|
Guinness Asset Management LTD
London, X0 |
BUY
|
- |
43+ 0.77% |
$3.06K - $3.37K
|
5.6K
$501K
|
|
|
May 08, 2024
Q1 2024
|
Profund Advisors LLC
|
BUY
|
- |
40+ 0.9% |
$2.84K - $3.14K
|
4.5K
$402K
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
BUY
|
- |
35+ 0.86% |
$2.49K - $2.75K
|
4.09K
$366K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
34+ 0.81% |
$2.42K - $2.67K
|
4.24K
$380K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
34New |
$2.42K - $2.67K
|
34
$3.04K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
33+ 1.65% |
$2.35K - $2.59K
|
2.03K
$182K
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
31+ 0.9% |
$2.2K - $2.43K
|
3.46K
$310K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
29New |
$2.06K - $2.27K
|
29
$2.6K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
29+ 1.86% |
$2.06K - $2.27K
|
1.59K
$142K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
27+ 0.51% |
$1.92K - $2.12K
|
5.29K
$474K
|
|
|
May 13, 2024
Q1 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
24+ 0.9% |
$1.71K - $1.88K
|
2.69K
$240K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
24New |
$1.71K - $1.88K
|
24
$2.15K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
24New |
$1.71K - $1.88K
|
24
$2.15K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
23New |
$1.64K - $1.8K
|
23
$2.06K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
23+ 0.61% |
$1.64K - $1.8K
|
3.82K
$342K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
21+ 0.77% |
$1.49K - $1.65K
|
2.73K
$245K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
21+ 210.0% |
$1.49K - $1.65K
|
31
$2.78K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
18+ 3.96% |
$1.28K - $1.41K
|
473
$42.3K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
17+ 0.4% |
$1.21K - $1.33K
|
4.26K
$381K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
16+ 0.42% |
$1.14K - $1.25K
|
3.87K
$346K
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
15+ 1.38% |
$1.07K - $1.18K
|
1.11K
$98.9K
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
15+ 6.67% |
$1.07K - $1.18K
|
240
$21.5K
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
13+ 0.93% |
$924 - $1.02K
|
1.41K
$126K
|