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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
84+ 3.02% |
$7.22K - $8.47K
|
2.87K
$285K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
81+ 2.59% |
$6.96K - $8.16K
|
3.21K
$319K
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
77+ 1.1% |
$6.62K - $7.76K
|
7.1K
$706K
|
|
|
Jan 15, 2025
Q4 2024
|
Woodstock Corp
|
BUY
|
- |
70+ 0.07% |
$6.02K - $7.05K
|
100K
$9.95M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
70+ 1.44% |
$6.02K - $7.05K
|
4.92K
$489K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
65New |
$5.59K - $6.55K
|
65
$6.46K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
61+ 20.07% |
$5.24K - $6.15K
|
365
$36.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
59+ 1.96% |
$5.07K - $5.95K
|
3.07K
$305K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
57+ 2.26% |
$4.9K - $5.74K
|
2.58K
$256K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
50+ 0.35% |
$4.3K - $5.04K
|
14.5K
$1.44M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
45New |
$3.87K - $4.54K
|
45
$4.47K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
38+ 13.77% |
$3.27K - $3.83K
|
314
$31.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
32+ 1.34% |
$2.75K - $3.22K
|
2.42K
$241K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
30New |
$2.58K - $3.02K
|
30
$2.98K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
28+ 10.73% |
$2.41K - $2.82K
|
289
$28.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
27+ 0.31% |
$2.32K - $2.72K
|
8.74K
$869K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
23+ 0.68% |
$1.98K - $2.32K
|
3.4K
$338K
|
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
22+ 0.56% |
$1.89K - $2.22K
|
3.92K
$390K
|
|
|
Jan 23, 2025
Q4 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
21+ 0.71% |
$1.81K - $2.12K
|
2.99K
$297K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
21+ 0.49% |
$1.81K - $2.12K
|
4.34K
$432K
|
|
|
Jan 31, 2025
Q4 2024
|
Cardinal Capital Management
|
BUY
|
- |
16+ 0.03% |
$1.38K - $1.61K
|
53.7K
$5.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
15+ 0.38% |
$1.29K - $1.51K
|
3.96K
$394K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
15+ 60.0% |
$1.29K - $1.51K
|
40
$3.98K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
14+ 13.21% |
$1.2K - $1.41K
|
120
$11.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
14+ 1.62% |
$1.2K - $1.41K
|
876
$87.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
14+ 1.56% |
$1.2K - $1.41K
|
911
$90.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
11+ 0.39% |
$946 - $1.11K
|
2.8K
$278K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
11+ 0.27% |
$946 - $1.11K
|
4.04K
$402K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
10+ 100.0% |
$860 - $1.01K
|
20
$1.99K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
9New |
$774 - $907
|
9
$895
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8+ 18.6% |
$688 - $806
|
51
$5.07K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
6+ 5.88% |
$516 - $605
|
108
$10.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
5+ 0.09% |
$430 - $504
|
5.59K
$556K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
5+ 21.74% |
$430 - $504
|
28
$2.78K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
3+ 0.09% |
$258 - $302
|
3.38K
$336K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3+ 0.07% |
$258 - $302
|
4.3K
$427K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2+ 1.75% |
$172 - $202
|
116
$11.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
2+ 1.22% |
$172 - $202
|
166
$16.5K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2+ 0.09% |
$172 - $202
|
2.26K
$224K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 3.45% |
$86 - $101
|
30
$2.98K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.62% |
$86 - $101
|
162
$16.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 7.14% |
$172 - $202
|
26
$2.59K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-4- 1.06% |
$344 - $403
|
375
$37.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
SELL
|
- |
-5- 0.19% |
$430 - $504
|
2.61K
$259K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6- 0.19% |
$516 - $605
|
3.12K
$311K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-8- 38.1% |
$688 - $806
|
13
$1.29K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-8- 13.33% |
$688 - $806
|
52
$5.17K
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-10- 0.59% |
$860 - $1.01K
|
1.68K
$167K
|
|
|
Jan 31, 2025
Q4 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-10- 0.03% |
$860 - $1.01K
|
39.4K
$3.92M
|