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 |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-20K- 8.14% |
$473K - $526K
|
226K
$2.74M
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.1KNew |
$238K - $264K
|
10.1K
$122K
|
|
May 14, 2024
Q1 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
10.8KNew |
$255K - $284K
|
10.8K
$131K
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-84- 26.42% |
$1.99K - $2.21K
|
234
$2.84K
|
|
May 14, 2024
Q1 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
18KNew |
$426K - $474K
|
18K
$219K
|
|
May 14, 2024
Q1 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-21.9K- 73.98% |
$518K - $577K
|
7.72K
$93.5K
|
|
May 14, 2024
Q1 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-1.56K- 8.17% |
$36.8K - $40.9K
|
17.5K
$212K
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
830+ 13.95% |
$19.6K - $21.8K
|
6.78K
$82.2K
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
38.7K+ 12.08% |
$914K - $1.02M
|
359K
$4.35M
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
104New |
$2.46K - $2.74K
|
104
$1.26K
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.38K+ 16.19% |
$32.6K - $36.2K
|
9.89K
$120K
|
|
May 13, 2024
Q1 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
600+ 0.08% |
$14.2K - $15.8K
|
753K
$9.13M
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
44.9KNew |
$1.06M - $1.18M
|
44.9K
$544K
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-542K- 42.84% |
$12.8M - $14.2M
|
723K
$8.76M
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-2- 0.07% |
$47.3 - $52.6
|
2.89K
$35K
|
|
May 13, 2024
Q1 2024
|
Axiom Investors LLC
Greenwich, CT |
BUY
|
- |
128K+ 21.45% |
$3.02M - $3.36M
|
723K
$8.76M
|
|
May 10, 2024
Q1 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-3.57K- 16.73% |
$84.5K - $94K
|
17.8K
$216K
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-132K- 89.71% |
$3.13M - $3.48M
|
15.2K
$184K
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-682- 6.81% |
$16.1K - $17.9K
|
9.34K
$113K
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
121+ 1.39% |
$2.86K - $3.18K
|
8.83K
$107K
|
|
May 08, 2024
Q1 2024
|
Jgp Global Gestao De Recursos Ltda.
|
BUY
|
PUT |
2.3KNew |
$54.4K - $60.5K
|
2.3K
$27.9K
|
|
May 08, 2024
Q1 2024
|
Jgp Global Gestao De Recursos Ltda.
|
BUY
|
- |
452K+ 63.36% |
$10.7M - $11.9M
|
1.17M
$14.1M
|
|
May 08, 2024
Q1 2024
|
Constellation Investimentos E Participacoes Ltda
|
SELL
|
- |
-1.14M- 34.98% |
$27M - $30.1M
|
2.13M
$25.8M
|
|
May 08, 2024
Q1 2024
|
Entropy Technologies, LP
New York, NY |
SELL
|
- |
-846- 1.04% |
$20K - $22.2K
|
80.9K
$980K
|
|
May 07, 2024
Q1 2024
|
Capital Wealth Planning, LLC
|
BUY
|
- |
8.09K+ 25.66% |
$191K - $213K
|
39.6K
$480K
|
|
May 07, 2024
Q1 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
34.8KNew |
$821K - $914K
|
34.8K
$421K
|
|
May 07, 2024
Q1 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-2.06K- 17.64% |
$48.7K - $54.2K
|
9.62K
$117K
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.81KNew |
$185K - $205K
|
7.81K
$94.7K
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-33.9K- 74.28% |
$802K - $892K
|
11.8K
$142K
|
|
May 01, 2024
Q1 2024
|
Mckinley Capital Management LLC
|
BUY
|
- |
566+ 1.79% |
$13.4K - $14.9K
|
32.2K
$390K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
622New |
$14.7K - $16.4K
|
622
$7.54K
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.01K+ 11.72% |
$23.9K - $26.5K
|
9.62K
$117K
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-589- 5.32% |
$13.9K - $15.5K
|
10.5K
$127K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.2KNew |
$360K - $400K
|
15.2K
$184K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-14.3K- 88.82% |
$338K - $376K
|
1.8K
$21.8K
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-688- 6.07% |
$16.3K - $18.1K
|
10.6K
$129K
|
|
Apr 16, 2024
Q1 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-250- 2.34% |
$5.91K - $6.58K
|
10.5K
$127K
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.41K- 10.49% |
$33.4K - $37.2K
|
12.1K
$146K
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-5.41K- 77.07% |
$128K - $142K
|
1.61K
$19.5K
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.11KNew |
$215K - $240K
|
9.11K
$110K
|
|
Apr 09, 2024
Q1 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
38.1K+ 17.6% |
$901K - $1M
|
255K
$3.09M
|
|
Q4 2023 | |||||||
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2New |
$39.1 - $53.6
|
2
$24.2
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
10New |
$196 - $268
|
10
$121
|
|
Feb 15, 2024
Q4 2023
|
Angle Point Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
45.6KNew |
$892K - $1.22M
|
45.6K
$553K
|
|
Feb 14, 2024
Q4 2023
|
Hidden Lake Asset Management LP
New York, NY |
SELL
|
- |
-232K- 52.92% |
$4.55M - $6.22M
|
207K
$2.51M
|
|
Feb 14, 2024
Q4 2023
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
15.9KNew |
$311K - $426K
|
15.9K
$193K
|
|
Feb 14, 2024
Q4 2023
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
- |
135KNew |
$2.64M - $3.62M
|
135K
$1.64M
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11.2K+ 100.57% |
$219K - $300K
|
22.3K
$271K
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
21.7KNew |
$424K - $580K
|
21.7K
$263K
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
96New |
$1.88K - $2.57K
|
96
$1.16K
|