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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2023
Q3 2023
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-17- 4.91% |
$1.92K - $2.16K
|
329
$39.5K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
8New |
$904 - $1.02K
|
8
$961
|
|
|
Oct 18, 2023
Q3 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-500- 2.08% |
$56.5K - $63.7K
|
23.5K
$2.82M
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
52New |
$5.88K - $6.62K
|
52
$6.25K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
1.82KNew |
$205K - $231K
|
1.82K
$218K
|
|
| Q2 2023 | |||||||
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
20+ 100.0% |
$2.11K - $2.42K
|
40
$4.81K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-2.27K- 17.05% |
$239K - $274K
|
11K
$1.32M
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-4Closed |
$421 - $485
|
0
$0
|
|
|
Oct 20, 2023
Q2 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
7.6KNew |
$801K - $921K
|
7.6K
$913K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-28- 37.33% |
$2.95K - $3.39K
|
47
$5.65K
|
|
|
Aug 21, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-18.5K- 97.42% |
$1.95M - $2.24M
|
489
$58.8K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
162New |
$17.1K - $19.6K
|
162
$19.5K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
86New |
$9.06K - $10.4K
|
86
$10.3K
|
|
|
Aug 15, 2023
Q2 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
3.81KNew |
$402K - $462K
|
3.81K
$458K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
14.4KNew |
$1.52M - $1.75M
|
14.4K
$1.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
104New |
$11K - $12.6K
|
104
$12.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
2.95KNew |
$311K - $357K
|
2.95K
$354K
|
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
4+ 0.18% |
$421 - $485
|
2.26K
$271K
|
|
|
Aug 14, 2023
Q2 2023
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
PUT |
-45K- 64.01% |
$4.74M - $5.45M
|
25.3K
$3.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
4KNew |
$421K - $485K
|
4K
$481K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.04K- 59.86% |
$109K - $126K
|
696
$83.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-115- 36.62% |
$12.1K - $13.9K
|
199
$23.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-33- 1.13% |
$3.48K - $4K
|
2.89K
$347K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
26.6KNew |
$2.8M - $3.22M
|
26.6K
$3.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.7KNew |
$179K - $205K
|
1.7K
$204K
|
|
|
Aug 14, 2023
Q2 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
69.9KNew |
$7.36M - $8.47M
|
69.9K
$8.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
8.58KNew |
$904K - $1.04M
|
8.58K
$1.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
19+ 10.38% |
$2K - $2.3K
|
202
$24.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
15.9KNew |
$1.68M - $1.93M
|
15.9K
$1.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
25.6KNew |
$2.7M - $3.1M
|
25.6K
$3.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-298- 13.87% |
$31.4K - $36.1K
|
1.85K
$222K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-6.61K- 19.8% |
$696K - $800K
|
26.8K
$3.22M
|
|
|
Aug 11, 2023
Q2 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-1.71K- 48.95% |
$180K - $207K
|
1.78K
$214K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
1.68KNew |
$177K - $204K
|
1.68K
$202K
|
|
|
Aug 11, 2023
Q2 2023
|
Eschler Asset Management LLP
Cambridge, X0 |
BUY
|
- |
266+ 4.59% |
$28K - $32.2K
|
6.07K
$729K
|
|
|
Aug 10, 2023
Q2 2023
|
Belmont Capital, LLC
|
BUY
|
- |
89New |
$9.38K - $10.8K
|
89
$10.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-28.8K- 11.59% |
$3.04M - $3.49M
|
220K
$26.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
72+ 167.44% |
$7.59K - $8.72K
|
115
$13.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Washington Trust Bank
|
BUY
|
- |
1.77KNew |
$186K - $214K
|
1.77K
$213K
|
|
|
Aug 10, 2023
Q2 2023
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-2K- 66.67% |
$211K - $242K
|
1K
$120K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
3New |
$316 - $363
|
3
$360
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2- 6.25% |
$211 - $242
|
30
$3.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1.8KNew |
$190K - $218K
|
1.8K
$216K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
17New |
$1.79K - $2.06K
|
17
$2.04K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
4New |
$421 - $485
|
4
$481
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
15New |
$1.58K - $1.82K
|
15
$1.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
759+ 6.11% |
$80K - $91.9K
|
13.2K
$1.58M
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
12New |
$1.26K - $1.45K
|
12
$1.44K
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
32+ 2.81% |
$3.37K - $3.88K
|
1.17K
$141K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
55+ 13.29% |
$5.79K - $6.66K
|
469
$56.4K
|
|