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 12, 2025
Q1 2025
|
Aigen Investment Management, LP
|
BUY
|
- |
4.48K+ 25.82% |
$42K - $52.6K
|
21.8K
$235K
|
|
|
May 12, 2025
Q1 2025
|
Entropy Technologies, LP
New York, NY |
SELL
|
- |
-1.9K- 12.71% |
$17.8K - $22.3K
|
13K
$141K
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-408- 41.42% |
$3.83K - $4.8K
|
577
$6.23K
|
|
|
May 09, 2025
Q1 2025
|
Bit Capital Gmb H
Berlin, 2M |
BUY
|
- |
36.1KNew |
$339K - $425K
|
36.1K
$390K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
20.1KNew |
$189K - $236K
|
20.1K
$217K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
58.7KNew |
$551K - $691K
|
58.7K
$634K
|
|
|
May 07, 2025
Q1 2025
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
1.48K+ 2.31% |
$13.9K - $17.4K
|
65.5K
$707K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-14- 1.01% |
$131 - $165
|
1.37K
$14.8K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
87+ 102.35% |
$816 - $1.02K
|
172
$1.86K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
34.4KNew |
$322K - $404K
|
34.4K
$371K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
21.1KNew |
$197K - $248K
|
21.1K
$227K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-16- 13.01% |
$150 - $188
|
107
$1.15K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
136New |
$1.28K - $1.6K
|
136
$1.47K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
273New |
$2.56K - $3.21K
|
273
$2.95K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-2.68K- 17.59% |
$25.1K - $31.5K
|
12.5K
$135K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
221+ 18.97% |
$2.07K - $2.6K
|
1.39K
$15K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-25.1K- 5.86% |
$235K - $295K
|
403K
$4.35M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
21+ 18.26% |
$197 - $247
|
136
$1.47K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
511+ 25.07% |
$4.79K - $6.01K
|
2.55K
$27.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-900- 8.12% |
$8.44K - $10.6K
|
10.2K
$110K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
5.7KNew |
$53.5K - $67K
|
5.7K
$61.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1KNew |
$9.38K - $11.8K
|
1K
$10.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-251- 47.72% |
$2.35K - $2.95K
|
275
$2.97K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-289- 87.58% |
$2.71K - $3.4K
|
41
$442
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
35New |
$328 - $412
|
35
$378
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-2- 13.33% |
$18.8 - $23.5
|
13
$140
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-59.2K- 51.54% |
$555K - $696K
|
55.6K
$600K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-71- 81.61% |
$666 - $835
|
16
$173
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
889+ 2469.44% |
$8.34K - $10.5K
|
925
$9.98K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-5.02K- 25.82% |
$57.8K - $74.2K
|
14.4K
$156K
|
|
|
Feb 14, 2025
Q4 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
17.7KNew |
$204K - $262K
|
17.7K
$191K
|
|
|
Feb 14, 2025
Q4 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
18.3KNew |
$211K - $270K
|
18.3K
$197K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
427+ 1.98% |
$4.91K - $6.31K
|
22K
$237K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
1.01KNew |
$11.6K - $14.9K
|
1.01K
$10.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
33New |
$380 - $487
|
33
$356
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-558K- 97.75% |
$6.42M - $8.23M
|
12.8K
$139K
|
|
|
Feb 14, 2025
Q4 2024
|
Dendur Capital LP
New York, NY |
BUY
|
PUT |
290KNew |
$3.34M - $4.28M
|
290K
$3.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-25.4K- 8.58% |
$292K - $375K
|
271K
$2.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.43K+ 1.13% |
$74K - $94.9K
|
573K
$6.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
14.7KNew |
$170K - $218K
|
14.7K
$159K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.28K- 16.5% |
$26.2K - $33.6K
|
11.5K
$124K
|
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
20KNew |
$230K - $295K
|
20K
$216K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
14New |
$161 - $207
|
14
$151
|
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-825- 4.2% |
$9.5K - $12.2K
|
18.8K
$203K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
PUT |
500New |
$5.76K - $7.39K
|
500
$5.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
3.87KNew |
$44.5K - $57.1K
|
3.87K
$41.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
39.4KNew |
$454K - $582K
|
39.4K
$426K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
10New |
$115 - $148
|
10
$108
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
5KNew |
$57.6K - $73.9K
|
5K
$53.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
100New |
$1.15K - $1.48K
|
100
$1.08K
|
|