Latest Institutional Transactions on Expeditors International Of Washington Inc (EXPD)
This table provides information on the latest institutional transactions involving Expeditors International Of Washington Inc (EXPD) 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 |
---|---|---|---|---|---|---|---|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
519+ 25.11% |
$60.3K - $68.2K
|
2.59K
$311K
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-64- 3.57% |
$7.43K - $8.41K
|
1.73K
$208K
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
29New |
$3.37K - $3.81K
|
29
$3.48K
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
23.1K+ 36.72% |
$2.68M - $3.04M
|
86K
$10.3M
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
PUT |
-800- 24.24% |
$92.9K - $105K
|
2.5K
$300K
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
177K+ 17.76% |
$20.5M - $23.2M
|
1.17M
$141M
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-25.1K- 47.54% |
$2.92M - $3.3M
|
27.7K
$3.33M
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-540- 24.61% |
$62.7K - $71K
|
1.65K
$199K
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-372- 1.21% |
$43.2K - $48.9K
|
30.4K
$3.65M
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-8- 0.83% |
$929 - $1.05K
|
961
$115K
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-1.07K- 0.27% |
$125K - $141K
|
397K
$47.7M
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
625+ 5.59% |
$72.6K - $82.1K
|
11.8K
$1.42M
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-343- 9.52% |
$39.8K - $45.1K
|
3.26K
$392K
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
7New |
$813 - $920
|
7
$841
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-183- 1.48% |
$21.2K - $24K
|
12.2K
$1.46M
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-281- 13.78% |
$32.6K - $36.9K
|
1.76K
$211K
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
467+ 16.51% |
$54.2K - $61.4K
|
3.3K
$396K
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-298- 47.15% |
$34.6K - $39.2K
|
334
$40.1K
|
|
Oct 31, 2024
Q3 2024
|
Hendley & CO Inc
|
SELL
|
- |
-398- 1.09% |
$46.2K - $52.3K
|
36.1K
$4.34M
|
|
Oct 31, 2024
Q3 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-8.33K- 2.2% |
$967K - $1.09M
|
370K
$44.5M
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
469+ 14.78% |
$54.5K - $61.6K
|
3.64K
$438K
|
|
Oct 31, 2024
Q3 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-450- 16.97% |
$52.2K - $59.1K
|
2.2K
$265K
|
|
Oct 31, 2024
Q3 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
5.39K+ 1.51% |
$626K - $708K
|
362K
$43.5M
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
352+ 12.59% |
$40.9K - $46.3K
|
3.15K
$378K
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
200New |
$23.2K - $26.3K
|
200
$24K
|
|
Oct 31, 2024
Q3 2024
|
Mcdonald Capital Investors Inc
|
SELL
|
- |
-2.28K- 14.97% |
$265K - $300K
|
13K
$1.56M
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
10+ 0.64% |
$1.16K - $1.31K
|
1.57K
$188K
|
|
Oct 31, 2024
Q3 2024
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-440- 14.66% |
$51.1K - $57.8K
|
2.56K
$308K
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
4.04K+ 0.35% |
$470K - $531K
|
1.16M
$140M
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.64K+ 11.42% |
$307K - $347K
|
25.8K
$3.09M
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
68+ 0.12% |
$7.89K - $8.94K
|
55.3K
$6.64M
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-523- 5.06% |
$60.7K - $68.7K
|
9.82K
$1.18M
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.61KNew |
$187K - $212K
|
1.61K
$194K
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-9.35K- 98.17% |
$1.09M - $1.23M
|
174
$20.9K
|
|
Oct 30, 2024
Q3 2024
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-1.4K- 2.45% |
$163K - $184K
|
55.8K
$6.7M
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-350- 7.28% |
$40.6K - $46K
|
4.46K
$536K
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-3.01K- 3.71% |
$349K - $395K
|
78K
$9.37M
|
|
Oct 30, 2024
Q3 2024
|
River Road Asset Management, LLC
|
SELL
|
- |
-4.01K- 6.74% |
$465K - $527K
|
55.4K
$6.66M
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.17K- 4.02% |
$136K - $154K
|
28.1K
$3.37M
|
|
Oct 30, 2024
Q3 2024
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
2.78KNew |
$322K - $365K
|
2.78K
$333K
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-38- 1.34% |
$4.41K - $4.99K
|
2.8K
$337K
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
450New |
$52.2K - $59.1K
|
450
$54.1K
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
4.85KNew |
$563K - $637K
|
4.85K
$583K
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-508- 2.65% |
$59K - $66.8K
|
18.7K
$2.25M
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-14.5K- 27.86% |
$1.69M - $1.91M
|
37.6K
$4.52M
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
11New |
$1.28K - $1.45K
|
11
$1.32K
|
|
Oct 29, 2024
Q3 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
65.2K+ 32.98% |
$7.57M - $8.57M
|
263K
$31.6M
|
|
Oct 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-553- 1.76% |
$64.2K - $72.7K
|
30.8K
$3.7M
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-3.88K- 70.39% |
$450K - $510K
|
1.63K
$196K
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
9+ 5.06% |
$1.04K - $1.18K
|
187
$22.5K
|