Latest Institutional Purchases of Exl Service Holdings, Inc. (EXLS)
This list provides information on the latest institutional transactions involving Exl Service Holdings, Inc. (EXLS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Harvest Investment Services, LLC
|
BUY
|
- |
4.71KNew |
$717K - $891K
|
4.71K
$209K
|
|
Feb 14, 2023
Q4 2022
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
BUY
|
- |
1.37KNew |
$209K - $260K
|
1.37K
$61K
|
|
Feb 14, 2023
Q4 2022
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
1.12K+ 31.19% |
$171K - $212K
|
4.72K
$210K
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
213+ 10.15% |
$32.4K - $40.3K
|
2.31K
$103K
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
184New |
$28K - $34.8K
|
184
$8.17K
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
100New |
$15.2K - $18.9K
|
100
$4.44K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
14New |
$2.13K - $2.65K
|
14
$621
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
12New |
$1.83K - $2.27K
|
12
$533
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
8New |
$1.22K - $1.51K
|
8
$355
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5New |
$761 - $946
|
5
$222
|
|
Feb 13, 2023
Q4 2022
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
2+ 0.04% |
$304 - $378
|
4.97K
$221K
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1New |
$152 - $189
|
1
$44.4
|
|
Q3 2022 | |||||||
Nov 02, 2022
Q3 2022
|
Cannon Global Investment Management, LLC
|
BUY
|
- |
47KNew |
$6.63M - $8.44M
|
47K
$2.09M
|
|
Nov 10, 2022
Q3 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
4.15KNew |
$586K - $745K
|
4.15K
$184K
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
3.11KNew |
$438K - $558K
|
3.11K
$138K
|
|
Oct 24, 2022
Q3 2022
|
Mizuho Securities Usa LLC
|
BUY
|
- |
1.74KNew |
$246K - $313K
|
1.74K
$77.4K
|
|
Nov 14, 2022
Q3 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
1.58KNew |
$222K - $283K
|
1.58K
$69.9K
|
|
Oct 07, 2022
Q3 2022
|
Everence Capital Management Inc
|
BUY
|
- |
800+ 12.9% |
$113K - $144K
|
7K
$311K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
195New |
$27.5K - $35K
|
195
$8.65K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
86+ 0.31% |
$12.1K - $15.4K
|
27.7K
$1.23M
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
24New |
$3.39K - $4.31K
|
24
$1.07K
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
10New |
$1.41K - $1.8K
|
10
$444
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
9New |
$1.27K - $1.62K
|
9
$399
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3+ 1.84% |
$423 - $539
|
166
$7.37K
|
|
Nov 15, 2022
Q3 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1New |
$141 - $180
|
1
$44.4
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
5.3KNew |
$683K - $813K
|
5.3K
$235K
|
|
Aug 15, 2022
Q2 2022
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
3.01K+ 160.65% |
$387K - $462K
|
4.88K
$217K
|
|
Aug 15, 2022
Q2 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.5KNew |
$193K - $230K
|
1.5K
$66.7K
|
|
Jul 18, 2022
Q2 2022
|
Veriti Management LLC
|
BUY
|
- |
1.42KNew |
$182K - $217K
|
1.42K
$62.8K
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
1.4KNew |
$180K - $214K
|
1.4K
$61.9K
|
|
Aug 01, 2022
Q2 2022
|
Maryland State Retirement & Pension System
|
BUY
|
- |
133+ 1.0% |
$17.1K - $20.4K
|
13.5K
$599K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
98New |
$12.6K - $15K
|
98
$4.35K
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
49+ 20.33% |
$6.31K - $7.52K
|
290
$12.9K
|
|
Aug 15, 2022
Q2 2022
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
13+ 0.36% |
$1.67K - $1.99K
|
3.6K
$160K
|
|
Aug 11, 2022
Q2 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
1+ 3.13% |
$129 - $153
|
33
$1.46K
|
|
Q1 2022 | |||||||
May 12, 2022
Q1 2022
|
Archer Investment Corp
|
BUY
|
- |
400New |
$45.4K - $57.9K
|
400
$17.8K
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
5New |
$568 - $724
|
5
$222
|
|
Q4 2021 | |||||||
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
100New |
$12.2K - $14.5K
|
100
$4.44K
|
|
Q3 2021 | |||||||
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
57New |
$6.06K - $7.2K
|
57
$2.53K
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
23New |
$2.44K - $2.9K
|
23
$1.02K
|
|
Nov 12, 2021
Q3 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
19New |
$2.02K - $2.4K
|
19
$843
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
3.9KNew |
$356K - $417K
|
3.9K
$173K
|
|
Q1 2021 | |||||||
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
5+ 27.78% |
$383 - $475
|
23
$1.02K
|
|
Q3 2020 | |||||||
Oct 20, 2020
Q3 2020
|
Everence Capital Management Inc
|
BUY
|
PUT |
5.43KNew |
$319K - $369K
|
5.43K
$241K
|
|
Q1 2020 | |||||||
May 13, 2020
Q1 2020
|
F Dx Advisors, Inc.
|
BUY
|
- |
115KNew |
$4.92M - $9.15M
|
115K
$5.1M
|
|
Aug 13, 2024
Q1 2020
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
40New |
$1.71K - $3.18K
|
40
$1.78K
|
|
Q4 2018 | |||||||
Feb 19, 2019
Q4 2018
|
Executive Wealth Management, LLC
|
BUY
|
- |
124New |
$6.04K - $8.15K
|
124
$5.5K
|
|
Q2 2018 | |||||||
Aug 14, 2018
Q2 2018
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
4.5KNew |
$239K - $269K
|
4.5K
$200K
|
|
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
$2.11M
|
|
May 11, 2018
Q1 2018
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
45.5KNew |
$2.51M - $2.89M
|
45.5K
$2.02M
|