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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-11.2K- 55.16% |
$181K - $283K
|
9.07K
$97.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
232KNew |
$3.77M - $5.88M
|
232K
$2.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-100- 0.74% |
$1.62K - $2.53K
|
13.4K
$144K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
23.8KNew |
$386K - $602K
|
23.8K
$256K
|
|
|
Nov 13, 2023
Q3 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
3.12KNew |
$50.7K - $79K
|
3.12K
$33.7K
|
|
|
Nov 09, 2023
Q3 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-19.3K- 31.36% |
$314K - $490K
|
42.4K
$457K
|
|
|
Nov 08, 2023
Q3 2023
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
39.9KNew |
$648K - $1.01M
|
39.9K
$431K
|
|
|
Nov 08, 2023
Q3 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
26.1KNew |
$423K - $660K
|
26.1K
$281K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 1.47% |
$16.2 - $25.3
|
69
$745
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
5.16KNew |
$83.8K - $131K
|
5.16K
$55.7K
|
|
|
Nov 07, 2023
Q3 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
10.4KNew |
$169K - $264K
|
10.4K
$113K
|
|
|
Oct 27, 2023
Q3 2023
|
Td Asset Management Inc
|
SELL
|
- |
-643K- 96.78% |
$10.5M - $16.3M
|
21.4K
$231K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
50New |
$812 - $1.27K
|
50
$540
|
|
|
Oct 25, 2023
Q3 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
4.86K+ 59.05% |
$79K - $123K
|
13.1K
$141K
|
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-1- 0.57% |
$16.2 - $25.3
|
174
$1.88K
|
|
| Q2 2023 | |||||||
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
37New |
$410 - $763
|
37
$399
|
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
18.3KNew |
$202K - $377K
|
18.3K
$197K
|
|
|
Aug 14, 2023
Q2 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
CALL |
25KNew |
$277K - $516K
|
25K
$270K
|
|
|
Aug 14, 2023
Q2 2023
|
Amundi
Paris, I0 |
SELL
|
- |
-4.5K- 48.41% |
$49.8K - $92.8K
|
4.8K
$51.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Caxton Associates LP
New York, NY |
BUY
|
- |
16.9KNew |
$187K - $349K
|
16.9K
$182K
|
|
|
Aug 11, 2023
Q2 2023
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-200K- 21.35% |
$2.22M - $4.13M
|
739K
$7.97M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
PUT |
300KNew |
$3.32M - $6.19M
|
300K
$3.24M
|
|
|
Aug 11, 2023
Q2 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-94.3K- 62.11% |
$1.04M - $1.94M
|
57.5K
$620K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
7+ 8.33% |
$77.5 - $144
|
91
$982
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
15.3K+ 7.61% |
$170K - $316K
|
217K
$2.34M
|
|
|
Aug 07, 2023
Q2 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
29.2K+ 846.31% |
$323K - $603K
|
32.7K
$353K
|
|
|
Aug 04, 2023
Q2 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-25.7K- 70.87% |
$285K - $530K
|
10.6K
$114K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
130New |
$1.44K - $2.68K
|
130
$1.4K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
38New |
$421 - $784
|
38
$410
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
80New |
$886 - $1.65K
|
80
$863
|
|
|
Jul 12, 2023
Q2 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
985New |
$10.9K - $20.3K
|
985
$10.6K
|
|
|
Jul 10, 2023
Q2 2023
|
Retireful, LLC
|
BUY
|
- |
94.5KNew |
$1.05M - $1.95M
|
94.5K
$1.02M
|
|
| Q1 2023 | |||||||
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-93Closed |
$1.01K - $1.65K
|
0
$0
|
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
1.59KNew |
$17.3K - $28.2K
|
1.59K
$17.2K
|
|
|
May 15, 2023
Q1 2023
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-52- 0.26% |
$564 - $921
|
20K
$216K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-600- 75.0% |
$6.51K - $10.6K
|
200
$2.16K
|
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
75.4K+ 77.44% |
$818K - $1.34M
|
173K
$1.86M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-100- 26.32% |
$1.09K - $1.77K
|
280
$3.02K
|
|
|
May 15, 2023
Q1 2023
|
Westerly Capital Management, LLC
San Francisco, CA |
BUY
|
PUT |
500New |
$5.43K - $8.86K
|
500
$5.4K
|
|
|
May 10, 2023
Q1 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
34.9KNew |
$378K - $617K
|
34.9K
$376K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
218New |
$2.37K - $3.86K
|
218
$2.35K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-15- 6.98% |
$163 - $266
|
200
$2.16K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
572KNew |
$6.21M - $10.1M
|
572K
$6.17M
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-63- 59.43% |
$684 - $1.12K
|
43
$464
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
25New |
$271 - $443
|
25
$270
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.52% |
$10.9 - $17.7
|
193
$2.08K
|
|
| Q4 2022 | |||||||
|
Jun 28, 2024
Q4 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
200New |
$2.04K - $2.77K
|
200
$2.16K
|
|
|
Feb 14, 2023
Q4 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
160KNew |
$1.63M - $2.21M
|
160K
$1.73M
|
|
|
Feb 14, 2023
Q4 2022
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
SELL
|
- |
-851- 0.09% |
$8.69K - $11.8K
|
983K
$10.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
CALL |
10.2KNew |
$104K - $141K
|
10.2K
$110K
|
|