Purchases and Sales Made in Q1 2023 in Expeditors International Of Washington Inc (EXPD)
This table provides information about the institutional ownership of Expeditors International Of Washington Inc (EXPD) during Q1 2023. The information is specifically focused on institutions that hold shares of EXPEDITORS INTERNATIONAL OF WASHINGTON INC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
24+ 1.08% |
$2.51K - $2.85K
|
2.24K
$255K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
20New |
$2.09K - $2.38K
|
20
$2.27K
|
|
May 04, 2023
Q1 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
20+ 0.39% |
$2.09K - $2.38K
|
5.14K
$584K
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
20+ 0.46% |
$2.09K - $2.38K
|
4.36K
$495K
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
20+ 100.0% |
$2.09K - $2.38K
|
40
$4.54K
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
19New |
$1.99K - $2.26K
|
19
$2.16K
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
19New |
$1.99K - $2.26K
|
19
$2.16K
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
19+ 0.0% |
$1.99K - $2.26K
|
19.1M
$2.17B
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
18New |
$1.88K - $2.14K
|
18
$2.04K
|
|
May 03, 2023
Q1 2023
|
Baillie Gifford & CO
|
BUY
|
- |
18+ 16.82% |
$1.88K - $2.14K
|
125
$14.2K
|
|
May 15, 2023
Q1 2023
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
BUY
|
- |
17+ 0.79% |
$1.78K - $2.02K
|
2.17K
$247K
|
|
May 15, 2023
Q1 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
16+ 0.79% |
$1.67K - $1.9K
|
2.04K
$231K
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
16New |
$1.67K - $1.9K
|
16
$1.82K
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
16+ 0.94% |
$1.67K - $1.9K
|
1.71K
$194K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
15+ 0.3% |
$1.57K - $1.78K
|
5K
$568K
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
14+ 0.37% |
$1.46K - $1.66K
|
3.8K
$431K
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
13New |
$1.36K - $1.55K
|
13
$1.48K
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
12New |
$1.25K - $1.43K
|
12
$1.36K
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
11+ 5.76% |
$1.15K - $1.31K
|
202
$22.9K
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
11New |
$1.15K - $1.31K
|
11
$1.25K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
8New |
$836 - $951
|
8
$909
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
7New |
$731 - $832
|
7
$795
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
7+ 4.07% |
$731 - $832
|
179
$20.3K
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
6+ 18.75% |
$627 - $713
|
38
$4.32K
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
5+ 0.12% |
$522 - $594
|
4.26K
$484K
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5New |
$522 - $594
|
5
$568
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
5+ 0.1% |
$522 - $594
|
5.27K
$598K
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
4New |
$418 - $475
|
4
$454
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
3+ 0.89% |
$313 - $357
|
339
$38.5K
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
3+ 0.15% |
$313 - $357
|
2K
$227K
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3New |
$313 - $357
|
3
$341
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 8.0% |
$209 - $238
|
27
$3.07K
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
2+ 200.0% |
$209 - $238
|
3
$341
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2+ 1.23% |
$209 - $238
|
165
$18.7K
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1- 0.02% |
$104 - $119
|
6.04K
$686K
|
|
May 02, 2023
Q1 2023
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-1- 0.04% |
$104 - $119
|
2.59K
$295K
|
|
Apr 28, 2023
Q1 2023
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.59% |
$209 - $238
|
336
$38.2K
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-2- 1.33% |
$209 - $238
|
148
$16.8K
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-2- 11.76% |
$209 - $238
|
15
$1.7K
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-2- 15.38% |
$209 - $238
|
11
$1.25K
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-3- 11.54% |
$313 - $357
|
23
$2.61K
|
|
May 10, 2023
Q1 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-4- 0.03% |
$418 - $475
|
14.3K
$1.62M
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-5- 0.07% |
$522 - $594
|
6.72K
$763K
|
|
May 05, 2023
Q1 2023
|
Leo H. Evart, Inc.
|
SELL
|
- |
-5- 0.15% |
$522 - $594
|
3.44K
$391K
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-6- 2.86% |
$627 - $713
|
204
$23.2K
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-6- 2.87% |
$627 - $713
|
203
$23.1K
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-6- 1.04% |
$627 - $713
|
573
$65.1K
|