Purchases and Sales Made in Q4 2023 in Expeditors International Of Washington Inc (EXPD)
This table provides information about the institutional ownership of Expeditors International Of Washington Inc (EXPD) during Q4 2023. The information is specifically focused on institutions that hold shares of EXPEDITORS INTERNATIONAL OF WASHINGTON INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
32New |
$3.45K - $4.13K
|
32
$3.53K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
30+ 34.48% |
$3.23K - $3.87K
|
117
$12.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
30+ 0.98% |
$3.23K - $3.87K
|
3.08K
$340K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
27New |
$2.91K - $3.48K
|
27
$2.98K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
26New |
$2.8K - $3.35K
|
26
$2.87K
|
|
|
Jan 29, 2024
Q4 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
25+ 0.14% |
$2.69K - $3.22K
|
18K
$1.99M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
23+ 0.32% |
$2.48K - $2.96K
|
7.24K
$799K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
23New |
$2.48K - $2.96K
|
23
$2.54K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
23New |
$2.48K - $2.96K
|
23
$2.54K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
20New |
$2.16K - $2.58K
|
20
$2.21K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
20+ 7.6% |
$2.16K - $2.58K
|
283
$31.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
20+ 0.71% |
$2.16K - $2.58K
|
2.83K
$313K
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
BUY
|
- |
19New |
$2.05K - $2.45K
|
19
$2.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
18New |
$1.94K - $2.32K
|
18
$1.99K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
17+ 0.35% |
$1.83K - $2.19K
|
4.85K
$535K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
16+ 0.76% |
$1.72K - $2.06K
|
2.14K
$236K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
16New |
$1.72K - $2.06K
|
16
$1.77K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
15+ 0.5% |
$1.62K - $1.93K
|
3.02K
$333K
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
BUY
|
- |
15+ 0.29% |
$1.62K - $1.93K
|
5.13K
$567K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
15+ 3.09% |
$1.62K - $1.93K
|
501
$55.3K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
14+ 350.0% |
$1.51K - $1.8K
|
18
$1.99K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
13+ 5.04% |
$1.4K - $1.68K
|
271
$29.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
12+ 0.4% |
$1.29K - $1.55K
|
3.01K
$332K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
12+ 3.42% |
$1.29K - $1.55K
|
363
$40.1K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
11+ 4.66% |
$1.19K - $1.42K
|
247
$27.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
11New |
$1.19K - $1.42K
|
11
$1.21K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
11+ 7.48% |
$1.19K - $1.42K
|
158
$17.4K
|
|
|
Jan 22, 2024
Q4 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
11+ 0.41% |
$1.19K - $1.42K
|
2.73K
$301K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
10New |
$1.08K - $1.29K
|
10
$1.1K
|
|
|
Jan 19, 2024
Q4 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
9+ 0.05% |
$970 - $1.16K
|
19.9K
$2.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
8+ 4.94% |
$862 - $1.03K
|
170
$18.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
8New |
$862 - $1.03K
|
8
$883
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
8+ 0.82% |
$862 - $1.03K
|
985
$109K
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
8+ 0.06% |
$862 - $1.03K
|
14.5K
$1.6M
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
8+ 14.29% |
$862 - $1.03K
|
64
$7.06K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
7New |
$754 - $902
|
7
$773
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7+ 3.47% |
$754 - $902
|
209
$23.1K
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
BUY
|
- |
6+ 0.25% |
$647 - $773
|
2.43K
$268K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
6+ 3.09% |
$647 - $773
|
200
$22.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
6New |
$647 - $773
|
6
$662
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
5New |
$539 - $645
|
5
$552
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
5+ 1.97% |
$539 - $645
|
259
$28.6K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3+ 4.35% |
$323 - $387
|
72
$7.95K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
3+ 4.29% |
$323 - $387
|
73
$8.06K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3+ 0.59% |
$323 - $387
|
510
$56.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
2+ 0.11% |
$216 - $258
|
1.79K
$197K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
2+ 1.94% |
$216 - $258
|
105
$11.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2+ 0.2% |
$216 - $258
|
1.02K
$113K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1+ 0.63% |
$108 - $129
|
161
$17.8K
|
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 1.23% |
$108 - $129
|
82
$9.05K
|