Purchases and Sales Made in Q1 2021 in Sirius Xm Holdings Inc. (SIRI)
This table provides information about the institutional ownership of Sirius Xm Holdings Inc. (SIRI) during Q1 2021. The information is specifically focused on institutions that hold shares of SIRIUS XM HOLDINGS INC..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 06, 2021
Q1 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.87K+ 10.2% |
$10.8K - $12.9K
|
20.2K
$71.4K
|
|
May 14, 2021
Q1 2021
|
Brown Advisory Inc
|
BUY
|
- |
1.8KNew |
$10.4K - $12.4K
|
1.8K
$6.35K
|
|
May 10, 2021
Q1 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.67KNew |
$9.64K - $11.4K
|
1.67K
$5.88K
|
|
May 14, 2021
Q1 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.67K+ 1.66% |
$9.64K - $11.4K
|
102K
$360K
|
|
May 07, 2021
Q1 2021
|
Brighton Jones LLC
|
BUY
|
- |
1.65K+ 4.23% |
$9.57K - $11.4K
|
40.7K
$144K
|
|
Apr 26, 2021
Q1 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.65K+ 4.21% |
$9.55K - $11.3K
|
40.8K
$144K
|
|
Apr 29, 2021
Q1 2021
|
Allworth Financial LP
|
BUY
|
- |
1.64K+ 34.79% |
$9.5K - $11.3K
|
6.36K
$22.4K
|
|
Sep 15, 2021
Q1 2021
|
Cwm, LLC
|
BUY
|
- |
1.56K+ 2.75% |
$9.04K - $10.7K
|
58.3K
$206K
|
|
May 14, 2021
Q1 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.51K+ 1.63% |
$8.74K - $10.4K
|
94K
$332K
|
|
May 13, 2021
Q1 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.5K+ 10.05% |
$8.69K - $10.3K
|
16.4K
$58K
|
|
May 07, 2021
Q1 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.37K+ 2.33% |
$7.91K - $9.39K
|
60K
$212K
|
|
May 17, 2021
Q1 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.36KNew |
$7.88K - $9.35K
|
1.36K
$4.8K
|
|
May 12, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.24KNew |
$7.16K - $8.5K
|
1.24K
$4.37K
|
|
May 07, 2021
Q1 2021
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.12K+ 1.56% |
$6.48K - $7.69K
|
73K
$258K
|
|
May 14, 2021
Q1 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.1KNew |
$6.37K - $7.56K
|
1.1K
$3.89K
|
|
May 17, 2021
Q1 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.08K+ 1.07% |
$6.25K - $7.41K
|
102K
$359K
|
|
May 17, 2021
Q1 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.08KNew |
$6.24K - $7.41K
|
1.08K
$3.81K
|
|
May 17, 2021
Q1 2021
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
1.07K+ 6.53% |
$6.2K - $7.36K
|
17.5K
$61.7K
|
|
May 10, 2021
Q1 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1.02K+ 13.58% |
$5.89K - $6.99K
|
8.51K
$30.1K
|
|
May 14, 2021
Q1 2021
|
Stephens Inc
|
BUY
|
- |
1.01K+ 3.98% |
$5.87K - $6.96K
|
26.5K
$93.4K
|
|
Apr 21, 2021
Q1 2021
|
Meridian Financial Partners LLC
|
BUY
|
- |
916+ 3.76% |
$5.3K - $6.29K
|
25.3K
$89.2K
|
|
May 10, 2021
Q1 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
760+ 2.85% |
$4.4K - $5.22K
|
27.4K
$96.7K
|
|
May 13, 2021
Q1 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
705+ 1.84% |
$4.08K - $4.84K
|
39K
$138K
|
|
May 18, 2021
Q1 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
674+ 1.13% |
$3.9K - $4.63K
|
60.2K
$213K
|
|
Apr 20, 2021
Q1 2021
|
Successful Portfolios LLC
|
BUY
|
- |
668+ 3.66% |
$3.87K - $4.59K
|
18.9K
$66.7K
|
|
Apr 12, 2021
Q1 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
610+ 61.0% |
$3.53K - $4.19K
|
1.61K
$5.68K
|
|
May 03, 2021
Q1 2021
|
Ellevest, Inc.
|
BUY
|
- |
598+ 54.56% |
$3.46K - $4.11K
|
1.69K
$5.98K
|
|
Apr 19, 2021
Q1 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
513+ 2.02% |
$2.97K - $3.52K
|
25.9K
$91.4K
|
|
May 04, 2021
Q1 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
511New |
$2.96K - $3.51K
|
511
$1.8K
|
|
Apr 30, 2021
Q1 2021
|
Key F Inancial Inc
|
BUY
|
- |
400+ 25.96% |
$2.32K - $2.75K
|
1.94K
$6.85K
|
|
May 11, 2021
Q1 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
307+ 2.4% |
$1.78K - $2.11K
|
13.1K
$46.2K
|
|
May 03, 2021
Q1 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
300New |
$1.74K - $2.06K
|
300
$1.06K
|
|
May 10, 2021
Q1 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
285+ 1.09% |
$1.65K - $1.96K
|
26.4K
$93.1K
|
|
Apr 30, 2021
Q1 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
283+ 3.67% |
$1.64K - $1.94K
|
8K
$28.2K
|
|
May 17, 2021
Q1 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
249+ 0.22% |
$1.44K - $1.71K
|
111K
$392K
|
|
May 07, 2021
Q1 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
205+ 12.35% |
$1.19K - $1.41K
|
1.87K
$6.58K
|
|
Apr 08, 2021
Q1 2021
|
Baldwin Brothers LLC
|
BUY
|
- |
200New |
$1.16K - $1.37K
|
200
$706
|
|
Apr 29, 2021
Q1 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
177+ 0.2% |
$1.02K - $1.22K
|
89.6K
$316K
|
|
May 12, 2021
Q1 2021
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
167New |
$967 - $1.15K
|
167
$590
|
|
May 07, 2021
Q1 2021
|
Fifth Third Bancorp
|
BUY
|
- |
103+ 1.38% |
$596 - $708
|
7.54K
$26.6K
|
|
May 11, 2021
Q1 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
96+ 0.23% |
$556 - $660
|
42.5K
$150K
|
|
May 17, 2021
Q1 2021
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
88+ 0.25% |
$510 - $605
|
35.6K
$126K
|
|
May 12, 2021
Q1 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
86+ 2.38% |
$498 - $591
|
3.71K
$13.1K
|
|
Apr 28, 2021
Q1 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
74+ 0.2% |
$428 - $508
|
37.6K
$133K
|
|
May 14, 2021
Q1 2021
|
Xml Financial, LLC
|
BUY
|
- |
63+ 0.25% |
$365 - $433
|
25.3K
$89.4K
|
|
May 14, 2021
Q1 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
60New |
$347 - $412
|
60
$212
|
|
May 17, 2021
Q1 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
60+ 0.56% |
$347 - $412
|
10.7K
$37.8K
|
|
May 10, 2021
Q1 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
55+ 0.38% |
$318 - $378
|
14.4K
$51K
|
|
May 04, 2021
Q1 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
54+ 20.53% |
$313 - $371
|
317
$1.12K
|
|
Apr 28, 2021
Q1 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
49+ 0.23% |
$284 - $337
|
21K
$74.2K
|