Latest Institutional Transactions on Medpace Holdings, Inc. (MEDP)
This table provides information on the latest institutional transactions involving Medpace Holdings, Inc. (MEDP) 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 |
---|---|---|---|---|---|---|---|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
135+ 207.69% |
$25.3K - $32.4K
|
200
$68.5K
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
4New |
$749 - $961
|
4
$1.37K
|
|
Jul 19, 2023
Q2 2023
|
Chicago Trust CO Na
|
BUY
|
- |
839New |
$157K - $202K
|
839
$287K
|
|
Jul 17, 2023
Q2 2023
|
Tributary Capital Management, LLC
|
SELL
|
- |
-10.3K- 24.89% |
$1.93M - $2.48M
|
31.2K
$10.7M
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1New |
$187 - $240
|
1
$342
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
16New |
$3K - $3.84K
|
16
$5.48K
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
3New |
$562 - $721
|
3
$1.03K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 28.57% |
$375 - $480
|
5
$1.71K
|
|
Q1 2023 | |||||||
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
5.61KNew |
$978K - $1.34M
|
5.61K
$1.92M
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-5Closed |
$872 - $1.2K
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-68- 3.2% |
$11.9K - $16.3K
|
2.06K
$704K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-609- 93.84% |
$106K - $146K
|
40
$13.7K
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
20New |
$3.49K - $4.79K
|
20
$6.85K
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
SELL
|
- |
-177- 10.85% |
$30.9K - $42.4K
|
1.46K
$498K
|
|
May 15, 2023
Q1 2023
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
BUY
|
- |
53.6KNew |
$9.34M - $12.8M
|
53.6K
$18.4M
|
|
May 15, 2023
Q1 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
7.51KNew |
$1.31M - $1.8M
|
7.51K
$2.57M
|
|
May 12, 2023
Q1 2023
|
Quantedge Capital Pte LTD
Singapore, U0 |
BUY
|
- |
1.9KNew |
$331K - $455K
|
1.9K
$651K
|
|
May 12, 2023
Q1 2023
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
3.1KNew |
$540K - $743K
|
3.1K
$1.06M
|
|
May 11, 2023
Q1 2023
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
11.4K+ 89.16% |
$1.98M - $2.72M
|
24.1K
$8.26M
|
|
May 11, 2023
Q1 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
2KNew |
$349K - $479K
|
2K
$685K
|
|
May 10, 2023
Q1 2023
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-19.6K- 34.96% |
$3.42M - $4.7M
|
36.5K
$12.5M
|
|
May 05, 2023
Q1 2023
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
2.58KNew |
$450K - $619K
|
2.58K
$884K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
2+ 10.53% |
$349 - $479
|
21
$7.19K
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1New |
$174 - $240
|
1
$342
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-2- 8.33% |
$349 - $479
|
22
$7.53K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
39New |
$6.8K - $9.34K
|
39
$13.4K
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
14New |
$2.44K - $3.35K
|
14
$4.79K
|
|
Apr 24, 2023
Q1 2023
|
Redwood Investments, LLC
|
SELL
|
- |
-3.67K- 7.9% |
$639K - $878K
|
42.8K
$14.6M
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
57New |
$9.94K - $13.7K
|
57
$19.5K
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
12New |
$2.09K - $2.87K
|
12
$4.11K
|
|
Q4 2022 | |||||||
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-9Closed |
$1.38K - $2.04K
|
0
$0
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
112+ 361.29% |
$17.1K - $25.4K
|
143
$49K
|
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
SELL
|
- |
-4.22K- 13.37% |
$646K - $956K
|
27.4K
$9.37M
|
|
Feb 14, 2023
Q4 2022
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
4.25KNew |
$651K - $963K
|
4.25K
$1.46M
|
|
Feb 14, 2023
Q4 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
4+ 9.3% |
$612 - $906
|
47
$16.1K
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
290KNew |
$44.4M - $65.7M
|
290K
$99.4M
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
95New |
$14.5K - $21.5K
|
95
$32.5K
|
|
Feb 14, 2023
Q4 2022
|
Symmetry Peak Management LLC
Radnor, PA |
BUY
|
CALL |
4KNew |
$612K - $906K
|
4K
$1.37M
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
607New |
$92.9K - $138K
|
607
$208K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.41K+ 92.16% |
$216K - $319K
|
2.94K
$1.01M
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
5New |
$765 - $1.13K
|
5
$1.71K
|
|
Feb 13, 2023
Q4 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
3.63KNew |
$556K - $823K
|
3.63K
$1.24M
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
73New |
$11.2K - $16.5K
|
73
$25K
|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
5.34KNew |
$817K - $1.21M
|
5.34K
$1.83M
|
|
Feb 09, 2023
Q4 2022
|
Hamilton Wealth, LLC
|
BUY
|
- |
1.18KNew |
$180K - $267K
|
1.18K
$404K
|
|
Feb 08, 2023
Q4 2022
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-268- 1.59% |
$41K - $60.7K
|
16.6K
$5.67M
|
|
Feb 08, 2023
Q4 2022
|
Trust Investment Advisors
|
BUY
|
- |
2.53KNew |
$387K - $573K
|
2.53K
$866K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.07KNew |
$164K - $243K
|
1.07K
$368K
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.42KNew |
$218K - $322K
|
1.42K
$487K
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
3New |
$459 - $680
|
3
$1.03K
|