Purchases and Sales Made in Q2 2023 in State Street Corp (STT)
This table provides information about the institutional ownership of State Street Corp (STT) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
85+ 1.36% |
$5.66K - $6.8K
|
6.32K
$602K
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
75New |
$4.99K - $6K
|
75
$7.15K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
74+ 5.63% |
$4.92K - $5.92K
|
1.39K
$132K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
73New |
$4.86K - $5.84K
|
73
$6.96K
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
BUY
|
- |
65+ 0.17% |
$4.33K - $5.2K
|
39.2K
$3.74M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
60+ 0.31% |
$3.99K - $4.8K
|
19.6K
$1.87M
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
59+ 1.0% |
$3.93K - $4.72K
|
5.96K
$568K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
59New |
$3.93K - $4.72K
|
59
$5.62K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
56+ 3.53% |
$3.73K - $4.48K
|
1.64K
$157K
|
|
|
Jul 21, 2023
Q2 2023
|
Pflug Koory, LLC
|
BUY
|
- |
50+ 14.08% |
$3.33K - $4K
|
405
$38.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
45+ 450.0% |
$2.99K - $3.6K
|
55
$5.24K
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
44+ 0.3% |
$2.93K - $3.52K
|
14.7K
$1.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
43+ 1.6% |
$2.86K - $3.44K
|
2.73K
$261K
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
41+ 0.73% |
$2.73K - $3.28K
|
5.68K
$541K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
41+ 1.58% |
$2.73K - $3.28K
|
2.63K
$251K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
37+ 0.59% |
$2.46K - $2.96K
|
6.36K
$606K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
35+ 583.33% |
$2.33K - $2.8K
|
41
$3.91K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
33+ 2.49% |
$2.2K - $2.64K
|
1.36K
$129K
|
|
|
Jul 27, 2023
Q2 2023
|
Core Alternative Capital
|
BUY
|
- |
30+ 27.52% |
$2K - $2.4K
|
139
$13.2K
|
|
|
Jul 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
27+ 0.81% |
$1.8K - $2.16K
|
3.37K
$321K
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
25New |
$1.66K - $2K
|
25
$2.38K
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
25+ 0.63% |
$1.66K - $2K
|
3.98K
$379K
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
BUY
|
- |
22+ 0.7% |
$1.46K - $1.76K
|
3.17K
$302K
|
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
21+ 0.72% |
$1.4K - $1.68K
|
2.93K
$279K
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
17+ 0.51% |
$1.13K - $1.36K
|
3.38K
$322K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
16+ 0.09% |
$1.06K - $1.28K
|
18.2K
$1.74M
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
14New |
$932 - $1.12K
|
14
$1.33K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
14New |
$932 - $1.12K
|
14
$1.33K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
13New |
$865 - $1.04K
|
13
$1.24K
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
11+ 0.81% |
$732 - $880
|
1.37K
$131K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
11+ 57.89% |
$732 - $880
|
30
$2.86K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
10+ 22.73% |
$665 - $800
|
54
$5.15K
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
BUY
|
- |
9+ 0.08% |
$599 - $720
|
11K
$1.05M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
9New |
$599 - $720
|
9
$858
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
8+ 0.04% |
$532 - $640
|
19.3K
$1.84M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
7+ 0.31% |
$466 - $560
|
2.24K
$214K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
7+ 0.31% |
$466 - $560
|
2.24K
$214K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
7+ 0.78% |
$466 - $560
|
909
$86.6K
|
|
|
Jul 07, 2023
Q2 2023
|
Savior LLC
|
BUY
|
- |
7+ 0.83% |
$466 - $560
|
850
$81K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
7+ 0.33% |
$466 - $560
|
2.12K
$202K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6+ 0.09% |
$399 - $480
|
6.39K
$609K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
6+ 7.59% |
$399 - $480
|
85
$8.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6+ 6.38% |
$399 - $480
|
100
$9.53K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5+ 0.47% |
$333 - $400
|
1.06K
$101K
|
|
|
Jul 26, 2023
Q2 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
4+ 0.07% |
$266 - $320
|
5.53K
$527K
|
|
|
Aug 14, 2023
Q2 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
2+ 0.09% |
$133 - $160
|
2.18K
$207K
|
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
BUY
|
- |
2+ 0.05% |
$133 - $160
|
3.68K
$350K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.81% |
$66.5 - $80
|
124
$11.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Cunning Capital Partners, LP
Morrisville, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|