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 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-52- 3.58% |
$183 - $312
|
1.4K
$35.6K
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-52- 0.21% |
$183 - $312
|
24.8K
$632K
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-81- 83.51% |
$284 - $486
|
16
$407
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-82- 2.62% |
$288 - $492
|
3.05K
$77.6K
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-92- 0.68% |
$323 - $552
|
13.4K
$341K
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-104- 0.6% |
$365 - $624
|
17.2K
$437K
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-104- 0.95% |
$365 - $624
|
10.8K
$275K
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-114- 4.7% |
$400 - $684
|
2.31K
$58.8K
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-123- 0.42% |
$432 - $738
|
29.2K
$742K
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-132- 41.12% |
$463 - $792
|
189
$4.81K
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-153- 80.1% |
$537 - $918
|
38
$967
|
|
May 04, 2023
Q1 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-155- 1.38% |
$544 - $930
|
11.1K
$282K
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-168- 0.8% |
$590 - $1.01K
|
20.7K
$527K
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-169- 6.89% |
$593 - $1.01K
|
2.29K
$58.1K
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-265- 1.34% |
$930 - $1.59K
|
19.4K
$495K
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-320- 0.55% |
$1.12K - $1.92K
|
58.1K
$1.48M
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-323- 63.09% |
$1.13K - $1.94K
|
189
$4.81K
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-395- 11.75% |
$1.39K - $2.37K
|
2.97K
$75.5K
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-400- 14.34% |
$1.4K - $2.4K
|
2.39K
$60.8K
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-400Closed |
$1.4K - $2.4K
|
0
$0
|
|
Apr 14, 2023
Q1 2023
|
Copeland Capital Management, LLC
|
SELL
|
- |
-416- 1.34% |
$1.46K - $2.5K
|
30.6K
$777K
|
|
May 08, 2023
Q1 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-420- 0.29% |
$1.47K - $2.52K
|
143K
$3.63M
|
|
Jun 17, 2024
Q1 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-479- 3.57% |
$1.68K - $2.87K
|
12.9K
$329K
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-488- 8.46% |
$1.71K - $2.93K
|
5.28K
$134K
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-505- 0.57% |
$1.77K - $3.03K
|
87.9K
$2.24M
|
|
Apr 24, 2023
Q1 2023
|
Granite Shares Advisors LLC
|
SELL
|
- |
-592- 4.85% |
$2.08K - $3.55K
|
11.6K
$296K
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-645- 1.3% |
$2.26K - $3.87K
|
49K
$1.25M
|
|
Apr 28, 2023
Q1 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-661- 1.29% |
$2.32K - $3.97K
|
50.7K
$1.29M
|
|
May 12, 2023
Q1 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-682- 22.46% |
$2.39K - $4.09K
|
2.36K
$59.9K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-692- 2.92% |
$2.43K - $4.15K
|
23K
$586K
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-743- 23.86% |
$2.61K - $4.46K
|
2.37K
$60.3K
|
|
May 12, 2023
Q1 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-782- 0.21% |
$2.74K - $4.69K
|
373K
$9.49M
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-866- 6.51% |
$3.04K - $5.2K
|
12.4K
$317K
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
SELL
|
- |
-915- 3.22% |
$3.21K - $5.49K
|
27.5K
$699K
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-992- 6.51% |
$3.48K - $5.95K
|
14.2K
$362K
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-995- 4.69% |
$3.49K - $5.97K
|
20.2K
$514K
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-996- 3.29% |
$3.5K - $5.98K
|
29.3K
$745K
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-998- 6.09% |
$3.5K - $5.99K
|
15.4K
$392K
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1K- 60.06% |
$3.51K - $6K
|
665
$16.9K
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-1K- 25.0% |
$3.51K - $6K
|
3K
$76.3K
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.05K- 1.42% |
$3.67K - $6.27K
|
72.5K
$1.84M
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-1.07KClosed |
$3.76K - $6.42K
|
0
$0
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.14K- 50.89% |
$4K - $6.84K
|
1.1K
$28K
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1.15K- 30.86% |
$4.04K - $6.91K
|
2.58K
$65.6K
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.24K- 1.18% |
$4.35K - $7.43K
|
103K
$2.63M
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.27K- 9.25% |
$4.46K - $7.63K
|
12.5K
$317K
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.45K- 20.42% |
$5.09K - $8.7K
|
5.65K
$144K
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.47K- 32.84% |
$5.15K - $8.8K
|
3K
$76.3K
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.49K- 29.8% |
$5.23K - $8.94K
|
3.51K
$89.3K
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.49K- 4.64% |
$5.24K - $8.96K
|
30.7K
$781K
|