Purchases and Sales Made in Q4 2023 in Exl Service Holdings, Inc. (EXLS)
This table provides information about the institutional ownership of Exl Service Holdings, Inc. (EXLS) during Q4 2023. The information is specifically focused on institutions that hold shares of ExlService Holdings, Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
712+ 4.32% |
$18K - $22.1K
|
17.2K
$794K
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
702+ 4.34% |
$17.7K - $21.8K
|
16.9K
$779K
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
680+ 5.16% |
$17.2K - $21.1K
|
13.9K
$640K
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
670+ 8.6% |
$16.9K - $20.8K
|
8.46K
$391K
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
587+ 7.75% |
$14.8K - $18.2K
|
8.16K
$377K
|
|
Jan 11, 2024
Q4 2023
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
503+ 65.24% |
$12.7K - $15.6K
|
1.27K
$58.9K
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
486+ 3.45% |
$12.3K - $15.1K
|
14.6K
$673K
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
432New |
$10.9K - $13.4K
|
432
$20K
|
|
Feb 09, 2024
Q4 2023
|
Aviva PLC
|
BUY
|
- |
423+ 2.04% |
$10.7K - $13.1K
|
21.2K
$978K
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
416+ 0.16% |
$10.5K - $12.9K
|
264K
$12.2M
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
406+ 15.17% |
$10.2K - $12.6K
|
3.08K
$142K
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
379New |
$9.56K - $11.8K
|
379
$17.5K
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
366+ 44.63% |
$9.23K - $11.4K
|
1.19K
$54.8K
|
|
Jan 31, 2024
Q4 2023
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
333+ 4.04% |
$8.4K - $10.3K
|
8.58K
$396K
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
296+ 14.8% |
$7.47K - $9.18K
|
2.3K
$106K
|
|
Jan 24, 2024
Q4 2023
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
294+ 0.42% |
$7.42K - $9.12K
|
70.1K
$3.24M
|
|
Feb 07, 2024
Q4 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
278+ 34.97% |
$7.01K - $8.63K
|
1.07K
$49.6K
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
195New |
$4.92K - $6.05K
|
195
$9.01K
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
171New |
$4.31K - $5.31K
|
171
$7.9K
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
144+ 16.65% |
$3.63K - $4.47K
|
1.01K
$46.6K
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
139+ 6.4% |
$3.51K - $4.31K
|
2.31K
$107K
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
125New |
$3.15K - $3.88K
|
125
$5.78K
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
98+ 9.32% |
$2.47K - $3.04K
|
1.15K
$53.1K
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
72+ 34.95% |
$1.82K - $2.23K
|
278
$12.8K
|
|
Feb 23, 2024
Q4 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
72New |
$1.82K - $2.23K
|
72
$3.33K
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
66New |
$1.67K - $2.05K
|
66
$3.05K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
52+ 520.0% |
$1.31K - $1.61K
|
62
$2.87K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
49+ 5.24% |
$1.24K - $1.52K
|
984
$45.5K
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
47New |
$1.19K - $1.46K
|
47
$2.17K
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
40+ 114.29% |
$1.01K - $1.24K
|
75
$3.47K
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
38+ 44.71% |
$959 - $1.18K
|
123
$5.68K
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
33New |
$833 - $1.02K
|
33
$1.52K
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
23New |
$580 - $714
|
23
$1.06K
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
11+ 0.51% |
$278 - $341
|
2.16K
$99.9K
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 13.04% |
$75.7 - $93.1
|
26
$1.2K
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-2- 4.17% |
$50.5 - $62.1
|
46
$2.13K
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-33- 7.67% |
$833 - $1.02K
|
397
$18.3K
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-33- 3.16% |
$833 - $1.02K
|
1.01K
$46.8K
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-33- 0.17% |
$833 - $1.02K
|
19.6K
$905K
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-36- 0.14% |
$908 - $1.12K
|
25.4K
$1.17M
|
|
Feb 05, 2024
Q4 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-37- 0.12% |
$934 - $1.15K
|
30.1K
$1.39M
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-38- 34.55% |
$959 - $1.18K
|
72
$3.33K
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-52- 35.37% |
$1.31K - $1.61K
|
95
$4.39K
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-64- 0.17% |
$1.61K - $1.99K
|
36.7K
$1.7M
|
|
Aug 22, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-79- 0.06% |
$1.99K - $2.45K
|
132K
$6.08M
|
|
Feb 08, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-79- 0.06% |
$1.99K - $2.45K
|
132K
$6.08M
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-100- 0.22% |
$2.52K - $3.1K
|
46.4K
$2.14M
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-105- 70.0% |
$2.65K - $3.26K
|
45
$2.08K
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-115- 28.75% |
$2.9K - $3.57K
|
285
$13.2K
|
|
Feb 08, 2024
Q4 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-118- 0.84% |
$2.98K - $3.66K
|
13.9K
$643K
|