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 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
485+ 4.47% |
$41.7K - $48.9K
|
11.3K
$1.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
481+ 6.64% |
$41.3K - $48.5K
|
7.73K
$822K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
475+ 3.74% |
$40.8K - $47.9K
|
13.2K
$1.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
469New |
$40.3K - $47.3K
|
469
$49.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
459+ 11.07% |
$39.5K - $46.3K
|
4.61K
$490K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
446+ 4.79% |
$38.3K - $44.9K
|
9.76K
$1.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
446+ 10.02% |
$38.3K - $44.9K
|
4.9K
$521K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
444+ 0.87% |
$38.2K - $44.7K
|
51.5K
$5.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
435+ 10.15% |
$37.4K - $43.8K
|
4.72K
$502K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
423New |
$36.4K - $42.6K
|
423
$45K
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
420+ 4.38% |
$36.1K - $42.3K
|
10K
$1.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
418+ 60.06% |
$35.9K - $42.1K
|
1.11K
$118K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
415+ 14.76% |
$35.7K - $41.8K
|
3.23K
$343K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
412+ 2942.86% |
$35.4K - $41.5K
|
426
$45.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
401+ 7.89% |
$34.5K - $40.4K
|
5.48K
$583K
|
|
|
May 09, 2025
Q4 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
400New |
$34.4K - $40.3K
|
400
$42.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
396+ 1800.0% |
$34K - $39.9K
|
418
$44.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
390+ 27.56% |
$33.5K - $39.3K
|
1.81K
$192K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
384+ 2.34% |
$33K - $38.7K
|
16.8K
$1.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
382+ 18.09% |
$32.8K - $38.5K
|
2.49K
$265K
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
378+ 7.27% |
$32.5K - $38.1K
|
5.58K
$593K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
369+ 8.17% |
$31.7K - $37.2K
|
4.88K
$519K
|
|
|
Feb 12, 2025
Q4 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
311+ 187.35% |
$26.7K - $31.3K
|
477
$50.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
310+ 1.11% |
$26.6K - $31.2K
|
28.2K
$3M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
302+ 9.86% |
$26K - $30.4K
|
3.37K
$358K
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
300+ 6.38% |
$25.8K - $30.2K
|
5K
$532K
|
|
|
Feb 13, 2025
Q4 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
279+ 2.86% |
$24K - $28.1K
|
10K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
276+ 2.55% |
$23.7K - $27.8K
|
11.1K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
276+ 1.21% |
$23.7K - $27.8K
|
23K
$2.45M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
258+ 4.79% |
$22.2K - $26K
|
5.64K
$600K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
257+ 7.57% |
$22.1K - $25.9K
|
3.65K
$388K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
256New |
$22K - $25.8K
|
256
$27.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
240+ 9.85% |
$20.6K - $24.2K
|
2.68K
$285K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
232+ 5.46% |
$19.9K - $23.4K
|
4.48K
$477K
|
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
229+ 0.19% |
$19.7K - $23.1K
|
121K
$12.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
218+ 3.67% |
$18.7K - $22K
|
6.15K
$654K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
211+ 8.59% |
$18.1K - $21.3K
|
2.67K
$284K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
211New |
$18.1K - $21.3K
|
211
$22.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
209+ 6.85% |
$18K - $21.1K
|
3.26K
$347K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
206+ 1.81% |
$17.7K - $20.8K
|
11.6K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
205New |
$17.6K - $20.7K
|
205
$21.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
197+ 116.57% |
$16.9K - $19.9K
|
366
$38.9K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
197+ 36.96% |
$16.9K - $19.9K
|
730
$77.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
197New |
$16.9K - $19.9K
|
197
$20.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
191New |
$16.4K - $19.2K
|
191
$20.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
185+ 0.2% |
$15.9K - $18.6K
|
91.4K
$9.72M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
180+ 6.69% |
$15.5K - $18.1K
|
2.87K
$305K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
167New |
$14.4K - $16.8K
|
167
$17.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
166New |
$14.3K - $16.7K
|
166
$17.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
158New |
$13.6K - $15.9K
|
158
$16.8K
|