Purchases and Sales Made in Q4 2023 in Concentrix Corp (CNXC)
This table provides information about the institutional ownership of Concentrix Corp (CNXC) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
123+ 9.06% |
$8.93K - $12.3K
|
1.48K
$66.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Summer Haven Investment Management, LLC
|
BUY
|
- |
114+ 1.39% |
$8.28K - $11.4K
|
8.32K
$374K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
108+ 981.82% |
$7.84K - $10.8K
|
119
$5.35K
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
94New |
$6.82K - $9.41K
|
94
$4.23K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
91New |
$6.61K - $9.11K
|
91
$4.09K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
64New |
$4.65K - $6.41K
|
64
$2.88K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
56New |
$4.07K - $5.61K
|
56
$2.52K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
51New |
$3.7K - $5.11K
|
51
$2.29K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
41+ 4.03% |
$2.98K - $4.1K
|
1.06K
$47.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
39+ 46.99% |
$2.83K - $3.9K
|
122
$5.48K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
34New |
$2.47K - $3.4K
|
34
$1.53K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
31New |
$2.25K - $3.1K
|
31
$1.39K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
30+ 19.87% |
$2.18K - $3K
|
181
$8.14K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
30+ 61.22% |
$2.18K - $3K
|
79
$3.55K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
29New |
$2.11K - $2.9K
|
29
$1.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
25New |
$1.81K - $2.5K
|
25
$1.12K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
23New |
$1.67K - $2.3K
|
23
$1.03K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
20+ 1.33% |
$1.45K - $2K
|
1.52K
$68.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
17+ 0.36% |
$1.23K - $1.7K
|
4.74K
$213K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
13New |
$944 - $1.3K
|
13
$584
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
11+ 7.43% |
$798 - $1.1K
|
159
$7.15K
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
10+ 0.08% |
$726 - $1K
|
12.6K
$566K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
9+ 2.88% |
$653 - $901
|
321
$14.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
7+ 7.45% |
$508 - $701
|
101
$4.54K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
5+ 4.95% |
$363 - $501
|
106
$4.76K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
4New |
$290 - $400
|
4
$180
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
4New |
$290 - $400
|
4
$180
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
4New |
$290 - $400
|
4
$180
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3New |
$218 - $300
|
3
$135
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3+ 5.88% |
$218 - $300
|
54
$2.43K
|
|
|
Jan 23, 2024
Q4 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
2+ 0.01% |
$145 - $200
|
13.9K
$624K
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-1- 2.7% |
$72.6 - $100
|
36
$1.62K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-5- 41.67% |
$363 - $501
|
7
$315
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-7- 53.85% |
$508 - $701
|
6
$270
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-10- 7.87% |
$726 - $1K
|
117
$5.26K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-18- 18.37% |
$1.31K - $1.8K
|
80
$3.6K
|
|
|
Jan 19, 2024
Q4 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-20- 0.04% |
$1.45K - $2K
|
51.9K
$2.33M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-23- 17.42% |
$1.67K - $2.3K
|
109
$4.9K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-32- 91.43% |
$2.32K - $3.2K
|
3
$135
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-91- 54.49% |
$6.61K - $9.11K
|
76
$3.42K
|
|
|
Jan 30, 2024
Q4 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-99- 2.12% |
$7.19K - $9.91K
|
4.58K
$206K
|
|
|
Feb 01, 2024
Q4 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-107- 0.38% |
$7.77K - $10.7K
|
27.8K
$1.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-116- 4.71% |
$8.42K - $11.6K
|
2.35K
$105K
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
SELL
|
- |
-125- 1.66% |
$9.07K - $12.5K
|
7.42K
$334K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-153- 4.61% |
$11.1K - $15.3K
|
3.17K
$142K
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-237- 3.89% |
$17.2K - $23.7K
|
5.85K
$263K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-242- 15.9% |
$17.6K - $24.2K
|
1.28K
$57.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-271- 20.64% |
$19.7K - $27.1K
|
1.04K
$46.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-291- 8.0% |
$21.1K - $29.1K
|
3.35K
$150K
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-298- 8.21% |
$21.6K - $29.8K
|
3.33K
$150K
|