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
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
200New |
$824 - $1.14K
|
200
$4.42K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
200New |
$824 - $1.14K
|
200
$4.42K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
200New |
$824 - $1.14K
|
200
$4.42K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
187+ 1.64% |
$770 - $1.06K
|
11.6K
$257K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
174+ 51.48% |
$717 - $990
|
512
$11.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
168+ 1.4% |
$692 - $956
|
12.2K
$269K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
163+ 1.11% |
$672 - $927
|
14.8K
$328K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
157+ 174.44% |
$647 - $893
|
247
$5.46K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
157+ 1.45% |
$647 - $893
|
11K
$242K
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
BUY
|
- |
134+ 0.06% |
$552 - $762
|
211K
$4.67M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
117+ 0.49% |
$482 - $666
|
23.8K
$526K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
104+ 0.54% |
$428 - $592
|
19.3K
$427K
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
84+ 0.54% |
$346 - $478
|
15.6K
$344K
|
|
|
Feb 12, 2024
Q4 2023
|
Quaker Wealth Management, LLC
|
BUY
|
- |
74+ 0.56% |
$305 - $421
|
13.4K
$295K
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
70+ 0.49% |
$288 - $398
|
14.4K
$318K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
69+ 33.5% |
$284 - $393
|
275
$6.08K
|
|
|
Jan 22, 2024
Q4 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
61+ 0.54% |
$251 - $347
|
11.3K
$249K
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
57New |
$235 - $324
|
57
$1.26K
|
|
|
Jan 29, 2024
Q4 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
56+ 0.34% |
$231 - $319
|
16.3K
$361K
|
|
|
Feb 14, 2024
Q4 2023
|
Jsf Financial, LLC
|
BUY
|
- |
55+ 0.54% |
$227 - $313
|
10.2K
$225K
|
|
|
Jan 22, 2024
Q4 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
55+ 0.55% |
$227 - $313
|
10.1K
$223K
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
54+ 257.14% |
$222 - $307
|
75
$1.66K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
49+ 0.27% |
$202 - $279
|
17.9K
$395K
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
45+ 0.43% |
$185 - $256
|
10.4K
$231K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
45+ 3.0% |
$185 - $256
|
1.55K
$34.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
36New |
$148 - $205
|
36
$796
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
29+ 0.23% |
$119 - $165
|
12.5K
$276K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
24+ 0.56% |
$98.9 - $137
|
4.28K
$94.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
22+ 0.1% |
$90.6 - $125
|
21.3K
$472K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
20+ 0.09% |
$82.4 - $114
|
23.3K
$516K
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
19+ 0.12% |
$78.3 - $108
|
16.3K
$360K
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
15+ 0.1% |
$61.8 - $85.4
|
15K
$332K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
12+ 0.09% |
$49.4 - $68.3
|
13.5K
$299K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
12+ 0.52% |
$49.4 - $68.3
|
2.32K
$51.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
11+ 0.51% |
$45.3 - $62.6
|
2.17K
$48K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
11+ 0.34% |
$45.3 - $62.6
|
3.26K
$71.9K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
10+ 0.09% |
$41.2 - $56.9
|
11.6K
$257K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.06% |
$37.1 - $51.2
|
15.2K
$336K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
7+ 0.54% |
$28.8 - $39.8
|
1.31K
$28.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7+ 0.01% |
$28.8 - $39.8
|
65.2K
$1.44M
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
6+ 0.38% |
$24.7 - $34.1
|
1.59K
$35K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
6+ 0.28% |
$24.7 - $34.1
|
2.15K
$47.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
6+ 0.19% |
$24.7 - $34.1
|
3.18K
$70.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
5+ 0.31% |
$20.6 - $28.5
|
1.62K
$35.8K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
4New |
$16.5 - $22.8
|
4
$88.4
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
4New |
$16.5 - $22.8
|
4
$88.4
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3+ 0.02% |
$12.4 - $17.1
|
14.5K
$321K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.09% |
$12.4 - $17.1
|
3.43K
$75.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2New |
$8.24 - $11.4
|
2
$44.2
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2New |
$8.24 - $11.4
|
2
$44.2
|