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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
116+ 341.18% |
$3.17K - $19.1K
|
150
$6.49K
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
7.97K+ 400.0% |
$218K - $1.31M
|
9.96K
$431K
|
|
|
Nov 01, 2023
Q3 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
4.44K+ 114.82% |
$121K - $729K
|
8.31K
$359K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
385New |
$10.5K - $63.3K
|
385
$16.7K
|
|
|
Oct 31, 2023
Q3 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
60.6K+ 202.12% |
$1.66M - $9.96M
|
90.6K
$3.92M
|
|
|
Oct 30, 2023
Q3 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
40+ 400.0% |
$1.09K - $6.57K
|
50
$2.16K
|
|
|
Oct 26, 2023
Q3 2023
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
7.6K+ 168.89% |
$208K - $1.25M
|
12.1K
$524K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
25New |
$684 - $4.11K
|
25
$1.08K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
5.47K+ 292.04% |
$150K - $898K
|
7.34K
$318K
|
|
|
Oct 25, 2023
Q3 2023
|
Regis Management CO LLC
|
BUY
|
- |
133K+ 400.0% |
$3.65M - $21.9M
|
167K
$7.21M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
101New |
$2.76K - $16.6K
|
101
$4.37K
|
|
|
Oct 13, 2023
Q3 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
5.95K+ 47.16% |
$163K - $977K
|
18.6K
$803K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
280+ 400.0% |
$7.66K - $46K
|
350
$15.1K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-36.1K- 82.24% |
$5.31M - $6.44M
|
7.79K
$337K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
25New |
$3.68K - $4.46K
|
25
$1.08K
|
|
|
Aug 14, 2023
Q2 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
8.88K+ 456.3% |
$1.3M - $1.58M
|
10.8K
$468K
|
|
|
Aug 14, 2023
Q2 2023
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
4.8KNew |
$706K - $856K
|
4.8K
$208K
|
|
|
Aug 14, 2023
Q2 2023
|
Junto Capital Management LP
New York, NY |
BUY
|
- |
18.2K+ 13.14% |
$2.67M - $3.24M
|
156K
$6.76M
|
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
2.55KNew |
$375K - $456K
|
2.55K
$111K
|
|
|
Aug 14, 2023
Q2 2023
|
Banco Santander, S.A.
|
BUY
|
- |
8.24KNew |
$1.21M - $1.47M
|
8.24K
$357K
|
|
|
Aug 14, 2023
Q2 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
50.7KNew |
$7.45M - $9.05M
|
50.7K
$2.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-3.06K- 30.27% |
$450K - $545K
|
7.04K
$305K
|
|
|
Aug 14, 2023
Q2 2023
|
Capital Impact Advisors, LLC
Boston, MA |
BUY
|
- |
320+ 5.78% |
$47K - $57.1K
|
5.85K
$253K
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
1.22K+ 1.89% |
$179K - $218K
|
65.8K
$2.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Caxton Associates LP
New York, NY |
BUY
|
- |
3.23KNew |
$475K - $576K
|
3.23K
$140K
|
|
|
Aug 14, 2023
Q2 2023
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
3.44K+ 7.53% |
$505K - $613K
|
49.1K
$2.13M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-341- 0.54% |
$50.1K - $60.8K
|
63K
$2.73M
|
|
|
Aug 09, 2023
Q2 2023
|
Times Square Capital Management, LLC
|
SELL
|
- |
-58.9K- 18.74% |
$8.65M - $10.5M
|
255K
$11M
|
|
|
Aug 09, 2023
Q2 2023
|
Burney CO
Reston, VA |
BUY
|
- |
9.99KNew |
$1.47M - $1.78M
|
9.99K
$432K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-11- 6.79% |
$1.62K - $1.96K
|
151
$6.53K
|
|
|
Aug 08, 2023
Q2 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
3.97KNew |
$584K - $708K
|
3.97K
$172K
|
|
|
Aug 07, 2023
Q2 2023
|
Royce & Associates LP
|
SELL
|
- |
-620- 21.83% |
$91.1K - $111K
|
2.22K
$96.1K
|
|
|
Aug 03, 2023
Q2 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-48.1K- 20.58% |
$7.06M - $8.57M
|
185K
$8.03M
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-1.15K- 40.65% |
$169K - $205K
|
1.68K
$72.8K
|
|
|
Jul 24, 2023
Q2 2023
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-42- 1.28% |
$6.17K - $7.49K
|
3.23K
$140K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
10New |
$1.47K - $1.78K
|
10
$433
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
SELL
|
- |
-39- 2.43% |
$5.73K - $6.96K
|
1.57K
$67.8K
|
|
|
Jul 11, 2023
Q2 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
99+ 4.59% |
$14.6K - $17.7K
|
2.26K
$97.6K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 14.29% |
$147 - $178
|
6
$260
|
|
| Q1 2023 | |||||||
|
May 17, 2024
Q1 2023
|
Cim, LLC
|
BUY
|
- |
3.92KNew |
$595K - $689K
|
3.92K
$170K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-212Closed |
$32.2K - $37.3K
|
0
$0
|
|
|
Jun 27, 2023
Q1 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
3.24KNew |
$491K - $569K
|
3.24K
$140K
|
|
|
May 22, 2023
Q1 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-964- 8.72% |
$146K - $169K
|
10.1K
$437K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5- 0.31% |
$759 - $879
|
1.62K
$70.3K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-259- 31.28% |
$39.3K - $45.5K
|
569
$24.6K
|
|
|
May 15, 2023
Q1 2023
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
9.22KNew |
$1.4M - $1.62M
|
9.22K
$399K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-316- 45.8% |
$47.9K - $55.5K
|
374
$16.2K
|
|
|
May 12, 2023
Q1 2023
|
Grandeur Peak Global Advisors, LLC
Salt Lake City, UT |
BUY
|
- |
705New |
$107K - $124K
|
705
$30.5K
|
|
|
May 12, 2023
Q1 2023
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
2KNew |
$303K - $351K
|
2K
$86.5K
|
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
126+ 8.29% |
$19.1K - $22.1K
|
1.65K
$71.2K
|
|