Purchases and Sales Made in Q3 2022 in Sirius Xm Holdings Inc. (SIRI)
This table provides information about the institutional ownership of Sirius Xm Holdings Inc. (SIRI) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Oct 19, 2022
Q3 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
467+ 0.79% |
$2.67K - $3.17K
|
59.3K
$1.31M
|
|
Nov 14, 2022
Q3 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
449+ 2.93% |
$2.56K - $3.04K
|
15.8K
$348K
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
397+ 1.42% |
$2.27K - $2.69K
|
28.3K
$626K
|
|
Nov 09, 2022
Q3 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
396+ 1.06% |
$2.26K - $2.68K
|
37.8K
$836K
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
370New |
$2.11K - $2.51K
|
370
$8.18K
|
|
Nov 10, 2022
Q3 2022
|
Plancorp, LLC
|
BUY
|
- |
368+ 1.34% |
$2.1K - $2.5K
|
27.9K
$616K
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
346New |
$1.98K - $2.35K
|
346
$7.65K
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
311+ 0.74% |
$1.78K - $2.11K
|
42.4K
$937K
|
|
Nov 14, 2022
Q3 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
287+ 0.67% |
$1.64K - $1.95K
|
42.9K
$947K
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
260+ 4.17% |
$1.48K - $1.76K
|
6.5K
$144K
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
231+ 2.24% |
$1.32K - $1.57K
|
10.5K
$233K
|
|
Oct 24, 2022
Q3 2022
|
Xponance, Inc.
|
BUY
|
- |
206+ 1.52% |
$1.18K - $1.4K
|
13.7K
$303K
|
|
Oct 13, 2022
Q3 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
205+ 0.75% |
$1.17K - $1.39K
|
27.4K
$605K
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
BUY
|
- |
201+ 0.94% |
$1.15K - $1.36K
|
21.6K
$478K
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
180+ 28.66% |
$1.03K - $1.22K
|
808
$17.9K
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
174+ 6.18% |
$994 - $1.18K
|
2.99K
$66K
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
169+ 12.99% |
$965 - $1.15K
|
1.47K
$32.5K
|
|
Nov 01, 2022
Q3 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
160+ 1.27% |
$914 - $1.08K
|
12.8K
$283K
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
158+ 11.92% |
$902 - $1.07K
|
1.48K
$32.8K
|
|
Nov 09, 2022
Q3 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
148+ 0.35% |
$845 - $1K
|
42.4K
$936K
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
138+ 4.3% |
$788 - $936
|
3.34K
$73.9K
|
|
Oct 12, 2022
Q3 2022
|
Copeland Capital Management, LLC
|
BUY
|
- |
138+ 0.45% |
$788 - $936
|
31K
$685K
|
|
Nov 14, 2022
Q3 2022
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
132+ 0.36% |
$754 - $895
|
36.7K
$812K
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
130+ 0.35% |
$742 - $881
|
37.8K
$834K
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
114+ 4.93% |
$651 - $773
|
2.43K
$53.6K
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
104+ 0.5% |
$594 - $705
|
21K
$464K
|
|
Nov 07, 2022
Q3 2022
|
Adirondack Retirement Specialists, Inc.
|
BUY
|
- |
100New |
$571 - $678
|
100
$2.21K
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
99+ 0.02% |
$565 - $671
|
488K
$10.8M
|
|
Nov 14, 2022
Q3 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
89+ 0.07% |
$508 - $603
|
132K
$2.92M
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
83+ 0.07% |
$474 - $563
|
117K
$2.59M
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
82+ 0.25% |
$468 - $556
|
32.8K
$724K
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
77+ 0.26% |
$440 - $522
|
29.7K
$657K
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
74+ 0.24% |
$423 - $502
|
30.6K
$677K
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
61+ 0.56% |
$348 - $414
|
11K
$243K
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
55+ 0.28% |
$314 - $373
|
19.6K
$434K
|
|
Nov 04, 2022
Q3 2022
|
Xml Financial, LLC
|
BUY
|
- |
55+ 0.32% |
$314 - $373
|
17.1K
$378K
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
54+ 0.36% |
$308 - $366
|
15.1K
$334K
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
51New |
$291 - $346
|
51
$1.13K
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
50+ 0.09% |
$286 - $339
|
57.5K
$1.27M
|
|
Oct 26, 2022
Q3 2022
|
Quaker Wealth Management, LLC
|
BUY
|
- |
46+ 0.33% |
$263 - $312
|
14K
$310K
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
45+ 2.81% |
$257 - $305
|
1.65K
$36.4K
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
42New |
$240 - $285
|
42
$928
|
|
Nov 14, 2022
Q3 2022
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
41+ 0.36% |
$234 - $278
|
11.5K
$254K
|
|
Oct 25, 2022
Q3 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
41+ 0.17% |
$234 - $278
|
24.3K
$536K
|
|
Oct 24, 2022
Q3 2022
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
39+ 0.36% |
$223 - $264
|
10.8K
$238K
|
|
Nov 03, 2022
Q3 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
38+ 0.37% |
$217 - $258
|
10.4K
$229K
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
38+ 0.3% |
$217 - $258
|
12.8K
$283K
|
|
Oct 20, 2022
Q3 2022
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
35+ 0.22% |
$200 - $237
|
16.1K
$355K
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
35+ 233.33% |
$200 - $237
|
50
$1.11K
|
|
Nov 10, 2022
Q3 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
33+ 0.31% |
$188 - $224
|
10.6K
$233K
|