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
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
115New |
$9.71K - $11.8K
|
115
$12.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
115New |
$9.71K - $11.8K
|
115
$12.2K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
114+ 2.02% |
$9.63K - $11.7K
|
5.76K
$612K
|
|
|
Apr 11, 2025
Q1 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
112+ 2.84% |
$9.46K - $11.4K
|
4.05K
$431K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
109+ 3.47% |
$9.21K - $11.1K
|
3.25K
$346K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
107New |
$9.04K - $10.9K
|
107
$11.4K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
106+ 22.8% |
$8.95K - $10.8K
|
571
$60.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
105+ 0.27% |
$8.87K - $10.7K
|
39.5K
$4.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
100+ 0.69% |
$8.45K - $10.2K
|
14.6K
$1.56M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
98+ 0.75% |
$8.28K - $10K
|
13.1K
$1.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
98+ 1.01% |
$8.28K - $10K
|
9.77K
$1.04M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
95New |
$8.02K - $9.71K
|
95
$10.1K
|
|
|
May 20, 2025
Q1 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
91+ 0.14% |
$7.69K - $9.3K
|
65.5K
$6.97M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
88+ 2.74% |
$7.43K - $9K
|
3.3K
$350K
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
84+ 6.83% |
$7.1K - $8.59K
|
1.31K
$140K
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
84+ 4.65% |
$7.1K - $8.59K
|
1.89K
$201K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
82+ 68.33% |
$6.93K - $8.38K
|
202
$21.5K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
75+ 3.04% |
$6.34K - $7.67K
|
2.54K
$270K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
74New |
$6.25K - $7.57K
|
74
$7.87K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
71+ 100.0% |
$6K - $7.26K
|
142
$15.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
70+ 2.24% |
$5.91K - $7.16K
|
3.19K
$340K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
69+ 138.0% |
$5.83K - $7.05K
|
119
$12.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
64+ 2.12% |
$5.41K - $6.54K
|
3.08K
$327K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
60+ 1.12% |
$5.07K - $6.13K
|
5.4K
$575K
|
|
|
Apr 21, 2025
Q1 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
59+ 0.28% |
$4.98K - $6.03K
|
21.2K
$2.26M
|
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
57+ 1.14% |
$4.81K - $5.83K
|
5.05K
$537K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
55+ 1.35% |
$4.65K - $5.62K
|
4.14K
$440K
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
50+ 13.66% |
$4.22K - $5.11K
|
416
$44.2K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
50+ 0.1% |
$4.22K - $5.11K
|
51.6K
$5.48M
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
50+ 1.0% |
$4.22K - $5.11K
|
5.05K
$537K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
49+ 1.91% |
$4.14K - $5.01K
|
2.61K
$278K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
49+ 2.17% |
$4.14K - $5.01K
|
2.31K
$245K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
46+ 5.25% |
$3.89K - $4.7K
|
922
$98K
|
|
|
May 08, 2025
Q1 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
44+ 1.47% |
$3.72K - $4.5K
|
3.03K
$323K
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
44+ 0.74% |
$3.72K - $4.5K
|
6.01K
$639K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
43+ 13.69% |
$3.63K - $4.4K
|
357
$38K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
43+ 2.62% |
$3.63K - $4.4K
|
1.68K
$179K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
41+ 0.32% |
$3.46K - $4.19K
|
12.7K
$1.35M
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
37+ 127.59% |
$3.13K - $3.78K
|
66
$7.02K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
36+ 0.56% |
$3.04K - $3.68K
|
6.51K
$692K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
35+ 1.58% |
$2.96K - $3.58K
|
2.25K
$240K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
34+ 14.78% |
$2.87K - $3.48K
|
264
$28.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
34New |
$2.87K - $3.48K
|
34
$3.62K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
34+ 0.91% |
$2.87K - $3.48K
|
3.75K
$399K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
33+ 0.3% |
$2.79K - $3.37K
|
11.1K
$1.19M
|
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
29+ 0.8% |
$2.45K - $2.96K
|
3.65K
$388K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
29+ 0.45% |
$2.45K - $2.96K
|
6.41K
$682K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
27New |
$2.28K - $2.76K
|
27
$2.87K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
26+ 0.36% |
$2.2K - $2.66K
|
7.22K
$768K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
25+ 125.0% |
$2.11K - $2.56K
|
45
$4.79K
|