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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
1.38K+ 16.66% |
$16.3K - $25.1K
|
9.69K
$133K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.2K+ 6.12% |
$14.1K - $21.8K
|
20.8K
$286K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.03K+ 22.03% |
$12.2K - $18.8K
|
5.72K
$78.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
441+ 2.27% |
$5.19K - $8.01K
|
19.9K
$273K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
210New |
$2.47K - $3.82K
|
210
$2.89K
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
172+ 358.33% |
$2.03K - $3.13K
|
220
$3.03K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
152New |
$1.79K - $2.76K
|
152
$2.09K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
146+ 10.26% |
$1.72K - $2.65K
|
1.57K
$21.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
135+ 60.54% |
$1.59K - $2.45K
|
358
$4.92K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
123New |
$1.45K - $2.23K
|
123
$1.69K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
92+ 12.19% |
$1.08K - $1.67K
|
847
$11.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
90+ 169.81% |
$1.06K - $1.64K
|
143
$1.97K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
75New |
$884 - $1.36K
|
75
$1.03K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
50+ 45.05% |
$589 - $909
|
161
$2.21K
|
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
BUY
|
- |
41New |
$483 - $745
|
41
$564
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
37New |
$436 - $672
|
37
$509
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
33New |
$389 - $600
|
33
$454
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
15New |
$177 - $273
|
15
$206
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
11New |
$130 - $200
|
11
$151
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
10New |
$118 - $182
|
10
$138
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
9New |
$106 - $164
|
9
$124
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
9New |
$106 - $164
|
9
$124
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
7+ 6.67% |
$82.5 - $127
|
112
$1.54K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
5+ 6.41% |
$58.9 - $90.9
|
83
$1.14K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
3New |
$35.3 - $54.5
|
3
$41.3
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-22- 56.41% |
$259 - $400
|
17
$234
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-28- 73.68% |
$330 - $509
|
10
$138
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-39- 0.43% |
$459 - $709
|
8.98K
$124K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-39- 78.0% |
$459 - $709
|
11
$151
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-61- 30.2% |
$719 - $1.11K
|
141
$1.94K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-99- 43.04% |
$1.17K - $1.8K
|
131
$1.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-100- 0.07% |
$1.18K - $1.82K
|
139K
$1.91M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-107- 5.13% |
$1.26K - $1.94K
|
1.98K
$27.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-248- 8.95% |
$2.92K - $4.51K
|
2.52K
$34.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-285- 5.76% |
$3.36K - $5.18K
|
4.66K
$64.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-286- 82.9% |
$3.37K - $5.2K
|
59
$811
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-337- 89.63% |
$3.97K - $6.12K
|
39
$536
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-484- 28.09% |
$5.7K - $8.79K
|
1.24K
$17K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-524- 82.39% |
$6.17K - $9.52K
|
112
$1.54K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-667- 45.91% |
$7.86K - $12.1K
|
786
$10.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-774- 91.38% |
$9.12K - $14.1K
|
73
$1K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-778- 86.93% |
$9.16K - $14.1K
|
117
$1.61K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-886- 45.18% |
$10.4K - $16.1K
|
1.08K
$14.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-972- 62.87% |
$11.5K - $17.7K
|
574
$7.89K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.13K- 9.84% |
$13.3K - $20.6K
|
10.4K
$143K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1.41K- 16.86% |
$16.6K - $25.6K
|
6.94K
$95.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-1.55K- 8.35% |
$18.3K - $28.2K
|
17K
$234K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.6K- 9.75% |
$18.8K - $29K
|
14.8K
$203K
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-1.61K- 10.09% |
$18.9K - $29.2K
|
14.3K
$197K
|