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 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1New |
$152 - $176
|
1
$45.4
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.45KNew |
$219K - $254K
|
1.45K
$65.6K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
25+ 104.17% |
$3.79K - $4.39K
|
49
$2.23K
|
|
|
May 01, 2023
Q1 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
1.66KNew |
$251K - $291K
|
1.66K
$75.2K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-7- 87.5% |
$1.06K - $1.23K
|
1
$45.4
|
|
|
Apr 20, 2023
Q1 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
734New |
$111K - $129K
|
734
$33.3K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
5New |
$759 - $879
|
5
$227
|
|
| 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
$8.36K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-14- 0.7% |
$2.13K - $2.65K
|
1.99K
$90.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Harvest Investment Services, LLC
|
BUY
|
- |
4.71KNew |
$717K - $891K
|
4.71K
$214K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-36.1K- 99.88% |
$5.49M - $6.82M
|
45
$2.04K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
213+ 10.15% |
$32.4K - $40.3K
|
2.31K
$105K
|
|
|
Feb 14, 2023
Q4 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-16K- 92.54% |
$2.44M - $3.03M
|
1.29K
$58.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
1.12K+ 31.19% |
$171K - $212K
|
4.72K
$215K
|
|
|
Feb 14, 2023
Q4 2022
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
BUY
|
- |
1.37KNew |
$209K - $260K
|
1.37K
$62.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5New |
$761 - $946
|
5
$227
|
|
|
Feb 13, 2023
Q4 2022
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-1.57K- 45.17% |
$239K - $296K
|
1.9K
$86.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
2+ 0.04% |
$304 - $378
|
4.97K
$226K
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-217- 5.8% |
$33K - $41K
|
3.53K
$160K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
100New |
$15.2K - $18.9K
|
100
$4.54K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.43K- 39.77% |
$218K - $270K
|
2.16K
$98.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
23.7KNew |
$3.61M - $4.48M
|
23.7K
$1.08M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-22- 1.13% |
$3.35K - $4.16K
|
1.93K
$87.5K
|
|
|
Feb 03, 2023
Q4 2022
|
Lisanti Capital Growth, LLC
|
SELL
|
- |
-210- 0.34% |
$32K - $39.7K
|
60.8K
$2.76M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
14New |
$2.13K - $2.65K
|
14
$636
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1New |
$152 - $189
|
1
$45.4
|
|
| Q3 2022 | |||||||
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
24New |
$3.39K - $4.31K
|
24
$1.09K
|
|
|
Nov 15, 2022
Q3 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1New |
$141 - $180
|
1
$45.4
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
3.11KNew |
$438K - $558K
|
3.11K
$141K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-23- 7.82% |
$3.25K - $4.13K
|
271
$12.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
86+ 0.31% |
$12.1K - $15.4K
|
27.7K
$1.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
1.58KNew |
$222K - $283K
|
1.58K
$71.6K
|
|
|
Nov 10, 2022
Q3 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
4.15KNew |
$586K - $745K
|
4.15K
$188K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3+ 1.84% |
$423 - $539
|
166
$7.54K
|
|
|
Nov 02, 2022
Q3 2022
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-15- 68.18% |
$2.12K - $2.69K
|
7
$318
|
|
|
Nov 02, 2022
Q3 2022
|
Cannon Global Investment Management, LLC
|
BUY
|
- |
47KNew |
$6.63M - $8.44M
|
47K
$2.14M
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
10New |
$1.41K - $1.8K
|
10
$454
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
195New |
$27.5K - $35K
|
195
$8.86K
|
|
|
Oct 24, 2022
Q3 2022
|
Mizuho Securities Usa LLC
|
BUY
|
- |
1.74KNew |
$246K - $313K
|
1.74K
$79.2K
|
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
SELL
|
- |
-396- 22.05% |
$55.9K - $71.1K
|
1.4K
$63.6K
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-33- 61.11% |
$4.66K - $5.93K
|
21
$954
|
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
9New |
$1.27K - $1.62K
|
9
$409
|
|
|
Oct 07, 2022
Q3 2022
|
Everence Capital Management Inc
|
BUY
|
- |
800+ 12.9% |
$113K - $144K
|
7K
$318K
|
|
| Q2 2022 | |||||||
|
Oct 03, 2022
Q2 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-1.5KClosed |
$194K - $231K
|
0
$0
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-13Closed |
$1.67K - $1.99K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-189Closed |
$24.3K - $29K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7- 0.43% |
$901 - $1.07K
|
1.61K
$73K
|
|
|
Aug 15, 2022
Q2 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
PUT |
-32.8K- 45.05% |
$4.22M - $5.03M
|
40K
$1.82M
|
|
|
Aug 15, 2022
Q2 2022
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
13+ 0.36% |
$1.67K - $1.99K
|
3.6K
$163K
|
|