Purchases and Sales Made in Q3 2023 in Xpeng Inc. (XPEV)
This table provides information about the institutional ownership of Xpeng Inc. (XPEV) during Q3 2023. The information is specifically focused on institutions that hold shares of XPENG INC..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.78K+ 35.38% |
$24.9K - $41.6K
|
6.8K
$116K
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.63K+ 11.47% |
$22.8K - $38.1K
|
15.9K
$269K
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.49K+ 46.41% |
$20.9K - $34.9K
|
4.71K
$80.1K
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.17K+ 2.52% |
$16.3K - $27.3K
|
47.4K
$806K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.14K+ 6.09% |
$16K - $26.8K
|
19.9K
$339K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.14K+ 6.09% |
$16K - $26.8K
|
19.9K
$339K
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
990+ 5.5% |
$13.8K - $23.2K
|
19K
$322K
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
800+ 20.51% |
$11.2K - $18.7K
|
4.7K
$79.9K
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
781+ 32.98% |
$10.9K - $18.3K
|
3.15K
$53.5K
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
732+ 7.08% |
$10.2K - $17.1K
|
11.1K
$188K
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
710+ 8.56% |
$9.93K - $16.6K
|
9.01K
$153K
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
609+ 4.13% |
$8.51K - $14.2K
|
15.3K
$261K
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
451+ 2.94% |
$6.3K - $10.5K
|
15.8K
$268K
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
437+ 3.84% |
$6.11K - $10.2K
|
11.8K
$201K
|
|
Nov 13, 2023
Q3 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
433+ 130.42% |
$6.05K - $10.1K
|
765
$13K
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
225+ 1.71% |
$3.15K - $5.26K
|
13.4K
$228K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
208+ 7.32% |
$2.91K - $4.87K
|
3.05K
$51.8K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
200New |
$2.8K - $4.68K
|
200
$3.4K
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
148+ 822.22% |
$2.07K - $3.46K
|
166
$2.82K
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
120+ 120.0% |
$1.68K - $2.81K
|
220
$3.74K
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
97New |
$1.36K - $2.27K
|
97
$1.65K
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
80+ 100.0% |
$1.12K - $1.87K
|
160
$2.72K
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
47+ 7.52% |
$657 - $1.1K
|
672
$11.4K
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
45New |
$629 - $1.05K
|
45
$765
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
40+ 80.0% |
$559 - $936
|
90
$1.53K
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
12New |
$168 - $281
|
12
$204
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
8+ 1.09% |
$112 - $187
|
740
$12.6K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 0.16% |
$83.9 - $140
|
3.77K
$64.1K
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
5New |
$69.9 - $117
|
5
$84.9
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-51- 0.98% |
$713 - $1.19K
|
5.16K
$87.7K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-108- 51.92% |
$1.51K - $2.53K
|
100
$1.7K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-127- 84.67% |
$1.78K - $2.97K
|
23
$391
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-139- 0.83% |
$1.94K - $3.25K
|
16.6K
$281K
|
|
Oct 25, 2023
Q3 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-219- 2.54% |
$3.06K - $5.12K
|
8.4K
$143K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-300- 15.0% |
$4.19K - $7.02K
|
1.7K
$28.9K
|
|
Nov 13, 2023
Q3 2023
|
Profund Advisors LLC
|
SELL
|
- |
-480- 1.49% |
$6.71K - $11.2K
|
31.8K
$541K
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.38K- 2.02% |
$19.3K - $32.3K
|
66.9K
$1.14M
|
|
Oct 10, 2023
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.38K- 2.02% |
$19.3K - $32.3K
|
66.9K
$1.14M
|
|
Oct 10, 2023
Q3 2023
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-1.38K- 3.55% |
$19.3K - $32.3K
|
37.6K
$639K
|
|
Nov 14, 2023
Q3 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-2.18K- 99.95% |
$30.4K - $50.9K
|
1
$17
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-2.49K- 6.95% |
$34.7K - $58.1K
|
33.3K
$565K
|
|
Nov 14, 2023
Q3 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-2.52K- 6.11% |
$35.2K - $58.8K
|
38.7K
$657K
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.03K- 9.6% |
$42.4K - $70.9K
|
28.6K
$485K
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-3.91K- 15.32% |
$54.7K - $91.5K
|
21.6K
$367K
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-6.27K- 7.87% |
$87.6K - $147K
|
73.4K
$1.25M
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-9.85K- 2.79% |
$138K - $230K
|
343K
$5.83M
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-11.1K- 29.42% |
$156K - $261K
|
26.7K
$454K
|
|
Nov 13, 2023
Q3 2023
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-13.9K- 31.98% |
$194K - $324K
|
29.5K
$501K
|