Latest Institutional Purchases of Sirius Xm Holdings Inc. (SIRI)
This list provides information on the latest institutional transactions involving Sirius Xm Holdings Inc. (SIRI) 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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
184+ 245.33% |
$646 - $1.1K
|
259
$6.51K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
150+ 3.0% |
$527 - $900
|
5.15K
$129K
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
25New |
$87.8 - $150
|
25
$628
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
19New |
$66.7 - $114
|
19
$477
|
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
BUY
|
- |
11+ 0.05% |
$38.6 - $66
|
20.8K
$522K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
5New |
$17.5 - $30
|
5
$126
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
4New |
$14 - $24
|
4
$100
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.4% |
$3.51 - $6
|
252
$6.33K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
7.93MNew |
$45.5M - $51.6M
|
7.93M
$199M
|
|
|
Feb 13, 2023
Q4 2022
|
Kepos Capital LP
New York, NY |
BUY
|
- |
1.1MNew |
$6.3M - $7.15M
|
1.1M
$27.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
571K+ 447.88% |
$3.27M - $3.71M
|
698K
$17.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
254K+ 1465.9% |
$1.45M - $1.65M
|
271K
$6.81M
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
190KNew |
$1.09M - $1.24M
|
190K
$4.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
181KNew |
$1.04M - $1.18M
|
181K
$4.55M
|
|
|
Feb 28, 2023
Q4 2022
|
Trust Investment Advisors
|
BUY
|
- |
150KNew |
$860K - $975K
|
150K
$3.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
147KNew |
$840K - $953K
|
147K
$3.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
90K+ 848.18% |
$516K - $585K
|
101K
$2.53M
|
|
|
Jan 17, 2023
Q4 2022
|
Maryland State Retirement & Pension System
|
BUY
|
- |
54.6KNew |
$313K - $355K
|
54.6K
$1.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
50.2K+ 48.22% |
$287K - $326K
|
154K
$3.87M
|
|
|
Feb 07, 2023
Q4 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
36.1KNew |
$207K - $235K
|
36.1K
$908K
|
|
|
Feb 14, 2023
Q4 2022
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
34.1KNew |
$195K - $221K
|
34.1K
$856K
|
|
|
Feb 07, 2023
Q4 2022
|
Parametrica Management LTD
|
BUY
|
- |
21.7KNew |
$124K - $141K
|
21.7K
$544K
|
|
|
Jan 26, 2023
Q4 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
20KNew |
$115K - $130K
|
20K
$502K
|
|
|
Jan 27, 2023
Q4 2022
|
Patron Partners, LLC
|
BUY
|
- |
15KNew |
$86K - $97.5K
|
15K
$377K
|
|
|
Jan 24, 2023
Q4 2022
|
Zwj Investment Counsel Inc
|
BUY
|
- |
13.8KNew |
$79.3K - $89.9K
|
13.8K
$348K
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
13.2KNew |
$75.4K - $85.6K
|
13.2K
$331K
|
|
|
Feb 14, 2023
Q4 2022
|
Utah Peaks Capital Inc
Park City, UT |
BUY
|
- |
11.7KNew |
$67.1K - $76.1K
|
11.7K
$294K
|
|
|
Feb 13, 2023
Q4 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
10.8K+ 11.33% |
$61.8K - $70.1K
|
106K
$2.66M
|
|
|
Feb 14, 2023
Q4 2022
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
10.4KNew |
$59.4K - $67.3K
|
10.4K
$260K
|
|
|
Feb 13, 2023
Q4 2022
|
Seven Eight Capital, LP
|
BUY
|
- |
9.6K+ 43.26% |
$55K - $62.4K
|
31.8K
$799K
|
|
|
May 17, 2024
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
8.41KNew |
$48.2K - $54.6K
|
8.41K
$211K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
7.65KNew |
$43.8K - $49.7K
|
7.65K
$192K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
5.09KNew |
$29.1K - $33.1K
|
5.09K
$128K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
5KNew |
$28.7K - $32.5K
|
5K
$126K
|
|
|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
3.12K+ 7.27% |
$17.9K - $20.3K
|
46K
$1.16M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.46KNew |
$14.1K - $16K
|
2.46K
$61.7K
|
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
2.4K+ 1600.0% |
$13.8K - $15.6K
|
2.55K
$64.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2.37KNew |
$13.6K - $15.4K
|
2.37K
$59.5K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
2.16KNew |
$12.4K - $14K
|
2.16K
$54.3K
|
|
|
Jan 31, 2023
Q4 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
1.5KNew |
$8.6K - $9.75K
|
1.5K
$37.7K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1.1KNew |
$6.3K - $7.15K
|
1.1K
$27.6K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
1KNew |
$5.73K - $6.5K
|
1K
$25.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
1KNew |
$5.73K - $6.5K
|
1K
$25.1K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
971New |
$5.56K - $6.31K
|
971
$24.4K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
500New |
$2.87K - $3.25K
|
500
$12.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
500New |
$2.87K - $3.25K
|
500
$12.6K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
400New |
$2.29K - $2.6K
|
400
$10K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
345New |
$1.98K - $2.24K
|
345
$8.67K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
300New |
$1.72K - $1.95K
|
300
$7.54K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
200New |
$1.15K - $1.3K
|
200
$5.02K
|
|