Purchases and Sales Made in Q1 2023 in Exponent Inc (EXPO)
This table provides information about the institutional ownership of Exponent Inc (EXPO) during Q1 2023. The information is specifically focused on institutions that hold shares of EXPONENT INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2023
Q1 2023
|
Congress Asset Management CO
|
BUY
|
- |
150+ 0.5% |
$13.8K - $16.7K
|
30.1K
$2.68M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
132+ 2.5% |
$12.1K - $14.7K
|
5.41K
$482K
|
|
|
May 09, 2023
Q1 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
120+ 0.54% |
$11K - $13.4K
|
22.4K
$1.99M
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
114New |
$10.5K - $12.7K
|
114
$10.2K
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
108+ 2.42% |
$9.92K - $12K
|
4.57K
$407K
|
|
|
May 05, 2023
Q1 2023
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
104+ 3.09% |
$9.55K - $11.6K
|
3.47K
$309K
|
|
|
May 11, 2023
Q1 2023
|
Marco Investment Management LLC
|
BUY
|
- |
100+ 3.68% |
$9.19K - $11.1K
|
2.82K
$251K
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
93+ 2.37% |
$8.54K - $10.3K
|
4.01K
$357K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
93+ 3.92% |
$8.54K - $10.3K
|
2.47K
$220K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
87+ 0.15% |
$7.99K - $9.68K
|
59.9K
$5.34M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
83+ 1.96% |
$7.62K - $9.23K
|
4.33K
$386K
|
|
|
Apr 07, 2023
Q1 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
77+ 3.74% |
$7.07K - $8.57K
|
2.13K
$190K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
58+ 966.67% |
$5.33K - $6.45K
|
64
$5.7K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
56+ 35.0% |
$5.14K - $6.23K
|
216
$19.3K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
50+ 1.43% |
$4.59K - $5.56K
|
3.56K
$317K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
36+ 12.81% |
$3.31K - $4.01K
|
317
$28.3K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
35+ 79.55% |
$3.22K - $3.89K
|
79
$7.04K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
34+ 4.25% |
$3.12K - $3.78K
|
834
$74.3K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
31+ 387.5% |
$2.85K - $3.45K
|
39
$3.48K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
28New |
$2.57K - $3.12K
|
28
$2.5K
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
26+ 3.61% |
$2.39K - $2.89K
|
747
$66.6K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
24New |
$2.2K - $2.67K
|
24
$2.14K
|
|
|
May 03, 2023
Q1 2023
|
Baillie Gifford & CO
|
BUY
|
- |
23+ 9.5% |
$2.11K - $2.56K
|
265
$23.6K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
21+ 9.42% |
$1.93K - $2.34K
|
244
$21.8K
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
21New |
$1.93K - $2.34K
|
21
$1.87K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
20+ 15.38% |
$1.84K - $2.23K
|
150
$13.4K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
20New |
$1.84K - $2.23K
|
20
$1.78K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
17+ 65.38% |
$1.56K - $1.89K
|
43
$3.83K
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
14+ 2.69% |
$1.29K - $1.56K
|
535
$47.7K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11+ 0.07% |
$1.01K - $1.22K
|
16.5K
$1.47M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
10+ 1.78% |
$919 - $1.11K
|
573
$51.1K
|
|
|
May 02, 2023
Q1 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
8+ 0.02% |
$735 - $890
|
35.8K
$3.19M
|
|
|
May 15, 2023
Q1 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
6+ 0.09% |
$551 - $668
|
6.38K
$568K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
5+ 4.59% |
$459 - $556
|
114
$10.2K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
5+ 10.0% |
$459 - $556
|
55
$4.9K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
4+ 8.51% |
$367 - $445
|
51
$4.55K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4+ 22.22% |
$367 - $445
|
22
$1.96K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4+ 11.43% |
$367 - $445
|
39
$3.48K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3+ 0.07% |
$276 - $334
|
4.42K
$394K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3+ 0.32% |
$276 - $334
|
949
$84.6K
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2+ 5.41% |
$184 - $223
|
39
$3.48K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 14.29% |
$91.9 - $111
|
8
$713
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1New |
$91.9 - $111
|
1
$89.1
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 10.0% |
$91.9 - $111
|
9
$802
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-2- 6.9% |
$184 - $223
|
27
$2.41K
|
|
|
May 05, 2023
Q1 2023
|
Lindenwold Advisors
|
SELL
|
- |
-5- 0.13% |
$459 - $556
|
3.75K
$334K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-6- 7.32% |
$551 - $668
|
76
$6.77K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-7- 1.93% |
$643 - $779
|
355
$31.6K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-8- 4.28% |
$735 - $890
|
179
$16K
|