Latest Institutional Purchases of Exponent Inc (EXPO)
This list provides information on the latest institutional transactions involving Exponent Inc (EXPO) 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
7.32K+ 188.85% |
$642K - $762K
|
11.2K
$1.1M
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.52KNew |
$309K - $367K
|
3.52K
$346K
|
|
Oct 24, 2022
Q3 2022
|
Mizuho Securities Usa LLC
|
BUY
|
- |
2.69KNew |
$236K - $280K
|
2.69K
$264K
|
|
Oct 07, 2022
Q3 2022
|
Everence Capital Management Inc
|
BUY
|
- |
1.22K+ 16.83% |
$107K - $127K
|
8.47K
$831K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
634New |
$55.6K - $66K
|
634
$62.2K
|
|
Nov 14, 2022
Q3 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
616New |
$54K - $64.2K
|
616
$60.4K
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
96New |
$8.42K - $10K
|
96
$9.41K
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
90New |
$7.89K - $9.37K
|
90
$8.83K
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
86New |
$7.54K - $8.96K
|
86
$8.43K
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
30+ 50.85% |
$2.63K - $3.12K
|
89
$8.73K
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
30New |
$2.63K - $3.12K
|
30
$2.94K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
15New |
$1.32K - $1.56K
|
15
$1.47K
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
6New |
$526 - $625
|
6
$588
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
3+ 1.47% |
$263 - $312
|
207
$20.3K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
12.8KNew |
$1.04M - $1.43M
|
12.8K
$1.26M
|
|
Aug 08, 2022
Q2 2022
|
Employees Retirement System Of Texas
|
BUY
|
- |
10K+ 55.3% |
$810K - $1.11M
|
28.1K
$2.75M
|
|
Aug 05, 2022
Q2 2022
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
4.76K+ 64.61% |
$386K - $530K
|
12.1K
$1.19M
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.78KNew |
$306K - $421K
|
3.78K
$370K
|
|
Aug 15, 2022
Q2 2022
|
Caxton Associates LP
New York, NY |
BUY
|
- |
3.24KNew |
$262K - $361K
|
3.24K
$318K
|
|
Aug 08, 2022
Q2 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
2.2K+ 25.0% |
$178K - $245K
|
11K
$1.08M
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
929New |
$75.2K - $103K
|
929
$91.1K
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
792+ 39.42% |
$64.2K - $88.2K
|
2.8K
$275K
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
BUY
|
- |
103+ 3.34% |
$8.34K - $11.5K
|
3.19K
$313K
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
81New |
$6.56K - $9.02K
|
81
$7.94K
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
46New |
$3.73K - $5.12K
|
46
$4.51K
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
15New |
$1.22K - $1.67K
|
15
$1.47K
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
14New |
$1.13K - $1.56K
|
14
$1.37K
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
12New |
$972 - $1.34K
|
12
$1.18K
|
|
Aug 12, 2022
Q2 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
3+ 0.04% |
$243 - $334
|
8.4K
$823K
|
|
Q1 2022 | |||||||
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
12.2KNew |
$1.03M - $1.43M
|
12.2K
$1.2M
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
36New |
$3.04K - $4.21K
|
36
$3.53K
|
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
22New |
$1.86K - $2.57K
|
22
$2.16K
|
|
Q4 2021 | |||||||
Jan 24, 2022
Q4 2021
|
Cordasco Financial Network
|
BUY
|
- |
6.62KNew |
$731K - $829K
|
6.62K
$649K
|
|
Mar 03, 2022
Q4 2021
|
Better Wealth, LLC
|
BUY
|
- |
4.67KNew |
$515K - $585K
|
4.67K
$458K
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
97New |
$10.7K - $12.2K
|
97
$9.51K
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
34New |
$3.75K - $4.26K
|
34
$3.33K
|
|
Q3 2021 | |||||||
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
53New |
$4.74K - $6.34K
|
53
$5.2K
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
47New |
$4.2K - $5.62K
|
47
$4.61K
|
|
Q2 2021 | |||||||
Aug 17, 2021
Q2 2021
|
West Branch Capital LLC
|
BUY
|
- |
170New |
$14.6K - $17.4K
|
170
$16.7K
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
44New |
$3.79K - $4.5K
|
44
$4.32K
|
|
Q1 2021 | |||||||
Apr 06, 2021
Q1 2021
|
American Research & Management Co.
|
BUY
|
- |
110New |
$9.08K - $11K
|
110
$10.8K
|
|
Q4 2020 | |||||||
Feb 12, 2021
Q4 2020
|
Rheos Capital Works Inc.
|
BUY
|
- |
86.1KNew |
$5.99M - $7.75M
|
86.1K
$8.44M
|
|
Mar 10, 2023
Q4 2020
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
3.62KNew |
$252K - $326K
|
3.62K
$355K
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
150New |
$10.4K - $13.5K
|
150
$14.7K
|
|
Nov 12, 2021
Q4 2020
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
142New |
$9.88K - $12.8K
|
142
$13.9K
|
|
Feb 13, 2024
Q4 2020
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
38New |
$2.64K - $3.42K
|
38
$3.73K
|
|
Q3 2020 | |||||||
Oct 20, 2020
Q3 2020
|
Everence Capital Management Inc
|
BUY
|
PUT |
8.21KNew |
$586K - $690K
|
8.21K
$805K
|
|
Q2 2020 | |||||||
Jul 31, 2020
Q2 2020
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
17.5KNew |
$1.1M - $1.42M
|
17.5K
$1.72M
|
|
Aug 12, 2020
Q2 2020
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
5.09KNew |
$319K - $412K
|
5.09K
$499K
|
|
Q1 2020 | |||||||
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
BUY
|
- |
1.38KNew |
$81.7K - $113K
|
1.38K
$135K
|