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 15, 2021
Q3 2021
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-1.78KClosed |
$159K - $213K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-141Closed |
$12.6K - $16.9K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-2.33KClosed |
$209K - $279K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-970Closed |
$86.8K - $116K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-1.95KClosed |
$174K - $233K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-17Closed |
$1.52K - $2.03K
|
0
$0
|
|
Oct 25, 2021
Q3 2021
|
Exos Asset Management LLC
New York, NY |
SELL
|
- |
-312Closed |
$27.9K - $37.3K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
47New |
$4.2K - $5.62K
|
47
$3.9K
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
53New |
$4.74K - $6.34K
|
53
$4.39K
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-62Closed |
$5.55K - $7.41K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 17, 2021
Q2 2021
|
West Branch Capital LLC
|
BUY
|
- |
170New |
$14.6K - $17.4K
|
170
$14.1K
|
|
Aug 16, 2021
Q2 2021
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-2.17KClosed |
$187K - $222K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
44New |
$3.79K - $4.5K
|
44
$3.65K
|
|
Aug 13, 2021
Q2 2021
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-2.72KClosed |
$234K - $279K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Mackay Shields LLC
|
SELL
|
- |
-2.8KClosed |
$241K - $286K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Milestone Advisory Partners
|
SELL
|
- |
-2.07KClosed |
$178K - $212K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-136KClosed |
$11.7M - $13.9M
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Bridgefront Capital, LLC
Austin, TX |
SELL
|
- |
-2.65KClosed |
$228K - $271K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-2.44KClosed |
$210K - $249K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-43Closed |
$3.7K - $4.4K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-48Closed |
$4.13K - $4.91K
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-6.97KClosed |
$600K - $713K
|
0
$0
|
|
Jul 23, 2021
Q2 2021
|
Foundry Partners, LLC
|
SELL
|
- |
-17.6KClosed |
$1.51M - $1.8M
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-14Closed |
$1.2K - $1.43K
|
0
$0
|
|
Jul 19, 2021
Q2 2021
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-3.66KClosed |
$315K - $374K
|
0
$0
|
|
Jul 16, 2021
Q2 2021
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-92.4KClosed |
$7.95M - $9.45M
|
0
$0
|
|
Jul 16, 2021
Q2 2021
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-48Closed |
$4.13K - $4.91K
|
0
$0
|
|
Q1 2021 | |||||||
Jan 10, 2025
Q1 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-18.2K- 87.27% |
$1.5M - $1.81M
|
2.65K
$220K
|
|
May 14, 2021
Q1 2021
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-4.59KClosed |
$379K - $458K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-19.3KClosed |
$1.59M - $1.92M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-130Closed |
$10.7K - $13K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-36Closed |
$2.97K - $3.59K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Alphasimplex Group, LLC
Boston, MA |
SELL
|
- |
-13KClosed |
$1.07M - $1.29M
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-134Closed |
$11.1K - $13.4K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-2.3KClosed |
$190K - $230K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-197Closed |
$16.3K - $19.6K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-30Closed |
$2.48K - $2.99K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-9.03KClosed |
$746K - $900K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-2.24KClosed |
$185K - $223K
|
0
$0
|
|
Apr 21, 2021
Q1 2021
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-2.52KClosed |
$208K - $251K
|
0
$0
|
|
Apr 19, 2021
Q1 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-38Closed |
$3.14K - $3.79K
|
0
$0
|
|
Apr 16, 2021
Q1 2021
|
Motco
|
SELL
|
- |
-101Closed |
$8.34K - $10.1K
|
0
$0
|
|
Apr 06, 2021
Q1 2021
|
American Research & Management Co.
|
BUY
|
- |
110New |
$9.08K - $11K
|
110
$9.12K
|
|
Q4 2020 | |||||||
Feb 13, 2024
Q4 2020
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
38New |
$2.64K - $3.42K
|
38
$3.15K
|
|
Mar 10, 2023
Q4 2020
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
3.62KNew |
$252K - $326K
|
3.62K
$300K
|
|
Nov 12, 2021
Q4 2020
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
142New |
$9.88K - $12.8K
|
142
$11.8K
|
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-435Closed |
$30.3K - $39.2K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-339Closed |
$23.6K - $30.5K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3KClosed |
$208K - $270K
|
0
$0
|