Latest Institutional Transactions on Sirius Xm Holdings Inc. (SIRI)
This table provides information on the latest institutional transactions involving Sirius Xm Holdings Inc. (SIRI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-8.69K- 13.1% |
$35.8K - $49.4K
|
57.6K
$1.38M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
1+ 0.29% |
$4.12 - $5.69
|
343
$8.24K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-127K- 32.18% |
$523K - $722K
|
267K
$6.42M
|
|
|
Feb 08, 2024
Q4 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
69.4K+ 28.74% |
$286K - $395K
|
311K
$7.47M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-14.6K- 49.52% |
$60K - $82.8K
|
14.8K
$356K
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-16.8K- 25.16% |
$69.2K - $95.6K
|
50K
$1.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
10.9KNew |
$44.9K - $62K
|
10.9K
$262K
|
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-3- 75.0% |
$12.4 - $17.1
|
1
$24
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
6.78KNew |
$27.9K - $38.6K
|
6.78K
$163K
|
|
|
Feb 07, 2024
Q4 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
8.51K+ 39.71% |
$35.1K - $48.4K
|
29.9K
$719K
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
49.6KNew |
$204K - $282K
|
49.6K
$1.19M
|
|
|
Feb 06, 2024
Q4 2023
|
Boundary Creek Advisors LP
|
SELL
|
CALL |
-1M- 50.0% |
$4.12M - $5.69M
|
1M
$24M
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-4.37K- 30.42% |
$18K - $24.9K
|
10K
$240K
|
|
|
Feb 06, 2024
Q4 2023
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-754- 2.74% |
$3.11K - $4.29K
|
26.8K
$643K
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1KNew |
$4.12K - $5.69K
|
1K
$24K
|
|
|
Feb 01, 2024
Q4 2023
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
SELL
|
- |
-100K- 32.26% |
$412K - $569K
|
210K
$5.04M
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
157+ 1.45% |
$647 - $893
|
11K
$263K
|
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-2.31K- 10.76% |
$9.52K - $13.1K
|
19.2K
$460K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.43K+ 6.86% |
$5.89K - $8.14K
|
22.3K
$535K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2New |
$8.24 - $11.4
|
2
$48
|
|
|
Jan 26, 2024
Q4 2023
|
Impax Asset Management Group PLC
|
BUY
|
- |
154KNew |
$634K - $876K
|
154K
$3.7M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
1.7KNew |
$6.99K - $9.66K
|
1.7K
$40.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
16.6KNew |
$68.6K - $94.7K
|
16.6K
$400K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
19K+ 32.95% |
$78.1K - $108K
|
76.5K
$1.84M
|
|
|
Jan 24, 2024
Q4 2023
|
Bislett Management, LLC
Palo Alto, CA |
SELL
|
- |
-100K- 20.0% |
$412K - $569K
|
400K
$9.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
10.8KNew |
$44.3K - $61.2K
|
10.8K
$258K
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-4K- 87.91% |
$16.5K - $22.8K
|
550
$13.2K
|
|
|
Jan 22, 2024
Q4 2023
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-90- 0.86% |
$371 - $512
|
10.3K
$248K
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
740+ 3.88% |
$3.05K - $4.21K
|
19.8K
$475K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
11.2KNew |
$46.1K - $63.7K
|
11.2K
$269K
|
|
|
Jan 11, 2024
Q4 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-8.64K- 11.77% |
$35.6K - $49.2K
|
64.8K
$1.56M
|
|
|
Jan 10, 2024
Q4 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
11.2K+ 19.33% |
$46K - $63.5K
|
68.9K
$1.65M
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
12+ 0.52% |
$49.4 - $68.3
|
2.32K
$55.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
5KNew |
$20.6K - $28.5K
|
5K
$120K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-14.8K- 85.55% |
$61K - $84.2K
|
2.5K
$60K
|
|
| Q3 2023 | |||||||
|
Dec 09, 2024
Q3 2023
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-205K- 67.24% |
$794K - $1.6M
|
99.7K
$2.39M
|
|
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
618KNew |
$2.4M - $4.83M
|
618K
$14.8M
|
|
|
Aug 22, 2024
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
128KNew |
$495K - $996K
|
128K
$3.06M
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.2K- 41.49% |
$4.66K - $9.37K
|
1.69K
$40.6K
|
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
605+ 5.87% |
$2.35K - $4.73K
|
10.9K
$262K
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
11.6KNew |
$44.9K - $90.5K
|
11.6K
$278K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
900New |
$3.49K - $7.03K
|
900
$21.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-27K- 40.53% |
$105K - $211K
|
39.7K
$953K
|
|
|
Nov 14, 2023
Q3 2023
|
Uss Investment Management LTD
|
BUY
|
- |
105K+ 60.17% |
$406K - $817K
|
279K
$6.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
2.83K+ 2.35% |
$11K - $22.1K
|
123K
$2.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-36.4K- 70.96% |
$141K - $284K
|
14.9K
$358K
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-288- 11.13% |
$1.12K - $2.25K
|
2.3K
$55.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
CALL |
14.9KNew |
$57.8K - $116K
|
14.9K
$358K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
CALL |
75.3KNew |
$292K - $588K
|
75.3K
$1.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Steel Canyon Capital, LLC
Phoenix, AZ |
BUY
|
CALL |
70KNew |
$272K - $547K
|
70K
$1.68M
|
|