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 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
335KNew |
$50.8M - $58.9M
|
335K
$13M
|
|
|
May 09, 2023
Q1 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-193Closed |
$29.3K - $33.9K
|
0
$0
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-85- 33.46% |
$12.9K - $14.9K
|
169
$6.54K
|
|
|
May 04, 2023
Q1 2023
|
Chase Investment Counsel Corp
|
SELL
|
- |
-90- 0.66% |
$13.7K - $15.8K
|
13.6K
$526K
|
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-3.25K- 23.82% |
$493K - $571K
|
10.4K
$403K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1New |
$152 - $176
|
1
$38.7
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-208- 13.92% |
$31.6K - $36.5K
|
1.29K
$49.8K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.45KNew |
$219K - $254K
|
1.45K
$56K
|
|
|
May 02, 2023
Q1 2023
|
Tevis Investment Management
|
BUY
|
- |
154+ 8.38% |
$23.4K - $27.1K
|
1.99K
$77.1K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
25+ 104.17% |
$3.79K - $4.39K
|
49
$1.9K
|
|
|
May 01, 2023
Q1 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
1.66KNew |
$251K - $291K
|
1.66K
$64.1K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-7- 87.5% |
$1.06K - $1.23K
|
1
$38.7
|
|
|
Apr 20, 2023
Q1 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
734New |
$111K - $129K
|
734
$28.4K
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
198KNew |
$30.1M - $34.8M
|
198K
$7.67M
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
5New |
$759 - $879
|
5
$194
|
|
|
Apr 13, 2023
Q1 2023
|
Hms Capital Management, LLC
|
BUY
|
- |
78+ 4.07% |
$11.8K - $13.7K
|
1.99K
$77.2K
|
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
16.1KNew |
$2.45M - $2.83M
|
16.1K
$624K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-21Closed |
$3.2K - $3.97K
|
0
$0
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
184New |
$28K - $34.8K
|
184
$7.12K
|
|
|
Feb 14, 2023
Q4 2022
|
Harvest Investment Services, LLC
|
BUY
|
- |
4.71KNew |
$717K - $891K
|
4.71K
$182K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-36.1K- 99.88% |
$5.49M - $6.82M
|
45
$1.74K
|
|
|
Feb 14, 2023
Q4 2022
|
Eam Global Investors LLC
Solana Beach, CA |
SELL
|
- |
-2.84K- 15.95% |
$433K - $537K
|
15K
$580K
|
|
|
Feb 14, 2023
Q4 2022
|
Eam Investors, LLC
Solana Beach, CA |
SELL
|
- |
-3.45K- 28.71% |
$526K - $653K
|
8.58K
$332K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
213+ 10.15% |
$32.4K - $40.3K
|
2.31K
$89.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-16K- 92.54% |
$2.44M - $3.03M
|
1.29K
$50K
|
|
|
Feb 14, 2023
Q4 2022
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
1.12K+ 31.19% |
$171K - $212K
|
4.72K
$183K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5New |
$761 - $946
|
5
$194
|
|
|
Feb 14, 2023
Q4 2022
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
BUY
|
- |
1.37KNew |
$209K - $260K
|
1.37K
$53.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-14- 0.7% |
$2.13K - $2.65K
|
1.99K
$77.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-217- 5.8% |
$33K - $41K
|
3.53K
$137K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
2+ 0.04% |
$304 - $378
|
4.97K
$193K
|
|
|
Feb 13, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
- |
1.86K+ 8.76% |
$283K - $351K
|
23.1K
$893K
|
|
|
Feb 13, 2023
Q4 2022
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-1.57K- 45.17% |
$239K - $296K
|
1.9K
$73.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
23.7KNew |
$3.61M - $4.48M
|
23.7K
$918K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.43K- 39.77% |
$218K - $270K
|
2.16K
$83.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
12New |
$1.83K - $2.27K
|
12
$465
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
100New |
$15.2K - $18.9K
|
100
$3.87K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-22- 1.13% |
$3.35K - $4.16K
|
1.93K
$74.5K
|
|
|
Feb 03, 2023
Q4 2022
|
Lisanti Capital Growth, LLC
|
SELL
|
- |
-210- 0.34% |
$32K - $39.7K
|
60.8K
$2.36M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
8New |
$1.22K - $1.51K
|
8
$310
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
14New |
$2.13K - $2.65K
|
14
$542
|
|
|
Jan 17, 2023
Q4 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-136- 11.35% |
$20.7K - $25.7K
|
1.06K
$41.1K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1New |
$152 - $189
|
1
$38.7
|
|
| Q3 2022 | |||||||
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
24New |
$3.39K - $4.31K
|
24
$929
|
|
|
Nov 15, 2022
Q3 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1New |
$141 - $180
|
1
$38.7
|
|
|
Nov 14, 2022
Q3 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
1.58KNew |
$222K - $283K
|
1.58K
$61K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
86+ 0.31% |
$12.1K - $15.4K
|
27.7K
$1.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-23- 7.82% |
$3.25K - $4.13K
|
271
$10.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
3.11KNew |
$438K - $558K
|
3.11K
$120K
|
|
|
Nov 10, 2022
Q3 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
4.15KNew |
$586K - $745K
|
4.15K
$161K
|
|