Purchases and Sales Made in Q2 2023 in Sirius Xm Holdings Inc. (SIRI)
This table provides information about the institutional ownership of Sirius Xm Holdings Inc. (SIRI) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
14.2K+ 15.91% |
$48.5K - $64.2K
|
103K
$2.35M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
14.1K+ 11.25% |
$48.3K - $64K
|
140K
$3.18M
|
|
|
Aug 02, 2023
Q2 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
13.6KNew |
$46.5K - $61.5K
|
13.6K
$310K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
13.4KNew |
$45.8K - $60.6K
|
13.4K
$305K
|
|
|
Aug 10, 2023
Q2 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
13.3K+ 4.35% |
$45.6K - $60.5K
|
320K
$7.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
13.2KNew |
$45.3K - $60K
|
13.2K
$302K
|
|
|
Aug 14, 2023
Q2 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
13.2KNew |
$45.3K - $60K
|
13.2K
$302K
|
|
|
Aug 09, 2023
Q2 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
13.2K+ 11.89% |
$45.1K - $59.8K
|
124K
$2.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
13.1K+ 0.25% |
$44.9K - $59.5K
|
5.21M
$119M
|
|
|
Apr 29, 2024
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
12.8KNew |
$43.6K - $57.8K
|
12.8K
$291K
|
|
|
Aug 14, 2023
Q2 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
12.7KNew |
$43.5K - $57.6K
|
12.7K
$290K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
12.1KNew |
$41.2K - $54.6K
|
12.1K
$275K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11.3KNew |
$38.7K - $51.2K
|
11.3K
$258K
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
11.2KNew |
$38.3K - $50.7K
|
11.2K
$255K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
10.5K+ 78.34% |
$35.9K - $47.6K
|
23.9K
$545K
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
BUY
|
- |
10.4KNew |
$35.6K - $47.1K
|
10.4K
$237K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.2K+ 20.54% |
$34.8K - $46.1K
|
59.7K
$1.36M
|
|
|
Aug 10, 2023
Q2 2023
|
Profund Advisors LLC
|
BUY
|
- |
10.1K+ 6.25% |
$34.5K - $45.7K
|
171K
$3.91M
|
|
|
Jul 13, 2023
Q2 2023
|
Moulton Wealth Management, Inc
|
BUY
|
- |
10.1KNew |
$34.4K - $45.6K
|
10.1K
$230K
|
|
|
Aug 07, 2023
Q2 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
9.44K+ 29.51% |
$32.3K - $42.7K
|
41.4K
$944K
|
|
|
Jul 07, 2023
Q2 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
8.82K+ 86.66% |
$30.2K - $40K
|
19K
$433K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.93K+ 1.53% |
$27.1K - $35.9K
|
528K
$12M
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
7.73K+ 46.62% |
$26.4K - $35K
|
24.3K
$554K
|
|
|
Aug 03, 2023
Q2 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
7.5K+ 52.47% |
$25.7K - $34K
|
21.8K
$497K
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
7.07K+ 29.9% |
$24.2K - $32K
|
30.7K
$700K
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
6.39K+ 10.19% |
$21.9K - $28.9K
|
69.1K
$1.58M
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
6.39K+ 10.19% |
$21.9K - $28.9K
|
69.1K
$1.58M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.28K+ 22.75% |
$21.5K - $28.4K
|
33.9K
$772K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
6.22K+ 20.12% |
$21.3K - $28.2K
|
37.1K
$846K
|
|
|
Aug 14, 2023
Q2 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
5.4KNew |
$18.5K - $24.5K
|
5.4K
$123K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
5.33K+ 29.81% |
$18.2K - $24.2K
|
23.2K
$529K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
4.88K+ 41.27% |
$16.7K - $22.1K
|
16.7K
$381K
|
|
|
Jul 26, 2023
Q2 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
4.8KNew |
$16.4K - $21.7K
|
4.8K
$109K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.77K+ 15.08% |
$16.3K - $21.6K
|
36.4K
$829K
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
4.55K+ 3.94% |
$15.6K - $20.6K
|
120K
$2.74M
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
4K+ 121.51% |
$13.7K - $18.1K
|
7.29K
$166K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
3.97K+ 4.0% |
$13.6K - $18K
|
103K
$2.35M
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
3.77KNew |
$12.9K - $17.1K
|
3.77K
$86K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.37K+ 11.57% |
$11.5K - $15.3K
|
32.5K
$742K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.36K+ 1.34% |
$11.5K - $15.2K
|
254K
$5.79M
|
|
|
May 21, 2024
Q2 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
3.19K+ 270.86% |
$10.9K - $14.4K
|
4.37K
$99.5K
|
|
|
Jul 27, 2023
Q2 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
3.19K+ 270.86% |
$10.9K - $14.4K
|
4.37K
$99.5K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.15K+ 4.91% |
$10.8K - $14.3K
|
67.4K
$1.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
3.08K+ 2.42% |
$10.5K - $13.9K
|
130K
$2.97M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.97K+ 2.42% |
$10.1K - $13.4K
|
126K
$2.86M
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
2.51KNew |
$8.58K - $11.4K
|
2.51K
$57.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
2.37KNew |
$8.11K - $10.7K
|
2.37K
$54K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.25K+ 19.98% |
$7.7K - $10.2K
|
13.5K
$308K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.24K+ 4.75% |
$7.65K - $10.1K
|
49.4K
$1.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
1.98K+ 1.37% |
$6.78K - $8.98K
|
147K
$3.35M
|