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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
1.48K+ 2.31% |
$13.9K - $17.4K
|
65.5K
$611K
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-4.21M- 79.68% |
$39.5M - $49.5M
|
1.07M
$10M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-28K- 52.33% |
$262K - $329K
|
25.5K
$237K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.49K+ 5.74% |
$14K - $17.6K
|
27.5K
$257K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-14- 1.01% |
$131 - $165
|
1.37K
$12.8K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
139New |
$1.3K - $1.63K
|
139
$1.3K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
87+ 102.35% |
$816 - $1.02K
|
172
$1.6K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
116K+ 77.88% |
$1.09M - $1.36M
|
265K
$2.47M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
34.4KNew |
$322K - $404K
|
34.4K
$320K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
21.1KNew |
$197K - $248K
|
21.1K
$196K
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
359+ 2.38% |
$3.37K - $4.22K
|
15.5K
$144K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
34+ 45.33% |
$319 - $400
|
109
$1.02K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-292- 1.31% |
$2.74K - $3.43K
|
22K
$205K
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-495- 3.87% |
$4.64K - $5.82K
|
12.3K
$115K
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-3.19K- 11.82% |
$29.9K - $37.5K
|
23.8K
$222K
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1K- 2.45% |
$9.38K - $11.8K
|
39.8K
$371K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
136New |
$1.28K - $1.6K
|
136
$1.27K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-168- 31.88% |
$1.58K - $1.98K
|
359
$3.35K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-16- 13.01% |
$150 - $188
|
107
$997
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
125+ 0.52% |
$1.17K - $1.47K
|
24.1K
$225K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
162+ 5.86% |
$1.52K - $1.91K
|
2.93K
$27.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-2.68K- 17.59% |
$25.1K - $31.5K
|
12.5K
$117K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.61K- 4.64% |
$24.5K - $30.7K
|
53.6K
$500K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-75.1K- 98.82% |
$704K - $883K
|
895
$8.34K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
273New |
$2.56K - $3.21K
|
273
$2.54K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
5+ 0.46% |
$46.9 - $58.8
|
1.09K
$10.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
62+ 69.66% |
$582 - $729
|
151
$1.41K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
21+ 18.26% |
$197 - $247
|
136
$1.27K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-25.1K- 5.86% |
$235K - $295K
|
403K
$3.76M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
221+ 18.97% |
$2.07K - $2.6K
|
1.39K
$12.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
5.7KNew |
$53.5K - $67K
|
5.7K
$53.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-900- 8.12% |
$8.44K - $10.6K
|
10.2K
$94.9K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
511+ 25.07% |
$4.79K - $6.01K
|
2.55K
$23.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
6.5K+ 14.75% |
$60.9K - $76.4K
|
50.5K
$471K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-600- 3.02% |
$5.63K - $7.06K
|
19.3K
$180K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
9.62K+ 2.34% |
$90.2K - $113K
|
421K
$3.93M
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-251- 47.72% |
$2.35K - $2.95K
|
275
$2.56K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-265- 1.09% |
$2.49K - $3.12K
|
24K
$224K
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-6.3K- 9.85% |
$59.1K - $74K
|
57.6K
$537K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1KNew |
$9.38K - $11.8K
|
1K
$9.32K
|
|
|
Apr 24, 2025
Q1 2025
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-3.3K- 6.8% |
$30.9K - $38.8K
|
45.2K
$421K
|
|
|
Apr 24, 2025
Q1 2025
|
Copeland Capital Management, LLC
|
SELL
|
- |
-708K- 18.08% |
$6.64M - $8.33M
|
3.21M
$29.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-630- 50.0% |
$5.91K - $7.41K
|
630
$5.87K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-100- 0.51% |
$938 - $1.18K
|
19.7K
$183K
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
50KNew |
$469K - $589K
|
50K
$466K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-289- 87.58% |
$2.71K - $3.4K
|
41
$382
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.17K- 2.44% |
$11K - $13.7K
|
46.8K
$436K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
214+ 1.46% |
$2.01K - $2.52K
|
14.8K
$138K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
35New |
$328 - $412
|
35
$326
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-2- 13.33% |
$18.8 - $23.5
|
13
$121
|