Institutional Ownership Xeris Biopharma Holdings, Inc. (XERS)
This table provides information about the institutional ownership of Xeris Biopharma Holdings, Inc. (XERS). We have compiled data on the 205 institutions that hold shares in the stock, with a total of 84.6 Million shares, which have been reported (via 13F filing form) to have a value of $433 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,418
shares
|
$7,260
0.0% of portfolio
|
Q1 2025
Added 168.05%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
1,205
shares
|
$6,169
0.0% of portfolio
|
Q1 2025
Added 30.84%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,113
shares
|
$5,698
0.0% of portfolio
|
Q3 2024
Added 169.49%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
1,100
shares
|
$5,632
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
1,058
shares
|
$5,416
0.0% of portfolio
|
Q1 2025
Added 49.44%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
1,000
shares
|
$5,120
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
719
shares
|
$3,681
0.0% of portfolio
|
Q3 2024
Added 89.71%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
631
shares
|
$3,230
0.0% of portfolio
|
Q2 2025
Added 61.38%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
554
shares
|
$2,836
0.0% of portfolio
|
Q2 2025
Added 31.9%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
420
shares
|
$2,150
0.0% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
May 13, 2025 Q1 2025 |
404
shares
|
$2,068
0.0% of portfolio
|
Q1 2022
Added 296.08%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
379
shares
|
$1,940
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
287
shares
|
$1,469
0.0% of portfolio
|
Q1 2025
Added 54.3%
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
May 12, 2025 Q1 2025 |
200
shares
|
$1,024
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
181
shares
|
$926
0.0% of portfolio
|
Q3 2024
Added 4.02%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
155
shares
|
$793
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
142
shares
|
$727
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
102
shares
|
$522
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
65
shares
|
$332
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
40
shares
|
$204
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
40
shares
|
$204
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
28
shares
|
$143
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
26
shares
|
$133
0.0% of portfolio
|
Q4 2024
Reduced 87.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|