Latest Institutional Purchases of Xp Inc. (XP)
This list provides information on the latest institutional transactions involving Xp Inc. (XP) 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 |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
9.51KNew |
$225K - $250K
|
9.51K
$159K
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.11KNew |
$215K - $240K
|
9.11K
$152K
|
|
May 15, 2024
Q1 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
8.25KNew |
$195K - $217K
|
8.25K
$138K
|
|
May 07, 2024
Q1 2024
|
Capital Wealth Planning, LLC
|
BUY
|
- |
8.09K+ 25.66% |
$191K - $213K
|
39.6K
$662K
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.81KNew |
$185K - $205K
|
7.81K
$130K
|
|
May 14, 2024
Q1 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
7.41KNew |
$175K - $195K
|
7.41K
$124K
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
7.35K+ 93.73% |
$174K - $193K
|
15.2K
$254K
|
|
May 15, 2024
Q1 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
6.98K+ 50.54% |
$165K - $183K
|
20.8K
$347K
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.94K+ 24.76% |
$140K - $156K
|
29.9K
$500K
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
5.84K+ 26.51% |
$138K - $154K
|
27.9K
$465K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.66K+ 31.56% |
$134K - $149K
|
23.6K
$394K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.15K+ 33.39% |
$122K - $136K
|
20.6K
$344K
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.07K+ 8.75% |
$120K - $133K
|
63.1K
$1.05M
|
|
May 13, 2024
Q1 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
4.04K+ 29.36% |
$95.4K - $106K
|
17.8K
$297K
|
|
May 14, 2024
Q1 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
3.99K+ 1.26% |
$94.3K - $105K
|
320K
$5.35M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.87K+ 34.09% |
$91.5K - $102K
|
15.2K
$254K
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.56K+ 29.35% |
$84.2K - $93.7K
|
15.7K
$262K
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.45K+ 21.1% |
$81.6K - $90.7K
|
19.8K
$331K
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
3.18K+ 9.5% |
$75.2K - $83.6K
|
36.6K
$612K
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.79K+ 27.22% |
$66.1K - $73.5K
|
13.1K
$218K
|
|
May 13, 2024
Q1 2024
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
2.71K+ 0.96% |
$64.1K - $71.3K
|
285K
$4.76M
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2.7K+ 53.13% |
$63.7K - $70.9K
|
7.77K
$130K
|
|
May 14, 2024
Q1 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
2.6K+ 89.66% |
$61.5K - $68.4K
|
5.5K
$91.9K
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.53K+ 20.0% |
$59.8K - $66.5K
|
15.2K
$253K
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
2.39K+ 20.92% |
$56.6K - $62.9K
|
13.8K
$231K
|
|
May 14, 2024
Q1 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
2.3K+ 19.83% |
$54.4K - $60.5K
|
13.9K
$232K
|
|
May 08, 2024
Q1 2024
|
Jgp Global Gestao De Recursos Ltda.
|
BUY
|
PUT |
2.3KNew |
$54.4K - $60.5K
|
2.3K
$38.4K
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
1.91K+ 213.9% |
$45.1K - $50.2K
|
2.8K
$46.8K
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.68K+ 8.31% |
$39.6K - $44.1K
|
21.9K
$365K
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.38K+ 16.19% |
$32.6K - $36.2K
|
9.89K
$165K
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.3KNew |
$30.7K - $34.2K
|
1.3K
$21.7K
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.01K+ 11.72% |
$23.9K - $26.5K
|
9.62K
$161K
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
927+ 2.75% |
$21.9K - $24.4K
|
34.6K
$578K
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
909New |
$21.5K - $23.9K
|
909
$15.2K
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
BUY
|
- |
862+ 8.55% |
$20.4K - $22.7K
|
10.9K
$183K
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
830+ 13.95% |
$19.6K - $21.8K
|
6.78K
$113K
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
770+ 12.38% |
$18.2K - $20.3K
|
6.99K
$117K
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
705+ 2.2% |
$16.7K - $18.5K
|
32.7K
$547K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
622New |
$14.7K - $16.4K
|
622
$10.4K
|
|
May 13, 2024
Q1 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
600+ 0.08% |
$14.2K - $15.8K
|
753K
$12.6M
|
|
May 01, 2024
Q1 2024
|
Mckinley Capital Management LLC
|
BUY
|
- |
566+ 1.79% |
$13.4K - $14.9K
|
32.2K
$538K
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
547New |
$12.9K - $14.4K
|
547
$9.13K
|
|
May 14, 2024
Q1 2024
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
544+ 0.96% |
$12.9K - $14.3K
|
57.3K
$957K
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
525+ 2.73% |
$12.4K - $13.8K
|
19.7K
$330K
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
368New |
$8.7K - $9.68K
|
368
$6.15K
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
338+ 3.18% |
$7.99K - $8.89K
|
11K
$183K
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
335+ 1.97% |
$7.92K - $8.81K
|
17.4K
$290K
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
313+ 38.36% |
$7.4K - $8.23K
|
1.13K
$18.9K
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
209New |
$4.94K - $5.5K
|
209
$3.49K
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
134+ 5.6% |
$3.17K - $3.52K
|
2.53K
$42.2K
|