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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-200K- 21.35% |
$2.22M - $4.13M
|
739K
$8M
|
|
|
Aug 11, 2023
Q2 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-94.3K- 62.11% |
$1.04M - $1.94M
|
57.5K
$623K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
PUT |
300KNew |
$3.32M - $6.19M
|
300K
$3.25M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
15.3K+ 7.61% |
$170K - $316K
|
217K
$2.35M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
7+ 8.33% |
$77.5 - $144
|
91
$986
|
|
|
Aug 07, 2023
Q2 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
29.2K+ 846.31% |
$323K - $603K
|
32.7K
$354K
|
|
|
Aug 04, 2023
Q2 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-25.7K- 70.87% |
$285K - $530K
|
10.6K
$114K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
130New |
$1.44K - $2.68K
|
130
$1.41K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
38New |
$421 - $784
|
38
$412
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
80New |
$886 - $1.65K
|
80
$866
|
|
|
Jul 12, 2023
Q2 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
985New |
$10.9K - $20.3K
|
985
$10.7K
|
|
|
Jul 10, 2023
Q2 2023
|
Retireful, LLC
|
BUY
|
- |
94.5KNew |
$1.05M - $1.95M
|
94.5K
$1.02M
|
|
| Q1 2023 | |||||||
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-93Closed |
$1.01K - $1.65K
|
0
$0
|
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
1.59KNew |
$17.3K - $28.2K
|
1.59K
$17.2K
|
|
|
May 15, 2023
Q1 2023
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-52- 0.26% |
$564 - $921
|
20K
$216K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-600- 75.0% |
$6.51K - $10.6K
|
200
$2.17K
|
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
75.4K+ 77.44% |
$818K - $1.34M
|
173K
$1.87M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-100- 26.32% |
$1.09K - $1.77K
|
280
$3.03K
|
|
|
May 15, 2023
Q1 2023
|
Westerly Capital Management, LLC
San Francisco, CA |
BUY
|
PUT |
500New |
$5.43K - $8.86K
|
500
$5.42K
|
|
|
May 10, 2023
Q1 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
34.9KNew |
$378K - $617K
|
34.9K
$378K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
218New |
$2.37K - $3.86K
|
218
$2.36K
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-63- 59.43% |
$684 - $1.12K
|
43
$466
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-15- 6.98% |
$163 - $266
|
200
$2.17K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
572KNew |
$6.21M - $10.1M
|
572K
$6.2M
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
25New |
$271 - $443
|
25
$271
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.65KNew |
$17.9K - $29.3K
|
1.65K
$17.9K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.52% |
$10.9 - $17.7
|
193
$2.09K
|
|
| Q4 2022 | |||||||
|
Jun 28, 2024
Q4 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
200New |
$2.04K - $2.77K
|
200
$2.17K
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
CALL |
10.2KNew |
$104K - $141K
|
10.2K
$110K
|
|
|
Feb 14, 2023
Q4 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
2.87KNew |
$29.3K - $39.7K
|
2.87K
$31.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
160KNew |
$1.63M - $2.21M
|
160K
$1.73M
|
|
|
Feb 14, 2023
Q4 2022
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
SELL
|
- |
-851- 0.09% |
$8.69K - $11.8K
|
983K
$10.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
193New |
$1.97K - $2.67K
|
193
$2.09K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11.7KClosed |
$120K - $162K
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-61.8K- 51.32% |
$631K - $855K
|
58.6K
$635K
|
|
|
Feb 13, 2023
Q4 2022
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-10.9K- 19.37% |
$111K - $150K
|
45.2K
$490K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.03KNew |
$10.5K - $14.3K
|
1.03K
$11.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
8.45K+ 3200.0% |
$86.3K - $117K
|
8.71K
$94.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-4- 36.36% |
$40.8 - $55.3
|
7
$75.8
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
40New |
$408 - $553
|
40
$433
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-52.2K- 82.85% |
$533K - $722K
|
10.8K
$117K
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
200New |
$2.04K - $2.77K
|
200
$2.17K
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
7.95KNew |
$81.2K - $110K
|
7.95K
$86.1K
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-500- 88.03% |
$5.11K - $6.92K
|
68
$736
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
220New |
$2.25K - $3.04K
|
220
$2.38K
|
|
|
Jan 06, 2023
Q4 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
580New |
$5.92K - $8.02K
|
580
$6.28K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-3.68K- 21.4% |
$39.8K - $67K
|
13.5K
$146K
|
|
|
Nov 14, 2022
Q3 2022
|
Cipher Capital LP
New York, NY |
BUY
|
- |
10.7KNew |
$116K - $195K
|
10.7K
$116K
|
|
|
Nov 14, 2022
Q3 2022
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-618- 5.61% |
$6.69K - $11.2K
|
10.4K
$113K
|
|
|
Nov 14, 2022
Q3 2022
|
Delphia (Usa) Inc.
Toronto, A6 |
SELL
|
- |
-1.52K- 12.53% |
$16.4K - $27.6K
|
10.6K
$115K
|
|