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
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
376+ 8.66% |
$31.8K - $38.4K
|
4.72K
$501K
|
|
May 13, 2025
Q1 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
374+ 4.27% |
$31.6K - $38.2K
|
9.14K
$972K
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
357+ 61.87% |
$30.2K - $36.5K
|
934
$99.3K
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
341+ 0.12% |
$28.8K - $34.9K
|
283K
$30.1M
|
|
May 12, 2025
Q1 2025
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
BUY
|
- |
336+ 1.77% |
$28.4K - $34.3K
|
19.4K
$2.06M
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
319+ 12.54% |
$26.9K - $32.6K
|
2.86K
$304K
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
314+ 15.02% |
$26.5K - $32.1K
|
2.4K
$256K
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
310+ 186.75% |
$26.2K - $31.7K
|
476
$50.6K
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
305+ 0.85% |
$25.8K - $31.2K
|
36.4K
$3.87M
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
302+ 6.96% |
$25.5K - $30.9K
|
4.64K
$494K
|
|
Apr 22, 2025
Q1 2025
|
Burt Wealth Advisors
|
BUY
|
- |
300+ 10.0% |
$25.3K - $30.7K
|
3.3K
$351K
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
297+ 4.49% |
$25.1K - $30.4K
|
6.92K
$736K
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
285+ 2.57% |
$24.1K - $29.1K
|
11.4K
$1.21M
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
279New |
$23.6K - $28.5K
|
279
$29.7K
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
274+ 3914.29% |
$23.1K - $28K
|
281
$29.9K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
270+ 0.63% |
$22.8K - $27.6K
|
43.3K
$4.6M
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
259+ 11.5% |
$21.9K - $26.5K
|
2.51K
$267K
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
258+ 4.19% |
$21.8K - $26.4K
|
6.41K
$682K
|
|
Apr 30, 2025
Q1 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
254+ 3.58% |
$21.5K - $26K
|
7.35K
$782K
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
251+ 98.43% |
$21.2K - $25.7K
|
506
$53.8K
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
244+ 6.04% |
$20.6K - $24.9K
|
4.28K
$455K
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
237+ 15.12% |
$20K - $24.2K
|
1.8K
$192K
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
230New |
$19.4K - $23.5K
|
230
$24.5K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
220New |
$18.6K - $22.5K
|
220
$23.4K
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
220+ 0.78% |
$18.6K - $22.5K
|
28.4K
$3.02M
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
218+ 0.39% |
$18.4K - $22.3K
|
56.4K
$6M
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
212+ 4.99% |
$17.9K - $21.7K
|
4.46K
$474K
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
212+ 7.58% |
$17.9K - $21.7K
|
3.01K
$320K
|
|
May 14, 2025
Q1 2025
|
Groupe La Francaise
Paris, I0 |
BUY
|
- |
211+ 8.1% |
$17.8K - $21.6K
|
2.82K
$299K
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
210+ 10.05% |
$17.7K - $21.5K
|
2.3K
$244K
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
202+ 2.01% |
$17.1K - $20.7K
|
10.3K
$1.09M
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
193+ 327.12% |
$16.3K - $19.7K
|
252
$26.8K
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
191+ 0.29% |
$16.1K - $19.5K
|
67K
$7.13M
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
186+ 1.59% |
$15.7K - $19K
|
11.9K
$1.26M
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
176+ 8.4% |
$14.9K - $18K
|
2.27K
$242K
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
168New |
$14.2K - $17.2K
|
168
$17.9K
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
164New |
$13.9K - $16.8K
|
164
$17.4K
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
157+ 196.25% |
$13.3K - $16.1K
|
237
$25.2K
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
157New |
$13.3K - $16.1K
|
157
$16.7K
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
151+ 0.72% |
$12.8K - $15.4K
|
21.1K
$2.24M
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
149+ 2.58% |
$12.6K - $15.2K
|
5.92K
$630K
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
145+ 4.49% |
$12.2K - $14.8K
|
3.37K
$359K
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
142+ 1.31% |
$12K - $14.5K
|
11K
$1.17M
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
134+ 13.1% |
$11.3K - $13.7K
|
1.16K
$123K
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
131+ 3.59% |
$11.1K - $13.4K
|
3.78K
$402K
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
129New |
$10.9K - $13.2K
|
129
$13.7K
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
126+ 5.91% |
$10.6K - $12.9K
|
2.26K
$240K
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
124+ 0.06% |
$10.5K - $12.7K
|
192K
$20.4M
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
118+ 2.75% |
$9.97K - $12.1K
|
4.41K
$469K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
118+ 40.83% |
$9.97K - $12.1K
|
407
$43.3K
|