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 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-86- 0.08% |
$7.26K - $8.79K
|
107K
$11.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-90- 3.75% |
$7.6K - $9.2K
|
2.31K
$247K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-100- 25.0% |
$8.45K - $10.2K
|
300
$32.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-100- 0.77% |
$8.45K - $10.2K
|
12.9K
$1.38M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-102- 2.68% |
$8.62K - $10.4K
|
3.71K
$397K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-103- 1.18% |
$8.7K - $10.5K
|
8.64K
$924K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-103- 0.51% |
$8.7K - $10.5K
|
20.2K
$2.16M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-108- 3.45% |
$9.12K - $11K
|
3.02K
$323K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-117- 2.06% |
$9.88K - $12K
|
5.57K
$595K
|
|
|
May 14, 2025
Q1 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-122- 2.57% |
$10.3K - $12.5K
|
4.62K
$495K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-123- 2.37% |
$10.4K - $12.6K
|
5.06K
$541K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-124- 1.46% |
$10.5K - $12.7K
|
8.39K
$898K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-125- 1.56% |
$10.6K - $12.8K
|
7.86K
$841K
|
|
|
May 08, 2025
Q1 2025
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
SELL
|
- |
-130- 1.93% |
$11K - $13.3K
|
6.61K
$707K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-134- 1.44% |
$11.3K - $13.7K
|
9.17K
$981K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-135- 5.41% |
$11.4K - $13.8K
|
2.36K
$252K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-140- 66.35% |
$11.8K - $14.3K
|
71
$7.59K
|
|
|
May 07, 2025
Q1 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-148- 2.0% |
$12.5K - $15.1K
|
7.25K
$775K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-150- 9.49% |
$12.7K - $15.3K
|
1.43K
$153K
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-150- 43.48% |
$12.7K - $15.3K
|
195
$20.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Benin Management Corp
|
SELL
|
- |
-155- 1.41% |
$13.1K - $15.8K
|
10.8K
$1.16M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-164- 1.35% |
$13.9K - $16.8K
|
12K
$1.28M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-164- 1.14% |
$13.9K - $16.8K
|
14.2K
$1.52M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-173- 3.28% |
$14.6K - $17.7K
|
5.1K
$546K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-173- 7.15% |
$14.6K - $17.7K
|
2.25K
$240K
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-173- 4.21% |
$14.6K - $17.7K
|
3.94K
$421K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-180- 6.27% |
$15.2K - $18.4K
|
2.69K
$288K
|
|
|
May 09, 2025
Q1 2025
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-190- 1.14% |
$16K - $19.4K
|
16.5K
$1.77M
|
|
|
May 07, 2025
Q1 2025
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-198- 1.27% |
$16.7K - $20.2K
|
15.4K
$1.65M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-199- 27.41% |
$16.8K - $20.3K
|
527
$56.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
SELL
|
- |
-200- 4.9% |
$16.9K - $20.4K
|
3.88K
$415K
|
|
|
May 09, 2025
Q1 2025
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
SELL
|
- |
-200- 2.78% |
$16.9K - $20.4K
|
7K
$749K
|
|
|
May 14, 2025
Q1 2025
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-202- 0.3% |
$17.1K - $20.7K
|
66.6K
$7.12M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-205- 2.95% |
$17.3K - $21K
|
6.74K
$721K
|
|
|
May 15, 2025
Q1 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-209- 6.68% |
$17.7K - $21.4K
|
2.92K
$312K
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-210- 3.73% |
$17.7K - $21.5K
|
5.42K
$580K
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-213- 3.99% |
$18K - $21.8K
|
5.13K
$548K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-218- 4.46% |
$18.4K - $22.3K
|
4.67K
$499K
|
|
|
Apr 22, 2025
Q1 2025
|
Verity Wealth Advisors
|
SELL
|
- |
-230- 4.43% |
$19.4K - $23.5K
|
4.96K
$531K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-234- 89.66% |
$19.8K - $23.9K
|
27
$2.89K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-235- 6.98% |
$19.9K - $24K
|
3.13K
$335K
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-237- 8.86% |
$20K - $24.2K
|
2.44K
$261K
|
|
|
Apr 11, 2025
Q1 2025
|
Tealwood Asset Management Inc
|
SELL
|
- |
-237- 0.87% |
$20K - $24.2K
|
27.1K
$2.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-240- 5.57% |
$20.3K - $24.5K
|
4.07K
$436K
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-250- 5.24% |
$21.1K - $25.6K
|
4.52K
$483K
|
|
|
May 01, 2025
Q1 2025
|
Mathes Company, Inc.
|
SELL
|
- |
-250- 1.17% |
$21.1K - $25.6K
|
21.2K
$2.27M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-252- 21.76% |
$21.3K - $25.8K
|
906
$96.9K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-255- 9.56% |
$21.5K - $26.1K
|
2.41K
$258K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-260- 1.59% |
$22K - $26.6K
|
16.1K
$1.72M
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-263- 6.2% |
$22.2K - $26.9K
|
3.98K
$425K
|