Purchases and Sales Made in Q1 2023 in Exp World Holdings, Inc. (EXPI)
This table provides information about the institutional ownership of Exp World Holdings, Inc. (EXPI) during Q1 2023. The information is specifically focused on institutions that hold shares of EXP World Holdings, Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 20, 2023
Q1 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
6.63KNew |
$71.9K - $117K
|
6.63K
$89.9K
|
|
May 03, 2023
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
6.5K+ 5.49% |
$70.5K - $115K
|
125K
$1.69M
|
|
May 23, 2023
Q1 2023
|
Capital Impact Advisors, LLC
Boston, MA |
BUY
|
- |
6.27K+ 15.6% |
$68K - $111K
|
46.5K
$630K
|
|
May 03, 2023
Q1 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
5.44KNew |
$59K - $96.3K
|
5.44K
$73.7K
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.27K+ 21.28% |
$57.2K - $93.4K
|
30.1K
$408K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.2K+ 10.23% |
$56.5K - $92.2K
|
56.1K
$760K
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.94K+ 7.49% |
$53.6K - $87.5K
|
71K
$962K
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.57K+ 7.99% |
$49.6K - $80.9K
|
61.8K
$837K
|
|
May 15, 2023
Q1 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
4.17K+ 13.36% |
$45.2K - $73.8K
|
35.4K
$479K
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
4.07K+ 22.46% |
$44.1K - $72.1K
|
22.2K
$301K
|
|
May 11, 2023
Q1 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
2.65K+ 2.78% |
$28.7K - $46.8K
|
97.9K
$1.33M
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.5K+ 87.73% |
$27.1K - $44.2K
|
5.34K
$72.4K
|
|
May 12, 2023
Q1 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
2.48K+ 1.32% |
$26.9K - $43.9K
|
190K
$2.58M
|
|
May 11, 2023
Q1 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
2.04K+ 29.07% |
$22.1K - $36.1K
|
9.04K
$123K
|
|
May 15, 2023
Q1 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
1.88K+ 2.73% |
$20.4K - $33.3K
|
70.8K
$959K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.8K+ 3.25% |
$19.5K - $31.8K
|
57.1K
$774K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.65KNew |
$17.9K - $29.3K
|
1.65K
$22.4K
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
1.59KNew |
$17.3K - $28.2K
|
1.59K
$21.6K
|
|
May 02, 2023
Q1 2023
|
Victory Capital Management Inc
|
BUY
|
- |
1.38K+ 5.74% |
$15K - $24.5K
|
25.5K
$345K
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
966New |
$10.5K - $17.1K
|
966
$13.1K
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
727+ 14.94% |
$7.89K - $12.9K
|
5.59K
$75.9K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
721+ 128.29% |
$7.82K - $12.8K
|
1.28K
$17.4K
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
669+ 2.03% |
$7.26K - $11.8K
|
33.6K
$456K
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
635+ 3.29% |
$6.89K - $11.2K
|
19.9K
$270K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
634+ 30.33% |
$6.88K - $11.2K
|
2.72K
$36.9K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
510+ 39.17% |
$5.53K - $9.03K
|
1.81K
$24.6K
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
477+ 16.42% |
$5.18K - $8.45K
|
3.38K
$45.9K
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
395+ 6.92% |
$4.29K - $7K
|
6.1K
$82.7K
|
|
May 15, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
264New |
$2.86K - $4.68K
|
264
$3.58K
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
218New |
$2.37K - $3.86K
|
218
$2.96K
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
200+ 1.3% |
$2.17K - $3.54K
|
15.6K
$211K
|
|
May 11, 2023
Q1 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
170+ 0.65% |
$1.84K - $3.01K
|
26.2K
$356K
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
162+ 0.54% |
$1.76K - $2.87K
|
30.3K
$411K
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
150+ 55.56% |
$1.63K - $2.66K
|
420
$5.7K
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
116+ 12.12% |
$1.26K - $2.05K
|
1.07K
$14.5K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
99+ 990.0% |
$1.07K - $1.75K
|
109
$1.48K
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
86+ 38.91% |
$933 - $1.52K
|
307
$4.16K
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
66+ 0.02% |
$716 - $1.17K
|
389K
$5.28M
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
43+ 307.14% |
$467 - $762
|
57
$773
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
30+ 130.43% |
$326 - $531
|
53
$719
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
25New |
$271 - $443
|
25
$339
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
23New |
$250 - $407
|
23
$312
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
22+ 6.49% |
$239 - $390
|
361
$4.9K
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
18+ 0.03% |
$195 - $319
|
52.5K
$712K
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2+ 2.44% |
$21.7 - $35.4
|
84
$1.14K
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.52% |
$10.9 - $17.7
|
193
$2.62K
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4- 0.14% |
$43.4 - $70.8
|
2.94K
$39.9K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-15- 6.98% |
$163 - $266
|
200
$2.71K
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-41- 71.93% |
$445 - $726
|
16
$217
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-48- 0.08% |
$521 - $850
|
58.6K
$794K
|