Latest Institutional Transactions on Exelixis, Inc. (EXEL)
This table provides information on the latest institutional transactions involving Exelixis, Inc. (EXEL) 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, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-2KClosed |
$34.1K - $45.3K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-425Closed |
$7.24K - $9.63K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-53Closed |
$903 - $1.2K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-400Closed |
$6.81K - $9.07K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-188Closed |
$3.2K - $4.26K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-29- 20.28% |
$494 - $657
|
114
$4.1K
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-362Closed |
$6.16K - $8.21K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
James Reed Financial Services, Inc.
Cleveland, OH |
SELL
|
- |
-50Closed |
$852 - $1.13K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
BUY
|
- |
400New |
$6.81K - $9.07K
|
400
$14.4K
|
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-440Closed |
$7.49K - $9.97K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1KNew |
$17K - $22.7K
|
1K
$35.9K
|
|
| Q4 2021 | |||||||
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
100New |
$1.58K - $2.19K
|
100
$3.59K
|
|
|
Feb 14, 2022
Q4 2021
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
SELL
|
- |
-43.4KClosed |
$687K - $949K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-11.6KClosed |
$183K - $253K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-9.66KClosed |
$153K - $211K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-200Closed |
$3.17K - $4.38K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-325Closed |
$5.15K - $7.11K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-37.9KClosed |
$600K - $829K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Bender Robert & Associates
|
SELL
|
- |
-58.5KClosed |
$926K - $1.28M
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-9.78KClosed |
$155K - $214K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-5.3KClosed |
$83.9K - $116K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Tandem Capital Management Corp
|
SELL
|
- |
-9.65KClosed |
$153K - $211K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.35KClosed |
$21.4K - $29.5K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-264- 80.98% |
$4.18K - $5.78K
|
62
$2.23K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
100+ 0.92% |
$1.58K - $2.19K
|
11K
$395K
|
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
BUY
|
- |
150New |
$2.38K - $3.28K
|
150
$5.39K
|
|
|
Jan 19, 2022
Q4 2021
|
Lattice Capital Management, LLC
|
BUY
|
- |
10.1KNew |
$160K - $221K
|
10.1K
$363K
|
|
|
Jan 18, 2022
Q4 2021
|
David J Yvars Group
|
BUY
|
- |
15KNew |
$238K - $328K
|
15K
$539K
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-10.2KClosed |
$161K - $223K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-12Closed |
$196 - $254
|
0
$0
|
|
|
Dec 19, 2023
Q3 2021
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-58Closed |
$945 - $1.23K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-11KClosed |
$179K - $232K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-44Closed |
$717 - $930
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Highland Capital Management Fund Advisors, L.P.
Dallas, TX |
SELL
|
- |
-50KClosed |
$815K - $1.06M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-127KClosed |
$2.07M - $2.69M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-11Closed |
$179 - $233
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-20KClosed |
$326K - $423K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Impax Asset Management Group PLC
|
SELL
|
- |
-130KClosed |
$2.12M - $2.74M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-100Closed |
$1.63K - $2.11K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
27New |
$440 - $571
|
27
$970
|
|
|
Nov 10, 2021
Q3 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-1.1KClosed |
$17.9K - $23.3K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.44KNew |
$23.4K - $30.3K
|
1.44K
$51.6K
|
|
|
Nov 04, 2021
Q3 2021
|
Yorktown Management & Research CO Inc
|
SELL
|
- |
-20.8KClosed |
$339K - $440K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
518New |
$8.44K - $11K
|
518
$18.6K
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Asset Management Inc
|
BUY
|
- |
10K+ 28.99% |
$163K - $211K
|
44.5K
$1.6M
|
|
|
Oct 20, 2021
Q3 2021
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-90.9KClosed |
$1.48M - $1.92M
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-12Closed |
$196 - $254
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-2Closed |
$32.6 - $42.3
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-8- 88.89% |
$130 - $169
|
1
$35.9
|
|
| Q2 2021 | |||||||
|
Sep 22, 2021
Q2 2021
|
Nan Fung Group Holdings LTD
Central, K3 |
BUY
|
- |
64.2KNew |
$1.15M - $1.64M
|
64.2K
$2.31M
|
|