Latest Institutional Transactions on Qualtrics International Inc. (XM)
This table provides information on the latest institutional transactions involving Qualtrics International Inc. (XM) 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 |
---|---|---|---|---|---|---|---|
Sep 21, 2023
Q4 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
25KNew |
$782K - $1.18M
|
25K
$0
|
|
Feb 15, 2022
Q4 2021
|
Dragoneer Investment Group, LLC
San Francisco, CA |
SELL
|
- |
-800KClosed |
$25M - $37.8M
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
25New |
$782 - $1.18K
|
25
$0
|
|
Feb 14, 2022
Q4 2021
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-41Closed |
$1.28K - $1.94K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Calixto Global Investors, LP
Coral Gables, FL |
SELL
|
- |
-272KClosed |
$8.49M - $12.8M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-473K- 27.03% |
$14.8M - $22.3M
|
1.28M
$0
|
|
Feb 14, 2022
Q4 2021
|
Means Investment Co., Inc.
|
SELL
|
- |
-5.21KClosed |
$163K - $246K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-77.6KClosed |
$2.43M - $3.67M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Alyeska Investment Group, L.P.
Chicago, IL |
SELL
|
- |
-59.9K- 49.91% |
$1.87M - $2.83M
|
60.1K
$0
|
|
Feb 14, 2022
Q4 2021
|
Altimeter Capital Management, LP
Boston, MA |
SELL
|
- |
-1MClosed |
$31.3M - $47.2M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-16.9KClosed |
$527K - $797K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Ao Asset Management, LP
New York, NY |
SELL
|
- |
-157KClosed |
$4.92M - $7.43M
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-4.84KClosed |
$151K - $228K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-4.8KClosed |
$150K - $227K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
200New |
$6.25K - $9.45K
|
200
$0
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.49KClosed |
$109K - $165K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-650- 95.59% |
$20.3K - $30.7K
|
30
$0
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
90+ 45.0% |
$2.81K - $4.25K
|
290
$0
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-39Closed |
$1.22K - $1.84K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-30Closed |
$938 - $1.42K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-119Closed |
$3.72K - $5.62K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
30.5KNew |
$953K - $1.44M
|
30.5K
$0
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-600Closed |
$18.8K - $28.3K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-1.08MClosed |
$36.1M - $51.9M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Interval Partners, LP
New York, NY |
SELL
|
- |
-12KClosed |
$402K - $578K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Rokos Capital Management LLP
London, X0 |
SELL
|
- |
-10KClosed |
$335K - $482K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Sb Investment Advisers (Uk) LTD
London, X0 |
SELL
|
- |
-800KClosed |
$26.8M - $38.5M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.95KClosed |
$199K - $286K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Berylson Capital Partners, LLC
Boston, MA |
SELL
|
- |
-279KClosed |
$9.34M - $13.4M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Sb Global Advisers LTD
London, X0 |
BUY
|
- |
800KNew |
$26.8M - $38.5M
|
800K
$0
|
|
Nov 15, 2021
Q3 2021
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-10KClosed |
$335K - $482K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Shay Capital LLC
New York, NY |
SELL
|
- |
-10KClosed |
$335K - $482K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-124KClosed |
$4.16M - $5.98M
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Perpetual Investment Management LTD
Sydney, C3 |
SELL
|
- |
-13KClosed |
$435K - $626K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-500Closed |
$16.7K - $24.1K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Segantii Capital Management LTD
|
SELL
|
- |
-275KClosed |
$9.2M - $13.2M
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-8KClosed |
$268K - $385K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Ieq Capital, LLC
|
SELL
|
- |
-16.7K- 49.98% |
$558K - $802K
|
16.7K
$0
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
500New |
$16.7K - $24.1K
|
500
$0
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-40Closed |
$1.34K - $1.93K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-95Closed |
$3.18K - $4.57K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-15.5KClosed |
$520K - $748K
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
Lake Point Wealth Management
|
SELL
|
- |
-161Closed |
$5.39K - $7.75K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-23Closed |
$770 - $1.11K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-10Closed |
$335 - $482
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-125Closed |
$4.18K - $6.02K
|
0
$0
|
|
Q2 2021 | |||||||
Feb 11, 2022
Q2 2021
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
168New |
$5.02K - $7.03K
|
168
$0
|
|
Aug 16, 2021
Q2 2021
|
Stephen Mandel
Lone Pine Capital LLC | Greenwich, Ct
|
SELL
|
- |
-650KClosed |
$19.4M - $27.2M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Jericho Capital Asset Management L.P.
New York, NY |
SELL
|
- |
-996KClosed |
$29.7M - $41.7M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Thorn Tree Capital Partners LP
Boston, MA |
BUY
|
CALL |
300KNew |
$8.96M - $12.6M
|
300K
$0
|