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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
60New |
$2.65K - $3.11K
|
60
$2.73K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
649+ 0.34% |
$28.6K - $33.6K
|
194K
$8.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-1.1K- 18.0% |
$48.7K - $57.2K
|
5.03K
$228K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
244+ 4.98% |
$10.8K - $12.6K
|
5.14K
$234K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
540+ 1.82% |
$23.8K - $28K
|
30.2K
$1.37M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-144K- 18.19% |
$6.37M - $7.47M
|
649K
$29.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Shaker Investments LLC
|
BUY
|
- |
4.88K+ 31.87% |
$215K - $253K
|
20.2K
$916K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
23New |
$1.01K - $1.19K
|
23
$1.04K
|
|
|
Apr 23, 2025
Q1 2025
|
Ami Asset Management Corp
|
SELL
|
- |
-2.15K- 3.8% |
$95.1K - $112K
|
54.6K
$2.48M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
13+ 14.77% |
$574 - $673
|
101
$4.59K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.41K- 6.8% |
$62.4K - $73.2K
|
19.4K
$880K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
442+ 13.74% |
$19.5K - $22.9K
|
3.66K
$166K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-6.7K- 46.98% |
$296K - $347K
|
7.57K
$344K
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-337K- 11.11% |
$14.9M - $17.5M
|
2.7M
$123M
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
505+ 2.75% |
$22.3K - $26.2K
|
18.9K
$856K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
194+ 0.1% |
$8.56K - $10K
|
196K
$8.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Alta Capital Management LLC
|
BUY
|
- |
764+ 16.5% |
$33.7K - $39.6K
|
5.39K
$245K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-1.3K- 4.97% |
$57.4K - $67.3K
|
24.9K
$1.13M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
50New |
$2.21K - $2.59K
|
50
$2.27K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
559+ 3.69% |
$24.7K - $29K
|
15.7K
$714K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
61New |
$2.69K - $3.16K
|
61
$2.77K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-830- 3.73% |
$36.6K - $43K
|
21.4K
$972K
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-64.9K- 10.07% |
$2.86M - $3.36M
|
579K
$26.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-19.6K- 20.95% |
$863K - $1.01M
|
73.8K
$3.35M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
54+ 83.08% |
$2.38K - $2.8K
|
119
$5.41K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
11New |
$485 - $570
|
11
$500
|
|
|
Apr 16, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
22.8KNew |
$1.01M - $1.18M
|
22.8K
$1.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
555+ 35.22% |
$24.5K - $28.7K
|
2.13K
$96.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
1.14K+ 86.48% |
$50.3K - $59K
|
2.46K
$112K
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
552K+ 25.15% |
$24.4M - $28.6M
|
2.75M
$125M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
7.32KNew |
$323K - $379K
|
7.32K
$333K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
80+ 0.41% |
$3.53K - $4.14K
|
19.6K
$891K
|
|
|
Apr 14, 2025
Q1 2025
|
Fenimore Asset Management Inc
|
SELL
|
- |
-4.51K- 0.16% |
$199K - $233K
|
2.77M
$126M
|
|
|
Apr 14, 2025
Q1 2025
|
Bridge City Capital, LLC
Lake Oswego, OR |
SELL
|
- |
-42.9K- 25.87% |
$1.89M - $2.22M
|
123K
$5.59M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.06K- 1.87% |
$46.9K - $55K
|
55.7K
$2.53M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-162K- 97.88% |
$7.16M - $8.4M
|
3.51K
$159K
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-1.01K- 15.14% |
$44.6K - $52.4K
|
5.67K
$257K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.86K+ 40.02% |
$82K - $96.2K
|
6.5K
$295K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
90+ 48.65% |
$3.97K - $4.66K
|
275
$12.5K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
20+ 0.34% |
$883 - $1.04K
|
5.94K
$270K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
20+ 222.22% |
$883 - $1.04K
|
29
$1.32K
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-30.4K- 14.79% |
$1.16M - $1.43M
|
175K
$7.95M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-109- 1.83% |
$4.15K - $5.13K
|
5.84K
$265K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-8.47K- 1.58% |
$323K - $398K
|
527K
$24M
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
SELL
|
- |
-20.7K- 53.91% |
$789K - $973K
|
17.7K
$804K
|
|
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
31New |
$1.18K - $1.46K
|
31
$1.41K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
5.02KNew |
$191K - $236K
|
5.02K
$228K
|
|
|
Feb 14, 2025
Q4 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-7.96K- 51.63% |
$303K - $374K
|
7.46K
$339K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.76KNew |
$181K - $224K
|
4.76K
$216K
|
|
|
Feb 14, 2025
Q4 2024
|
Massar Capital Management, LP
Stamford, CT |
BUY
|
- |
30.9KNew |
$1.18M - $1.45M
|
30.9K
$1.4M
|
|