Purchases and Sales Made in Q4 2021 in Sirius Xm Holdings Inc. (SIRI)
This table provides information about the institutional ownership of Sirius Xm Holdings Inc. (SIRI) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.2KNew |
$7.15K - $7.96K
|
1.2K
$27.7K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.2KNew |
$7.15K - $7.96K
|
1.2K
$27.7K
|
|
|
Jan 18, 2022
Q4 2021
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
1.1KNew |
$6.56K - $7.29K
|
1.1K
$25.4K
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
1.06KNew |
$6.34K - $7.05K
|
1.06K
$24.5K
|
|
|
Feb 11, 2022
Q4 2021
|
New South Capital Management Inc
Memphis, TN |
BUY
|
- |
1.04K+ 0.03% |
$6.17K - $6.86K
|
3.8M
$87.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
1.03KNew |
$6.15K - $6.84K
|
1.03K
$23.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
1.02KNew |
$6.07K - $6.76K
|
1.02K
$23.5K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
1KNew |
$5.96K - $6.63K
|
1K
$23.1K
|
|
|
Feb 09, 2022
Q4 2021
|
Archer Investment Corp
|
BUY
|
- |
1KNew |
$5.96K - $6.63K
|
1K
$23.1K
|
|
|
Jan 27, 2022
Q4 2021
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
999+ 2.17% |
$5.95K - $6.62K
|
47K
$1.09M
|
|
|
Jan 26, 2022
Q4 2021
|
Successful Portfolios LLC
|
BUY
|
- |
998+ 5.32% |
$5.95K - $6.62K
|
19.7K
$456K
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
978+ 8.96% |
$5.83K - $6.48K
|
11.9K
$274K
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
BUY
|
- |
966+ 87.74% |
$5.76K - $6.4K
|
2.07K
$47.7K
|
|
|
Feb 16, 2022
Q4 2021
|
Carroll Investors, Inc
|
BUY
|
- |
920New |
$5.48K - $6.1K
|
920
$21.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
896+ 351.37% |
$5.34K - $5.94K
|
1.15K
$26.6K
|
|
|
Aug 05, 2022
Q4 2021
|
Tevis Investment Management
|
BUY
|
- |
800New |
$4.77K - $5.3K
|
800
$18.5K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
755+ 6.13% |
$4.5K - $5.01K
|
13.1K
$302K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
749+ 3.75% |
$4.46K - $4.97K
|
20.7K
$479K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
749+ 5.94% |
$4.46K - $4.97K
|
13.4K
$308K
|
|
|
Feb 11, 2022
Q4 2021
|
Plancorp, LLC
|
BUY
|
- |
743+ 2.68% |
$4.43K - $4.93K
|
28.4K
$656K
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
710New |
$4.23K - $4.71K
|
710
$16.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
668+ 28.72% |
$3.98K - $4.43K
|
2.99K
$69.1K
|
|
|
Feb 09, 2022
Q4 2021
|
Evolution Advisers, Inc.
|
BUY
|
- |
600New |
$3.58K - $3.98K
|
600
$13.8K
|
|
|
Feb 03, 2022
Q4 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
550New |
$3.28K - $3.65K
|
550
$12.7K
|
|
|
Feb 03, 2022
Q4 2021
|
Ahl Investment Management, Inc.
|
BUY
|
- |
500New |
$2.98K - $3.32K
|
500
$11.5K
|
|
|
Feb 18, 2022
Q4 2021
|
Cross Creek Advisors, LLC
Salt Lake City, UT |
BUY
|
- |
482New |
$2.87K - $3.2K
|
482
$11.1K
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
BUY
|
- |
468+ 0.8% |
$2.79K - $3.1K
|
58.7K
$1.35M
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
430+ 15.0% |
$2.56K - $2.85K
|
3.3K
$76.1K
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
407+ 0.51% |
$2.43K - $2.7K
|
79.8K
$1.84M
|
|
|
Feb 02, 2022
Q4 2021
|
Rmr Wealth Builders
|
BUY
|
- |
342+ 3.3% |
$2.04K - $2.27K
|
10.7K
$247K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
294+ 1.42% |
$1.75K - $1.95K
|
21K
$484K
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
275New |
$1.64K - $1.82K
|
275
$6.35K
|
|
|
Feb 03, 2022
Q4 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
273+ 21.0% |
$1.63K - $1.81K
|
1.57K
$36.3K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
225+ 0.91% |
$1.34K - $1.49K
|
24.9K
$576K
|
|
|
Feb 11, 2022
Q4 2021
|
True Private Wealth Advisors
|
BUY
|
- |
207+ 1.54% |
$1.23K - $1.37K
|
13.7K
$316K
|
|
|
Jan 14, 2022
Q4 2021
|
Cambridge Advisors Inc.
|
BUY
|
- |
197+ 0.35% |
$1.17K - $1.31K
|
56.3K
$1.3M
|
|
|
Feb 02, 2022
Q4 2021
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
171New |
$1.02K - $1.13K
|
171
$3.95K
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
162New |
$966 - $1.07K
|
162
$3.74K
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
160New |
$954 - $1.06K
|
160
$3.69K
|
|
|
Jan 21, 2022
Q4 2021
|
Corbenic Partners LLC
|
BUY
|
- |
158New |
$942 - $1.05K
|
158
$3.65K
|
|
|
Feb 14, 2022
Q4 2021
|
Gould Capital, LLC
|
BUY
|
- |
150New |
$894 - $995
|
150
$3.46K
|
|
|
Feb 11, 2022
Q4 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
138+ 0.34% |
$822 - $915
|
41.3K
$953K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
136+ 4.87% |
$811 - $902
|
2.93K
$67.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
126+ 0.35% |
$751 - $835
|
35.9K
$829K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
119+ 0.08% |
$709 - $789
|
148K
$3.41M
|
|
|
Feb 08, 2022
Q4 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
117+ 1.13% |
$697 - $776
|
10.5K
$242K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
115New |
$685 - $762
|
115
$2.65K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
110+ 3.0% |
$656 - $729
|
3.78K
$87.1K
|
|
|
Feb 04, 2022
Q4 2021
|
Investment Partners, Ltd.
|
BUY
|
- |
106+ 0.29% |
$632 - $703
|
36.4K
$840K
|
|
|
Jan 25, 2022
Q4 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
101+ 61.96% |
$602 - $670
|
264
$6.09K
|