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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
2.87K+ 26.28% |
$26.9K - $33.7K
|
13.8K
$128K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.45K- 19.57% |
$41.8K - $52.4K
|
18.3K
$171K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-195- 0.36% |
$1.83K - $2.29K
|
53.3K
$497K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
56+ 3.23% |
$525 - $659
|
1.79K
$16.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-205- 0.4% |
$1.92K - $2.41K
|
50.9K
$474K
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-4.43K- 6.67% |
$41.5K - $52K
|
61.9K
$577K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-202- 0.63% |
$1.89K - $2.38K
|
31.8K
$296K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
21+ 11.05% |
$197 - $247
|
211
$1.97K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.13K+ 609.14% |
$10.6K - $13.3K
|
1.32K
$12.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-20.8K- 89.78% |
$195K - $244K
|
2.37K
$22K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-59.2K- 51.54% |
$555K - $696K
|
55.6K
$518K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-71- 81.61% |
$666 - $835
|
16
$149
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-30- 28.57% |
$281 - $353
|
75
$699
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-300- 0.07% |
$2.81K - $3.53K
|
453K
$4.23M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
889+ 2469.44% |
$8.34K - $10.5K
|
925
$8.62K
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
7K+ 10.2% |
$80.6K - $103K
|
75.6K
$705K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.21K+ 15.38% |
$25.4K - $32.6K
|
16.5K
$154K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-1.09K- 0.45% |
$12.5K - $16K
|
240K
$2.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
17.7KNew |
$204K - $262K
|
17.7K
$165K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.43K+ 1.13% |
$74K - $94.9K
|
573K
$5.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.28K- 16.5% |
$26.2K - $33.6K
|
11.5K
$107K
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
14.7KNew |
$170K - $218K
|
14.7K
$137K
|
|
|
Feb 14, 2025
Q4 2024
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-25.4K- 8.58% |
$292K - $375K
|
271K
$2.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Dendur Capital LP
New York, NY |
BUY
|
PUT |
290KNew |
$3.34M - $4.28M
|
290K
$2.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
427+ 1.98% |
$4.91K - $6.31K
|
22K
$205K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
1.01KNew |
$11.6K - $14.9K
|
1.01K
$9.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
33New |
$380 - $487
|
33
$308
|
|
|
Feb 14, 2025
Q4 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
18.3KNew |
$211K - $270K
|
18.3K
$171K
|
|
|
Feb 14, 2025
Q4 2024
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-5.02K- 25.82% |
$57.8K - $74.2K
|
14.4K
$134K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-558K- 97.75% |
$6.42M - $8.23M
|
12.8K
$120K
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
132New |
$1.52K - $1.95K
|
132
$1.23K
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
39.4KNew |
$454K - $582K
|
39.4K
$368K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
14New |
$161 - $207
|
14
$130
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
3.87KNew |
$44.5K - $57.1K
|
3.87K
$36K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
PUT |
500New |
$5.76K - $7.39K
|
500
$4.66K
|
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
20KNew |
$230K - $295K
|
20K
$186K
|
|
|
Feb 13, 2025
Q4 2024
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
12KNew |
$139K - $178K
|
12K
$112K
|
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-825- 4.2% |
$9.5K - $12.2K
|
18.8K
$175K
|
|
|
Feb 12, 2025
Q4 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-271K- 83.75% |
$3.12M - $4M
|
52.5K
$490K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
10New |
$115 - $148
|
10
$93.2
|
|
|
Feb 12, 2025
Q4 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
14.5KNew |
$167K - $214K
|
14.5K
$135K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
5KNew |
$57.6K - $73.9K
|
5K
$46.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
18.4KNew |
$211K - $271K
|
18.4K
$171K
|
|
|
Feb 11, 2025
Q4 2024
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
14KNew |
$161K - $207K
|
14K
$130K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
100New |
$1.15K - $1.48K
|
100
$932
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.12K- 1.69% |
$12.9K - $16.6K
|
65.3K
$608K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
113New |
$1.3K - $1.67K
|
113
$1.05K
|
|
|
Feb 05, 2025
Q4 2024
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
10.5KNew |
$121K - $156K
|
10.5K
$98.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-28.5K- 73.28% |
$328K - $420K
|
10.4K
$96.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
42KNew |
$483K - $620K
|
42K
$391K
|
|