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 |
|---|---|---|---|---|---|---|---|
|
Sep 21, 2023
Q2 2021
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-9.7K- 79.51% |
$886K - $1.04M
|
2.5K
$109K
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-54Closed |
$4.93K - $5.78K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
3.9KNew |
$356K - $417K
|
3.9K
$169K
|
|
|
Aug 13, 2021
Q2 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-50- 0.41% |
$4.57K - $5.35K
|
12K
$523K
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-78Closed |
$7.13K - $8.35K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
5+ 27.78% |
$383 - $475
|
23
$999
|
|
|
May 28, 2021
Q1 2021
|
Kaizen Financial Strategies
|
SELL
|
- |
-2.5KClosed |
$192K - $237K
|
0
$0
|
|
|
May 21, 2021
Q1 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-35Closed |
$2.68K - $3.32K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-474Closed |
$36.3K - $45K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-12.6KClosed |
$967K - $1.2M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-12Closed |
$920 - $1.14K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-6.56KClosed |
$503K - $623K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-2.37KClosed |
$182K - $225K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-4.08KClosed |
$313K - $388K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-484Closed |
$37.1K - $45.9K
|
0
$0
|
|
|
Apr 21, 2021
Q1 2021
|
Riverbridge Partners LLC
|
SELL
|
- |
-380KClosed |
$29.1M - $36M
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-456Closed |
$30K - $39.4K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Lee Capital Holdings LLC
New York, NY |
SELL
|
- |
-52.9KClosed |
$3.48M - $4.57M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Thomas White International LTD
Chicago, IL |
SELL
|
- |
-190Closed |
$12.5K - $16.4K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-2Closed |
$132 - $173
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-60Closed |
$3.95K - $5.19K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 18, 2020
Q3 2020
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-10Closed |
$588 - $680
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Zebra Capital Management LLC
Stamford, CT |
SELL
|
- |
-4.21KClosed |
$247K - $286K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-2.05KClosed |
$121K - $139K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-3.28KClosed |
$193K - $223K
|
0
$0
|
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-94Closed |
$5.53K - $6.39K
|
0
$0
|
|
|
Oct 20, 2020
Q3 2020
|
Everence Capital Management Inc
|
BUY
|
PUT |
5.43KNew |
$319K - $369K
|
5.43K
$236K
|
|
| Q2 2020 | |||||||
|
Aug 17, 2020
Q2 2020
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-8.28KClosed |
$387K - $550K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-5.9KClosed |
$276K - $392K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-5.98KClosed |
$279K - $397K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-189Closed |
$8.83K - $12.6K
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-12.3KClosed |
$572K - $814K
|
0
$0
|
|
|
Jul 06, 2020
Q2 2020
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-10.6KClosed |
$493K - $702K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Aug 13, 2024
Q1 2020
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
40New |
$1.71K - $3.18K
|
40
$1.74K
|
|
|
May 13, 2020
Q1 2020
|
F Dx Advisors, Inc.
|
BUY
|
- |
115KNew |
$4.92M - $9.15M
|
115K
$4.99M
|
|
|
May 13, 2020
Q1 2020
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-580Closed |
$24.8K - $46.2K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-6.58KClosed |
$282K - $524K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Evoke Wealth, LLC
|
SELL
|
- |
-140Closed |
$5.99K - $11.1K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Capital Management Associates
New York, NY |
SELL
|
- |
-6.5KClosed |
$278K - $517K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-60Closed |
$2.57K - $4.78K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Stone Ridge Asset Management LLC
|
SELL
|
- |
-5.39KClosed |
$231K - $429K
|
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 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
|
|