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 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
104+ 0.68% |
$356 - $471
|
15.4K
$355K
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
102+ 0.94% |
$349 - $462
|
11K
$253K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
100+ 24.04% |
$342 - $453
|
516
$11.9K
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
97+ 0.65% |
$332 - $439
|
15.1K
$348K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
94+ 0.47% |
$321 - $426
|
20.1K
$464K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
93New |
$318 - $421
|
93
$2.15K
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
82+ 0.68% |
$280 - $371
|
12.2K
$282K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
79+ 493.75% |
$270 - $358
|
95
$2.19K
|
|
|
Jul 14, 2023
Q2 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
76+ 0.7% |
$260 - $344
|
10.9K
$252K
|
|
|
Jul 26, 2023
Q2 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
76+ 0.69% |
$260 - $344
|
11.1K
$257K
|
|
|
Aug 08, 2023
Q2 2023
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
70+ 0.28% |
$239 - $317
|
25.1K
$579K
|
|
|
Jul 17, 2023
Q2 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
69+ 0.43% |
$236 - $313
|
16.2K
$374K
|
|
|
Aug 02, 2023
Q2 2023
|
Jsf Financial, LLC
|
BUY
|
- |
68+ 0.68% |
$233 - $308
|
10.1K
$232K
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
52+ 0.34% |
$178 - $236
|
15.4K
$355K
|
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
51+ 0.57% |
$174 - $231
|
9.07K
$209K
|
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
BUY
|
- |
51+ 0.39% |
$174 - $231
|
13.3K
$306K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
43+ 17.27% |
$147 - $195
|
292
$6.74K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
35+ 0.19% |
$120 - $159
|
18.9K
$436K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
33+ 0.19% |
$113 - $149
|
17.2K
$397K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
32+ 4.36% |
$109 - $145
|
766
$17.7K
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
29+ 0.69% |
$99.2 - $131
|
4.23K
$97.7K
|
|
|
Jul 28, 2023
Q2 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
27+ 0.13% |
$92.3 - $122
|
21.3K
$492K
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
23+ 0.14% |
$78.7 - $104
|
16.3K
$375K
|
|
|
Aug 10, 2023
Q2 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
22New |
$75.2 - $99.7
|
22
$508
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
17+ 0.36% |
$58.1 - $77
|
4.69K
$108K
|
|
|
Aug 11, 2023
Q2 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
16+ 0.13% |
$54.7 - $72.5
|
12.3K
$284K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
16+ 0.7% |
$54.7 - $72.5
|
2.3K
$53.1K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
15+ 0.47% |
$51.3 - $68
|
3.23K
$74.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
15+ 0.28% |
$51.3 - $68
|
5.3K
$122K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
14+ 0.66% |
$47.9 - $63.4
|
2.15K
$49.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
12+ 0.11% |
$41 - $54.4
|
10.5K
$242K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.07% |
$37.6 - $49.8
|
15.9K
$367K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
11New |
$37.6 - $49.8
|
11
$254
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
10+ 0.07% |
$34.2 - $45.3
|
15.1K
$349K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
9+ 0.7% |
$30.8 - $40.8
|
1.3K
$29.9K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
7+ 0.62% |
$23.9 - $31.7
|
1.14K
$26.2K
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
7+ 0.45% |
$23.9 - $31.7
|
1.57K
$36.3K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
6+ 3.0% |
$20.5 - $27.2
|
206
$4.75K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
6+ 0.15% |
$20.5 - $27.2
|
4K
$92.3K
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5+ 0.02% |
$17.1 - $22.7
|
29.3K
$676K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
4+ 0.06% |
$13.7 - $18.1
|
6.41K
$148K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3+ 0.01% |
$10.3 - $13.6
|
20.7K
$478K
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
2+ 0.13% |
$6.84 - $9.06
|
1.58K
$36.5K
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
2+ 0.01% |
$6.84 - $9.06
|
13.8K
$318K
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2+ 0.57% |
$6.84 - $9.06
|
352
$8.12K
|
|
|
Jul 18, 2023
Q2 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
2+ 0.01% |
$6.84 - $9.06
|
17.3K
$399K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.04% |
$3.42 - $4.53
|
2.56K
$59.2K
|
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.02% |
$3.42 - $4.53
|
4.65K
$107K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 1.37% |
$3.42 - $4.53
|
74
$1.71K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.15% |
$3.42 - $4.53
|
682
$15.7K
|