Latest Institutional Purchases of Exponent Inc (EXPO)
This list provides information on the latest institutional transactions involving Exponent Inc (EXPO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
81New |
$6.56K - $9.02K
|
81
$6.34K
|
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
46New |
$3.73K - $5.12K
|
46
$3.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
15New |
$1.22K - $1.67K
|
15
$1.17K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
14New |
$1.13K - $1.56K
|
14
$1.1K
|
|
|
Aug 12, 2022
Q2 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
3+ 0.04% |
$243 - $334
|
8.4K
$657K
|
|
| Q1 2022 | |||||||
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
36New |
$3.04K - $4.21K
|
36
$2.82K
|
|
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
22New |
$1.86K - $2.57K
|
22
$1.72K
|
|
| Q4 2021 | |||||||
|
Jan 24, 2022
Q4 2021
|
Cordasco Financial Network
|
BUY
|
- |
6.62KNew |
$731K - $829K
|
6.62K
$518K
|
|
|
Mar 03, 2022
Q4 2021
|
Better Wealth, LLC
|
BUY
|
- |
4.67KNew |
$515K - $585K
|
4.67K
$365K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
97New |
$10.7K - $12.2K
|
97
$7.59K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
34New |
$3.75K - $4.26K
|
34
$2.66K
|
|
| Q3 2021 | |||||||
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
53New |
$4.74K - $6.34K
|
53
$4.15K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
47New |
$4.2K - $5.62K
|
47
$3.68K
|
|
| Q2 2021 | |||||||
|
Aug 17, 2021
Q2 2021
|
West Branch Capital LLC
|
BUY
|
- |
170New |
$14.6K - $17.4K
|
170
$13.3K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
44New |
$3.79K - $4.5K
|
44
$3.44K
|
|
| Q1 2021 | |||||||
|
Apr 06, 2021
Q1 2021
|
American Research & Management Co.
|
BUY
|
- |
110New |
$9.08K - $11K
|
110
$8.61K
|
|
|
Jan 10, 2025
Q1 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Rheos Capital Works Inc.
|
BUY
|
- |
86.1KNew |
$5.99M - $7.75M
|
86.1K
$6.74M
|
|
|
Mar 10, 2023
Q4 2020
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
3.62KNew |
$252K - $326K
|
3.62K
$283K
|
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
150New |
$10.4K - $13.5K
|
150
$11.7K
|
|
|
Nov 12, 2021
Q4 2020
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
142New |
$9.88K - $12.8K
|
142
$11.1K
|
|
|
Feb 13, 2024
Q4 2020
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
38New |
$2.64K - $3.42K
|
38
$2.97K
|
|
| Q3 2020 | |||||||
|
Oct 20, 2020
Q3 2020
|
Everence Capital Management Inc
|
BUY
|
PUT |
8.21KNew |
$586K - $690K
|
8.21K
$643K
|
|
| Q2 2020 | |||||||
|
Jul 31, 2020
Q2 2020
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
17.5KNew |
$1.1M - $1.42M
|
17.5K
$1.37M
|
|
|
Aug 12, 2020
Q2 2020
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
5.09KNew |
$319K - $412K
|
5.09K
$398K
|
|
| Q1 2020 | |||||||
|
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
BUY
|
- |
1.38KNew |
$81.7K - $113K
|
1.38K
$108K
|
|
| Q3 2019 | |||||||
|
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
BUY
|
- |
1+ 0.23% |
$58.1 - $71.8
|
444
$34.8K
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
100New |
$3.86K - $5.23K
|
100
$7.83K
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
31.7KNew |
$1.12M - $1.21M
|
31.7K
$2.48M
|
|