Purchases and Sales Made in Q4 2021 in State Street Corp (STT)
This table provides information about the institutional ownership of State Street Corp (STT) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
9New |
$775 - $899
|
9
$884
|
|
Jan 14, 2022
Q4 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.26% |
$603 - $699
|
2.7K
$265K
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
6+ 0.7% |
$517 - $600
|
868
$85.2K
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
5New |
$431 - $500
|
5
$491
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5+ 0.34% |
$431 - $500
|
1.46K
$143K
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
5New |
$431 - $500
|
5
$491
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
4+ 1.52% |
$344 - $400
|
268
$26.3K
|
|
Feb 14, 2022
Q4 2021
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
2+ 0.08% |
$172 - $200
|
2.41K
$236K
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 4.55% |
$86.1 - $99.9
|
23
$2.26K
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1+ 0.52% |
$86.1 - $99.9
|
194
$19.1K
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 3.13% |
$86.1 - $99.9
|
33
$3.24K
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 1.25% |
$86.1 - $99.9
|
81
$7.95K
|
|
Nov 22, 2024
Q4 2021
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1- 2.08% |
$86.1 - $99.9
|
47
$4.62K
|
|
Feb 14, 2022
Q4 2021
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-1- -0.0% |
$86.1 - $99.9
|
602K
$59.1M
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
SELL
|
- |
-1- 9.09% |
$86.1 - $99.9
|
10
$982
|
|
Feb 10, 2022
Q4 2021
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-2- 0.05% |
$172 - $200
|
4.41K
$433K
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-3- 0.05% |
$258 - $300
|
5.87K
$577K
|
|
Jan 19, 2022
Q4 2021
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-4- 0.05% |
$344 - $400
|
8.81K
$865K
|
|
Feb 11, 2022
Q4 2021
|
Forbes J M & CO LLP
|
SELL
|
- |
-4- 0.07% |
$344 - $400
|
5.36K
$526K
|
|
Feb 11, 2022
Q4 2021
|
Burney CO
Reston, VA |
SELL
|
- |
-4- 0.04% |
$344 - $400
|
10.4K
$1.03M
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-7- 0.26% |
$603 - $699
|
2.64K
$259K
|
|
Jan 25, 2022
Q4 2021
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-9Closed |
$775 - $899
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
SELL
|
- |
-10- 0.09% |
$861 - $999
|
10.7K
$1.05M
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-11- 0.46% |
$947 - $1.1K
|
2.37K
$233K
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-16- 0.02% |
$1.38K - $1.6K
|
76.6K
$7.52M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-16- 0.35% |
$1.38K - $1.6K
|
4.58K
$450K
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-17- 0.27% |
$1.46K - $1.7K
|
6.31K
$619K
|
|
Feb 10, 2022
Q4 2021
|
Td Asset Management Inc
|
SELL
|
- |
-20- 0.01% |
$1.72K - $2K
|
138K
$13.6M
|
|
Feb 14, 2022
Q4 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-21- 0.73% |
$1.81K - $2.1K
|
2.86K
$280K
|
|
Feb 11, 2022
Q4 2021
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-22- 0.84% |
$1.89K - $2.2K
|
2.6K
$255K
|
|
Jan 28, 2022
Q4 2021
|
Davidson Trust CO
|
SELL
|
- |
-25- 0.91% |
$2.15K - $2.5K
|
2.72K
$267K
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
SELL
|
- |
-29- 1.19% |
$2.5K - $2.9K
|
2.42K
$237K
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-29- 27.62% |
$2.5K - $2.9K
|
76
$7.46K
|
|
Feb 16, 2022
Q4 2021
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-30- 0.15% |
$2.58K - $3K
|
20K
$1.97M
|
|
Feb 14, 2022
Q4 2021
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-31- 8.36% |
$2.67K - $3.1K
|
340
$33.4K
|
|
Feb 14, 2022
Q4 2021
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-31- 0.84% |
$2.67K - $3.1K
|
3.67K
$360K
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-33- 0.28% |
$2.84K - $3.3K
|
11.8K
$1.16M
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
SELL
|
- |
-33- 0.83% |
$2.84K - $3.3K
|
3.94K
$387K
|
|
Feb 14, 2022
Q4 2021
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-35Closed |
$3.01K - $3.5K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-36Closed |
$3.1K - $3.6K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Profund Advisors LLC
|
SELL
|
- |
-38- 0.75% |
$3.27K - $3.8K
|
5.05K
$496K
|
|
Feb 10, 2022
Q4 2021
|
Sageworth Trust CO
|
SELL
|
- |
-41- 12.28% |
$3.53K - $4.1K
|
293
$28.8K
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-41Closed |
$3.53K - $4.1K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-46- 1.71% |
$3.96K - $4.6K
|
2.65K
$260K
|
|
Feb 08, 2022
Q4 2021
|
Somerville Kurt F
|
SELL
|
- |
-50- 1.28% |
$4.31K - $5K
|
3.85K
$378K
|
|
Jan 19, 2022
Q4 2021
|
Veriti Management LLC
|
SELL
|
- |
-50- 1.35% |
$4.31K - $5K
|
3.66K
$359K
|
|
Jan 19, 2022
Q4 2021
|
Curbstone Financial Management Corp
|
SELL
|
- |
-50- 0.57% |
$4.31K - $5K
|
8.7K
$854K
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-51Closed |
$4.39K - $5.1K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-53- 4.48% |
$4.56K - $5.3K
|
1.13K
$111K
|