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 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-843Closed |
$77.4K - $93.8K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
37KNew |
$3.4M - $4.12M
|
37K
$3.07M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
10+ 1.78% |
$919 - $1.11K
|
573
$47.5K
|
|
|
May 15, 2023
Q1 2023
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
3.06K+ 113.97% |
$281K - $340K
|
5.75K
$476K
|
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
SELL
|
- |
-218- 7.05% |
$20K - $24.3K
|
2.87K
$238K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
20+ 15.38% |
$1.84K - $2.23K
|
150
$12.4K
|
|
|
May 15, 2023
Q1 2023
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
39.4K+ 34.51% |
$3.62M - $4.38M
|
154K
$12.7M
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-247- 10.9% |
$22.7K - $27.5K
|
2.02K
$167K
|
|
|
May 12, 2023
Q1 2023
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
14.1K+ 597.97% |
$1.3M - $1.57M
|
16.5K
$1.37M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
5+ 10.0% |
$459 - $556
|
55
$4.56K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
24New |
$2.2K - $2.67K
|
24
$1.99K
|
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
130K+ 1599.78% |
$12M - $14.5M
|
138K
$11.5M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
576KNew |
$52.9M - $64.1M
|
576K
$47.8M
|
|
|
May 09, 2023
Q1 2023
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-35- 9.83% |
$3.22K - $3.89K
|
321
$26.6K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
165New |
$15.2K - $18.4K
|
165
$13.7K
|
|
|
May 05, 2023
Q1 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-618- 21.99% |
$56.8K - $68.8K
|
2.19K
$182K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
4+ 8.51% |
$367 - $445
|
51
$4.23K
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-38- 1.82% |
$3.49K - $4.23K
|
2.05K
$170K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
56+ 35.0% |
$5.14K - $6.23K
|
216
$17.9K
|
|
|
May 03, 2023
Q1 2023
|
Baillie Gifford & CO
|
BUY
|
- |
23+ 9.5% |
$2.11K - $2.56K
|
265
$22K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1New |
$91.9 - $111
|
1
$82.9
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-2- 6.9% |
$184 - $223
|
27
$2.24K
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.25KNew |
$206K - $250K
|
2.25K
$186K
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
114New |
$10.5K - $12.7K
|
114
$9.45K
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
20.7KNew |
$1.9M - $2.3M
|
20.7K
$1.71M
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
93+ 2.37% |
$8.54K - $10.3K
|
4.01K
$332K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
20New |
$1.84K - $2.23K
|
20
$1.66K
|
|
| Q4 2022 | |||||||
|
May 17, 2023
Q4 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
200+ 1.12% |
$17.5K - $20.9K
|
18K
$1.49M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-615- 51.21% |
$53.8K - $64.4K
|
586
$48.6K
|
|
|
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-12- 23.08% |
$1.05K - $1.26K
|
40
$3.32K
|
|
|
Feb 14, 2023
Q4 2022
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
2.47KNew |
$216K - $259K
|
2.47K
$205K
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
158New |
$13.8K - $16.5K
|
158
$13.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
2.75KNew |
$241K - $288K
|
2.75K
$228K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
7New |
$613 - $733
|
7
$580
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
2.4KNew |
$210K - $251K
|
2.4K
$199K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.23K- 11.78% |
$107K - $128K
|
9.18K
$761K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
13New |
$1.14K - $1.36K
|
13
$1.08K
|
|
|
Feb 14, 2023
Q4 2022
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-1.57K- 1.68% |
$138K - $165K
|
92.1K
$7.64M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
903New |
$79K - $94.6K
|
903
$74.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
2.7KNew |
$237K - $283K
|
2.7K
$224K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
364New |
$31.9K - $38.1K
|
364
$30.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Trust Investment Advisors
|
BUY
|
- |
3.76KNew |
$329K - $393K
|
3.76K
$311K
|
|
|
Feb 08, 2023
Q4 2022
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
3.81KNew |
$334K - $399K
|
3.81K
$316K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
25New |
$2.19K - $2.62K
|
25
$2.07K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3+ 23.08% |
$263 - $314
|
16
$1.33K
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-74- 47.44% |
$6.48K - $7.75K
|
82
$6.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
826+ 5.43% |
$72.3K - $86.5K
|
16K
$1.33M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
34New |
$2.98K - $3.56K
|
34
$2.82K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
9New |
$788 - $942
|
9
$746
|
|