Latest Institutional Transactions on Exl Service Holdings, Inc. (EXLS)
This table provides information on the latest institutional transactions involving Exl Service Holdings, Inc. (EXLS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 10, 2025
Q4 2024
|
West Tower Group, LLC
Richmond, VA |
SELL
|
- |
-6.5K- 20.97% |
$248K - $306K
|
24.5K
$1.1M
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
12.3KNew |
$467K - $577K
|
12.3K
$551K
|
|
Feb 10, 2025
Q4 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
29.8K+ 95.21% |
$1.14M - $1.4M
|
61.1K
$2.74M
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
1.84K+ 8.52% |
$69.9K - $86.3K
|
23.4K
$1.05M
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
32+ 14.22% |
$1.22K - $1.5K
|
257
$11.5K
|
|
Feb 10, 2025
Q4 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
282+ 0.72% |
$10.7K - $13.3K
|
39.2K
$1.76M
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
79New |
$3.01K - $3.71K
|
79
$3.55K
|
|
Feb 10, 2025
Q4 2024
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-1.33M- 20.5% |
$50.6M - $62.5M
|
5.15M
$231M
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.49KNew |
$209K - $258K
|
5.49K
$246K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
272+ 5.76% |
$10.4K - $12.8K
|
5K
$224K
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-9.11K- 10.85% |
$347K - $428K
|
74.9K
$3.36M
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
153New |
$5.83K - $7.19K
|
153
$6.87K
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
748+ 6.58% |
$28.5K - $35.2K
|
12.1K
$544K
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-41.4K- 59.1% |
$1.58M - $1.95M
|
28.6K
$1.29M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.05K+ 10.07% |
$230K - $284K
|
66.1K
$2.97M
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
157+ 70.4% |
$5.98K - $7.38K
|
380
$17.1K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-822- 1.71% |
$31.3K - $38.7K
|
47.3K
$2.12M
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
5New |
$191 - $235
|
5
$224
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
304New |
$11.6K - $14.3K
|
304
$13.6K
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
9.28K+ 57.04% |
$354K - $437K
|
25.6K
$1.15M
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
67.1K+ 143.95% |
$2.56M - $3.16M
|
114K
$5.1M
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
100New |
$3.81K - $4.7K
|
100
$4.49K
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-200- 0.52% |
$7.62K - $9.4K
|
38.1K
$1.71M
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-9.17K- 0.42% |
$349K - $431K
|
2.15M
$96.6M
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
22New |
$838 - $1.03K
|
22
$988
|
|
Feb 06, 2025
Q4 2024
|
Alta Capital Management LLC
|
BUY
|
- |
4.63KNew |
$176K - $218K
|
4.63K
$208K
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
1.75K+ 7.02% |
$66.5K - $82.1K
|
26.6K
$1.19M
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-239- 4.46% |
$9.11K - $11.2K
|
5.12K
$230K
|
|
Feb 06, 2025
Q4 2024
|
Geneva Capital Management LLC
|
SELL
|
- |
-57.5K- 1.22% |
$2.19M - $2.7M
|
4.64M
$208M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.19MNew |
$45.4M - $56M
|
1.19M
$53.5M
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-4.38K- 8.3% |
$167K - $206K
|
48.3K
$2.17M
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
27New |
$1.03K - $1.27K
|
27
$1.21K
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
29+ 0.06% |
$1.1K - $1.36K
|
46.8K
$2.1M
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.78KNew |
$182K - $225K
|
4.78K
$215K
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
196KNew |
$7.45M - $9.2M
|
196K
$8.78M
|
|
Feb 05, 2025
Q4 2024
|
Versor Investments LP
|
BUY
|
- |
2.1K+ 25.0% |
$80K - $98.7K
|
10.5K
$471K
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
6.37K+ 3.19% |
$243K - $300K
|
206K
$9.25M
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.49K- 13.01% |
$95K - $117K
|
16.7K
$748K
|
|
Feb 05, 2025
Q4 2024
|
Chase Investment Counsel Corp
|
BUY
|
- |
12.3KNew |
$469K - $579K
|
12.3K
$553K
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.36K- 18.46% |
$51.9K - $64K
|
6.01K
$270K
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
105New |
$4K - $4.94K
|
105
$4.71K
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-2- 0.87% |
$76.2 - $94
|
229
$10.3K
|
|
Feb 04, 2025
Q4 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-1.59K- 5.49% |
$60.5K - $74.7K
|
27.4K
$1.23M
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
102+ 3.85% |
$3.89K - $4.8K
|
2.75K
$124K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-2.54K- 8.74% |
$96.7K - $119K
|
26.5K
$1.19M
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-79- 0.11% |
$3.01K - $3.71K
|
73.8K
$3.31M
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-732- 4.23% |
$27.9K - $34.4K
|
16.6K
$744K
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
100+ 0.31% |
$3.81K - $4.7K
|
32.7K
$1.47M
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.74K- 11.66% |
$105K - $129K
|
20.8K
$933K
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5KNew |
$190K - $235K
|
5K
$224K
|