Purchases and Sales Made in Q4 2024 in State Street Corp (STT)
This table provides information about the institutional ownership of State Street Corp (STT) during Q4 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 |
---|---|---|---|---|---|---|---|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Feb 10, 2025
Q4 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 7.14% |
$172 - $202
|
26
$2.9K
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3- 0.03% |
$258 - $302
|
10.4K
$1.16M
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-4- 1.06% |
$344 - $403
|
375
$41.8K
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
SELL
|
- |
-5- 0.19% |
$430 - $504
|
2.61K
$290K
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6- 0.19% |
$516 - $605
|
3.12K
$348K
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-8- 13.33% |
$688 - $806
|
52
$5.79K
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-8- 38.1% |
$688 - $806
|
13
$1.45K
|
|
Feb 10, 2025
Q4 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-9- 0.16% |
$774 - $907
|
5.54K
$617K
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-10- 0.59% |
$860 - $1.01K
|
1.68K
$187K
|
|
Jan 31, 2025
Q4 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-10- 0.03% |
$860 - $1.01K
|
39.4K
$4.39M
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-12- 1.19% |
$1.03K - $1.21K
|
998
$111K
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-15- 10.34% |
$1.29K - $1.51K
|
130
$14.5K
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-16- 5.78% |
$1.38K - $1.61K
|
261
$29.1K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-19- 1.43% |
$1.63K - $1.91K
|
1.31K
$146K
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-20- 0.06% |
$1.72K - $2.02K
|
34.4K
$3.84M
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-20- 8.0% |
$1.72K - $2.02K
|
230
$25.6K
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-21- 19.09% |
$1.81K - $2.12K
|
89
$9.92K
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-22- 30.56% |
$1.89K - $2.22K
|
50
$5.57K
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-25- 0.92% |
$2.15K - $2.52K
|
2.7K
$301K
|
|
Jan 27, 2025
Q4 2024
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-25- 0.12% |
$2.15K - $2.52K
|
21.5K
$2.39M
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-28- 0.35% |
$2.41K - $2.82K
|
8K
$891K
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-31- 0.93% |
$2.66K - $3.12K
|
3.31K
$369K
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-37- 72.55% |
$3.18K - $3.73K
|
14
$1.56K
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-39- 0.24% |
$3.35K - $3.93K
|
16.3K
$1.81M
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-41- 1.93% |
$3.52K - $4.13K
|
2.09K
$233K
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-45- 76.27% |
$3.87K - $4.54K
|
14
$1.56K
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-45- 0.26% |
$3.87K - $4.54K
|
17.2K
$1.91M
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-45- 5.85% |
$3.87K - $4.54K
|
724
$80.7K
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-46- 56.79% |
$3.95K - $4.64K
|
35
$3.9K
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-47- 0.94% |
$4.04K - $4.74K
|
4.97K
$553K
|
|
Feb 12, 2025
Q4 2024
|
Kidder Stephen W
|
SELL
|
- |
-50- 1.69% |
$4.3K - $5.04K
|
2.9K
$323K
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-52- 1.17% |
$4.47K - $5.24K
|
4.38K
$488K
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-52- 2.0% |
$4.47K - $5.24K
|
2.54K
$283K
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-54- 88.52% |
$4.64K - $5.44K
|
7
$780
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-54- 1.47% |
$4.64K - $5.44K
|
3.62K
$403K
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-58- 0.37% |
$4.99K - $5.85K
|
15.7K
$1.75M
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-63- 8.84% |
$5.42K - $6.35K
|
650
$72.4K
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-63- 28.64% |
$5.42K - $6.35K
|
157
$17.5K
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-66- 4.04% |
$5.67K - $6.65K
|
1.57K
$175K
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-70- 1.59% |
$6.02K - $7.05K
|
4.32K
$481K
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-71- 0.46% |
$6.1K - $7.16K
|
15.5K
$1.72M
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-75- 0.9% |
$6.45K - $7.56K
|
8.26K
$920K
|
|
Jan 16, 2025
Q4 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-75- 0.43% |
$6.45K - $7.56K
|
17.4K
$1.94M
|
|
Jan 27, 2025
Q4 2024
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
SELL
|
- |
-76- 1.11% |
$6.53K - $7.66K
|
6.74K
$751K
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-85- 7.67% |
$7.31K - $8.57K
|
1.02K
$114K
|
|
Jan 07, 2025
Q4 2024
|
Norway Savings Bank
|
SELL
|
- |
-85- 2.41% |
$7.31K - $8.57K
|
3.44K
$383K
|
|
Feb 13, 2025
Q4 2024
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-88- 2.03% |
$7.56K - $8.87K
|
4.24K
$472K
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-88- 2.85% |
$7.56K - $8.87K
|
3K
$334K
|