Latest Institutional Transactions on Xp Inc. (XP)
This table provides information on the latest institutional transactions involving Xp Inc. (XP) 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 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-484- 28.09% |
$5.7K - $8.79K
|
1.24K
$18.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-524- 82.39% |
$6.17K - $9.52K
|
112
$1.64K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-667- 45.91% |
$7.86K - $12.1K
|
786
$11.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-85.7K- 34.41% |
$1.01M - $1.56M
|
163K
$2.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
98KNew |
$1.15M - $1.78M
|
98K
$1.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
90+ 169.81% |
$1.06K - $1.64K
|
143
$2.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
31.9KNew |
$376K - $580K
|
31.9K
$468K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-972- 62.87% |
$11.5K - $17.7K
|
574
$8.42K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.13K- 9.84% |
$13.3K - $20.6K
|
10.4K
$152K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-54.4K- 1.22% |
$641K - $988K
|
4.41M
$64.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
BUY
|
- |
41New |
$483 - $745
|
41
$601
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
2.15KNew |
$25.3K - $39.1K
|
2.15K
$31.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
11New |
$130 - $200
|
11
$161
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.68K+ 144.09% |
$19.8K - $30.6K
|
2.85K
$41.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
75New |
$884 - $1.36K
|
75
$1.1K
|
|
|
Feb 04, 2025
Q4 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
1.5K+ 1.39% |
$17.7K - $27.3K
|
110K
$1.61M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
5+ 6.41% |
$58.9 - $90.9
|
83
$1.22K
|
|
|
Feb 03, 2025
Q4 2024
|
Truxt Investmentos Ltda.
|
SELL
|
- |
-401K- 29.08% |
$4.72M - $7.28M
|
978K
$14.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Seafarer Capital Partners, LLC
|
BUY
|
- |
466K+ 12.93% |
$5.49M - $8.47M
|
4.07M
$59.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-49.5K- 15.78% |
$583K - $899K
|
264K
$3.88M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.89K+ 541.2% |
$34K - $52.5K
|
3.42K
$50.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
22.4KNew |
$264K - $407K
|
22.4K
$329K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
123New |
$1.45K - $2.23K
|
123
$1.8K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
14.4K+ 5.78% |
$170K - $262K
|
264K
$3.87M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.2K+ 6.12% |
$14.1K - $21.8K
|
20.8K
$305K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
8.01K+ 17.49% |
$94.3K - $145K
|
53.8K
$789K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-774- 91.38% |
$9.12K - $14.1K
|
73
$1.07K
|
|
|
Jan 30, 2025
Q4 2024
|
Inca Investments LLC
Miami, FL |
BUY
|
- |
39.1K+ 2.96% |
$460K - $710K
|
1.36M
$19.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
14.9K+ 3.6% |
$176K - $271K
|
429K
$6.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-99- 43.04% |
$1.17K - $1.8K
|
131
$1.92K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.87K+ 76.65% |
$33.8K - $52.2K
|
6.62K
$97.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-1.96K- 10.73% |
$23K - $35.5K
|
16.3K
$239K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-180K- 22.83% |
$2.12M - $3.27M
|
608K
$8.92M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
50+ 45.05% |
$589 - $909
|
161
$2.36K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-7.93K- 33.49% |
$93.4K - $144K
|
15.7K
$231K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
7+ 6.67% |
$82.5 - $127
|
112
$1.64K
|
|
|
Jan 27, 2025
Q4 2024
|
Ninety One Uk LTD
London, X0 |
BUY
|
- |
528K+ 20.84% |
$6.22M - $9.6M
|
3.06M
$44.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.98K+ 12.31% |
$35.1K - $54.2K
|
27.2K
$399K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-6.7K- 37.21% |
$78.9K - $122K
|
11.3K
$166K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
10.4K+ 60.16% |
$123K - $190K
|
27.8K
$407K
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
22.8KNew |
$268K - $414K
|
22.8K
$334K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
152New |
$1.79K - $2.76K
|
152
$2.23K
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
BUY
|
- |
3.5K+ 24.89% |
$41.3K - $63.6K
|
17.6K
$258K
|
|
|
Jan 24, 2025
Q4 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-4.44K- 21.2% |
$52.3K - $80.7K
|
16.5K
$242K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-28- 73.68% |
$330 - $509
|
10
$147
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
15New |
$177 - $273
|
15
$220
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
9New |
$106 - $164
|
9
$132
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
79.8K+ 16.77% |
$941K - $1.45M
|
556K
$8.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
16.6K+ 18.36% |
$196K - $302K
|
107K
$1.57M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-4.04K- 6.23% |
$47.6K - $73.4K
|
60.7K
$891K
|