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 |
|---|---|---|---|---|---|---|---|
|
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
$5.27K
|
|
|
Feb 15, 2019
Q4 2018
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6.13KClosed |
$298K - $403K
|
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
|
|
| 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
$191K
|
|
|
Aug 13, 2018
Q2 2018
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-273Closed |
$14.5K - $16.3K
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-39.6KClosed |
$2.11M - $2.37M
|
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
$2.02M
|
|
|
May 15, 2018
Q1 2018
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-6.46KClosed |
$356K - $410K
|
0
$0
|
|
|
May 14, 2018
Q1 2018
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-50Closed |
$2.75K - $3.18K
|
0
$0
|
|
|
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
|
|
| 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
|
|
| Q3 2017 | |||||||
|
Nov 08, 2017
Q3 2017
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.98KClosed |
$108K - $115K
|
0
$0
|
|