Latest Institutional Sells of Exponent Inc (EXPO)
This list provides information on the latest institutional transactions involving Exponent Inc (EXPO) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.23K- 16.63% |
$105K - $119K
|
6.17K
$568K
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-771- 16.1% |
$65.8K - $74.4K
|
4.02K
$370K
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-97- 44.7% |
$8.28K - $9.36K
|
120
$11.1K
|
|
Oct 23, 2023
Q3 2023
|
Copeland Capital Management, LLC
|
SELL
|
- |
-90- 93.75% |
$7.68K - $8.68K
|
6
$553
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-115K- 59.58% |
$9.87M - $11.6M
|
77.7K
$7.16M
|
|
Aug 15, 2023
Q2 2023
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-29.7K- 52.17% |
$2.56M - $3M
|
27.2K
$2.51M
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
SELL
|
- |
-11.7K- 71.39% |
$1.01M - $1.18M
|
4.7K
$433K
|
|
Jul 28, 2023
Q2 2023
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-7.06K- 35.57% |
$608K - $713K
|
12.8K
$1.18M
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.37K- 34.69% |
$118K - $139K
|
2.59K
$238K
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-895- 28.88% |
$77.1K - $90.4K
|
2.2K
$203K
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-581- 9.3% |
$50K - $58.7K
|
5.67K
$522K
|
|
Jul 27, 2023
Q2 2023
|
Core Alternative Capital
|
SELL
|
- |
-114- 50.0% |
$9.82K - $11.5K
|
114
$10.5K
|
|
Aug 08, 2023
Q2 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-100- 3.83% |
$8.61K - $10.1K
|
2.51K
$231K
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-31- 1.35% |
$2.67K - $3.13K
|
2.27K
$209K
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-12- 50.0% |
$1.03K - $1.21K
|
12
$1.11K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 28.57% |
$172 - $202
|
5
$460
|
|
Q1 2023 | |||||||
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-843Closed |
$77.4K - $93.8K
|
0
$0
|
|
May 05, 2023
Q1 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-618- 21.99% |
$56.8K - $68.8K
|
2.19K
$202K
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-247- 10.9% |
$22.7K - $27.5K
|
2.02K
$186K
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
SELL
|
- |
-218- 7.05% |
$20K - $24.3K
|
2.87K
$265K
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-38- 1.82% |
$3.49K - $4.23K
|
2.05K
$189K
|
|
May 09, 2023
Q1 2023
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-35- 9.83% |
$3.22K - $3.89K
|
321
$29.6K
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-2- 6.9% |
$184 - $223
|
27
$2.49K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-1.57K- 1.68% |
$138K - $165K
|
92.1K
$8.48M
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.23K- 11.78% |
$107K - $128K
|
9.18K
$845K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-615- 51.21% |
$53.8K - $64.4K
|
586
$54K
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-74- 47.44% |
$6.48K - $7.75K
|
82
$7.55K
|
|
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-12- 23.08% |
$1.05K - $1.26K
|
40
$3.68K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Atlanta Capital Management CO L L C
Atlanta, GA |
SELL
|
- |
-18.9K- 4.9% |
$1.66M - $1.97M
|
367K
$33.8M
|
|
Nov 14, 2022
Q3 2022
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-10.9K- 6.0% |
$954K - $1.13M
|
171K
$15.7M
|
|
Nov 07, 2022
Q3 2022
|
Td Asset Management Inc
|
SELL
|
- |
-10.7K- 6.56% |
$939K - $1.12M
|
153K
$14.1M
|
|
Nov 14, 2022
Q3 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-2.79K- 72.78% |
$245K - $291K
|
1.04K
$96.1K
|
|
Nov 10, 2022
Q3 2022
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-2.06K- 36.46% |
$181K - $215K
|
3.59K
$331K
|
|
Nov 03, 2022
Q3 2022
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.81K- 14.61% |
$159K - $189K
|
10.6K
$975K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-540- 0.78% |
$47.3K - $56.2K
|
69.1K
$6.36M
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-94.6KClosed |
$7.67M - $10.5M
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
O'Shares Investment Advisers, LLC
|
SELL
|
- |
-9.82KClosed |
$795K - $1.09M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-4.6KClosed |
$373K - $512K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-4.49KClosed |
$363K - $500K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-2.5KClosed |
$202K - $278K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-2.2KClosed |
$178K - $245K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-2.01KClosed |
$163K - $224K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-1.96KClosed |
$159K - $218K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Veriti Management LLC
|
SELL
|
- |
-1.93KClosed |
$156K - $215K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1KClosed |
$81.1K - $112K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-737Closed |
$59.7K - $82.1K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-458Closed |
$37.1K - $51K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-323- 18.05% |
$26.2K - $36K
|
1.47K
$135K
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-290- 62.37% |
$23.5K - $32.3K
|
175
$16.1K
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-187- 78.9% |
$15.1K - $20.8K
|
50
$4.6K
|