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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
2+ 0.78% |
$147 - $179
|
257
$25.4K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
1+ 0.15% |
$73.4 - $89.3
|
651
$64.3K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$73.4 - $89.3
|
1
$98.8
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1+ 1.79% |
$73.4 - $89.3
|
57
$5.63K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.61% |
$73.4 - $89.3
|
164
$16.2K
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
1+ 0.02% |
$73.4 - $89.3
|
4.15K
$410K
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
BUY
|
- |
1+ 20.0% |
$73.4 - $89.3
|
6
$593
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 3.13% |
$73.4 - $89.3
|
33
$3.26K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1+ 10.0% |
$73.4 - $89.3
|
11
$1.09K
|
|
|
Nov 14, 2024
Q3 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-2- 0.05% |
$147 - $179
|
4.3K
$424K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-2- 1.92% |
$147 - $179
|
102
$10.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-5- 0.18% |
$367 - $447
|
2.73K
$269K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-6- 0.14% |
$440 - $536
|
4.25K
$420K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-7- 0.66% |
$514 - $625
|
1.06K
$105K
|
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-8- 0.16% |
$587 - $714
|
4.85K
$479K
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-10- 0.21% |
$734 - $893
|
4.7K
$464K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-11- 0.49% |
$807 - $982
|
2.25K
$223K
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-12- 1.13% |
$880 - $1.07K
|
1.05K
$103K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-12- 4.0% |
$880 - $1.07K
|
288
$28.5K
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-13- 0.16% |
$954 - $1.16K
|
8.03K
$793K
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-14- 0.51% |
$1.03K - $1.25K
|
2.74K
$271K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-16- 0.51% |
$1.17K - $1.43K
|
3.15K
$311K
|
|
|
Oct 31, 2024
Q3 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-17- 0.27% |
$1.25K - $1.52K
|
6.23K
$615K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-18- 41.86% |
$1.32K - $1.61K
|
25
$2.47K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-18- 1.27% |
$1.32K - $1.61K
|
1.4K
$139K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-20- 0.29% |
$1.47K - $1.79K
|
6.9K
$682K
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Corp
|
SELL
|
- |
-20- 40.0% |
$1.47K - $1.79K
|
30
$2.96K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-21- 0.62% |
$1.54K - $1.88K
|
3.34K
$330K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-21- 0.67% |
$1.54K - $1.88K
|
3.13K
$309K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-23- 0.11% |
$1.69K - $2.05K
|
20.6K
$2.04M
|
|
|
Oct 23, 2024
Q3 2024
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-25- 0.12% |
$1.83K - $2.23K
|
21.5K
$2.13M
|
|
|
Oct 18, 2024
Q3 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-25- 0.35% |
$1.83K - $2.23K
|
7.02K
$694K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-26- 1.91% |
$1.91K - $2.32K
|
1.33K
$132K
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-26- 0.6% |
$1.91K - $2.32K
|
4.32K
$427K
|
|
|
Oct 16, 2024
Q3 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-28- 1.63% |
$2.05K - $2.5K
|
1.69K
$167K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-29- 0.26% |
$2.13K - $2.59K
|
11K
$1.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-31- 0.37% |
$2.27K - $2.77K
|
8.32K
$822K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-31- 0.01% |
$2.27K - $2.77K
|
248K
$24.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-34- 3.79% |
$2.49K - $3.04K
|
862
$85.2K
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-35- 0.6% |
$2.57K - $3.13K
|
5.79K
$572K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-36- 0.81% |
$2.64K - $3.22K
|
4.43K
$438K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-38- 1.37% |
$2.79K - $3.39K
|
2.73K
$269K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-39- 0.36% |
$2.86K - $3.48K
|
10.8K
$1.07M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-47- 2.16% |
$3.45K - $4.2K
|
2.13K
$210K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-50- 0.3% |
$3.67K - $4.47K
|
16.4K
$1.62M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-50- 1.32% |
$3.67K - $4.47K
|
3.73K
$368K
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-52- 0.46% |
$3.82K - $4.64K
|
11.4K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-53- 1.26% |
$3.89K - $4.73K
|
4.16K
$411K
|