Purchases and Sales Made in Q4 2023 in Sirius Xm Holdings Inc. (SIRI)
This table provides information about the institutional ownership of Sirius Xm Holdings Inc. (SIRI) during Q4 2023. The information is specifically focused on institutions that hold shares of SIRIUS XM HOLDINGS INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.09KNew |
$8.62K - $11.9K
|
2.09K
$56.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2.06KNew |
$8.5K - $11.7K
|
2.06K
$55.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.02K+ 1.79% |
$8.32K - $11.5K
|
115K
$3.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
2K+ 10.0% |
$8.24K - $11.4K
|
22K
$597K
|
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.88K+ 0.05% |
$7.76K - $10.7K
|
3.66M
$99.3M
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.88KNew |
$7.73K - $10.7K
|
1.88K
$50.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.83K+ 5.45% |
$7.55K - $10.4K
|
35.4K
$960K
|
|
|
Feb 09, 2024
Q4 2023
|
Stf Management LP
Frisco, TX |
BUY
|
- |
1.75K+ 2.77% |
$7.2K - $9.95K
|
64.9K
$1.76M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
1.7KNew |
$6.99K - $9.66K
|
1.7K
$46K
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
1.66K+ 5.31% |
$6.86K - $9.47K
|
33K
$895K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.43K+ 6.86% |
$5.89K - $8.14K
|
22.3K
$604K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.43K+ 6.86% |
$5.89K - $8.14K
|
22.3K
$604K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
1.39KNew |
$5.72K - $7.9K
|
1.39K
$37.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
1.3K+ 0.43% |
$5.36K - $7.4K
|
305K
$8.27M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1.24KNew |
$5.09K - $7.03K
|
1.24K
$33.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
1.06K+ 4.02% |
$4.38K - $6.05K
|
27.5K
$745K
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1KNew |
$4.12K - $5.69K
|
1K
$27.1K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
1KNew |
$4.12K - $5.69K
|
1K
$27.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
980+ 4900.0% |
$4.04K - $5.58K
|
1K
$27.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
920+ 5.24% |
$3.79K - $5.23K
|
18.5K
$501K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
887+ 7.6% |
$3.65K - $5.05K
|
12.6K
$340K
|
|
|
Feb 14, 2024
Q4 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
748+ 26.14% |
$3.08K - $4.26K
|
3.61K
$97.8K
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
740+ 3.88% |
$3.05K - $4.21K
|
19.8K
$537K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
727+ 4.98% |
$3K - $4.14K
|
15.3K
$416K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
720New |
$2.97K - $4.1K
|
720
$19.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
671+ 409.15% |
$2.76K - $3.82K
|
835
$22.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
600+ 1.71% |
$2.47K - $3.41K
|
35.7K
$968K
|
|
|
Feb 16, 2024
Q4 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
558New |
$2.3K - $3.18K
|
558
$15.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
502+ 0.92% |
$2.07K - $2.86K
|
55.4K
$1.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
476+ 0.49% |
$1.96K - $2.71K
|
97.6K
$2.65M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
422+ 3.78% |
$1.74K - $2.4K
|
11.6K
$314K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
406New |
$1.67K - $2.31K
|
406
$11K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
384+ 300.0% |
$1.58K - $2.18K
|
512
$13.9K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
384+ 300.0% |
$1.58K - $2.18K
|
512
$13.9K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
350+ 11.48% |
$1.44K - $1.99K
|
3.4K
$92.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
346+ 22.27% |
$1.43K - $1.97K
|
1.9K
$51.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
344+ 12.07% |
$1.42K - $1.96K
|
3.2K
$86.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
325+ 2.37% |
$1.34K - $1.85K
|
14K
$381K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
310New |
$1.28K - $1.76K
|
310
$8.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
305New |
$1.26K - $1.74K
|
305
$8.27K
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
300New |
$1.24K - $1.71K
|
300
$8.13K
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
298+ 0.21% |
$1.23K - $1.7K
|
144K
$3.92M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
296+ 11.17% |
$1.22K - $1.68K
|
2.95K
$79.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
290+ 0.42% |
$1.19K - $1.65K
|
69.4K
$1.88M
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
290+ 0.42% |
$1.19K - $1.65K
|
69.4K
$1.88M
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
285New |
$1.17K - $1.62K
|
285
$7.73K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
250New |
$1.03K - $1.42K
|
250
$6.78K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
214+ 0.2% |
$882 - $1.22K
|
106K
$2.87M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
210+ 0.55% |
$865 - $1.19K
|
38.5K
$1.04M
|
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
206+ 0.55% |
$849 - $1.17K
|
37.8K
$1.02M
|