Institutional Ownership Exl Service Holdings, Inc. (EXLS)
This table provides information about the institutional ownership of Exl Service Holdings, Inc. (EXLS). We have compiled data on the 355 institutions that hold shares in the stock, with a total of 143 Million shares, which have been reported (via 13F filing form) to have a value of $4.26 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Ever Source Wealth Advisors, LLC
|
May 13, 2024 Q1 2024 |
95
shares
|
$2,836
0.0% of portfolio
|
Q4 2023
Reduced 35.37%
|
|
Jfs Wealth Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
85
shares
|
$2,538
0.0% of portfolio
|
Q1 2024
Added 18.06%
|
|
Valley National Advisers Inc
|
Apr 19, 2024 Q1 2024 |
85
shares
|
$2,538
0.0% of portfolio
|
Q1 2024
Added 13.33%
|
|
Lindbrook Capital, LLC
|
Apr 25, 2024 Q1 2024 |
82
shares
|
$2,448
0.0% of portfolio
|
Q4 2023
Reduced 64.19%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
May 13, 2024 Q1 2024 |
76
shares
|
$2,269
0.0% of portfolio
|
Q1 2024
Reduced 98.4%
|
|
Neo Ivy Capital Management
New York, NY |
Feb 23, 2024 Q4 2023 |
72
shares
|
$2,149
0.0% of portfolio
|
Q4 2023
New holding
|
|
Crewe Advisors LLC
|
May 13, 2024 Q1 2024 |
72
shares
|
$2,149
0.0% of portfolio
|
Q1 2024
New holding
|
|
Farmers & Merchants Investments Inc
|
Apr 18, 2024 Q1 2024 |
70
shares
|
$2,090
0.0% of portfolio
|
Q3 2023
Added 366.67%
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Apr 30, 2024 Q1 2024 |
66
shares
|
$1,970
0.0% of portfolio
|
Q4 2023
New holding
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 30, 2024 Q1 2024 |
50
shares
|
$1,493
0.0% of portfolio
|
Q1 2024
New holding
|
|
Harbor Investment Advisory, LLC
|
Apr 12, 2024 Q1 2024 |
47
shares
|
$1,403
0.0% of portfolio
|
Q1 2024
New holding
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 12, 2024 Q4 2023 |
33
shares
|
$985
0.0% of portfolio
|
Q4 2023
New holding
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 18, 2024 Q1 2024 |
33
shares
|
$985
0.0% of portfolio
|
Q1 2024
Added 26.92%
|
|
Allworth Financial LP
|
Apr 25, 2024 Q1 2024 |
32
shares
|
$955
0.0% of portfolio
|
Q1 2024
Reduced 30.43%
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
25
shares
|
$746
0.0% of portfolio
|
Q2 2023
New holding
|
|
Central Trust CO
Jefferson City, MO |
Apr 24, 2024 Q1 2024 |
25
shares
|
$746
0.0% of portfolio
|
Q3 2023
New holding
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
24
shares
|
$716
0.0% of portfolio
|
Q3 2022
New holding
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
May 06, 2024 Q1 2024 |
23
shares
|
$686
0.0% of portfolio
|
Q4 2023
New holding
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
19
shares
|
$567
0.0% of portfolio
|
Q3 2021
New holding
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
18
shares
|
$537
0.0% of portfolio
|
Q1 2021
Added 27.78%
|
|
Advisor Net Financial, Inc
|
Apr 12, 2024 Q1 2024 |
14
shares
|
$418
0.0% of portfolio
|
Q1 2024
Reduced 77.42%
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
14
shares
|
$418
0.0% of portfolio
|
Q4 2022
New holding
|
|
Capital Advisors, Ltd. LLC
|
Apr 18, 2024 Q1 2024 |
10
shares
|
$298
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
Tfo Tdc, LLC
|
May 13, 2024 Q1 2024 |
5
shares
|
$149
0.0% of portfolio
|
Q1 2024
Reduced 99.9%
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
5
shares
|
$149
0.0% of portfolio
|
Q1 2023
New holding
|