Latest Institutional Transactions on Exponent Inc (EXPO)
This table provides information on the latest institutional transactions involving Exponent Inc (EXPO) 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 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
555New |
$51.9K - $64K
|
555
$39.6K
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
227New |
$21.2K - $26.2K
|
227
$16.2K
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
525+ 17.34% |
$49.1K - $60.5K
|
3.55K
$253K
|
|
Nov 14, 2024
Q3 2024
|
Terry Smith
Fundsmith LLP | London, X0
|
SELL
|
- |
-182K- 17.84% |
$17M - $20.9M
|
836K
$59.7M
|
|
Nov 14, 2024
Q3 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
400New |
$37.4K - $46.1K
|
400
$28.5K
|
|
Nov 14, 2024
Q3 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
3.47KNew |
$324K - $400K
|
3.47K
$248K
|
|
Nov 14, 2024
Q3 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-674- 0.26% |
$63K - $77.7K
|
259K
$18.4M
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.05KNew |
$191K - $236K
|
2.05K
$146K
|
|
Nov 14, 2024
Q3 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
6.15KNew |
$575K - $709K
|
6.15K
$439K
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-2.21K- 6.85% |
$206K - $254K
|
30K
$2.14M
|
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-595- 15.47% |
$55.6K - $68.6K
|
3.25K
$232K
|
|
Nov 14, 2024
Q3 2024
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
2.02KNew |
$189K - $233K
|
2.02K
$144K
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-2.47K- 18.47% |
$231K - $285K
|
10.9K
$778K
|
|
Nov 14, 2024
Q3 2024
|
Altshuler Shaham LTD
|
SELL
|
- |
-3- 7.89% |
$280 - $346
|
35
$2.5K
|
|
Nov 13, 2024
Q3 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
1.78KNew |
$167K - $206K
|
1.78K
$127K
|
|
Nov 13, 2024
Q3 2024
|
Natixis
Paris, I0 |
BUY
|
- |
236New |
$22.1K - $27.2K
|
236
$16.8K
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
2.35KNew |
$220K - $271K
|
2.35K
$168K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
259+ 4.16% |
$24.2K - $29.9K
|
6.49K
$463K
|
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-20.5K- 28.33% |
$1.92M - $2.37M
|
51.9K
$3.7M
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-310- 6.16% |
$29K - $35.7K
|
4.72K
$337K
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.94KNew |
$461K - $569K
|
4.94K
$352K
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-37K- 94.3% |
$3.46M - $4.26M
|
2.23K
$159K
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
53New |
$4.95K - $6.11K
|
53
$3.78K
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
34New |
$3.18K - $3.92K
|
34
$2.43K
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
2.77KNew |
$259K - $320K
|
2.77K
$198K
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.1KNew |
$383K - $473K
|
4.1K
$293K
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.92KNew |
$179K - $221K
|
1.92K
$137K
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.75KNew |
$164K - $202K
|
1.75K
$125K
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-207- 7.02% |
$19.3K - $23.9K
|
2.74K
$195K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3New |
$280 - $346
|
3
$214
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
48New |
$4.49K - $5.53K
|
48
$3.42K
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.75KNew |
$163K - $201K
|
1.75K
$125K
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
35New |
$3.27K - $4.03K
|
35
$2.5K
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
2New |
$187 - $231
|
2
$143
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
274New |
$25.6K - $31.6K
|
274
$19.5K
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-190- 1.81% |
$17.8K - $21.9K
|
10.3K
$737K
|
|
Oct 28, 2024
Q3 2024
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-1.31K- 4.49% |
$123K - $151K
|
27.9K
$1.99M
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-6.1K- 19.05% |
$570K - $703K
|
25.9K
$1.85M
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
2.1KNew |
$196K - $242K
|
2.1K
$150K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.86KNew |
$174K - $215K
|
1.86K
$133K
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
97.7KNew |
$9.13M - $11.3M
|
97.7K
$6.97M
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
61New |
$5.7K - $7.03K
|
61
$4.35K
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
1.9KNew |
$178K - $219K
|
1.9K
$136K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.03K+ 1.71% |
$96.6K - $119K
|
61.4K
$4.38M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
20.5K+ 4.21% |
$1.92M - $2.37M
|
508K
$36.2M
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
553New |
$51.7K - $63.7K
|
553
$39.5K
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
522New |
$48.8K - $60.2K
|
522
$37.2K
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-16- 0.76% |
$1.5K - $1.84K
|
2.09K
$149K
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-3- 0.31% |
$280 - $346
|
970
$69.2K
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
2.8K+ 27.72% |
$262K - $323K
|
12.9K
$920K
|