Purchases and Sales Made in Q3 2023 in Exp World Holdings, Inc. (EXPI)
This table provides information about the institutional ownership of Exp World Holdings, Inc. (EXPI) during Q3 2023. The information is specifically focused on institutions that hold shares of EXP World Holdings, Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
200New |
$3.25K - $5.07K
|
200
$2.11K
|
|
Nov 15, 2023
Q3 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
196+ 38.06% |
$3.18K - $4.96K
|
711
$7.49K
|
|
Dec 19, 2023
Q3 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
196+ 38.06% |
$3.18K - $4.96K
|
711
$7.49K
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
174+ 140.32% |
$2.83K - $4.41K
|
298
$3.14K
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
161+ 19.88% |
$2.61K - $4.08K
|
971
$10.2K
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
137New |
$2.22K - $3.47K
|
137
$1.44K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
117+ 8.8% |
$1.9K - $2.96K
|
1.45K
$15.2K
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
100+ 0.12% |
$1.62K - $2.53K
|
86.1K
$906K
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
100+ 21.05% |
$1.62K - $2.53K
|
575
$6.05K
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
73+ 24.91% |
$1.19K - $1.85K
|
366
$3.85K
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
50+ 7.35% |
$812 - $1.27K
|
730
$7.69K
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
50New |
$812 - $1.27K
|
50
$527
|
|
Nov 14, 2023
Q3 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
21+ 0.01% |
$341 - $532
|
210K
$2.21M
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
20New |
$325 - $507
|
20
$211
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
15+ 0.14% |
$244 - $380
|
10.8K
$113K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
11+ 6.92% |
$179 - $279
|
170
$1.79K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
11+ 6.92% |
$179 - $279
|
170
$1.79K
|
|
Nov 14, 2023
Q3 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
11+ 0.03% |
$179 - $279
|
35.3K
$372K
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
7+ 6.42% |
$114 - $177
|
116
$1.22K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2+ 0.09% |
$32.5 - $50.7
|
2.13K
$22.4K
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 1.47% |
$16.2 - $25.3
|
69
$727
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1+ 0.41% |
$16.2 - $25.3
|
246
$2.59K
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
1+ 1.09% |
$16.2 - $25.3
|
93
$979
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
1+ 1.09% |
$16.2 - $25.3
|
93
$979
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-1- 0.57% |
$16.2 - $25.3
|
174
$1.83K
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-25- 5.31% |
$406 - $633
|
446
$4.7K
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-49- 10.14% |
$796 - $1.24K
|
434
$4.57K
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-74- 1.26% |
$1.2K - $1.87K
|
5.8K
$61.1K
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-88- 17.05% |
$1.43K - $2.23K
|
428
$4.51K
|
|
Nov 14, 2023
Q3 2023
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-100- 0.74% |
$1.62K - $2.53K
|
13.4K
$141K
|
|
Oct 26, 2023
Q3 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-200- 0.87% |
$3.25K - $5.07K
|
22.8K
$240K
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-207- 0.29% |
$3.36K - $5.24K
|
70.3K
$740K
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-300- 2.73% |
$4.87K - $7.6K
|
10.7K
$112K
|
|
Nov 14, 2023
Q3 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-351- 1.17% |
$5.7K - $8.89K
|
29.5K
$311K
|
|
Oct 23, 2023
Q3 2023
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-409- 1.43% |
$6.64K - $10.4K
|
28.3K
$298K
|
|
May 17, 2024
Q3 2023
|
Cim, LLC
|
SELL
|
- |
-419- 1.69% |
$6.8K - $10.6K
|
24.4K
$257K
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-426- 17.24% |
$6.92K - $10.8K
|
2.05K
$21.5K
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-435- 7.43% |
$7.06K - $11K
|
5.42K
$57.1K
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-519- 0.64% |
$8.43K - $13.1K
|
80.8K
$850K
|
|
Oct 16, 2023
Q3 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-620- 1.28% |
$10.1K - $15.7K
|
47.8K
$504K
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-792- 2.28% |
$12.9K - $20.1K
|
34K
$358K
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-799- 1.39% |
$13K - $20.2K
|
56.5K
$595K
|
|
Nov 09, 2023
Q3 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-925- 6.43% |
$15K - $23.4K
|
13.5K
$142K
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.03K- 3.63% |
$16.7K - $26.1K
|
27.3K
$288K
|
|
Nov 14, 2023
Q3 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-1.16K- 1.97% |
$18.9K - $29.4K
|
57.8K
$609K
|
|
Oct 30, 2023
Q3 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.16K- 2.96% |
$18.9K - $29.5K
|
38.1K
$402K
|
|
Apr 16, 2024
Q3 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-1.2K- 8.04% |
$19.5K - $30.4K
|
13.7K
$144K
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.25K- 8.3% |
$20.3K - $31.7K
|
13.8K
$145K
|
|
Nov 13, 2023
Q3 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-1.48K- 5.89% |
$24.1K - $37.6K
|
23.7K
$250K
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.67K- 0.12% |
$27.2K - $42.4K
|
1.43M
$15M
|