Latest Institutional Transactions on Exl Service Holdings, Inc. (EXLS)
This table provides information on the latest institutional transactions involving Exl Service Holdings, Inc. (EXLS) 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 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
90New |
$3.97K - $4.66K
|
90
$3.91K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
4.55KNew |
$201K - $236K
|
4.55K
$198K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
52+ 0.37% |
$2.29K - $2.69K
|
14.3K
$621K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
121New |
$5.34K - $6.27K
|
121
$5.26K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
862+ 424.63% |
$38K - $44.7K
|
1.07K
$46.3K
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
575+ 51.8% |
$25.4K - $29.8K
|
1.69K
$73.2K
|
|
|
May 05, 2025
Q1 2025
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-700- 2.56% |
$30.9K - $36.3K
|
26.7K
$1.16M
|
|
|
May 05, 2025
Q1 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
9.95KNew |
$439K - $515K
|
9.95K
$432K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
951New |
$42K - $49.3K
|
951
$41.3K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
4.42KNew |
$195K - $229K
|
4.42K
$192K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
6.44KNew |
$284K - $333K
|
6.44K
$280K
|
|
|
Apr 30, 2025
Q1 2025
|
Values First Advisors, Inc.
|
SELL
|
- |
-19- 0.44% |
$838 - $984
|
4.31K
$187K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
652+ 18.92% |
$28.8K - $33.8K
|
4.1K
$178K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
439New |
$19.4K - $22.7K
|
439
$19.1K
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
20.6K+ 51.8% |
$911K - $1.07M
|
60.5K
$2.63M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
244+ 4.98% |
$10.8K - $12.6K
|
5.14K
$223K
|
|
|
Apr 23, 2025
Q1 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-150- 0.87% |
$6.62K - $7.77K
|
17.1K
$743K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
60New |
$2.65K - $3.11K
|
60
$2.61K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
23New |
$1.01K - $1.19K
|
23
$999
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.41K- 6.8% |
$62.4K - $73.2K
|
19.4K
$842K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-1.3K- 4.97% |
$57.4K - $67.3K
|
24.9K
$1.08M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
50New |
$2.21K - $2.59K
|
50
$2.17K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
61New |
$2.69K - $3.16K
|
61
$2.65K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
11New |
$485 - $570
|
11
$478
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
1.14K+ 86.48% |
$50.3K - $59K
|
2.46K
$107K
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
552K+ 25.15% |
$24.4M - $28.6M
|
2.75M
$119M
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-1.01K- 15.14% |
$44.6K - $52.4K
|
5.67K
$246K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
90+ 48.65% |
$3.97K - $4.66K
|
275
$11.9K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
20+ 222.22% |
$883 - $1.04K
|
29
$1.26K
|
|
| Q4 2024 | |||||||
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
26+ 0.27% |
$991 - $1.22K
|
9.6K
$417K
|
|
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
31New |
$1.18K - $1.46K
|
31
$1.35K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
5.02KNew |
$191K - $236K
|
5.02K
$218K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-12.4K- 0.67% |
$472K - $582K
|
1.83M
$79.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Massar Capital Management, LP
Stamford, CT |
BUY
|
- |
30.9KNew |
$1.18M - $1.45M
|
30.9K
$1.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.93KNew |
$73.3K - $90.5K
|
1.93K
$83.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
21.3KNew |
$812K - $1M
|
21.3K
$926K
|
|
|
Feb 14, 2025
Q4 2024
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
5.48K+ 603.64% |
$209K - $257K
|
6.38K
$277K
|
|
|
Feb 14, 2025
Q4 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
SELL
|
- |
-4.98K- 85.98% |
$190K - $234K
|
812
$35.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
923+ 14.88% |
$35.2K - $43.4K
|
7.13K
$310K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.3K- 18.39% |
$49.4K - $60.9K
|
5.75K
$250K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1New |
$38.1 - $47
|
1
$43.4
|
|
|
Feb 13, 2025
Q4 2024
|
Dalton Investments LLC
|
SELL
|
- |
-7.31K- 29.65% |
$278K - $344K
|
17.3K
$753K
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
8.33KNew |
$317K - $391K
|
8.33K
$362K
|
|
|
Feb 13, 2025
Q4 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-7.54K- 5.48% |
$287K - $355K
|
130K
$5.66M
|
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-2.28K- 2.74% |
$86.8K - $107K
|
80.8K
$3.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
59+ 6.7% |
$2.25K - $2.77K
|
940
$40.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
10New |
$381 - $470
|
10
$434
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
992New |
$37.8K - $46.6K
|
992
$43.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
11K+ 18.34% |
$419K - $517K
|
71K
$3.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-8.13K- 28.66% |
$310K - $382K
|
20.2K
$879K
|
|