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
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
69+ 0.12% |
$5.06K - $6.16K
|
57.9K
$5.18M
|
|
Nov 12, 2024
Q3 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
62+ 0.29% |
$4.55K - $5.54K
|
21.7K
$1.94M
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
61+ 9.61% |
$4.48K - $5.45K
|
696
$62.3K
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
60+ 1.23% |
$4.4K - $5.36K
|
4.94K
$442K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
59New |
$4.33K - $5.27K
|
59
$5.28K
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
56+ 0.59% |
$4.11K - $5K
|
9.58K
$858K
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
51+ 0.73% |
$3.74K - $4.55K
|
7.06K
$632K
|
|
Nov 06, 2024
Q3 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
48+ 0.27% |
$3.52K - $4.29K
|
18.1K
$1.62M
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
48+ 0.82% |
$3.52K - $4.29K
|
5.92K
$530K
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
41+ 0.75% |
$3.01K - $3.66K
|
5.48K
$491K
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
38+ 1.13% |
$2.79K - $3.39K
|
3.39K
$304K
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
38+ 0.73% |
$2.79K - $3.39K
|
5.24K
$469K
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
35+ 0.4% |
$2.57K - $3.13K
|
8.71K
$780K
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
32+ 0.88% |
$2.35K - $2.86K
|
3.67K
$329K
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
31+ 0.37% |
$2.27K - $2.77K
|
8.37K
$749K
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
29New |
$2.13K - $2.59K
|
29
$2.6K
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
28+ 1.34% |
$2.05K - $2.5K
|
2.11K
$189K
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
27+ 3.94% |
$1.98K - $2.41K
|
713
$63.8K
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
26+ 0.86% |
$1.91K - $2.32K
|
3.05K
$273K
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
BUY
|
- |
25+ 0.62% |
$1.83K - $2.23K
|
4.06K
$363K
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
25+ 11.31% |
$1.83K - $2.23K
|
246
$22K
|
|
Nov 13, 2024
Q3 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
25+ 0.92% |
$1.83K - $2.23K
|
2.73K
$245K
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
25+ 1.54% |
$1.83K - $2.23K
|
1.65K
$148K
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
23+ 0.47% |
$1.69K - $2.05K
|
4.9K
$439K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
20+ 1.81% |
$1.47K - $1.79K
|
1.13K
$101K
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
20+ 0.69% |
$1.47K - $1.79K
|
2.9K
$260K
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
19+ 2.86% |
$1.39K - $1.7K
|
684
$61.2K
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
16+ 4.42% |
$1.17K - $1.43K
|
378
$33.8K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
16+ 28.57% |
$1.17K - $1.43K
|
72
$6.45K
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
16+ 3.09% |
$1.17K - $1.43K
|
533
$47.7K
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
15New |
$1.1K - $1.34K
|
15
$1.34K
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
14+ 1.41% |
$1.03K - $1.25K
|
1.01K
$90.2K
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
14+ 46.67% |
$1.03K - $1.25K
|
44
$3.94K
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
13+ 0.22% |
$954 - $1.16K
|
5.96K
$534K
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
13+ 43.33% |
$954 - $1.16K
|
43
$3.85K
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.13% |
$807 - $982
|
8.65K
$775K
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
10+ 0.84% |
$734 - $893
|
1.21K
$108K
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
10+ 4.17% |
$734 - $893
|
250
$22.4K
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
10New |
$734 - $893
|
10
$895
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
10+ 43.48% |
$734 - $893
|
33
$2.95K
|
|
Dec 10, 2024
Q3 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
9+ 0.23% |
$660 - $804
|
3.95K
$353K
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
9New |
$660 - $804
|
9
$806
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
9+ 5.63% |
$660 - $804
|
169
$15.1K
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
9New |
$660 - $804
|
9
$806
|
|
Nov 13, 2024
Q3 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
8+ 5.06% |
$587 - $714
|
166
$14.9K
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
7+ 0.31% |
$514 - $625
|
2.28K
$204K
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
7New |
$514 - $625
|
7
$627
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
6New |
$440 - $536
|
6
$537
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
5+ 2.72% |
$367 - $447
|
189
$16.9K
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
5+ 100.0% |
$367 - $447
|
10
$895
|