Latest Institutional Transactions on Exp World Holdings, Inc. (EXPI)
This table provides information on the latest institutional transactions involving Exp World Holdings, Inc. (EXPI) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-250- 50.0% |
$8.17K - $13.6K
|
250
$3.2K
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
100New |
$3.23K - $5.37K
|
100
$1.28K
|
|
|
Nov 15, 2021
Q3 2021
|
Fortis Capital Management LLC
|
SELL
|
- |
-52.8KClosed |
$1.71M - $2.83M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
13.4KNew |
$433K - $719K
|
13.4K
$172K
|
|
|
Nov 15, 2021
Q3 2021
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-76.8KClosed |
$2.48M - $4.12M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-29.8KClosed |
$962K - $1.6M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
84New |
$2.71K - $4.51K
|
84
$1.08K
|
|
|
Nov 10, 2021
Q3 2021
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-89.6KClosed |
$2.9M - $4.81M
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Hap Trading, LLC
New York, NY |
SELL
|
PUT |
-14.2KClosed |
$459K - $762K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
SELL
|
- |
-48Closed |
$1.55K - $2.58K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-90Closed |
$2.91K - $4.83K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Albion Financial Group
|
SELL
|
- |
-20Closed |
$646 - $1.07K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-14Closed |
$452 - $751
|
0
$0
|
|
| Q2 2021 | |||||||
|
Sep 07, 2021
Q2 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
200New |
$4.67K - $9.06K
|
200
$2.56K
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-66Closed |
$1.54K - $2.99K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
SELL
|
- |
-85.4KClosed |
$2M - $3.87M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
J. Goldman & CO LP
New York, NY |
SELL
|
- |
-181KClosed |
$4.23M - $8.2M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-27.4KClosed |
$639K - $1.24M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-7.17KClosed |
$168K - $325K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Mackay Shields LLC
|
SELL
|
- |
-31.1KClosed |
$727K - $1.41M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
62New |
$1.45K - $2.81K
|
62
$794
|
|
|
Aug 11, 2021
Q2 2021
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-257KClosed |
$6.02M - $11.7M
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-9.38KClosed |
$219K - $425K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-30Closed |
$701 - $1.36K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Vontobel Holding Ltd.
|
SELL
|
- |
-35KClosed |
$818K - $1.59M
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-226Closed |
$5.28K - $10.2K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Empowered Funds, LLC
|
SELL
|
- |
-32.1KClosed |
$750K - $1.46M
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-8.3KClosed |
$194K - $376K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-135KClosed |
$3.16M - $6.12M
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-996Closed |
$23.3K - $45.1K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Nkcfo LLC
|
SELL
|
- |
-6.3KClosed |
$147K - $286K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-8.81KClosed |
$206K - $399K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Nov 09, 2023
Q1 2021
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-85Closed |
$2.58K - $6.85K
|
0
$0
|
|
|
May 21, 2021
Q1 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-32Closed |
$972 - $2.58K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Isomer Partners LP
New York, NY |
SELL
|
PUT |
-75KClosed |
$2.28M - $6.04M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Zebra Capital Management LLC
Stamford, CT |
SELL
|
- |
-6.83KClosed |
$208K - $550K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
80+ 100.0% |
$2.43K - $6.44K
|
160
$2.05K
|
|
|
May 14, 2021
Q1 2021
|
Phoenician Capital LLC
New York, NY |
BUY
|
- |
150K+ 100.0% |
$4.56M - $12.1M
|
300K
$3.84M
|
|
|
May 13, 2021
Q1 2021
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1.73KClosed |
$52.7K - $140K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-24Closed |
$729 - $1.93K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Eam Investors, LLC
Solana Beach, CA |
SELL
|
- |
-12.8KClosed |
$390K - $1.03M
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Eam Global Investors LLC
Solana Beach, CA |
SELL
|
- |
-18.1KClosed |
$550K - $1.46M
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-517Closed |
$15.7K - $41.6K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
8+ 100.0% |
$243 - $644
|
16
$205
|
|
|
May 05, 2021
Q1 2021
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
400New |
$12.2K - $32.2K
|
400
$5.12K
|
|
|
Apr 30, 2021
Q1 2021
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-7.9KClosed |
$240K - $636K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Belvedere Trading LLC
|
SELL
|
- |
-11.4KClosed |
$345K - $915K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-13.5KClosed |
$411K - $1.09M
|
0
$0
|
|
|
Apr 08, 2021
Q1 2021
|
Baldwin Brothers LLC
|
BUY
|
- |
1.3K+ 100.0% |
$39.5K - $105K
|
2.6K
$33.3K
|
|