Purchases and Sales Made in Q3 2023 in Sirius Xm Holdings Inc. (SIRI)
This table provides information about the institutional ownership of Sirius Xm Holdings Inc. (SIRI) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
6+ 0.38% |
$23.3 - $46.9
|
1.58K
$36.4K
|
|
Nov 14, 2023
Q3 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
5+ 0.0% |
$19.4 - $39.1
|
351K
$8.1M
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
5+ 0.03% |
$19.4 - $39.1
|
15K
$345K
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
5+ 0.31% |
$19.4 - $39.1
|
1.61K
$37.3K
|
|
Oct 17, 2023
Q3 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
3+ 0.02% |
$11.6 - $23.4
|
17.3K
$399K
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2+ 0.02% |
$7.76 - $15.6
|
11K
$253K
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2+ 0.57% |
$7.76 - $15.6
|
354
$8.17K
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1New |
$3.88 - $7.81
|
1
$23.1
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1+ 0.0% |
$3.88 - $7.81
|
34.7K
$800K
|
|
Nov 14, 2023
Q3 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-1- -0.0% |
$3.88 - $7.81
|
2.01M
$46.5M
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5- 5.26% |
$19.4 - $39.1
|
90
$2.08K
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-23- 10.75% |
$89.2 - $180
|
191
$4.41K
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-45- 0.19% |
$175 - $351
|
24.3K
$560K
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-65- 0.43% |
$252 - $508
|
15K
$346K
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-66- 2.21% |
$256 - $515
|
2.93K
$67.5K
|
|
Nov 14, 2023
Q3 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-70- 0.67% |
$272 - $547
|
10.4K
$240K
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-71- 0.68% |
$275 - $555
|
10.4K
$240K
|
|
Nov 15, 2023
Q3 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-77- 0.61% |
$299 - $601
|
12.6K
$292K
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-96- 0.04% |
$372 - $750
|
273K
$6.31M
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-101- 2.17% |
$392 - $789
|
4.55K
$105K
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-106- 0.9% |
$411 - $828
|
11.6K
$268K
|
|
Oct 25, 2023
Q3 2023
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-108- 1.02% |
$419 - $843
|
10.4K
$241K
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-153- 8.24% |
$594 - $1.19K
|
1.7K
$39.3K
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-172- 22.45% |
$667 - $1.34K
|
594
$13.7K
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
SELL
|
- |
-180- 0.68% |
$698 - $1.41K
|
26.4K
$610K
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-190- 0.14% |
$737 - $1.48K
|
139K
$3.22M
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-202- 1.65% |
$784 - $1.58K
|
12K
$277K
|
|
Nov 13, 2023
Q3 2023
|
Aviva PLC
|
SELL
|
- |
-207- 0.82% |
$803 - $1.62K
|
25.1K
$579K
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-250- 45.45% |
$970 - $1.95K
|
300
$6.92K
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-288- 11.13% |
$1.12K - $2.25K
|
2.3K
$53.1K
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-298- 18.86% |
$1.16K - $2.33K
|
1.28K
$29.6K
|
|
Oct 25, 2023
Q3 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-320- 1.47% |
$1.24K - $2.5K
|
21.5K
$496K
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-324- 1.74% |
$1.26K - $2.53K
|
18.3K
$422K
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-347- 13.01% |
$1.35K - $2.71K
|
2.32K
$53.5K
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-388- 0.37% |
$1.51K - $3.03K
|
106K
$2.44M
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
SELL
|
- |
-390- 3.75% |
$1.51K - $3.05K
|
10K
$231K
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-437- 11.76% |
$1.7K - $3.41K
|
3.28K
$75.7K
|
|
Nov 08, 2023
Q3 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-440- 0.04% |
$1.71K - $3.44K
|
1.16M
$26.8M
|
|
Jun 17, 2024
Q3 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-465- 3.46% |
$1.8K - $3.63K
|
13K
$299K
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-495- 1.93% |
$1.92K - $3.87K
|
25.2K
$581K
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-497- 15.79% |
$1.93K - $3.88K
|
2.65K
$61.2K
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-500- 2.93% |
$1.94K - $3.91K
|
16.5K
$382K
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-500- 83.33% |
$1.94K - $3.91K
|
100
$2.31K
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-500- 41.67% |
$1.94K - $3.91K
|
700
$16.2K
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-508- 1.5% |
$1.97K - $3.97K
|
33.4K
$770K
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-509- 3.84% |
$1.97K - $3.98K
|
12.7K
$294K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-520- 20.66% |
$2.02K - $4.06K
|
2K
$46.1K
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-536- 0.82% |
$2.08K - $4.19K
|
65.2K
$1.51M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-690- 4.34% |
$2.68K - $5.39K
|
15.2K
$351K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-694- 2.97% |
$2.69K - $5.42K
|
22.7K
$524K
|