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 |
---|---|---|---|---|---|---|---|
Apr 27, 2021
Q1 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-241- 1.11% |
$1.4K - $1.66K
|
21.4K
$75.7K
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-250Closed |
$1.45K - $1.72K
|
0
$0
|
|
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-253- 1.86% |
$1.46K - $1.74K
|
13.4K
$47.2K
|
|
May 17, 2021
Q1 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-328- 0.93% |
$1.9K - $2.25K
|
35.1K
$124K
|
|
Apr 27, 2021
Q1 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-375Closed |
$2.17K - $2.58K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-394- 2.77% |
$2.28K - $2.71K
|
13.8K
$48.9K
|
|
May 05, 2021
Q1 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-400- 3.58% |
$2.32K - $2.75K
|
10.8K
$38K
|
|
May 04, 2021
Q1 2021
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-446- 1.75% |
$2.58K - $3.06K
|
25.1K
$88.5K
|
|
May 14, 2021
Q1 2021
|
Covington Capital Management
|
SELL
|
- |
-450Closed |
$2.61K - $3.09K
|
0
$0
|
|
Apr 14, 2021
Q1 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-495- 2.25% |
$2.87K - $3.4K
|
21.5K
$76K
|
|
Apr 15, 2021
Q1 2021
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-497- 24.43% |
$2.88K - $3.41K
|
1.54K
$5.43K
|
|
Apr 21, 2021
Q1 2021
|
Gradient Investments LLC
|
SELL
|
- |
-500- 54.59% |
$2.9K - $3.44K
|
416
$1.47K
|
|
Apr 28, 2021
Q1 2021
|
Washington Trust CO
|
SELL
|
- |
-500Closed |
$2.9K - $3.44K
|
0
$0
|
|
Apr 20, 2021
Q1 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-500- 3.17% |
$2.9K - $3.44K
|
15.3K
$53.9K
|
|
May 14, 2021
Q1 2021
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-500- 4.13% |
$2.9K - $3.44K
|
11.6K
$41K
|
|
Apr 14, 2021
Q1 2021
|
Tsfg, LLC
|
SELL
|
- |
-500- 11.63% |
$2.9K - $3.44K
|
3.8K
$13.4K
|
|
May 12, 2021
Q1 2021
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-502- 0.65% |
$2.91K - $3.45K
|
76.6K
$271K
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-503Closed |
$2.91K - $3.46K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-542- 18.1% |
$3.14K - $3.72K
|
2.45K
$8.66K
|
|
May 06, 2021
Q1 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-600Closed |
$3.47K - $4.12K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-607- 5.42% |
$3.51K - $4.17K
|
10.6K
$37.4K
|
|
Jun 01, 2021
Q1 2021
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-765- 2.8% |
$4.43K - $5.26K
|
26.6K
$93.8K
|
|
May 13, 2021
Q1 2021
|
Ativo Capital Management LLC
Chicago, IL |
SELL
|
- |
-774- 0.43% |
$4.48K - $5.32K
|
178K
$627K
|
|
May 06, 2021
Q1 2021
|
M&T Bank Corp
|
SELL
|
- |
-953- 1.43% |
$5.52K - $6.55K
|
65.6K
$232K
|
|
Apr 21, 2021
Q1 2021
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-964- 0.97% |
$5.58K - $6.62K
|
98.2K
$346K
|
|
May 11, 2021
Q1 2021
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-981- 0.12% |
$5.68K - $6.74K
|
849K
$3M
|
|
Apr 19, 2021
Q1 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-987- 14.73% |
$5.71K - $6.78K
|
5.72K
$20.2K
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-989Closed |
$5.73K - $6.79K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Mission Wealth Management, LP
|
SELL
|
- |
-1K- 6.22% |
$5.79K - $6.87K
|
15.1K
$53.2K
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-1.02KClosed |
$5.89K - $6.99K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.07K- 0.43% |
$6.18K - $7.33K
|
249K
$879K
|
|
Apr 28, 2021
Q1 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.1K- 52.4% |
$6.37K - $7.56K
|
1K
$3.53K
|
|
May 14, 2021
Q1 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.11K- 4.47% |
$6.43K - $7.63K
|
23.7K
$83.7K
|
|
May 17, 2021
Q1 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-1.13K- 6.14% |
$6.54K - $7.76K
|
17.3K
$61K
|
|
May 12, 2021
Q1 2021
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.2K- 0.69% |
$6.97K - $8.26K
|
173K
$612K
|
|
May 14, 2021
Q1 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.21K- 0.91% |
$7.02K - $8.33K
|
132K
$464K
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.4KClosed |
$8.11K - $9.62K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.41K- 20.68% |
$8.13K - $9.65K
|
5.39K
$19K
|
|
Apr 20, 2021
Q1 2021
|
Fortem Financial Group, LLC
|
SELL
|
- |
-1.5K- 9.26% |
$8.69K - $10.3K
|
14.7K
$51.9K
|
|
Apr 14, 2021
Q1 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.5K- 19.61% |
$8.69K - $10.3K
|
6.15K
$21.7K
|
|
May 14, 2021
Q1 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.53K- 1.69% |
$8.85K - $10.5K
|
89K
$314K
|
|
Apr 27, 2021
Q1 2021
|
Cwm, LLC
|
SELL
|
- |
-1.56K- 2.68% |
$9.04K - $10.7K
|
56.7K
$200K
|
|
May 14, 2021
Q1 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.65K- 30.05% |
$9.57K - $11.4K
|
3.85K
$13.6K
|
|
Apr 12, 2021
Q1 2021
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-1.75K- 6.32% |
$10.2K - $12K
|
26K
$91.8K
|
|
Apr 22, 2021
Q1 2021
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.86K- 3.11% |
$10.8K - $12.8K
|
57.8K
$204K
|
|
May 14, 2021
Q1 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.9K- 2.8% |
$11K - $13.1K
|
66K
$233K
|
|
May 21, 2021
Q1 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-1.99KClosed |
$11.5K - $13.7K
|
0
$0
|
|
Apr 14, 2021
Q1 2021
|
Westside Investment Management, Inc.
|
SELL
|
- |
-2K- 34.84% |
$11.6K - $13.7K
|
3.74K
$13.2K
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-2KClosed |
$11.6K - $13.7K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-2KClosed |
$11.6K - $13.7K
|
0
$0
|