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 |
---|---|---|---|---|---|---|---|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-3.28K- 11.56% |
$11.5K - $19.7K
|
25.1K
$602K
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
11.1KNew |
$38.9K - $66.4K
|
11.1K
$266K
|
|
May 11, 2023
Q1 2023
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
1.6MNew |
$5.6M - $9.57M
|
1.6M
$38.3M
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
8.72K+ 3.87% |
$30.6K - $52.3K
|
234K
$5.62M
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
346New |
$1.21K - $2.08K
|
346
$8.31K
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
150+ 3.0% |
$527 - $900
|
5.15K
$124K
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
19.8KNew |
$69.6K - $119K
|
19.8K
$476K
|
|
May 10, 2023
Q1 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
10.5K+ 40.37% |
$36.8K - $62.8K
|
36.4K
$874K
|
|
May 10, 2023
Q1 2023
|
Axq Capital, LP
Jersey City, NJ |
SELL
|
- |
-26.3K- 64.22% |
$92.5K - $158K
|
14.7K
$352K
|
|
May 10, 2023
Q1 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
4.44K+ 5.36% |
$15.6K - $26.6K
|
87.2K
$2.09M
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
81KNew |
$284K - $486K
|
81K
$1.94M
|
|
May 08, 2023
Q1 2023
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
11.2KNew |
$39.3K - $67.3K
|
11.2K
$269K
|
|
May 08, 2023
Q1 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
100KNew |
$352K - $602K
|
100K
$2.41M
|
|
May 08, 2023
Q1 2023
|
Wolverine Asset Management LLC
|
BUY
|
PUT |
100KNew |
$351K - $600K
|
100K
$2.4M
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
19New |
$66.7 - $114
|
19
$456
|
|
May 05, 2023
Q1 2023
|
Mqs Management LLC
|
SELL
|
- |
-120K- 86.87% |
$421K - $719K
|
18.1K
$435K
|
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
BUY
|
- |
200New |
$702 - $1.2K
|
200
$4.8K
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
4New |
$14 - $24
|
4
$96
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
8.78K+ 251.26% |
$30.8K - $52.7K
|
12.3K
$295K
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-8.24K- 33.92% |
$28.9K - $49.5K
|
16.1K
$386K
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
BUY
|
- |
11+ 0.05% |
$38.6 - $66
|
20.8K
$499K
|
|
May 03, 2023
Q1 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
25.8KNew |
$90.7K - $155K
|
25.8K
$620K
|
|
May 03, 2023
Q1 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
93.2KNew |
$327K - $559K
|
93.2K
$2.24M
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-3.15K- 87.02% |
$11.1K - $18.9K
|
470
$11.3K
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
5New |
$17.5 - $30
|
5
$120
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-52- 3.58% |
$183 - $312
|
1.4K
$33.6K
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
SELL
|
- |
-1.93K- 48.85% |
$6.76K - $11.6K
|
2.02K
$48.4K
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-153- 80.1% |
$537 - $918
|
38
$912
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
11KNew |
$38.7K - $66.2K
|
11K
$265K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.49KNew |
$29.8K - $51K
|
8.49K
$204K
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1K- 60.06% |
$3.51K - $6K
|
665
$16K
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-2.51K- 16.97% |
$8.8K - $15K
|
12.3K
$295K
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-1K- 25.0% |
$3.51K - $6K
|
3K
$72K
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.49K- 29.8% |
$5.23K - $8.94K
|
3.51K
$84.3K
|
|
Apr 24, 2023
Q1 2023
|
Granite Shares Advisors LLC
|
SELL
|
- |
-592- 4.85% |
$2.08K - $3.55K
|
11.6K
$279K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.2KNew |
$4.21K - $7.2K
|
1.2K
$28.8K
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.4% |
$3.51 - $6
|
252
$6.05K
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-400- 14.34% |
$1.4K - $2.4K
|
2.39K
$57.4K
|
|
Apr 19, 2023
Q1 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
13.3KNew |
$46.6K - $79.7K
|
13.3K
$319K
|
|
Apr 18, 2023
Q1 2023
|
Claret Asset Management Corp
|
SELL
|
- |
-30- 0.15% |
$105 - $180
|
19.9K
$479K
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
BUY
|
- |
500New |
$1.76K - $3K
|
500
$12K
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
184+ 245.33% |
$646 - $1.1K
|
259
$6.22K
|
|
Apr 13, 2023
Q1 2023
|
Country Trust Bank
|
BUY
|
- |
400New |
$1.4K - $2.4K
|
400
$9.6K
|
|
Apr 11, 2023
Q1 2023
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-5.45K- 21.73% |
$19.1K - $32.7K
|
19.6K
$471K
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-2.5K- 50.0% |
$8.78K - $15K
|
2.5K
$60K
|
|
Q4 2022 | |||||||
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-158- 10.65% |
$905 - $1.03K
|
1.33K
$31.8K
|
|
May 17, 2024
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
8.41KNew |
$48.2K - $54.6K
|
8.41K
$202K
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
1KNew |
$5.73K - $6.5K
|
1K
$24K
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
2.4K+ 1600.0% |
$13.8K - $15.6K
|
2.55K
$61.2K
|
|
Feb 28, 2023
Q4 2022
|
Trust Investment Advisors
|
BUY
|
- |
150KNew |
$860K - $975K
|
150K
$3.6M
|