Latest Institutional Purchases of Exp World Holdings, Inc. (EXPI)
This list provides information on the latest institutional transactions involving Exp World Holdings, Inc. (EXPI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
40New |
$408 - $553
|
40
$398
|
|
Q3 2022 | |||||||
Nov 10, 2022
Q3 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
11.9K+ 62.24% |
$128K - $216K
|
30.9K
$308K
|
|
Nov 14, 2022
Q3 2022
|
Cipher Capital LP
New York, NY |
BUY
|
- |
10.7KNew |
$116K - $195K
|
10.7K
$107K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
8.44K+ 14.0% |
$91.3K - $154K
|
68.7K
$684K
|
|
Nov 10, 2022
Q3 2022
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
3.39K+ 33.54% |
$36.7K - $61.8K
|
13.5K
$134K
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
750New |
$8.12K - $13.7K
|
750
$7.46K
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
360New |
$3.9K - $6.55K
|
360
$3.58K
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
178New |
$1.93K - $3.24K
|
178
$1.77K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
119New |
$1.29K - $2.17K
|
119
$1.18K
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
70New |
$757 - $1.27K
|
70
$697
|
|
Oct 26, 2022
Q3 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 1.43% |
$10.8 - $18.2
|
71
$706
|
|
Q2 2022 | |||||||
Aug 02, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
818KNew |
$9.38M - $17.8M
|
818K
$8.14M
|
|
Aug 15, 2022
Q2 2022
|
Cat Rock Capital Management LP
Greenwich, CT |
BUY
|
- |
186K+ 7.23% |
$2.13M - $4.05M
|
2.76M
$27.4M
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
116K+ 368.84% |
$1.33M - $2.53M
|
147K
$1.47M
|
|
Aug 05, 2022
Q2 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
95.7KNew |
$1.1M - $2.08M
|
95.7K
$952K
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
52.3KNew |
$600K - $1.14M
|
52.3K
$521K
|
|
Aug 15, 2022
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
48.2KNew |
$552K - $1.05M
|
48.2K
$479K
|
|
Aug 15, 2022
Q2 2022
|
J. Goldman & CO LP
New York, NY |
BUY
|
PUT |
40.4KNew |
$463K - $880K
|
40.4K
$402K
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
BUY
|
- |
29.4KNew |
$337K - $639K
|
29.4K
$292K
|
|
Aug 15, 2022
Q2 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
11KNew |
$126K - $239K
|
11K
$109K
|
|
Aug 09, 2022
Q2 2022
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
10.6KNew |
$121K - $230K
|
10.6K
$105K
|
|
Aug 04, 2022
Q2 2022
|
Independent Advisor Alliance
|
BUY
|
- |
3.24K+ 31.96% |
$37.2K - $70.6K
|
13.4K
$133K
|
|
Aug 15, 2022
Q2 2022
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
1.49K+ 4.04% |
$17.1K - $32.5K
|
38.4K
$382K
|
|
Jul 27, 2022
Q2 2022
|
Riverview Trust CO
|
BUY
|
- |
1.04KNew |
$11.9K - $22.6K
|
1.04K
$10.3K
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
855New |
$9.8K - $18.6K
|
855
$8.51K
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
451+ 23.33% |
$5.17K - $9.82K
|
2.38K
$23.7K
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
BUY
|
- |
339+ 916.22% |
$3.88K - $7.38K
|
376
$3.74K
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
200New |
$2.29K - $4.35K
|
200
$1.99K
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
200+ 185.19% |
$2.29K - $4.35K
|
308
$3.06K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
107New |
$1.23K - $2.33K
|
107
$1.06K
|
|
Jul 18, 2022
Q2 2022
|
Denali Advisors LLC
|
BUY
|
- |
79New |
$905 - $1.72K
|
79
$786
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
44+ 0.28% |
$504 - $958
|
15.6K
$156K
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
16+ 106.67% |
$183 - $348
|
31
$308
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
33.9KNew |
$718K - $1.15M
|
33.9K
$337K
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
13New |
$275 - $440
|
13
$129
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Two Sigma Investments, LP
New York, NY |
BUY
|
PUT |
13KNew |
$425K - $707K
|
13K
$129K
|
|
Feb 11, 2022
Q4 2021
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
12.6KNew |
$411K - $684K
|
12.6K
$125K
|
|
Feb 16, 2022
Q4 2021
|
Kessler Investment Group, LLC
|
BUY
|
- |
238New |
$7.78K - $13K
|
238
$2.37K
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
70New |
$2.29K - $3.81K
|
70
$697
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
41New |
$1.34K - $2.23K
|
41
$408
|
|
Feb 22, 2022
Q4 2021
|
Byrne Asset Management LLC
|
BUY
|
- |
20New |
$654 - $1.09K
|
20
$199
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
13.4KNew |
$433K - $719K
|
13.4K
$133K
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
84New |
$2.71K - $4.51K
|
84
$836
|
|
Q2 2021 | |||||||
Sep 07, 2021
Q2 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
200New |
$4.67K - $9.06K
|
200
$1.99K
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
62New |
$1.45K - $2.81K
|
62
$617
|
|
Q1 2021 | |||||||
May 14, 2021
Q1 2021
|
Phoenician Capital LLC
New York, NY |
BUY
|
- |
150K+ 100.0% |
$4.56M - $12.1M
|
300K
$2.99M
|
|
Apr 08, 2021
Q1 2021
|
Baldwin Brothers LLC
|
BUY
|
- |
1.3K+ 100.0% |
$39.5K - $105K
|
2.6K
$25.9K
|
|
May 05, 2021
Q1 2021
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
400New |
$12.2K - $32.2K
|
400
$3.98K
|
|
May 14, 2021
Q1 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
80+ 100.0% |
$2.43K - $6.44K
|
160
$1.59K
|
|
May 05, 2021
Q1 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
8+ 100.0% |
$243 - $644
|
16
$159
|