Latest Institutional Transactions on Exponent Inc (EXPO)
This table provides information on the latest institutional transactions involving Exponent Inc (EXPO) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-11.9K- 65.02% |
$1.02M - $1.15M
|
6.4K
$531K
|
|
|
Nov 14, 2023
Q3 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
2.41KNew |
$206K - $232K
|
2.41K
$200K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
60+ 17.65% |
$5.12K - $5.79K
|
400
$33.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
8.08KNew |
$690K - $780K
|
8.08K
$670K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-771- 16.1% |
$65.8K - $74.4K
|
4.02K
$333K
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
46New |
$3.93K - $4.44K
|
46
$3.81K
|
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
3.35KNew |
$286K - $323K
|
3.35K
$278K
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
459New |
$39.2K - $44.3K
|
459
$38.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-1.6K- 45.17% |
$137K - $155K
|
1.95K
$161K
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
38.8KNew |
$3.31M - $3.74M
|
38.8K
$3.21M
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
21New |
$1.79K - $2.03K
|
21
$1.74K
|
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
67New |
$5.72K - $6.46K
|
67
$5.55K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.23K- 16.63% |
$105K - $119K
|
6.17K
$511K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
202New |
$17.2K - $19.5K
|
202
$16.7K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
76+ 104.11% |
$6.49K - $7.33K
|
149
$12.4K
|
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
4.01KNew |
$342K - $387K
|
4.01K
$332K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
110New |
$9.39K - $10.6K
|
110
$9.12K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
215+ 6.05% |
$18.3K - $20.7K
|
3.77K
$313K
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-97- 44.7% |
$8.28K - $9.36K
|
120
$9.95K
|
|
|
Oct 23, 2023
Q3 2023
|
Copeland Capital Management, LLC
|
SELL
|
- |
-90- 93.75% |
$7.68K - $8.68K
|
6
$497
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
44New |
$3.75K - $4.25K
|
44
$3.65K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
79New |
$6.74K - $7.62K
|
79
$6.55K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
5+ 4.31% |
$427 - $482
|
121
$10K
|
|
| Q2 2023 | |||||||
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
7.21KNew |
$620K - $728K
|
7.21K
$597K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.37K- 34.69% |
$118K - $139K
|
2.59K
$214K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
4New |
$344 - $404
|
4
$332
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
11New |
$947 - $1.11K
|
11
$912
|
|
|
Aug 15, 2023
Q2 2023
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-29.7K- 52.17% |
$2.56M - $3M
|
27.2K
$2.26M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
26New |
$2.24K - $2.63K
|
26
$2.16K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-12- 50.0% |
$1.03K - $1.21K
|
12
$995
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
12New |
$1.03K - $1.21K
|
12
$995
|
|
|
Aug 14, 2023
Q2 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-115K- 59.58% |
$9.87M - $11.6M
|
77.7K
$6.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
46.7K+ 40.36% |
$4.02M - $4.72M
|
162K
$13.5M
|
|
|
Aug 11, 2023
Q2 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
260+ 12.15% |
$22.4K - $26.3K
|
2.4K
$199K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.48K+ 8.16% |
$214K - $251K
|
32.9K
$2.72M
|
|
|
Aug 11, 2023
Q2 2023
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
4.31KNew |
$371K - $435K
|
4.31K
$357K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-581- 9.3% |
$50K - $58.7K
|
5.67K
$470K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
34New |
$2.93K - $3.43K
|
34
$2.82K
|
|
|
Jul 28, 2023
Q2 2023
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-7.06K- 35.57% |
$608K - $713K
|
12.8K
$1.06M
|
|
|
Jul 27, 2023
Q2 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
5.52KNew |
$475K - $558K
|
5.52K
$458K
|
|
|
Jul 27, 2023
Q2 2023
|
Core Alternative Capital
|
SELL
|
- |
-114- 50.0% |
$9.82K - $11.5K
|
114
$9.45K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
4.94KNew |
$425K - $499K
|
4.94K
$409K
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
SELL
|
- |
-11.7K- 71.39% |
$1.01M - $1.18M
|
4.7K
$390K
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-895- 28.88% |
$77.1K - $90.4K
|
2.2K
$183K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
170+ 3.59% |
$14.6K - $17.2K
|
4.91K
$407K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-31- 1.35% |
$2.67K - $3.13K
|
2.27K
$188K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
6New |
$517 - $606
|
6
$497
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
36New |
$3.1K - $3.64K
|
36
$2.98K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 28.57% |
$172 - $202
|
5
$415
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
52New |
$4.48K - $5.25K
|
52
$4.31K
|
|