Latest Institutional Purchases of Xenia Hotels & Resorts, Inc. (XHR)
This list provides information on the latest institutional transactions involving Xenia Hotels & Resorts, Inc. (XHR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
19.5KNew |
$250K - $334K
|
19.5K
$271K
|
|
Feb 14, 2023
Q4 2022
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
17.7KNew |
$226K - $302K
|
17.7K
$246K
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
1.03KNew |
$13.2K - $17.6K
|
1.03K
$14.3K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
970New |
$12.4K - $16.6K
|
970
$13.5K
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
358New |
$4.58K - $6.12K
|
358
$4.98K
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
257New |
$3.29K - $4.39K
|
257
$3.57K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
81New |
$1.04K - $1.39K
|
81
$1.13K
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
58New |
$742 - $992
|
58
$806
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
55New |
$704 - $941
|
55
$765
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
39New |
$499 - $667
|
39
$542
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
36New |
$461 - $616
|
36
$500
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
34+ 0.01% |
$435 - $581
|
270K
$3.75M
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
13New |
$166 - $222
|
13
$181
|
|
Q3 2022 | |||||||
May 16, 2023
Q3 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
16.9KNew |
$231K - $308K
|
16.9K
$235K
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12.2KNew |
$167K - $222K
|
12.2K
$169K
|
|
Nov 14, 2022
Q3 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
11.5KNew |
$158K - $210K
|
11.5K
$160K
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
11.2KNew |
$153K - $204K
|
11.2K
$155K
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
889New |
$12.2K - $16.2K
|
889
$12.4K
|
|
May 09, 2023
Q3 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
625New |
$8.55K - $11.4K
|
625
$8.69K
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
125New |
$1.71K - $2.28K
|
125
$1.74K
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
104New |
$1.42K - $1.9K
|
104
$1.45K
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
96New |
$1.31K - $1.75K
|
96
$1.33K
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
76New |
$1.04K - $1.39K
|
76
$1.06K
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
31New |
$424 - $565
|
31
$431
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
26+ 16.05% |
$356 - $474
|
188
$2.61K
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
Long Pond Capital, LP
New York, NY |
BUY
|
- |
223KNew |
$3.05M - $4.47M
|
223K
$3.1M
|
|
Aug 15, 2022
Q2 2022
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
32.1KNew |
$439K - $644K
|
32.1K
$446K
|
|
Aug 04, 2022
Q2 2022
|
Aviva PLC
|
BUY
|
- |
29K+ 40.21% |
$398K - $583K
|
101K
$1.41M
|
|
Aug 15, 2022
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
19.3KNew |
$265K - $388K
|
19.3K
$269K
|
|
Feb 01, 2023
Q2 2022
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
10.4KNew |
$142K - $208K
|
10.4K
$144K
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.98KNew |
$27.1K - $39.7K
|
1.98K
$27.5K
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
BUY
|
- |
1.35KNew |
$18.4K - $27K
|
1.35K
$18.7K
|
|
Aug 04, 2022
Q2 2022
|
Nvwm, LLC
|
BUY
|
- |
387New |
$5.3K - $7.76K
|
387
$5.38K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
305+ 2.58% |
$4.18K - $6.12K
|
12.1K
$168K
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
125New |
$1.71K - $2.51K
|
125
$1.74K
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
80New |
$1.1K - $1.6K
|
80
$1.11K
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
BUY
|
- |
54+ 4.88% |
$739 - $1.08K
|
1.16K
$16.1K
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
32New |
$438 - $642
|
32
$445
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
140KNew |
$2.27M - $2.77M
|
140K
$1.95M
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
22.7KNew |
$368K - $449K
|
22.7K
$315K
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
7.42KNew |
$120K - $147K
|
7.42K
$103K
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.09KNew |
$17.6K - $21.5K
|
1.09K
$15.1K
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
11KNew |
$169K - $221K
|
11K
$153K
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
3.22KNew |
$49.5K - $64.7K
|
3.22K
$44.7K
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.75KNew |
$27K - $35.3K
|
1.75K
$24.4K
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
409New |
$6.29K - $8.23K
|
409
$5.69K
|
|
Feb 03, 2022
Q4 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
82New |
$1.26K - $1.65K
|
82
$1.14K
|
|
Q3 2021 | |||||||
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
241New |
$3.88K - $4.54K
|
241
$3.35K
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
CALL |
29KNew |
$520K - $601K
|
29K
$403K
|
|
Jul 20, 2021
Q2 2021
|
Emfo, LLC
|
BUY
|
- |
1.25KNew |
$22.4K - $25.9K
|
1.25K
$17.4K
|