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, 2020
Q1 2020
|
Evoke Wealth, LLC
|
SELL
|
- |
-140Closed |
$5.99K - $11.1K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Stone Ridge Asset Management LLC
|
SELL
|
- |
-5.39KClosed |
$231K - $429K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-60Closed |
$2.57K - $4.78K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Great Diamond Partners, LLC
|
SELL
|
- |
-578Closed |
$24.7K - $46K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-41Closed |
$1.75K - $3.26K
|
0
$0
|
|
|
Apr 13, 2020
Q1 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-20Closed |
$856 - $1.59K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 18, 2020
Q4 2019
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-39Closed |
$2.49K - $2.76K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-3.02KClosed |
$193K - $214K
|
0
$0
|
|
|
Feb 11, 2020
Q4 2019
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-6.5KClosed |
$414K - $460K
|
0
$0
|
|
|
Feb 11, 2020
Q4 2019
|
Mackay Shields LLC
|
SELL
|
- |
-4.3KClosed |
$274K - $305K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Next Capital Management LLC
|
SELL
|
- |
-78Closed |
$4.93K - $5.39K
|
0
$0
|
|
|
Oct 11, 2019
Q3 2019
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-6.09KClosed |
$384K - $421K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-405Closed |
$23.8K - $26.9K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-486Closed |
$28.5K - $32.3K
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Dc Investments Management, LLC
Mclean, VA |
SELL
|
- |
-6.72KClosed |
$394K - $447K
|
0
$0
|
|
|
Jul 22, 2019
Q2 2019
|
Moody National Bank Trust Division
|
SELL
|
- |
-91Closed |
$5.34K - $6.06K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-277Closed |
$14K - $17.8K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-30Closed |
$1.51K - $1.93K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-50Closed |
$2.52K - $3.22K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Well Done, LLC
|
SELL
|
- |
-277Closed |
$14K - $17.8K
|
0
$0
|
|
|
Apr 30, 2019
Q1 2019
|
Old National Bancorp
|
SELL
|
- |
-7.95KClosed |
$401K - $512K
|
0
$0
|
|
|
Apr 12, 2019
Q1 2019
|
Pembroke Management, LTD
|
SELL
|
- |
-110KClosed |
$5.55M - $7.08M
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 19, 2019
Q4 2018
|
Executive Wealth Management, LLC
|
BUY
|
- |
124New |
$6.04K - $8.15K
|
124
$5.54K
|
|
|
Feb 15, 2019
Q4 2018
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6.13KClosed |
$298K - $403K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1KClosed |
$48.9K - $66K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-84Closed |
$4.09K - $5.52K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Csenge Advisory Group
|
SELL
|
- |
-11Closed |
$535 - $723
|
0
$0
|
|
|
Jan 28, 2019
Q4 2018
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-116Closed |
$5.65K - $7.62K
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-61Closed |
$2.97K - $4.01K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-11.9KClosed |
$690K - $788K
|
0
$0
|
|
|
Oct 30, 2018
Q3 2018
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-4.3KClosed |
$249K - $285K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
4.5KNew |
$239K - $269K
|
4.5K
$201K
|
|
|
Aug 13, 2018
Q2 2018
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-39.6KClosed |
$2.11M - $2.37M
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-273Closed |
$14.5K - $16.3K
|
0
$0
|
|
|
Aug 07, 2018
Q2 2018
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-563Closed |
$30K - $33.6K
|
0
$0
|
|
|
Jul 26, 2018
Q2 2018
|
Adams Diversified Equity Fund, Inc.
|
SELL
|
- |
-12.7KClosed |
$676K - $759K
|
0
$0
|
|
|
Jul 19, 2018
Q2 2018
|
Hartford Investment Management CO
|
SELL
|
- |
-55.6KClosed |
$2.96M - $3.32M
|
0
$0
|
|
|
Jul 03, 2018
Q2 2018
|
Washington Trust Bank
|
SELL
|
- |
-140Closed |
$7.45K - $8.36K
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 21, 2018
Q1 2018
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
46.6K+ 4607.22% |
$2.57M - $2.96M
|
47.6K
$2.13M
|
|
|
May 15, 2018
Q1 2018
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-6.46KClosed |
$356K - $410K
|
0
$0
|
|
|
May 15, 2018
Q1 2018
|
Magnetar Financial LLC
Evanston, IL |
SELL
|
- |
-5.57K- 41.26% |
$307K - $354K
|
7.93K
$355K
|
|
|
May 14, 2018
Q1 2018
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-50Closed |
$2.75K - $3.18K
|
0
$0
|
|
|
May 11, 2018
Q1 2018
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
45.5KNew |
$2.51M - $2.89M
|
45.5K
$2.03M
|
|
|
May 10, 2018
Q1 2018
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
May 08, 2018
Q1 2018
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-7.04KClosed |
$387K - $447K
|
0
$0
|
|
|
Apr 30, 2018
Q1 2018
|
Icon Advisers Inc
Greenwood Village, CO |
SELL
|
- |
-17.8KClosed |
$980K - $1.13M
|
0
$0
|
|
|
Apr 09, 2018
Q1 2018
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-17Closed |
$936 - $1.08K
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-157KClosed |
$9.26M - $9.81M
|
0
$0
|
|
|
Feb 01, 2018
Q4 2017
|
Nationwide Fund Advisors
|
SELL
|
- |
-235KClosed |
$13.9M - $14.7M
|
0
$0
|
|
|
Jan 23, 2018
Q4 2017
|
James Investment Research Inc
|
SELL
|
- |
-29.5KClosed |
$1.74M - $1.85M
|
0
$0
|
|