Purchases and Sales Made in Q1 2025 in State Street Corp (STT)
This table provides information about the institutional ownership of State Street Corp (STT) during Q1 2025. 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, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 1.23% |
$169 - $204
|
164
$18.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 3.13% |
$84.5 - $102
|
33
$3.68K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1+ 9.09% |
$84.5 - $102
|
12
$1.34K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1+ 1.75% |
$84.5 - $102
|
58
$6.46K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1+ 20.0% |
$84.5 - $102
|
6
$669
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
1+ 0.68% |
$84.5 - $102
|
149
$16.6K
|
|
|
May 14, 2025
Q1 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-1- 0.03% |
$84.5 - $102
|
2.9K
$323K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-1- 0.08% |
$84.5 - $102
|
1.31K
$146K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-1- 0.04% |
$84.5 - $102
|
2.49K
$277K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1- 0.86% |
$84.5 - $102
|
115
$12.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-1- 1.12% |
$84.5 - $102
|
88
$9.8K
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-2- 0.01% |
$169 - $204
|
14.9K
$1.66M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-2- 33.33% |
$169 - $204
|
4
$446
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 11.54% |
$253 - $307
|
23
$2.56K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-5- 0.02% |
$422 - $511
|
23K
$2.56M
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-9- 0.84% |
$760 - $920
|
1.06K
$118K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-10- 0.83% |
$845 - $1.02K
|
1.2K
$133K
|
|
|
May 09, 2025
Q1 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-10- 0.15% |
$845 - $1.02K
|
6.48K
$722K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-10- 71.43% |
$845 - $1.02K
|
4
$446
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-10- 0.6% |
$845 - $1.02K
|
1.67K
$186K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-11- 0.27% |
$929 - $1.12K
|
4.03K
$449K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-14- 26.92% |
$1.18K - $1.43K
|
38
$4.23K
|
|
|
Apr 09, 2025
Q1 2025
|
Woodstock Corp
|
SELL
|
- |
-14- 0.01% |
$1.18K - $1.43K
|
100K
$11.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
SELL
|
- |
-16- 6.5% |
$1.35K - $1.64K
|
230
$25.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-20- 37.74% |
$1.69K - $2.04K
|
33
$3.68K
|
|
|
May 14, 2025
Q1 2025
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-22- 0.56% |
$1.86K - $2.25K
|
3.9K
$435K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-22- 0.22% |
$1.86K - $2.25K
|
10.2K
$1.14M
|
|
|
May 13, 2025
Q1 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-23- 0.37% |
$1.94K - $2.35K
|
6.21K
$691K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-23- 0.75% |
$1.94K - $2.35K
|
3.04K
$339K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-25- 0.15% |
$2.11K - $2.56K
|
17.1K
$1.91M
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-25- 0.51% |
$2.11K - $2.56K
|
4.89K
$545K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-25- 0.15% |
$2.11K - $2.56K
|
16.7K
$1.86M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-26- 4.0% |
$2.2K - $2.66K
|
624
$69.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-30- 0.77% |
$2.53K - $3.07K
|
3.87K
$431K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-32- 8.53% |
$2.7K - $3.27K
|
343
$38.2K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-34- 0.01% |
$2.87K - $3.48K
|
228K
$25.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-35- 1.12% |
$2.96K - $3.58K
|
3.08K
$343K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-35- 0.65% |
$2.96K - $3.58K
|
5.33K
$594K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-36- 0.45% |
$3.04K - $3.68K
|
7.96K
$887K
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-39- 0.4% |
$3.29K - $3.99K
|
9.72K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-40- 0.53% |
$3.38K - $4.09K
|
7.5K
$836K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-45- 2.16% |
$3.8K - $4.6K
|
2.04K
$228K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-45- 1.86% |
$3.8K - $4.6K
|
2.38K
$265K
|
|
|
May 14, 2025
Q1 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
SELL
|
- |
-47- 0.76% |
$3.97K - $4.8K
|
6.11K
$681K
|
|
|
Apr 14, 2025
Q1 2025
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-50- 0.94% |
$4.22K - $5.11K
|
5.27K
$587K
|
|
|
Apr 30, 2025
Q1 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-50- 2.13% |
$4.22K - $5.11K
|
2.3K
$256K
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
SELL
|
- |
-50- 1.92% |
$4.22K - $5.11K
|
2.56K
$285K
|
|
|
May 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-57- 1.32% |
$4.81K - $5.83K
|
4.26K
$475K
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-64- 1.83% |
$5.41K - $6.54K
|
3.43K
$382K
|