Purchases and Sales Made in Q4 2023 in Sirius Xm Holdings Inc. (SIRI)
This table provides information about the institutional ownership of Sirius Xm Holdings Inc. (SIRI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
19.2K+ 27.59% |
$78.9K - $109K
|
88.6K
$1.97M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
19K+ 32.95% |
$78.1K - $108K
|
76.5K
$1.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
17.9KNew |
$73.9K - $102K
|
17.9K
$400K
|
|
|
Jan 26, 2024
Q4 2023
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
16.6KNew |
$68.6K - $94.7K
|
16.6K
$371K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
16.3KNew |
$67.2K - $92.8K
|
16.3K
$363K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
16.2KNew |
$66.8K - $92.2K
|
16.2K
$361K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
16KNew |
$65.9K - $91K
|
16K
$356K
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
15.6KNew |
$64.3K - $88.8K
|
15.6K
$348K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
15.6KNew |
$64.1K - $88.5K
|
15.6K
$347K
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
15.4KNew |
$63.5K - $87.7K
|
15.4K
$343K
|
|
|
May 22, 2024
Q4 2023
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
15KNew |
$61.8K - $85.4K
|
15K
$334K
|
|
|
Feb 05, 2024
Q4 2023
|
Norden Group LLC
Provo, UT |
BUY
|
- |
14.6KNew |
$60.1K - $83K
|
14.6K
$325K
|
|
|
Feb 14, 2024
Q4 2023
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
14.3KNew |
$59K - $81.5K
|
14.3K
$319K
|
|
|
Feb 14, 2024
Q4 2023
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
14.1KNew |
$58.1K - $80.3K
|
14.1K
$314K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
14.1K+ 60.55% |
$58K - $80.2K
|
37.4K
$832K
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
13.8KNew |
$56.9K - $78.6K
|
13.8K
$308K
|
|
|
Jan 16, 2024
Q4 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
13.8K+ 8.7% |
$56.8K - $78.5K
|
172K
$3.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
13.6KNew |
$56.1K - $77.5K
|
13.6K
$303K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
13.3KNew |
$54.9K - $75.8K
|
13.3K
$297K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
13.2K+ 94.17% |
$54.4K - $75.2K
|
27.2K
$606K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.8K+ 105.25% |
$52.7K - $72.8K
|
24.9K
$556K
|
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
12.2KNew |
$50.3K - $69.5K
|
12.2K
$272K
|
|
|
Jan 08, 2024
Q4 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
11.4KNew |
$46.8K - $64.7K
|
11.4K
$253K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
11.2KNew |
$46.1K - $63.7K
|
11.2K
$249K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
11.2K+ 45.9% |
$46.1K - $63.7K
|
35.6K
$793K
|
|
|
Jan 10, 2024
Q4 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
11.2K+ 19.33% |
$46K - $63.5K
|
68.9K
$1.53M
|
|
|
Feb 12, 2024
Q4 2023
|
Dld Asset Management, LP
New York, NY |
BUY
|
- |
11KNew |
$45.3K - $62.6K
|
11K
$245K
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
10.9KNew |
$44.9K - $62K
|
10.9K
$243K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
10.8KNew |
$44.3K - $61.2K
|
10.8K
$239K
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
10.6K+ 34.12% |
$43.6K - $60.2K
|
41.6K
$926K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
10.6K+ 1780.3% |
$43.6K - $60.2K
|
11.2K
$249K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
10.6K+ 95.65% |
$43.5K - $60.1K
|
21.6K
$481K
|
|
|
Jan 18, 2024
Q4 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
10.5KNew |
$43.3K - $59.8K
|
10.5K
$234K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
10.4K+ 59.82% |
$42.8K - $59.1K
|
27.7K
$618K
|
|
|
Feb 14, 2024
Q4 2023
|
Avenir Corp
Washington, DC |
BUY
|
- |
10KNew |
$41.2K - $56.9K
|
10K
$223K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.97K+ 4.59% |
$41.1K - $56.7K
|
227K
$5.05M
|
|
|
Feb 08, 2024
Q4 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
9.96K+ 1.77% |
$41K - $56.6K
|
574K
$12.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
9.84KNew |
$40.5K - $56K
|
9.84K
$219K
|
|
|
Feb 13, 2024
Q4 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
9.07K+ 394.52% |
$37.4K - $51.6K
|
11.4K
$253K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
9KNew |
$37.1K - $51.2K
|
9K
$200K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
8.87K+ 72.96% |
$36.6K - $50.5K
|
21K
$468K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
8.7KNew |
$35.8K - $49.5K
|
8.7K
$194K
|
|
|
Feb 07, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
8.54K+ 25.24% |
$35.2K - $48.6K
|
42.4K
$944K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
8.53K+ 10.29% |
$35.1K - $48.5K
|
91.4K
$2.04M
|
|
|
Feb 07, 2024
Q4 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
8.51K+ 39.71% |
$35.1K - $48.4K
|
29.9K
$667K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.5K+ 3.0% |
$35K - $48.4K
|
292K
$6.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.23K+ 7.62% |
$33.9K - $46.8K
|
116K
$2.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Kbc Group Nv
|
BUY
|
- |
7.59K+ 7.36% |
$31.3K - $43.2K
|
111K
$2.47M
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
7.51KNew |
$30.9K - $42.7K
|
7.51K
$167K
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
7.42K+ 2.71% |
$30.6K - $42.2K
|
281K
$6.27M
|