Institutional Ownership Xeris Biopharma Holdings, Inc. (XERS)
This table provides information about the institutional ownership of Xeris Biopharma Holdings, Inc. (XERS). We have compiled data on the 163 institutions that hold shares in the stock, with a total of 61.5 Million shares, which have been reported (via 13F filing form) to have a value of $334 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
10,536
shares
|
$61,214
0.0% of portfolio
|
Q4 2024
Reduced 5.22%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Mar 18, 2025 Q4 2024 |
10,161
shares
|
$59,035
0.0% of portfolio
|
Q2 2024
Reduced 24.06%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
10,000
shares
|
$58,099
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
6,664
shares
|
$38,717
0.0% of portfolio
|
Q3 2024
Reduced 13.05%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
4,968
shares
|
$28,864
0.0% of portfolio
|
Q4 2024
Reduced 7.81%
|
|
|
Amalgamated Bank
New York, NY |
Feb 04, 2025 Q4 2024 |
4,595
shares
|
$26,696
0.0% of portfolio
|
Q1 2024
Reduced 75.75%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
3,935
shares
|
$22,862
0.0% of portfolio
|
Q4 2024
Added 7.19%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
3,294
shares
|
$19,138
0.0% of portfolio
|
Q4 2022
Reduced 54.25%
|
|
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
Feb 18, 2025 Q4 2024 |
3,130
shares
|
$18,185
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,000
shares
|
$17,430
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
2,055
shares
|
$11,939
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
2,000
shares
|
$11,620
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
1,917
shares
|
$11,137
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
1,896
shares
|
$11,015
0.0% of portfolio
|
Q2 2024
Reduced 9.11%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Feb 13, 2025 Q4 2024 |
1,877
shares
|
$10,905
0.0% of portfolio
|
Q4 2024
Added 937.02%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
1,671
shares
|
$9,708
0.0% of portfolio
|
Q2 2024
Reduced 27.63%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
1,632
shares
|
$9,481
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,113
shares
|
$6,466
0.0% of portfolio
|
Q3 2024
Added 169.49%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
1,000
shares
|
$5,810
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
921
shares
|
$5,351
0.0% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
847
shares
|
$4,921
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
719
shares
|
$4,177
0.0% of portfolio
|
Q3 2024
Added 89.71%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
708
shares
|
$4,113
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
529
shares
|
$3,073
0.0% of portfolio
|
Q4 2024
Added 13.03%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
450
shares
|
$2,614
0.0% of portfolio
|
Q4 2024
Added 114.29%
|