Purchases and Sales Made in Q1 2024 in Sirius Xm Holdings Inc. (SIRI)
This table provides information about the institutional ownership of Sirius Xm Holdings Inc. (SIRI) during Q1 2024. 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 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
629+ 1.83% |
$2.43K - $3.45K
|
35K
$773K
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
619+ 0.43% |
$2.39K - $3.4K
|
145K
$3.21M
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
618New |
$2.39K - $3.39K
|
618
$13.7K
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
548+ 2.3% |
$2.12K - $3.01K
|
24.4K
$539K
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
518+ 44.81% |
$2K - $2.84K
|
1.67K
$37K
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
500+ 5.75% |
$1.93K - $2.75K
|
9.2K
$203K
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
500+ 3.13% |
$1.93K - $2.75K
|
16.5K
$365K
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
500New |
$1.93K - $2.75K
|
500
$11.1K
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
500+ 25.04% |
$1.93K - $2.75K
|
2.5K
$55.2K
|
|
Apr 30, 2024
Q1 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
494+ 0.51% |
$1.91K - $2.71K
|
98.1K
$2.17M
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
404+ 2.1% |
$1.56K - $2.22K
|
19.6K
$433K
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
384+ 268.53% |
$1.48K - $2.11K
|
527
$11.6K
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
325+ 9.29% |
$1.25K - $1.78K
|
3.83K
$84.5K
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
310+ 1.12% |
$1.2K - $1.7K
|
28K
$620K
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
307+ 21.26% |
$1.19K - $1.69K
|
1.75K
$38.7K
|
|
May 14, 2024
Q1 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
300New |
$1.16K - $1.65K
|
300
$6.63K
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
300+ 0.8% |
$1.16K - $1.65K
|
37.8K
$835K
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
254+ 0.37% |
$980 - $1.39K
|
68K
$1.5M
|
|
May 14, 2024
Q1 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
234+ 0.66% |
$903 - $1.28K
|
35.4K
$783K
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
229+ 178.91% |
$884 - $1.26K
|
357
$7.89K
|
|
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
219+ 8.71% |
$845 - $1.2K
|
2.73K
$60.4K
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
202+ 1.46% |
$780 - $1.11K
|
14K
$310K
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
200+ 200.0% |
$772 - $1.1K
|
300
$6.63K
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
193New |
$745 - $1.06K
|
193
$4.27K
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
171+ 1.22% |
$660 - $939
|
14.2K
$314K
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
168+ 68.02% |
$648 - $922
|
415
$9.17K
|
|
Apr 16, 2024
Q1 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
165+ 0.56% |
$637 - $906
|
29.5K
$652K
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
145+ 1.41% |
$560 - $796
|
10.4K
$231K
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
129+ 0.89% |
$498 - $708
|
14.7K
$324K
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
116+ 40.7% |
$448 - $637
|
401
$8.86K
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
105+ 0.54% |
$405 - $576
|
19.4K
$429K
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
100New |
$386 - $549
|
100
$2.21K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
100+ 0.68% |
$386 - $549
|
14.9K
$329K
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
100+ 14.29% |
$386 - $549
|
800
$17.7K
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
100New |
$386 - $549
|
100
$2.21K
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
100New |
$386 - $549
|
100
$2.21K
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
99+ 0.36% |
$382 - $544
|
27.3K
$604K
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
98+ 0.24% |
$378 - $538
|
40.8K
$902K
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
89+ 0.43% |
$344 - $489
|
20.9K
$462K
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
88+ 0.57% |
$340 - $483
|
15.6K
$346K
|
|
May 01, 2024
Q1 2024
|
Stf Management LP
Frisco, TX |
BUY
|
- |
82+ 0.13% |
$317 - $450
|
65K
$1.44M
|
|
May 01, 2024
Q1 2024
|
Quaker Wealth Management, LLC
|
BUY
|
- |
75+ 0.56% |
$290 - $412
|
13.4K
$297K
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
73+ 0.51% |
$282 - $401
|
14.4K
$319K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
68New |
$262 - $373
|
68
$1.5K
|
|
Apr 15, 2024
Q1 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
63+ 0.56% |
$243 - $346
|
11.3K
$250K
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
58+ 77.33% |
$224 - $318
|
133
$2.94K
|
|
Apr 22, 2024
Q1 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
57+ 0.35% |
$220 - $313
|
16.4K
$362K
|
|
Apr 18, 2024
Q1 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
57+ 0.56% |
$220 - $313
|
10.2K
$225K
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
55New |
$212 - $302
|
55
$1.22K
|
|
Apr 24, 2024
Q1 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
49+ 1.36% |
$189 - $269
|
3.66K
$80.8K
|