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 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
48+ 0.16% |
$185 - $264
|
30K
$663K
|
|
|
Apr 22, 2024
Q1 2024
|
America First Investment Advisors, LLC
|
BUY
|
- |
40New |
$154 - $220
|
40
$884
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
24+ 0.56% |
$92.6 - $132
|
4.3K
$95.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
21+ 0.19% |
$81.1 - $115
|
11.2K
$247K
|
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
21+ 0.05% |
$81.1 - $115
|
43.8K
$968K
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
19+ 0.12% |
$73.3 - $104
|
16.3K
$361K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
17New |
$65.6 - $93.3
|
17
$376
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
16+ 0.15% |
$61.8 - $87.8
|
10.8K
$239K
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
15+ 0.1% |
$57.9 - $82.4
|
15K
$332K
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
13+ 0.06% |
$50.2 - $71.4
|
22.3K
$493K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
12+ 0.37% |
$46.3 - $65.9
|
3.27K
$72.2K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
12+ 0.07% |
$46.3 - $65.9
|
17K
$375K
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
12+ 0.04% |
$46.3 - $65.9
|
29.7K
$657K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
12+ 0.55% |
$46.3 - $65.9
|
2.18K
$48.2K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
11+ 0.09% |
$42.5 - $60.4
|
11.7K
$258K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
10New |
$38.6 - $54.9
|
10
$221
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
9+ 0.04% |
$34.7 - $49.4
|
20.9K
$461K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.06% |
$34.7 - $49.4
|
15.2K
$336K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8+ 0.01% |
$30.9 - $43.9
|
65.2K
$1.44M
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
7+ 0.19% |
$27 - $38.4
|
3.62K
$80.1K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
7+ 0.53% |
$27 - $38.4
|
1.32K
$29.1K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
6+ 0.37% |
$23.2 - $32.9
|
1.63K
$35.9K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
6+ 0.38% |
$23.2 - $32.9
|
1.59K
$35.2K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
5+ 0.01% |
$19.3 - $27.5
|
55.4K
$1.22M
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
4+ 0.32% |
$15.4 - $22
|
1.24K
$27.4K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2+ 0.01% |
$7.72 - $11
|
33.3K
$737K
|
|
|
May 13, 2024
Q1 2024
|
Clear Street LLC
|
BUY
|
- |
2New |
$7.72 - $11
|
2
$44.2
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
2+ 0.01% |
$7.72 - $11
|
14.3K
$316K
|
|
|
Apr 12, 2024
Q1 2024
|
New England Professional Planning Group Inc.
|
BUY
|
- |
1+ 0.01% |
$3.86 - $5.49
|
18.6K
$411K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.01% |
$3.86 - $5.49
|
9.48K
$209K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 9.09% |
$3.86 - $5.49
|
12
$265
|
|
|
Nov 26, 2024
Q1 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-14- 0.03% |
$54 - $76.9
|
40.2K
$889K
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
SELL
|
- |
-31- 0.01% |
$120 - $170
|
211K
$4.67M
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-33- 0.27% |
$127 - $181
|
12.1K
$268K
|
|
|
May 03, 2024
Q1 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-37- 0.34% |
$143 - $203
|
10.9K
$241K
|
|
|
May 15, 2024
Q1 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-41- 0.32% |
$158 - $225
|
12.6K
$278K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-42- 1.3% |
$162 - $231
|
3.18K
$70.4K
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-45- 2.91% |
$174 - $247
|
1.5K
$33.2K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-46- 0.41% |
$178 - $253
|
11.2K
$247K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-59- 1.86% |
$228 - $324
|
3.12K
$68.9K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-69- 25.09% |
$266 - $379
|
206
$4.55K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-69- 3.3% |
$266 - $379
|
2.02K
$44.7K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-73- 93.59% |
$282 - $401
|
5
$111
|
|
|
May 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-100- 0.77% |
$386 - $549
|
12.9K
$286K
|
|
|
Apr 18, 2024
Q1 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-115- 0.81% |
$444 - $631
|
14K
$309K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-120- 5.0% |
$463 - $659
|
2.28K
$50.4K
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-152- 0.37% |
$587 - $834
|
41.4K
$915K
|
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-168- 1.49% |
$648 - $922
|
11.1K
$245K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-170- 50.0% |
$656 - $933
|
170
$3.76K
|