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 |
---|---|---|---|---|---|---|---|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2New |
$5.06 - $7.66
|
2
$44.5
|
|
Aug 05, 2024
Q2 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
2+ 0.01% |
$5.06 - $7.66
|
14.2K
$317K
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1+ 0.24% |
$2.53 - $3.83
|
414
$9.22K
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.15% |
$2.53 - $3.83
|
684
$15.2K
|
|
Nov 26, 2024
Q2 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-10- 0.09% |
$25.3 - $38.3
|
11.2K
$249K
|
|
Jul 12, 2024
Q2 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-15- 0.14% |
$37.9 - $57.5
|
11.1K
$246K
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-17- 0.11% |
$43 - $65.1
|
15.2K
$338K
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-33- 0.11% |
$83.5 - $126
|
30K
$668K
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-44- 33.08% |
$111 - $169
|
89
$1.98K
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-80- 0.31% |
$202 - $306
|
26.1K
$580K
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-81- 3.71% |
$205 - $310
|
2.1K
$46.8K
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-89- 0.43% |
$225 - $341
|
20.8K
$464K
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-96- 39.02% |
$243 - $368
|
150
$3.34K
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-110- 6.77% |
$278 - $421
|
1.52K
$33.7K
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-110- 0.86% |
$278 - $421
|
12.7K
$282K
|
|
Aug 02, 2024
Q2 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-146- 1.29% |
$369 - $559
|
11.2K
$249K
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-164- 79.61% |
$415 - $628
|
42
$935
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-187- 1.97% |
$473 - $716
|
9.29K
$207K
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-196- 1.55% |
$496 - $751
|
12.5K
$278K
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-204- 1.9% |
$516 - $781
|
10.5K
$234K
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-245- 42.61% |
$620 - $938
|
330
$7.35K
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-248- 15.91% |
$627 - $950
|
1.31K
$29.2K
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-302- 0.01% |
$764 - $1.16K
|
3.86M
$85.9M
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-307- 73.98% |
$777 - $1.18K
|
108
$2.41K
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
SELL
|
- |
-325- 8.5% |
$822 - $1.24K
|
3.5K
$77.9K
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-359- 1.53% |
$908 - $1.37K
|
23.1K
$514K
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-449- 0.82% |
$1.14K - $1.72K
|
54K
$1.2M
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-492- 39.68% |
$1.24K - $1.88K
|
748
$16.7K
|
|
Aug 13, 2024
Q2 2024
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-500- 52.08% |
$1.27K - $1.92K
|
460
$10.2K
|
|
Jul 22, 2024
Q2 2024
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-500- 1.63% |
$1.27K - $1.92K
|
30.2K
$672K
|
|
Aug 01, 2024
Q2 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-524- 4.8% |
$1.33K - $2.01K
|
10.4K
$232K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-527- 26.04% |
$1.33K - $2.02K
|
1.5K
$33.3K
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-546- 4.88% |
$1.38K - $2.09K
|
10.6K
$237K
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-582- 1.45% |
$1.47K - $2.23K
|
39.6K
$883K
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-600- 3.46% |
$1.52K - $2.3K
|
16.7K
$373K
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-666- 25.54% |
$1.68K - $2.55K
|
1.94K
$43.2K
|
|
Aug 07, 2024
Q2 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-667- 16.91% |
$1.69K - $2.55K
|
3.28K
$73K
|
|
Jul 12, 2024
Q2 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-673- 0.61% |
$1.7K - $2.58K
|
109K
$2.44M
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-749- 4.89% |
$1.89K - $2.87K
|
14.6K
$325K
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-758- 4.35% |
$1.92K - $2.9K
|
16.7K
$371K
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-800- 99.75% |
$2.02K - $3.06K
|
2
$44.5
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-909- 9.72% |
$2.3K - $3.48K
|
8.44K
$188K
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-917- 0.63% |
$2.32K - $3.51K
|
144K
$3.21M
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-922- 5.94% |
$2.33K - $3.53K
|
14.6K
$325K
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.06K- 70.47% |
$2.67K - $4.05K
|
443
$9.87K
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.09K- 3.71% |
$2.75K - $4.16K
|
28.2K
$628K
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.13K- 3.98% |
$2.86K - $4.34K
|
27.3K
$607K
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.15K- 3.28% |
$2.9K - $4.4K
|
33.8K
$754K
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.17K- 7.3% |
$2.96K - $4.48K
|
14.8K
$330K
|