Purchases and Sales Made in Q1 2025 in Concentrix Corp (CNXC)
This table provides information about the institutional ownership of Concentrix Corp (CNXC) during Q1 2025. The information is specifically focused on institutions that hold shares of Concentrix Corp.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
170New |
$7.22K - $11.1K
|
170
$9.78K
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
150+ 1.44% |
$6.37K - $9.76K
|
10.6K
$608K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
145+ 0.9% |
$6.16K - $9.43K
|
16.2K
$934K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
132+ 194.12% |
$5.6K - $8.59K
|
200
$11.5K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
107+ 297.22% |
$4.54K - $6.96K
|
143
$8.23K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
107New |
$4.54K - $6.96K
|
107
$6.16K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
105+ 0.16% |
$4.46K - $6.83K
|
64.7K
$3.72M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
91New |
$3.86K - $5.92K
|
91
$5.24K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
86+ 0.4% |
$3.65K - $5.59K
|
21.7K
$1.25M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
81+ 165.31% |
$3.44K - $5.27K
|
130
$7.48K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
72New |
$3.06K - $4.68K
|
72
$4.14K
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
64New |
$2.72K - $4.16K
|
64
$3.68K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
45+ 58.44% |
$1.91K - $2.93K
|
122
$7.02K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
40New |
$1.7K - $2.6K
|
40
$2.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
38+ 0.52% |
$1.61K - $2.47K
|
7.34K
$422K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
34+ 6.58% |
$1.44K - $2.21K
|
551
$31.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
32New |
$1.36K - $2.08K
|
32
$1.84K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
29+ 9.35% |
$1.23K - $1.89K
|
339
$19.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
28New |
$1.19K - $1.82K
|
28
$1.61K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
23+ 62.16% |
$976 - $1.5K
|
60
$3.45K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
20+ 0.36% |
$849 - $1.3K
|
5.56K
$320K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
18+ 1800.0% |
$764 - $1.17K
|
19
$1.09K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
18New |
$764 - $1.17K
|
18
$1.04K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
15+ 83.33% |
$637 - $976
|
33
$1.9K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
12New |
$509 - $780
|
12
$690
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
12New |
$509 - $780
|
12
$690
|
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
11New |
$467 - $715
|
11
$633
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
11+ 16.92% |
$467 - $715
|
76
$4.37K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
9+ 5.2% |
$382 - $585
|
182
$10.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
6New |
$255 - $390
|
6
$345
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
6New |
$255 - $390
|
6
$345
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
5New |
$212 - $325
|
5
$288
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5New |
$212 - $325
|
5
$288
|
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
5+ 29.41% |
$212 - $325
|
22
$1.27K
|
|
|
May 13, 2025
Q1 2025
|
Distillate Capital Partners LLC
|
BUY
|
- |
3New |
$127 - $195
|
3
$173
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
3New |
$127 - $195
|
3
$173
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
3+ 18.75% |
$127 - $195
|
19
$1.09K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
2+ 22.22% |
$84.9 - $130
|
11
$633
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
1+ 0.21% |
$42.5 - $65
|
488
$28.1K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-3- 0.6% |
$127 - $195
|
493
$28.4K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-6- 11.76% |
$255 - $390
|
45
$2.59K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-7- 30.43% |
$297 - $455
|
16
$920
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-10- 11.63% |
$425 - $650
|
76
$4.37K
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-12- 50.0% |
$509 - $780
|
12
$690
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-13- 20.31% |
$552 - $846
|
51
$2.93K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-14- 28.57% |
$594 - $911
|
35
$2.01K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-14- 0.13% |
$594 - $911
|
10.5K
$606K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-37- 23.27% |
$1.57K - $2.41K
|
122
$7.02K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-38- 64.41% |
$1.61K - $2.47K
|
21
$1.21K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-60- 29.7% |
$2.55K - $3.9K
|
142
$8.17K
|