Purchases and Sales Made in Q4 2022 in Sirius Xm Holdings Inc. (SIRI)
This table provides information about the institutional ownership of Sirius Xm Holdings Inc. (SIRI) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
200New |
$1.15K - $1.3K
|
200
$4.62K
|
|
Feb 14, 2023
Q4 2022
|
Man Group PLC
London, X0 |
BUY
|
- |
189+ 0.29% |
$1.08K - $1.23K
|
64.5K
$1.49M
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
155+ 0.37% |
$888 - $1.01K
|
42.5K
$981K
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
150New |
$860 - $975
|
150
$3.46K
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
150New |
$860 - $975
|
150
$3.46K
|
|
Jan 31, 2023
Q4 2022
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
138+ 0.38% |
$791 - $897
|
36.9K
$851K
|
|
Jan 19, 2023
Q4 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
138+ 1.08% |
$791 - $897
|
12.9K
$298K
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
137+ 0.36% |
$785 - $891
|
37.9K
$875K
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
132+ 0.25% |
$756 - $858
|
53.2K
$1.23M
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
BUY
|
- |
120+ 12.0% |
$688 - $780
|
1.12K
$25.8K
|
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
BUY
|
- |
117+ 0.42% |
$670 - $761
|
28K
$647K
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
100+ 0.58% |
$573 - $650
|
17.3K
$400K
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
91+ 0.46% |
$521 - $592
|
19.7K
$455K
|
|
Feb 09, 2023
Q4 2022
|
Horizon Wealth Management, LLC
|
BUY
|
- |
82+ 0.38% |
$470 - $533
|
21.7K
$500K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
78New |
$447 - $507
|
78
$1.8K
|
|
May 10, 2024
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
70+ 0.48% |
$401 - $455
|
14.5K
$335K
|
|
Mar 22, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
70+ 0.48% |
$401 - $455
|
14.5K
$335K
|
|
Feb 15, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
70+ 0.48% |
$401 - $455
|
14.5K
$335K
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
69+ 0.43% |
$395 - $449
|
16K
$369K
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
66New |
$378 - $429
|
66
$1.52K
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
BUY
|
- |
59+ 0.35% |
$338 - $384
|
17.1K
$396K
|
|
Jan 31, 2023
Q4 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
58+ 0.38% |
$332 - $377
|
15.2K
$351K
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
57+ 0.29% |
$327 - $371
|
19.7K
$455K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
52+ 0.18% |
$298 - $338
|
28.4K
$655K
|
|
Feb 02, 2023
Q4 2022
|
Quaker Wealth Management, LLC
|
BUY
|
- |
50+ 0.36% |
$287 - $325
|
14.1K
$325K
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
47+ 94.0% |
$269 - $306
|
97
$2.24K
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
43+ 0.36% |
$246 - $280
|
12.1K
$278K
|
|
Feb 01, 2023
Q4 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
43+ 0.18% |
$246 - $280
|
24.3K
$561K
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
43+ 58.9% |
$246 - $280
|
116
$2.68K
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
41+ 0.36% |
$235 - $267
|
11.5K
$266K
|
|
Jan 17, 2023
Q4 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
40+ 1.08% |
$229 - $260
|
3.73K
$86.1K
|
|
Feb 10, 2023
Q4 2022
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
40+ 0.37% |
$229 - $260
|
10.8K
$249K
|
|
Jan 20, 2023
Q4 2022
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
37+ 0.23% |
$212 - $241
|
16.1K
$371K
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
35New |
$201 - $228
|
35
$808
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
BUY
|
- |
28+ 0.21% |
$160 - $182
|
13.2K
$304K
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
28+ 0.31% |
$160 - $182
|
8.98K
$207K
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
21+ 0.11% |
$120 - $137
|
18.5K
$427K
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
20+ 10.36% |
$115 - $130
|
213
$4.92K
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
18+ 0.54% |
$103 - $117
|
3.36K
$77.6K
|
|
Jan 03, 2023
Q4 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
16+ 0.38% |
$91.7 - $104
|
4.18K
$96.5K
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
16+ 0.04% |
$91.7 - $104
|
41.8K
$964K
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
13+ 7.3% |
$74.5 - $84.5
|
191
$4.41K
|
|
Feb 13, 2023
Q4 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
12+ 2.23% |
$68.8 - $78
|
549
$12.7K
|
|
Feb 02, 2023
Q4 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
11+ 0.11% |
$63 - $71.5
|
10.2K
$236K
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
10+ 0.07% |
$57.3 - $65
|
15K
$345K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
10+ 0.04% |
$57.3 - $65
|
23.7K
$547K
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
9+ 0.4% |
$51.6 - $58.5
|
2.27K
$52.4K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
9+ 0.06% |
$51.6 - $58.5
|
15.6K
$359K
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8+ 0.14% |
$45.8 - $52
|
5.77K
$133K
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
7+ 0.45% |
$40.1 - $45.5
|
1.56K
$36K
|