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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2021
Q1 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-24Closed |
$729 - $1.93K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Eam Global Investors LLC
Solana Beach, CA |
SELL
|
- |
-18.1KClosed |
$550K - $1.46M
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Eam Investors, LLC
Solana Beach, CA |
SELL
|
- |
-12.8KClosed |
$390K - $1.03M
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-517Closed |
$15.7K - $41.6K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
400New |
$12.2K - $32.2K
|
400
$4.33K
|
|
|
May 05, 2021
Q1 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
8+ 100.0% |
$243 - $644
|
16
$173
|
|
|
Apr 30, 2021
Q1 2021
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-7.9KClosed |
$240K - $636K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Belvedere Trading LLC
|
SELL
|
- |
-11.4KClosed |
$345K - $915K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-13.5KClosed |
$411K - $1.09M
|
0
$0
|
|
|
Apr 08, 2021
Q1 2021
|
Baldwin Brothers LLC
|
BUY
|
- |
1.3K+ 100.0% |
$39.5K - $105K
|
2.6K
$28.2K
|
|
| Q4 2020 | |||||||
|
Feb 10, 2021
Q4 2020
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-118KClosed |
$2.43M - $4.82M
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-200Closed |
$4.11K - $8.16K
|
0
$0
|
|
|
Jan 15, 2021
Q4 2020
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-5.28KClosed |
$109K - $216K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-10KClosed |
$75.9K - $227K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-18.5KClosed |
$140K - $420K
|
0
$0
|
|
|
Oct 22, 2020
Q3 2020
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-10.1KClosed |
$76.7K - $230K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-10.4KClosed |
$36.8K - $89.1K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-322Closed |
$1.14K - $2.76K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-5KClosed |
$17.7K - $42.9K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-525Closed |
$1.86K - $4.5K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Darwin Advisors, LLC
|
SELL
|
- |
-270Closed |
$956 - $2.31K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Biltmore Family Office, LLC
|
SELL
|
- |
-60KClosed |
$212K - $514K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-105- 51.22% |
$368 - $616
|
100
$1.08K
|
|
|
May 13, 2020
Q1 2020
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-113Closed |
$396 - $663
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-633Closed |
$2.22K - $3.72K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-2KClosed |
$7K - $11.7K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
First Command Financial Services, Inc.
|
SELL
|
- |
-772Closed |
$2.7K - $4.53K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
First Command Bank
|
SELL
|
- |
-772Closed |
$2.7K - $4.53K
|
0
$0
|
|
|
Apr 14, 2020
Q1 2020
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-125KClosed |
$438K - $734K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.07KNew |
$8.16K - $12.5K
|
2.07K
$22.4K
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-22.3KClosed |
$106K - $140K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-94Closed |
$447 - $588
|
0
$0
|
|
|
Jul 12, 2019
Q2 2019
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-32.5KClosed |
$154K - $203K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Park West Asset Management LLC
Larkspur, CA |
SELL
|
- |
-175KClosed |
$627K - $1.01M
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Aspire Private Capital, LLC
|
SELL
|
- |
-18Closed |
$64.4 - $104
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 08, 2019
Q4 2018
|
Sandy Spring Bank
|
SELL
|
- |
-1.5KClosed |
$5.22K - $12.6K
|
0
$0
|
|