Latest Institutional Transactions on Xp Inc. (XP)
This table provides information on the latest institutional transactions involving Xp Inc. (XP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.2KNew |
$360K - $400K
|
15.2K
$304K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-14.3K- 88.82% |
$338K - $376K
|
1.8K
$35.9K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.41K- 10.49% |
$33.4K - $37.2K
|
12.1K
$240K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-688- 6.07% |
$16.3K - $18.1K
|
10.6K
$212K
|
|
|
Apr 16, 2024
Q1 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-250- 2.34% |
$5.91K - $6.58K
|
10.5K
$208K
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.11KNew |
$215K - $240K
|
9.11K
$182K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-5.41K- 77.07% |
$128K - $142K
|
1.61K
$32.1K
|
|
|
Apr 09, 2024
Q1 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
38.1K+ 17.6% |
$901K - $1M
|
255K
$5.08M
|
|
| Q4 2023 | |||||||
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2New |
$39.1 - $53.6
|
2
$39.9
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
10New |
$196 - $268
|
10
$200
|
|
|
Feb 15, 2024
Q4 2023
|
Angle Point Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
45.6KNew |
$892K - $1.22M
|
45.6K
$910K
|
|
|
Feb 14, 2024
Q4 2023
|
Hidden Lake Asset Management LP
New York, NY |
SELL
|
- |
-232K- 52.92% |
$4.55M - $6.22M
|
207K
$4.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
- |
135KNew |
$2.64M - $3.62M
|
135K
$2.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
21.7KNew |
$424K - $580K
|
21.7K
$432K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
96New |
$1.88K - $2.57K
|
96
$1.92K
|
|
|
Feb 14, 2024
Q4 2023
|
Candriam S.C.A.
|
SELL
|
- |
-1.23M- 98.25% |
$24.1M - $33.1M
|
22K
$439K
|
|
|
Feb 14, 2024
Q4 2023
|
Vpr Management LLC
Houston, TX |
BUY
|
- |
13K+ 54.01% |
$254K - $348K
|
37.1K
$740K
|
|
|
Feb 14, 2024
Q4 2023
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
90New |
$1.76K - $2.41K
|
90
$1.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
51.5KNew |
$1.01M - $1.38M
|
51.5K
$1.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
73New |
$1.43K - $1.95K
|
73
$1.46K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
205New |
$4.01K - $5.49K
|
205
$4.09K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-156K- 99.65% |
$3.05M - $4.18M
|
541
$10.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
31New |
$606 - $830
|
31
$618
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
936New |
$18.3K - $25.1K
|
936
$18.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
8.08KNew |
$158K - $216K
|
8.08K
$161K
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
SELL
|
- |
-4.16K- 34.5% |
$81.4K - $111K
|
7.9K
$158K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
100New |
$1.96K - $2.68K
|
100
$2K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1New |
$19.6 - $26.8
|
1
$20
|
|
|
Jan 26, 2024
Q4 2023
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
12.8KNew |
$250K - $343K
|
12.8K
$255K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
22.1KNew |
$432K - $592K
|
22.1K
$441K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
592New |
$11.6K - $15.9K
|
592
$11.8K
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
4.28K+ 6.6% |
$83.7K - $115K
|
69.1K
$1.38M
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
55New |
$1.08K - $1.47K
|
55
$1.1K
|
|
|
Jan 22, 2024
Q4 2023
|
Deltec Asset Management LLC
|
SELL
|
- |
-1.5K- 10.71% |
$29.3K - $40.2K
|
12.5K
$249K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
14.7K+ 399.48% |
$287K - $393K
|
18.4K
$366K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
19.8KNew |
$387K - $529K
|
19.8K
$394K
|
|
| Q3 2023 | |||||||
|
Nov 29, 2023
Q3 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
9.61KNew |
$212K - $264K
|
9.61K
$192K
|
|
|
Nov 14, 2023
Q3 2023
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
- |
-32.4K- 27.91% |
$715K - $889K
|
83.6K
$1.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Durable Capital Partners LP
Bethesda, MD |
SELL
|
- |
-1.68M- 24.84% |
$37.1M - $46.1M
|
5.08M
$101M
|
|
|
Nov 14, 2023
Q3 2023
|
Tt International Asset Management LTD
London, X0 |
SELL
|
- |
-1.43M- 68.38% |
$31.6M - $39.3M
|
662K
$13.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
15.8K+ 39.05% |
$350K - $435K
|
56.4K
$1.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
11.9MNew |
$262M - $326M
|
11.9M
$237M
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-1.86K- 16.31% |
$41.1K - $51.1K
|
9.55K
$190K
|
|
|
Nov 13, 2023
Q3 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
146KNew |
$3.21M - $4M
|
146K
$2.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
61New |
$1.35K - $1.68K
|
61
$1.22K
|
|
|
Nov 13, 2023
Q3 2023
|
Ghisallo Capital Management LLC
Greenwich, CT |
BUY
|
- |
104K+ 20.7% |
$2.29M - $2.84M
|
604K
$12M
|
|
|
Nov 13, 2023
Q3 2023
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-4.84K- 28.33% |
$107K - $133K
|
12.2K
$244K
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
875New |
$19.3K - $24K
|
875
$17.5K
|
|
|
Nov 07, 2023
Q3 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
151KNew |
$3.33M - $4.14M
|
151K
$3.01M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.43K- 12.06% |
$53.7K - $66.7K
|
17.7K
$353K
|
|