Purchases and Sales Made in Q2 2023 in Exp World Holdings, Inc. (EXPI)
This table provides information about the institutional ownership of Exp World Holdings, Inc. (EXPI) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
150+ 0.26% |
$1.66K - $3.09K
|
58.7K
$652K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
130New |
$1.44K - $2.68K
|
130
$1.44K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
117New |
$1.3K - $2.41K
|
117
$1.3K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
110+ 30.47% |
$1.22K - $2.27K
|
471
$5.23K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
102+ 178.95% |
$1.13K - $2.1K
|
159
$1.76K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
102+ 178.95% |
$1.13K - $2.1K
|
159
$1.76K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
88+ 5.44% |
$974 - $1.81K
|
1.71K
$18.9K
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
80New |
$886 - $1.65K
|
80
$888
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
74+ 0.12% |
$819 - $1.53K
|
61.8K
$686K
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
68+ 0.23% |
$753 - $1.4K
|
30.2K
$335K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
68New |
$753 - $1.4K
|
68
$755
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
55+ 13.1% |
$609 - $1.13K
|
475
$5.27K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
47+ 3.66% |
$520 - $969
|
1.33K
$14.8K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
42New |
$465 - $866
|
42
$466
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
39+ 0.36% |
$432 - $804
|
10.7K
$119K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
38New |
$421 - $784
|
38
$422
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
37New |
$410 - $763
|
37
$411
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
30+ 11.41% |
$332 - $619
|
293
$3.25K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
7+ 8.33% |
$77.5 - $144
|
91
$1.01K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
6New |
$66.4 - $124
|
6
$66.6
|
|
|
Jul 20, 2023
Q2 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2+ 0.82% |
$22.1 - $41.2
|
245
$2.72K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-23- 43.4% |
$255 - $474
|
30
$333
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-24- 16.22% |
$266 - $495
|
124
$1.38K
|
|
|
Aug 14, 2023
Q2 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-37- 0.1% |
$410 - $763
|
35.3K
$392K
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-98- 9.83% |
$1.08K - $2.02K
|
899
$9.98K
|
|
|
Jul 13, 2023
Q2 2023
|
Counterpoint Mutual Funds LLC
|
SELL
|
- |
-197- 2.97% |
$2.18K - $4.06K
|
6.43K
$71.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-229- 19.88% |
$2.54K - $4.72K
|
923
$10.2K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-245- 4.02% |
$2.71K - $5.05K
|
5.86K
$65K
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-393- 36.63% |
$4.35K - $8.1K
|
680
$7.55K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-600- 22.03% |
$6.64K - $12.4K
|
2.12K
$23.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-700- 4.93% |
$7.75K - $14.4K
|
13.5K
$150K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-911- 26.94% |
$10.1K - $18.8K
|
2.47K
$27.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-1.05K- 3.99% |
$11.6K - $21.6K
|
25.2K
$280K
|
|
|
Aug 04, 2023
Q2 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-1.08K- 1.71% |
$11.9K - $22.2K
|
61.7K
$685K
|
|
|
Aug 02, 2023
Q2 2023
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-1.1K- 6.51% |
$12.2K - $22.7K
|
15.8K
$175K
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-1.47K- 29.27% |
$16.3K - $30.4K
|
3.56K
$39.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.5K- 4.64% |
$16.6K - $30.9K
|
30.8K
$342K
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.55K- 6.98% |
$17.1K - $31.9K
|
20.6K
$229K
|
|
|
May 17, 2024
Q2 2023
|
Cim, LLC
|
SELL
|
- |
-2.07K- 7.69% |
$22.9K - $42.6K
|
24.8K
$275K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.29K- 4.01% |
$25.4K - $47.2K
|
54.8K
$608K
|
|
|
Apr 16, 2024
Q2 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-2.43K- 13.99% |
$26.9K - $50K
|
14.9K
$166K
|
|
|
Jul 27, 2023
Q2 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-3.11K- 12.23% |
$34.5K - $64.2K
|
22.3K
$248K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.28K- 17.87% |
$36.3K - $67.6K
|
15.1K
$167K
|
|
|
Aug 07, 2023
Q2 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-3.67K- 10.51% |
$40.6K - $75.7K
|
31.2K
$347K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.92K- 1.14% |
$43.4K - $80.9K
|
339K
$3.76M
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-4.16K- 24.38% |
$46.1K - $85.8K
|
12.9K
$143K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.17K- 7.98% |
$46.2K - $86K
|
48.1K
$534K
|
|
|
Jul 25, 2023
Q2 2023
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-4.41K- 30.65% |
$48.8K - $90.9K
|
9.98K
$111K
|
|
|
Aug 14, 2023
Q2 2023
|
Amundi
Paris, I0 |
SELL
|
- |
-4.5K- 48.41% |
$49.8K - $92.8K
|
4.8K
$53.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.6K- 29.53% |
$50.9K - $94.9K
|
11K
$122K
|