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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-500- 7.75% |
$9.78K - $13.4K
|
5.95K
$66.4K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-627- 5.24% |
$12.3K - $16.8K
|
11.3K
$126K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-726- 7.7% |
$14.2K - $19.4K
|
8.7K
$97.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-847- 2.9% |
$16.6K - $22.7K
|
28.3K
$316K
|
|
|
Feb 01, 2024
Q4 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-947- 0.34% |
$18.5K - $25.4K
|
276K
$3.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.03K- 6.23% |
$20K - $27.4K
|
15.4K
$172K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.16K- 14.91% |
$22.6K - $31K
|
6.6K
$73.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.18K- 1.96% |
$23K - $31.5K
|
58.9K
$657K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-1.41K- 4.22% |
$27.6K - $37.8K
|
32K
$357K
|
|
|
Jan 22, 2024
Q4 2023
|
Deltec Asset Management LLC
|
SELL
|
- |
-1.5K- 10.71% |
$29.3K - $40.2K
|
12.5K
$140K
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-1.58K- 3.48% |
$30.8K - $42.2K
|
43.8K
$489K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.69K- 3.39% |
$33K - $45.1K
|
48K
$535K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.83K- 10.08% |
$35.9K - $49.1K
|
16.4K
$182K
|
|
|
Feb 01, 2024
Q4 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-1.87K- 49.65% |
$36.5K - $49.9K
|
1.89K
$21.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-1.88K- 0.52% |
$36.7K - $50.3K
|
361K
$4.03M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.89K- 4.83% |
$37K - $50.6K
|
37.3K
$416K
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-2.27K- 0.6% |
$44.4K - $60.8K
|
378K
$4.22M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2.59K- 33.78% |
$50.6K - $69.3K
|
5.07K
$56.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Alkeon Capital Management LLC
New York, NY |
SELL
|
- |
-2.88K- 0.11% |
$56.4K - $77.2K
|
2.61M
$29.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.95K- 22.37% |
$57.8K - $79.1K
|
10.2K
$114K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-3.12K- 3.81% |
$60.9K - $83.4K
|
78.7K
$878K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.18K- 8.62% |
$62.2K - $85.1K
|
33.7K
$376K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-3.2K- 3.93% |
$62.7K - $85.8K
|
78.3K
$874K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.21K- 15.19% |
$62.8K - $86K
|
17.9K
$200K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.3K- 22.52% |
$64.5K - $88.3K
|
11.4K
$127K
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-3.74K- 5.14% |
$73.1K - $100K
|
69K
$771K
|
|
|
Feb 14, 2024
Q4 2023
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-4K- 0.7% |
$78.3K - $107K
|
565K
$6.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
SELL
|
- |
-4.16K- 34.5% |
$81.4K - $111K
|
7.9K
$88.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-7.47K- 37.15% |
$146K - $200K
|
12.6K
$141K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.75K- 7.64% |
$151K - $207K
|
93.6K
$1.04M
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-8.42K- 54.55% |
$165K - $226K
|
7.02K
$78.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-8.64K- 2.63% |
$169K - $231K
|
320K
$3.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.86K- 7.82% |
$193K - $264K
|
116K
$1.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-10.7K- 32.68% |
$209K - $286K
|
22K
$246K
|
|
|
Jan 10, 2024
Q4 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-17.3K- 34.05% |
$338K - $463K
|
33.5K
$374K
|
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-20.3K- 27.49% |
$398K - $545K
|
53.6K
$599K
|
|
|
Feb 14, 2024
Q4 2023
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-22.4K- 52.01% |
$439K - $601K
|
20.7K
$231K
|
|
|
Feb 13, 2024
Q4 2023
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-23.8K- 1.26% |
$465K - $637K
|
1.86M
$20.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Axq Capital, LP
Jersey City, NJ |
SELL
|
- |
-24.4K- 67.78% |
$477K - $653K
|
11.6K
$129K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-30K- 27.55% |
$588K - $805K
|
79K
$882K
|
|
|
Feb 05, 2024
Q4 2023
|
Inca Investments LLC
Miami, FL |
SELL
|
- |
-31.2K- 14.05% |
$609K - $834K
|
191K
$2.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-31.9K- 60.11% |
$624K - $854K
|
21.2K
$236K
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-40.8K- 57.89% |
$797K - $1.09M
|
29.6K
$331K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Well Partners, LLC
Charlotte, NC |
SELL
|
- |
-42.4K- 34.81% |
$829K - $1.14M
|
79.4K
$886K
|
|
|
Aug 19, 2024
Q4 2023
|
Old Well Partners, LLC
Charlotte, NC |
SELL
|
- |
-42.4K- 34.81% |
$829K - $1.14M
|
79.4K
$886K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-45.7K- 87.56% |
$893K - $1.22M
|
6.49K
$72.4K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-47.2K- 99.63% |
$924K - $1.26M
|
176
$1.96K
|
|
|
Feb 15, 2024
Q4 2023
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-51.6K- 0.17% |
$1.01M - $1.38M
|
30.2M
$337M
|
|
|
Feb 14, 2024
Q4 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-58.4K- 11.46% |
$1.14M - $1.56M
|
452K
$5.04M
|
|
|
Sep 30, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-61.7K- 17.94% |
$1.21M - $1.65M
|
282K
$3.15M
|