Purchases and Sales Made in Q4 2024 in Xp Inc. (XP)
This table provides information about the institutional ownership of Xp Inc. (XP) during Q4 2024. 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 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
3New |
$35.3 - $54.5
|
3
$41.8
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-28- 73.68% |
$330 - $509
|
10
$139
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-39- 78.0% |
$459 - $709
|
11
$153
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-61- 30.2% |
$719 - $1.11K
|
141
$1.96K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-99- 43.04% |
$1.17K - $1.8K
|
131
$1.82K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-107- 5.13% |
$1.26K - $1.94K
|
1.98K
$27.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-337- 89.63% |
$3.97K - $6.12K
|
39
$543
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-484- 28.09% |
$5.7K - $8.79K
|
1.24K
$17.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-524- 82.39% |
$6.17K - $9.52K
|
112
$1.56K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-667- 45.91% |
$7.86K - $12.1K
|
786
$10.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-774- 91.38% |
$9.12K - $14.1K
|
73
$1.02K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-778- 86.93% |
$9.16K - $14.1K
|
117
$1.63K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-972- 62.87% |
$11.5K - $17.7K
|
574
$8K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.13K- 9.84% |
$13.3K - $20.6K
|
10.4K
$145K
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-1.61K- 10.09% |
$18.9K - $29.2K
|
14.3K
$200K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-1.96K- 10.73% |
$23K - $35.5K
|
16.3K
$227K
|
|
|
Feb 10, 2025
Q4 2024
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-2K- 0.24% |
$23.6K - $36.3K
|
840K
$11.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-4.04K- 6.23% |
$47.6K - $73.4K
|
60.7K
$846K
|
|
|
Jan 24, 2025
Q4 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-4.44K- 21.2% |
$52.3K - $80.7K
|
16.5K
$230K
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-4.97K- 17.9% |
$58.5K - $90.2K
|
22.8K
$317K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-6.7K- 37.21% |
$78.9K - $122K
|
11.3K
$157K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-7.93K- 33.49% |
$93.4K - $144K
|
15.7K
$219K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-39.2K- 35.11% |
$461K - $711K
|
72.4K
$1.01M
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-49.5K- 15.78% |
$583K - $899K
|
264K
$3.68M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-54.4K- 1.22% |
$641K - $988K
|
4.41M
$61.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-85.7K- 34.41% |
$1.01M - $1.56M
|
163K
$2.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-180K- 22.83% |
$2.12M - $3.27M
|
608K
$8.47M
|
|
|
Feb 03, 2025
Q4 2024
|
Truxt Investmentos Ltda.
|
SELL
|
- |
-401K- 29.08% |
$4.72M - $7.28M
|
978K
$13.6M
|