Purchases and Sales Made in Q3 2023 in Expeditors International Of Washington Inc (EXPD)
This table provides information about the institutional ownership of Expeditors International Of Washington Inc (EXPD) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
47New |
$5.31K - $5.98K
|
47
$5.49K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
47+ 13.74% |
$5.31K - $5.98K
|
389
$45.5K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
44+ 1.25% |
$4.97K - $5.6K
|
3.56K
$416K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
44+ 2.58% |
$4.97K - $5.6K
|
1.75K
$204K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
40+ 27.03% |
$4.52K - $5.09K
|
188
$22K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
39+ 354.55% |
$4.41K - $4.96K
|
50
$5.84K
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
38+ 19.29% |
$4.29K - $4.84K
|
235
$27.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
35+ 0.27% |
$3.96K - $4.46K
|
12.8K
$1.49M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
32+ 7.14% |
$3.62K - $4.07K
|
480
$56.1K
|
|
|
Nov 01, 2023
Q3 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
28+ 1.09% |
$3.16K - $3.56K
|
2.59K
$302K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
24New |
$2.71K - $3.06K
|
24
$2.8K
|
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
BUY
|
- |
23+ 0.37% |
$2.6K - $2.93K
|
6.17K
$720K
|
|
|
Nov 01, 2023
Q3 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
20+ 0.52% |
$2.26K - $2.55K
|
3.85K
$450K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
17+ 4.55% |
$1.92K - $2.16K
|
391
$45.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Impac Tfolio, LLC
|
BUY
|
- |
16+ 0.86% |
$1.81K - $2.04K
|
1.87K
$218K
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
BUY
|
- |
16+ 0.52% |
$1.81K - $2.04K
|
3.07K
$359K
|
|
|
Nov 02, 2023
Q3 2023
|
Estate Counselors, LLC
|
BUY
|
- |
15+ 0.13% |
$1.7K - $1.91K
|
11.6K
$1.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
14+ 3.26% |
$1.58K - $1.78K
|
443
$51.8K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
14+ 7.87% |
$1.58K - $1.78K
|
192
$22.4K
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
14New |
$1.58K - $1.78K
|
14
$1.64K
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
14+ 7.87% |
$1.58K - $1.78K
|
192
$22.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
13+ 0.63% |
$1.47K - $1.65K
|
2.07K
$242K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
13+ 0.21% |
$1.47K - $1.65K
|
6.13K
$716K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
12+ 2.33% |
$1.36K - $1.53K
|
528
$61.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
11+ 6.01% |
$1.24K - $1.4K
|
194
$22.7K
|
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
10+ 0.09% |
$1.13K - $1.27K
|
11.2K
$1.31M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9+ 2.63% |
$1.02K - $1.15K
|
351
$41K
|
|
|
Nov 13, 2023
Q3 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
9+ 0.44% |
$1.02K - $1.15K
|
2.06K
$241K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
9+ 12.16% |
$1.02K - $1.15K
|
83
$9.7K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
8New |
$904 - $1.02K
|
8
$935
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
8+ 200.0% |
$904 - $1.02K
|
12
$1.4K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7+ 11.29% |
$791 - $891
|
69
$8.06K
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
7+ 0.06% |
$791 - $891
|
12.1K
$1.41M
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
5+ 0.13% |
$565 - $637
|
3.81K
$445K
|
|
|
Nov 07, 2023
Q3 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
5+ 0.25% |
$565 - $637
|
1.97K
$230K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.07% |
$565 - $637
|
7.21K
$843K
|
|
|
Nov 07, 2023
Q3 2023
|
Zevin Asset Management LLC
|
BUY
|
- |
3+ 0.0% |
$339 - $382
|
64K
$7.48M
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
2+ 1.25% |
$226 - $255
|
162
$18.9K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 5.88% |
$226 - $255
|
36
$4.21K
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
2+ 66.67% |
$226 - $255
|
5
$584
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2+ 18.18% |
$226 - $255
|
13
$1.52K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2+ 4.17% |
$226 - $255
|
50
$5.84K
|
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
BUY
|
- |
1+ 0.04% |
$113 - $127
|
2.42K
$283K
|
|
|
Nov 26, 2024
Q3 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1- 10.0% |
$113 - $127
|
9
$1.05K
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
SELL
|
- |
-3- 27.27% |
$339 - $382
|
8
$935
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-3- 0.47% |
$339 - $382
|
635
$74.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-5- 3.29% |
$565 - $637
|
147
$17.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-6- 0.13% |
$678 - $764
|
4.79K
$560K
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-6- 0.09% |
$678 - $764
|
7.03K
$821K
|