Latest Institutional Transactions on Xeris Biopharma Holdings, Inc. (XERS)
This table provides information on the latest institutional transactions involving Xeris Biopharma Holdings, Inc. (XERS) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
17.1KNew |
$47.6K - $63.9K
|
17.1K
$59.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
754K+ 90.16% |
$2.1M - $2.81M
|
1.59M
$5.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
88.2K+ 106.16% |
$245K - $329K
|
171K
$596K
|
|
|
Feb 10, 2025
Q4 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
13.3K+ 29.25% |
$37.1K - $49.8K
|
58.9K
$205K
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
13.1KNew |
$36.5K - $48.9K
|
13.1K
$45.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
125KNew |
$348K - $467K
|
125K
$436K
|
|
|
Feb 10, 2025
Q4 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-20K- 11.58% |
$55.6K - $74.6K
|
153K
$532K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.77K+ 6.44% |
$7.69K - $10.3K
|
45.7K
$159K
|
|
|
Feb 07, 2025
Q4 2024
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
475KNew |
$1.32M - $1.77M
|
475K
$1.65M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
61+ 13.03% |
$170 - $228
|
529
$1.84K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
847New |
$2.35K - $3.16K
|
847
$2.95K
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
22.5K+ 82.24% |
$62.5K - $83.9K
|
49.8K
$173K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
13.2KNew |
$36.6K - $49K
|
13.2K
$45.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-33- 0.19% |
$91.7 - $123
|
17.5K
$60.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-489- 0.12% |
$1.36K - $1.82K
|
403K
$1.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.92KNew |
$5.33K - $7.15K
|
1.92K
$6.67K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
240+ 114.29% |
$667 - $895
|
450
$1.57K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
3.19K+ 9.34% |
$8.87K - $11.9K
|
37.4K
$130K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-174- 87.0% |
$484 - $649
|
26
$90.5
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.5K- 1.91% |
$4.17K - $5.6K
|
77K
$268K
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
21KNew |
$58.4K - $78.3K
|
21K
$73.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
10.7K+ 10.49% |
$29.9K - $40.1K
|
113K
$394K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
13.3K+ 24.49% |
$37K - $49.7K
|
67.7K
$236K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
7.41K+ 4.27% |
$20.6K - $27.6K
|
181K
$630K
|
|
|
Jan 29, 2025
Q4 2024
|
Legato Capital Management LLC
|
BUY
|
- |
142KNew |
$395K - $530K
|
142K
$495K
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-25.6K- 50.6% |
$71.2K - $95.5K
|
25K
$87K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
1+ 0.0% |
$2.78 - $3.73
|
22.1K
$77K
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-5.7K- 11.86% |
$15.8K - $21.3K
|
42.4K
$147K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-421- 7.81% |
$1.17K - $1.57K
|
4.97K
$17.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-580- 5.22% |
$1.61K - $2.16K
|
10.5K
$36.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3.9K+ 6.19% |
$10.8K - $14.5K
|
66.9K
$233K
|
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
2.95K+ 10.31% |
$8.21K - $11K
|
31.6K
$110K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
12.3KNew |
$34.2K - $46K
|
12.3K
$42.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
7.38K+ 24.24% |
$20.5K - $27.5K
|
37.8K
$132K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
34.5K+ 57.26% |
$95.8K - $129K
|
94.7K
$329K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.5K+ 31.43% |
$15.3K - $20.5K
|
23K
$80K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
254+ 2.04% |
$706 - $947
|
12.7K
$44.1K
|
|
| Q3 2024 | |||||||
|
Feb 07, 2025
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-366- 0.75% |
$754 - $1.08K
|
48.4K
$168K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
67.6K+ 20.83% |
$139K - $200K
|
392K
$1.36M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
40New |
$82.4 - $118
|
40
$139
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
152K+ 87.79% |
$312K - $449K
|
324K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
368K+ 57.28% |
$757K - $1.09M
|
1.01M
$3.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
49.5K+ 11.74% |
$102K - $147K
|
472K
$1.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
18.7KNew |
$38.5K - $55.3K
|
18.7K
$65K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
744K+ 46.24% |
$1.53M - $2.2M
|
2.35M
$8.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-21.9K- 85.66% |
$45.2K - $64.9K
|
3.67K
$12.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Parkman Healthcare Partners LLC
Stamford, CT |
BUY
|
- |
1.56K+ 1.55% |
$3.22K - $4.63K
|
102K
$356K
|
|
|
Nov 14, 2024
Q3 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
196K+ 1317.91% |
$404K - $580K
|
211K
$734K
|
|
|
Nov 14, 2024
Q3 2024
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-140K- 46.67% |
$288K - $414K
|
160K
$557K
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-53.9K- 1.65% |
$111K - $160K
|
3.2M
$11.2M
|
|