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 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2+ 0.56% |
$8.24 - $11.4
|
356
$7.87K
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
1+ 0.01% |
$4.12 - $5.69
|
11.6K
$257K
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.01% |
$4.12 - $5.69
|
9.48K
$209K
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.15% |
$4.12 - $5.69
|
683
$15.1K
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.52% |
$4.12 - $5.69
|
192
$4.24K
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1+ 0.02% |
$4.12 - $5.69
|
5.87K
$130K
|
|
Feb 14, 2024
Q4 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
1New |
$4.12 - $5.69
|
1
$22.1
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
1+ 0.29% |
$4.12 - $5.69
|
343
$7.58K
|
|
Nov 26, 2024
Q4 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1- -0.0% |
$4.12 - $5.69
|
34.7K
$766K
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-3- 75.0% |
$12.4 - $17.1
|
1
$22.1
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-12- 0.04% |
$49.4 - $68.3
|
33.3K
$737K
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-24- 0.22% |
$98.9 - $137
|
10.8K
$239K
|
|
Feb 13, 2024
Q4 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-71- 0.02% |
$293 - $404
|
398K
$8.79M
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-73- 3.89% |
$301 - $415
|
1.8K
$39.9K
|
|
Jan 22, 2024
Q4 2023
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-90- 0.86% |
$371 - $512
|
10.3K
$228K
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-97- 8.68% |
$400 - $552
|
1.02K
$22.6K
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-100- 3.24% |
$412 - $569
|
2.99K
$66K
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-100- 50.0% |
$412 - $569
|
100
$2.21K
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-119- 1.14% |
$490 - $677
|
10.3K
$227K
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-126- 0.84% |
$519 - $717
|
15K
$330K
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-138- 1.07% |
$569 - $785
|
12.8K
$283K
|
|
Feb 05, 2024
Q4 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-159- 1.43% |
$655 - $905
|
11K
$242K
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-186- 19.5% |
$766 - $1.06K
|
768
$17K
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-200- 1.33% |
$824 - $1.14K
|
14.8K
$327K
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-239- 1.85% |
$985 - $1.36K
|
12.7K
$281K
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-240- 1.88% |
$989 - $1.37K
|
12.5K
$277K
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-282- 22.0% |
$1.16K - $1.6K
|
1K
$22.1K
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-295- 2.07% |
$1.22K - $1.68K
|
13.9K
$308K
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
SELL
|
- |
-297- 1.11% |
$1.22K - $1.69K
|
26.4K
$584K
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-346- 0.88% |
$1.43K - $1.97K
|
39K
$863K
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-376- 2.04% |
$1.55K - $2.14K
|
18.1K
$400K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-423- 1.99% |
$1.74K - $2.41K
|
20.9K
$461K
|
|
Feb 14, 2024
Q4 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-431- 3.3% |
$1.78K - $2.45K
|
12.6K
$279K
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-459- 3.42% |
$1.89K - $2.61K
|
13K
$287K
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-477- 37.83% |
$1.97K - $2.71K
|
784
$17.3K
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-502- 1.66% |
$2.07K - $2.86K
|
29.7K
$657K
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-515- 30.22% |
$2.12K - $2.93K
|
1.19K
$26.3K
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-545- 3.04% |
$2.25K - $3.1K
|
17.4K
$385K
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-560- 1.49% |
$2.31K - $3.19K
|
36.9K
$816K
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-580- 1.9% |
$2.39K - $3.3K
|
30K
$662K
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-665- 4.45% |
$2.74K - $3.78K
|
14.3K
$316K
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-666- 31.56% |
$2.74K - $3.79K
|
1.44K
$31.9K
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-667- 4.53% |
$2.75K - $3.8K
|
14K
$310K
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-727- 5.6% |
$3K - $4.14K
|
12.3K
$271K
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-730- 68.22% |
$3.01K - $4.15K
|
340
$7.51K
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-740- 2.52% |
$3.05K - $4.21K
|
28.6K
$632K
|
|
Feb 06, 2024
Q4 2023
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-754- 2.74% |
$3.11K - $4.29K
|
26.8K
$591K
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-769- 1.78% |
$3.17K - $4.38K
|
42.5K
$940K
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-985- 8.08% |
$4.06K - $5.6K
|
11.2K
$248K
|