Latest Institutional Transactions on Exp World Holdings, Inc. (EXPI)
This table provides information on the latest institutional transactions involving Exp World Holdings, Inc. (EXPI) 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 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-442- 2.82% |
$5.09K - $6.53K
|
15.2K
$165K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
443+ 61.36% |
$5.1K - $6.54K
|
1.17K
$12.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-20K- 35.75% |
$231K - $296K
|
36K
$390K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
293+ 0.38% |
$3.37K - $4.33K
|
78K
$844K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-168- 0.93% |
$1.93K - $2.48K
|
18K
$195K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
176+ 3.15% |
$2.03K - $2.6K
|
5.76K
$62.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
123K+ 9.57% |
$1.42M - $1.82M
|
1.41M
$15.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
113New |
$1.3K - $1.67K
|
113
$1.22K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
416+ 1.9% |
$4.79K - $6.14K
|
22.3K
$241K
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-275- 1.79% |
$3.17K - $4.06K
|
15.1K
$164K
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
SELL
|
- |
-15.8K- 47.61% |
$181K - $233K
|
17.3K
$188K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
98.6KNew |
$1.13M - $1.46M
|
98.6K
$1.07M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-1.1K- 6.98% |
$12.6K - $16.2K
|
14.6K
$158K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4+ 33.33% |
$46 - $59.1
|
16
$173
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
76+ 0.6% |
$875 - $1.12K
|
12.8K
$139K
|
|
|
Feb 05, 2025
Q4 2024
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
10.5KNew |
$121K - $156K
|
10.5K
$114K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-7- 0.35% |
$80.6 - $103
|
1.98K
$21.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
503+ 159.68% |
$5.79K - $7.43K
|
818
$8.86K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-350- 11.53% |
$4.03K - $5.17K
|
2.69K
$29.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
10.8K+ 16346.97% |
$124K - $159K
|
10.9K
$118K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
2.76KNew |
$31.8K - $40.8K
|
2.76K
$29.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
2+ 0.3% |
$23 - $29.5
|
658
$7.13K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
81+ 18.16% |
$932 - $1.2K
|
527
$5.71K
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
10.6K+ 27.88% |
$122K - $156K
|
48.5K
$525K
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-94- 0.39% |
$1.08K - $1.39K
|
24.3K
$263K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
87New |
$1K - $1.28K
|
87
$942
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1+ 0.19% |
$11.5 - $14.8
|
526
$5.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.13K- 8.14% |
$24.5K - $31.4K
|
24K
$260K
|
|
|
Feb 03, 2025
Q4 2024
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-28.5K- 73.28% |
$328K - $420K
|
10.4K
$112K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-399- 16.37% |
$4.59K - $5.89K
|
2.04K
$22.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
58K+ 63.82% |
$668K - $857K
|
149K
$1.61M
|
|
|
Feb 03, 2025
Q4 2024
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
42KNew |
$483K - $620K
|
42K
$455K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
412KNew |
$4.74M - $6.08M
|
412K
$4.46M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-42- 13.82% |
$483 - $620
|
262
$2.84K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
10.6KNew |
$122K - $156K
|
10.6K
$115K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
28+ 2.75% |
$322 - $414
|
1.05K
$11.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-2- 2.2% |
$23 - $29.5
|
89
$964
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
11.2K+ 4.92% |
$129K - $166K
|
240K
$2.6M
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-200- 0.31% |
$2.3K - $2.95K
|
63.9K
$692K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-32.2K- 98.99% |
$371K - $476K
|
330
$3.57K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-660- 1.16% |
$7.6K - $9.75K
|
56.3K
$609K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-82- 7.04% |
$944 - $1.21K
|
1.08K
$11.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.24% |
$1.15K - $1.48K
|
40.8K
$442K
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
2.4K+ 19.17% |
$27.6K - $35.4K
|
14.9K
$162K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
144KNew |
$1.66M - $2.13M
|
144K
$1.56M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
628New |
$7.23K - $9.28K
|
628
$6.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-570- 1.75% |
$6.56K - $8.42K
|
32K
$346K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
94.8KNew |
$1.09M - $1.4M
|
94.8K
$1.03M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-300- 2.64% |
$3.45K - $4.43K
|
11.1K
$120K
|