Purchases and Sales Made in Q2 2024 in Sirius Xm Holdings Inc. (SIRI)
This table provides information about the institutional ownership of Sirius Xm Holdings Inc. (SIRI) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
290+ 3.43% |
$734 - $1.11K
|
8.75K
$193K
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
286+ 138.83% |
$724 - $1.1K
|
492
$10.9K
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
230New |
$582 - $881
|
230
$5.08K
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
200+ 20.0% |
$506 - $766
|
1.2K
$26.5K
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
200New |
$506 - $766
|
200
$4.42K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
200+ 6.7% |
$506 - $766
|
3.19K
$70.4K
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
196+ 47.92% |
$496 - $751
|
605
$13.4K
|
|
Aug 07, 2024
Q2 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
162+ 0.46% |
$410 - $620
|
35.6K
$786K
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
157New |
$397 - $601
|
157
$3.47K
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
155New |
$392 - $594
|
155
$3.43K
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
152+ 0.97% |
$385 - $582
|
15.8K
$349K
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
151+ 0.89% |
$382 - $578
|
17.1K
$378K
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
146+ 0.89% |
$369 - $559
|
16.5K
$365K
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
132+ 0.81% |
$334 - $506
|
16.4K
$362K
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
119+ 0.98% |
$301 - $456
|
12.3K
$271K
|
|
Aug 13, 2024
Q2 2024
|
Natixis
Paris, I0 |
BUY
|
- |
109New |
$276 - $417
|
109
$2.41K
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
100+ 17.67% |
$253 - $383
|
666
$14.7K
|
|
Aug 02, 2024
Q2 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
99+ 0.97% |
$250 - $379
|
10.3K
$228K
|
|
Jul 18, 2024
Q2 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
99+ 0.6% |
$250 - $379
|
16.5K
$364K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
85+ 106.25% |
$215 - $326
|
165
$3.65K
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
79+ 3.55% |
$200 - $303
|
2.31K
$51K
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
76+ 3800.0% |
$192 - $291
|
78
$1.72K
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
74+ 2.02% |
$187 - $283
|
3.73K
$82.5K
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
73New |
$185 - $280
|
73
$1.61K
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
49New |
$124 - $188
|
49
$1.08K
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
42+ 2.29% |
$106 - $161
|
1.88K
$41.5K
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
42+ 0.98% |
$106 - $161
|
4.34K
$96K
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
33+ 0.2% |
$83.5 - $126
|
16.3K
$361K
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
31+ 0.24% |
$78.4 - $119
|
12.9K
$285K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
30New |
$75.9 - $115
|
30
$663
|
|
Jul 24, 2024
Q2 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
30+ 0.15% |
$75.9 - $115
|
20.4K
$451K
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
26+ 0.17% |
$65.8 - $99.6
|
15.1K
$333K
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
23+ 0.02% |
$58.2 - $88.1
|
106K
$2.34M
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
23New |
$58.2 - $88.1
|
23
$508
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
21+ 0.64% |
$53.1 - $80.4
|
3.29K
$72.7K
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
19+ 0.53% |
$48.1 - $72.8
|
3.58K
$79.2K
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
19+ 0.16% |
$48.1 - $72.8
|
11.7K
$258K
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
16New |
$40.5 - $61.3
|
16
$354
|
|
Jul 23, 2024
Q2 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
16+ 0.12% |
$40.5 - $61.3
|
13.4K
$297K
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
15New |
$37.9 - $57.5
|
15
$332
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
13+ 0.99% |
$32.9 - $49.8
|
1.33K
$29.4K
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
13+ 0.05% |
$32.9 - $49.8
|
28.4K
$628K
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
11+ 0.69% |
$27.8 - $42.1
|
1.6K
$35.4K
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
10+ 0.02% |
$25.3 - $38.3
|
55.4K
$1.22M
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
10+ 0.32% |
$25.3 - $38.3
|
3.13K
$69.2K
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
9+ 0.96% |
$22.8 - $34.5
|
945
$20.9K
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8+ 0.08% |
$20.2 - $30.6
|
10.3K
$228K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
8+ 200.0% |
$20.2 - $30.6
|
12
$265
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
3+ 1.55% |
$7.59 - $11.5
|
196
$4.33K
|
|
Aug 05, 2024
Q2 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
2+ 0.01% |
$5.06 - $7.66
|
14.2K
$314K
|