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State Street Corp

Q3 2023 vs Q4 2023

Comparing institutional holders between quarters

Quarters

Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
IAT Reinsurance Co Ltd.
NEW
Shares200,000
Change+200,000
Value$5.0M
Filed 2024-02-08
Bartlett & Co. Wealth Management LLC
DECREASED
Shares108,644 from 112,970
Change-4,326 (-4%)
Value$2.7M (-$111.7K)
Filed 2024-02-14
Bartlett & Co. LLC
DECREASED
Shares108,644 from 112,970
Change-4,326 (-4%)
Value$2.7K (-$112)
Filed 2024-01-08
PNC Financial Services Group, Inc.
INCREASED
Shares1,465 from 1,254
Change+211 (+17%)
Value$36.7K (+$5.2K)
Filed 2024-03-22
Atlas Capital Advisors Inc.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$25.0K (-$30)
Filed 2024-02-15
Operose Advisors LLC
CLOSED
Shares0 from 80
Change-80 (-100%)
Value$0 (-$2.0K)
Filed 2024-02-12
ORG Partners LLC
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$501)
Filed 2024-01-29
Status
IAT Reinsurance Co Ltd.
NEW200,000—+200,000——$5.0M—2024-02-08
Bartlett & Co. Wealth Management LLC
DECREASED108,644112,970-4,326-4%$2.8M$2.7M-$111.7K2024-02-14
Bartlett & Co. LLC
DECREASED108,644112,970-4,326-4%$2.8K$2.7K-$1122024-01-08
PNC Financial Services Group, Inc.
INCREASED1,4651,254+211+17%$31.4K$36.7K+$5.2K2024-03-22
Atlas Capital Advisors Inc.
UNCHANGED1,0001,00000%$25.1K$25.0K-$302024-02-15
Operose Advisors LLC
CLOSED080-80-100%$2.0K$0-$2.0K2024-02-12
ORG Partners LLC
CLOSED020-20-100%$501$0-$5012024-01-29
Showing 7 of 7 institutions