Purchases and Sales Made in Q3 2024 in State Street Corp (STT)
This table provides information about the institutional ownership of State Street Corp (STT) during Q3 2024. 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
48+ 0.82% |
$3.52K - $4.29K
|
5.92K
$577K
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
41+ 0.75% |
$3.01K - $3.66K
|
5.48K
$534K
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
38+ 1.13% |
$2.79K - $3.39K
|
3.39K
$331K
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
38+ 0.73% |
$2.79K - $3.39K
|
5.24K
$511K
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
35+ 0.4% |
$2.57K - $3.13K
|
8.71K
$849K
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
32+ 0.88% |
$2.35K - $2.86K
|
3.67K
$358K
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
31+ 0.37% |
$2.27K - $2.77K
|
8.37K
$816K
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
29New |
$2.13K - $2.59K
|
29
$2.83K
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
28+ 1.34% |
$2.05K - $2.5K
|
2.11K
$206K
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
26+ 0.86% |
$1.91K - $2.32K
|
3.05K
$297K
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
25+ 1.54% |
$1.83K - $2.23K
|
1.65K
$161K
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
BUY
|
- |
25+ 0.62% |
$1.83K - $2.23K
|
4.06K
$396K
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
25+ 11.31% |
$1.83K - $2.23K
|
246
$24K
|
|
Nov 13, 2024
Q3 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
25+ 0.92% |
$1.83K - $2.23K
|
2.73K
$267K
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
23+ 0.47% |
$1.69K - $2.05K
|
4.9K
$478K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
20+ 1.81% |
$1.47K - $1.79K
|
1.13K
$110K
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
20+ 0.69% |
$1.47K - $1.79K
|
2.9K
$283K
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
19+ 2.86% |
$1.39K - $1.7K
|
684
$66.7K
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
16+ 4.42% |
$1.17K - $1.43K
|
378
$36.9K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
16+ 28.57% |
$1.17K - $1.43K
|
72
$7.02K
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
16+ 3.09% |
$1.17K - $1.43K
|
533
$52K
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
15New |
$1.1K - $1.34K
|
15
$1.46K
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
14+ 46.67% |
$1.03K - $1.25K
|
44
$4.29K
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
14+ 1.41% |
$1.03K - $1.25K
|
1.01K
$98.2K
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
13+ 43.33% |
$954 - $1.16K
|
43
$4.19K
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
13+ 0.22% |
$954 - $1.16K
|
5.96K
$581K
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.13% |
$807 - $982
|
8.65K
$844K
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
10+ 4.17% |
$734 - $893
|
250
$24.4K
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
10New |
$734 - $893
|
10
$975
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
10+ 0.84% |
$734 - $893
|
1.21K
$118K
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
10+ 43.48% |
$734 - $893
|
33
$3.22K
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
9New |
$660 - $804
|
9
$878
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
9+ 5.63% |
$660 - $804
|
169
$16.5K
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
9New |
$660 - $804
|
9
$878
|
|
Nov 13, 2024
Q3 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
8+ 5.06% |
$587 - $714
|
166
$16.2K
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
7New |
$514 - $625
|
7
$683
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
7+ 0.31% |
$514 - $625
|
2.28K
$222K
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
6New |
$440 - $536
|
6
$585
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
5+ 2.72% |
$367 - $447
|
189
$18.4K
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
5+ 100.0% |
$367 - $447
|
10
$975
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
5+ 26.32% |
$367 - $447
|
24
$2.34K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4+ 0.0% |
$293 - $357
|
105K
$10.3M
|
|
Oct 29, 2024
Q3 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
4+ 0.07% |
$293 - $357
|
5.58K
$544K
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4+ 3.05% |
$293 - $357
|
135
$13.2K
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
3+ 2.11% |
$220 - $268
|
145
$14.1K
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 1.26% |
$147 - $179
|
161
$15.7K
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 6.67% |
$147 - $179
|
32
$3.12K
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
2+ 0.78% |
$147 - $179
|
257
$25.1K
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
1+ 0.15% |
$73.4 - $89.3
|
651
$63.5K
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1+ 1.79% |
$73.4 - $89.3
|
57
$5.56K
|