Purchases and Sales Made in Q4 2023 in Xp Inc. (XP)
This table provides information about the institutional ownership of Xp Inc. (XP) during Q4 2023. The information is specifically focused on institutions that hold shares of XP Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
245+ 29.55% |
$4.79K - $6.56K
|
1.07K
$13.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
205New |
$4.01K - $5.49K
|
205
$2.62K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
197+ 3.27% |
$3.85K - $5.28K
|
6.22K
$79.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
191New |
$3.74K - $5.11K
|
191
$2.44K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
140+ 0.73% |
$2.74K - $3.75K
|
19.2K
$246K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
135New |
$2.64K - $3.62K
|
135
$1.73K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
129+ 176.71% |
$2.52K - $3.45K
|
202
$2.58K
|
|
|
Feb 12, 2024
Q4 2023
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
112+ 0.2% |
$2.19K - $3K
|
56.8K
$726K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
108+ 1.09% |
$2.11K - $2.89K
|
10K
$128K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
100New |
$1.96K - $2.68K
|
100
$1.28K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
96New |
$1.88K - $2.57K
|
96
$1.23K
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
95+ 0.9% |
$1.86K - $2.54K
|
10.6K
$136K
|
|
|
Feb 14, 2024
Q4 2023
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
90New |
$1.76K - $2.41K
|
90
$1.15K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
88New |
$1.72K - $2.36K
|
88
$1.13K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
73New |
$1.43K - $1.95K
|
73
$934
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
69New |
$1.35K - $1.85K
|
69
$883
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
55New |
$1.08K - $1.47K
|
55
$703
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
38New |
$743 - $1.02K
|
38
$486
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
37+ 52.11% |
$724 - $991
|
108
$1.38K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
33+ 55.0% |
$645 - $884
|
93
$1.19K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
31New |
$606 - $830
|
31
$396
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
27+ 108.0% |
$528 - $723
|
52
$665
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
15+ 3.77% |
$293 - $402
|
413
$5.28K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
13+ 10.74% |
$254 - $348
|
134
$1.71K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
10New |
$196 - $268
|
10
$128
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
9New |
$176 - $241
|
9
$115
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
7New |
$137 - $187
|
7
$89.5
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
2+ 1.94% |
$39.1 - $53.6
|
105
$1.34K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2New |
$39.1 - $53.6
|
2
$25.6
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1New |
$19.6 - $26.8
|
1
$12.8
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-11- 0.51% |
$215 - $295
|
2.16K
$27.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-22- 0.13% |
$430 - $589
|
17.5K
$224K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-44- 46.81% |
$861 - $1.18K
|
50
$640
|
|
|
Feb 08, 2024
Q4 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-57- 0.45% |
$1.11K - $1.53K
|
12.5K
$160K
|
|
|
Feb 02, 2024
Q4 2023
|
Tandem Capital Management Corp
|
SELL
|
- |
-60- 0.24% |
$1.17K - $1.61K
|
25.1K
$321K
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
SELL
|
- |
-79- 0.54% |
$1.55K - $2.12K
|
14.5K
$185K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-113- 2.99% |
$2.21K - $3.03K
|
3.66K
$46.8K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-115- 9.71% |
$2.25K - $3.08K
|
1.07K
$13.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-123- 15.93% |
$2.41K - $3.29K
|
649
$8.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-123- 32.71% |
$2.41K - $3.29K
|
253
$3.24K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-139- 29.51% |
$2.72K - $3.72K
|
332
$4.25K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-145- 87.35% |
$2.84K - $3.88K
|
21
$269
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-160- 5.25% |
$3.13K - $4.28K
|
2.89K
$36.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-185- 1.8% |
$3.62K - $4.95K
|
10.1K
$129K
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-200- 1.1% |
$3.91K - $5.36K
|
17.9K
$229K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-204- 0.04% |
$3.99K - $5.46K
|
499K
$6.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Credit Agricole S A
|
SELL
|
- |
-240- 2.21% |
$4.69K - $6.43K
|
10.6K
$136K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-343- 1.19% |
$6.71K - $9.19K
|
28.5K
$364K
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-348- 4.5% |
$6.81K - $9.32K
|
7.39K
$94.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-372- 3.25% |
$7.28K - $9.96K
|
11.1K
$142K
|