Purchases and Sales Made in Q1 2023 in Sirius Xm Holdings Inc. (SIRI)
This table provides information about the institutional ownership of Sirius Xm Holdings Inc. (SIRI) during Q1 2023. 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 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
99+ 3.41% |
$347 - $594
|
3K
$72K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
88+ 0.14% |
$309 - $528
|
64.2K
$1.54M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
86+ 2.2% |
$302 - $516
|
3.99K
$95.8K
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
BUY
|
- |
85+ 0.5% |
$298 - $510
|
17.2K
$414K
|
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
83+ 0.55% |
$291 - $498
|
15.3K
$367K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
83+ 0.42% |
$291 - $498
|
19.8K
$475K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
81+ 5.11% |
$284 - $486
|
1.67K
$40K
|
|
|
Apr 25, 2023
Q1 2023
|
Quaker Wealth Management, LLC
|
BUY
|
- |
73+ 0.52% |
$256 - $438
|
14.1K
$340K
|
|
|
May 12, 2023
Q1 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
72+ 0.33% |
$253 - $432
|
22.1K
$531K
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
65+ 0.54% |
$228 - $390
|
12.1K
$291K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
60+ 171.43% |
$211 - $360
|
95
$2.28K
|
|
|
Apr 24, 2023
Q1 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
58+ 0.54% |
$204 - $348
|
10.8K
$260K
|
|
|
Apr 18, 2023
Q1 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
54+ 0.34% |
$190 - $324
|
16.1K
$388K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
51+ 0.4% |
$179 - $306
|
12.7K
$304K
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
41+ 0.46% |
$144 - $246
|
9.02K
$216K
|
|
|
Apr 20, 2023
Q1 2023
|
Wealthpoint, LLC
|
BUY
|
- |
41+ 0.31% |
$144 - $246
|
13.2K
$317K
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
36+ 0.15% |
$126 - $216
|
24.8K
$595K
|
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
31+ 0.21% |
$109 - $186
|
14.5K
$349K
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
25New |
$87.8 - $150
|
25
$600
|
|
|
Apr 03, 2023
Q1 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
23+ 0.55% |
$80.7 - $138
|
4.2K
$101K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
19New |
$66.7 - $114
|
19
$456
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
15+ 0.09% |
$52.7 - $90
|
16.6K
$398K
|
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
14+ 0.09% |
$49.1 - $84
|
15K
$360K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
12+ 0.53% |
$42.1 - $72
|
2.28K
$54.8K
|
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
BUY
|
- |
11+ 0.05% |
$38.6 - $66
|
20.8K
$499K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
11+ 0.52% |
$38.6 - $66
|
2.14K
$51.3K
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
10+ 0.31% |
$35.1 - $60
|
3.22K
$77.2K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
7+ 0.05% |
$24.6 - $42
|
15.1K
$363K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
7+ 0.55% |
$24.6 - $42
|
1.29K
$30.9K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
6New |
$21.1 - $36
|
6
$144
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
6+ 0.53% |
$21.1 - $36
|
1.13K
$27.1K
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
6+ 0.38% |
$21.1 - $36
|
1.57K
$37.6K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
6+ 0.19% |
$21.1 - $36
|
3.16K
$75.8K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
5New |
$17.5 - $30
|
5
$120
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
5+ 0.08% |
$17.5 - $30
|
6.41K
$154K
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
5+ 0.45% |
$17.5 - $30
|
1.13K
$27K
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
4+ 8.33% |
$14 - $24
|
52
$1.25K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
4New |
$14 - $24
|
4
$96
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
3+ 150.0% |
$10.5 - $18
|
5
$120
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3+ 0.01% |
$10.5 - $18
|
23.2K
$557K
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2+ 0.02% |
$7.02 - $12
|
10.9K
$261K
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2+ 0.57% |
$7.02 - $12
|
350
$8.4K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.47% |
$3.51 - $6
|
214
$5.14K
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1+ 0.06% |
$3.51 - $6
|
1.58K
$37.9K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.4% |
$3.51 - $6
|
252
$6.05K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
1+ 0.0% |
$3.51 - $6
|
21.6K
$519K
|
|
|
Apr 19, 2023
Q1 2023
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-1- 0.01% |
$3.51 - $6
|
18.6K
$447K
|
|
|
Apr 18, 2023
Q1 2023
|
Claret Asset Management Corp
|
SELL
|
- |
-30- 0.15% |
$105 - $180
|
19.9K
$479K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-43- 37.07% |
$151 - $258
|
73
$1.75K
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-52- 0.21% |
$183 - $312
|
24.8K
$596K
|