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
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
33+ 0.3% |
$2.79K - $3.37K
|
11.1K
$1.24M
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
33New |
$2.79K - $3.37K
|
33
$3.68K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
29+ 0.45% |
$2.45K - $2.96K
|
6.41K
$714K
|
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
29+ 0.8% |
$2.45K - $2.96K
|
3.65K
$406K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
27New |
$2.28K - $2.76K
|
27
$3.01K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
26+ 0.36% |
$2.2K - $2.66K
|
7.22K
$805K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
25+ 125.0% |
$2.11K - $2.56K
|
45
$5.01K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
23+ 1.03% |
$1.94K - $2.35K
|
2.26K
$251K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
23+ 0.75% |
$1.94K - $2.35K
|
3.09K
$345K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
23+ 0.68% |
$1.94K - $2.35K
|
3.42K
$381K
|
|
|
May 15, 2025
Q1 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
22+ 0.8% |
$1.86K - $2.25K
|
2.78K
$310K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
21New |
$1.77K - $2.15K
|
21
$2.34K
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
21+ 0.45% |
$1.77K - $2.15K
|
4.74K
$528K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
20+ 1.21% |
$1.69K - $2.04K
|
1.67K
$186K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
20+ 83.33% |
$1.69K - $2.04K
|
44
$4.9K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
18+ 0.53% |
$1.52K - $1.84K
|
3.4K
$379K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
16+ 1.85% |
$1.35K - $1.64K
|
882
$98.3K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
16+ 0.37% |
$1.35K - $1.64K
|
4.31K
$481K
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
15+ 0.52% |
$1.27K - $1.53K
|
2.9K
$323K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
15+ 18.99% |
$1.27K - $1.53K
|
94
$10.5K
|
|
|
May 13, 2025
Q1 2025
|
Clear Street Markets LLC
|
BUY
|
- |
14+ 2.0% |
$1.18K - $1.43K
|
714
$79.6K
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
12+ 0.22% |
$1.01K - $1.23K
|
5.55K
$618K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
12+ 40.0% |
$1.01K - $1.23K
|
42
$4.68K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
12New |
$1.01K - $1.23K
|
12
$1.34K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
11New |
$929 - $1.12K
|
11
$1.23K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
11+ 8.15% |
$929 - $1.12K
|
146
$16.3K
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
10+ 0.38% |
$845 - $1.02K
|
2.67K
$297K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
10New |
$845 - $1.02K
|
10
$1.11K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
10+ 0.3% |
$845 - $1.02K
|
3.32K
$370K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
8+ 4.82% |
$676 - $818
|
174
$19.4K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
7+ 3.7% |
$591 - $716
|
196
$21.8K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
7+ 0.13% |
$591 - $716
|
5.49K
$612K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
6New |
$507 - $613
|
6
$669
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
6New |
$507 - $613
|
6
$669
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
6New |
$507 - $613
|
6
$669
|
|
|
May 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
5New |
$422 - $511
|
5
$557
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
5+ 0.21% |
$422 - $511
|
2.34K
$260K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
5New |
$422 - $511
|
5
$557
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
5+ 50.0% |
$422 - $511
|
15
$1.67K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
5New |
$422 - $511
|
5
$557
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
5+ 2.54% |
$422 - $511
|
202
$22.5K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
5New |
$422 - $511
|
5
$557
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
4New |
$338 - $409
|
4
$446
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
BUY
|
- |
4+ 0.1% |
$338 - $409
|
4.06K
$453K
|
|
|
May 07, 2025
Q1 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
4+ 0.07% |
$338 - $409
|
5.59K
$623K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
4New |
$338 - $409
|
4
$446
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
3+ 50.0% |
$253 - $307
|
9
$1K
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
2New |
$169 - $204
|
2
$223
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 4.0% |
$169 - $204
|
52
$5.79K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2New |
$169 - $204
|
2
$223
|