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 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.84K+ 10.96% |
$6.28K - $8.32K
|
18.6K
$429K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.71K+ 10.12% |
$5.84K - $7.74K
|
18.6K
$429K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.66K+ 2.06% |
$5.69K - $7.54K
|
82.3K
$1.9M
|
|
|
Jul 20, 2023
Q2 2023
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
1.39K+ 5.58% |
$4.75K - $6.29K
|
26.3K
$608K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.2K+ 3.83% |
$4.1K - $5.43K
|
32.5K
$751K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.14K+ 1.76% |
$3.89K - $5.16K
|
65.7K
$1.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.09K+ 3.95% |
$3.71K - $4.92K
|
28.5K
$659K
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
1.02K+ 4.15% |
$3.5K - $4.63K
|
25.7K
$593K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
1KNew |
$3.42K - $4.53K
|
1K
$23.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
979+ 1.16% |
$3.35K - $4.43K
|
85.4K
$1.97M
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
965+ 2.28% |
$3.3K - $4.37K
|
43.2K
$999K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
920New |
$3.15K - $4.17K
|
920
$21.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
750New |
$2.57K - $3.4K
|
750
$17.3K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
737+ 0.49% |
$2.52K - $3.34K
|
152K
$3.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
724New |
$2.48K - $3.28K
|
724
$16.7K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
708+ 3.38% |
$2.42K - $3.21K
|
21.6K
$500K
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
669+ 1.61% |
$2.29K - $3.03K
|
42.3K
$977K
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
609+ 5.55% |
$2.08K - $2.76K
|
11.6K
$267K
|
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
BUY
|
- |
601+ 4.39% |
$2.06K - $2.72K
|
14.3K
$330K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
575+ 2.46% |
$1.97K - $2.6K
|
24K
$554K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
497+ 18.75% |
$1.7K - $2.25K
|
3.15K
$72.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
484+ 43.02% |
$1.66K - $2.19K
|
1.61K
$37.2K
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
423+ 1.54% |
$1.45K - $1.92K
|
27.9K
$645K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
400New |
$1.37K - $1.81K
|
400
$9.24K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
355+ 11.96% |
$1.21K - $1.61K
|
3.32K
$76.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
349+ 6.18% |
$1.19K - $1.58K
|
6K
$139K
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
325New |
$1.11K - $1.47K
|
325
$7.51K
|
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
324+ 1.77% |
$1.11K - $1.47K
|
18.6K
$430K
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
286+ 0.67% |
$978 - $1.3K
|
43.1K
$997K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
278+ 4.84% |
$951 - $1.26K
|
6.02K
$139K
|
|
|
Jul 26, 2023
Q2 2023
|
Plancorp, LLC
|
BUY
|
- |
268+ 1.02% |
$917 - $1.21K
|
26.6K
$614K
|
|
|
Aug 14, 2023
Q2 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
266+ 0.89% |
$910 - $1.2K
|
30.2K
$696K
|
|
|
Jul 24, 2023
Q2 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
253+ 0.68% |
$865 - $1.15K
|
37.3K
$862K
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
247+ 0.46% |
$845 - $1.12K
|
53.7K
$1.24M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
244+ 0.61% |
$834 - $1.11K
|
40.1K
$925K
|
|
|
Aug 04, 2023
Q2 2023
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
226+ 0.27% |
$773 - $1.02K
|
84.7K
$1.96M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Asset Management Inc
|
BUY
|
- |
224+ 0.06% |
$766 - $1.01K
|
351K
$8.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
206New |
$705 - $933
|
206
$4.76K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
181+ 1.67% |
$619 - $820
|
11K
$254K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
179+ 3.12% |
$612 - $811
|
5.92K
$137K
|
|
|
Jun 17, 2024
Q2 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
177+ 1.32% |
$605 - $802
|
13.6K
$314K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
164+ 390.48% |
$561 - $743
|
206
$4.76K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
150New |
$513 - $680
|
150
$3.47K
|
|
|
Jul 31, 2023
Q2 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
149+ 0.68% |
$510 - $675
|
21.9K
$507K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
135+ 0.5% |
$462 - $612
|
27.1K
$627K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
130+ 1.12% |
$445 - $589
|
11.7K
$271K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
126New |
$431 - $571
|
126
$2.91K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
118+ 1.26% |
$404 - $535
|
9.48K
$219K
|
|
|
Jul 26, 2023
Q2 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
109+ 0.41% |
$373 - $494
|
26.9K
$621K
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
108+ 0.63% |
$369 - $489
|
17.3K
$400K
|