Institutional Ownership Xp Inc. (XP)
This table provides information about the institutional ownership of Xp Inc. (XP). We have compiled data on the 328 institutions that hold shares in the stock, with a total of 289 Million shares, which have been reported (via 13F filing form) to have a value of $5.08 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Mather Group, Llc.
Chicago, IL |
Apr 08, 2024 Q1 2024 |
909
shares
|
$15,989
0.0% of portfolio
|
Q1 2024
New holding
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 30, 2024 Q1 2024 |
622
shares
|
$10,940
0.0% of portfolio
|
Q1 2024
New holding
|
|
Pinnacle Bancorp, Inc.
|
Apr 16, 2024 Q1 2024 |
592
shares
|
$10,413
0.0% of portfolio
|
Q4 2023
New holding
|
|
Hilltop National Bank
Casper, WY |
May 06, 2024 Q1 2024 |
547
shares
|
$9,621
0.0% of portfolio
|
Q1 2024
New holding
|
|
Gamma Investing LLC
Foster City, CA |
Apr 05, 2024 Q1 2024 |
463
shares
|
$8,144
0.0% of portfolio
|
Q1 2024
Added 142.41%
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
May 14, 2024 Q1 2024 |
432
shares
|
$7,598
0.0% of portfolio
|
Q1 2022
Reduced 72.22%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
368
shares
|
$6,473
0.0% of portfolio
|
Q1 2024
Reduced 10.9%
|
|
Cibc Private Wealth Group, LLC
|
May 10, 2024 Q1 2024 |
368
shares
|
$6,473
0.0% of portfolio
|
Q1 2024
New holding
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 13, 2024 Q1 2024 |
349
shares
|
$6,138
0.01% of portfolio
|
Q4 2021
New holding
|
|
Bessemer Group Inc
Woodbridge, NJ |
May 13, 2024 Q1 2024 |
338
shares
|
$5,945
0.0% of portfolio
|
Q1 2024
Reduced 99.96%
|
|
Fin Trust Capital Advisors, LLC
|
May 02, 2024 Q1 2024 |
332
shares
|
$5,839
0.0% of portfolio
|
Q4 2023
Reduced 29.51%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Apr 29, 2024 Q1 2024 |
325
shares
|
$5,716
0.0% of portfolio
|
Q1 2024
Reduced 3.85%
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 14, 2024 Q1 2024 |
234
shares
|
$4,116
0.0% of portfolio
|
Q1 2024
Reduced 26.42%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
215
shares
|
$3,781
0.0% of portfolio
|
Q3 2020
Reduced 95.81%
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 14, 2024 Q1 2024 |
209
shares
|
$3,676
0.0% of portfolio
|
Q1 2024
New holding
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 14, 2024 Q1 2024 |
205
shares
|
$3,605
0.0% of portfolio
|
Q4 2023
New holding
|
|
Investors Research Corp
|
May 06, 2024 Q1 2024 |
204
shares
|
$3,588
0.0% of portfolio
|
Q4 2021
New holding
|
|
Huntington National Bank
Columbus, OH |
May 03, 2024 Q1 2024 |
169
shares
|
$2,972
0.0% of portfolio
|
Q1 2024
Reduced 33.2%
|
|
Washington Trust Advisors, Inc.
|
May 07, 2024 Q1 2024 |
168
shares
|
$2,955
0.0% of portfolio
|
Q1 2023
Added 140.0%
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
148
shares
|
$2,603
0.0% of portfolio
|
Q1 2024
Added 37.04%
|
|
Allworth Financial LP
|
Apr 25, 2024 Q1 2024 |
145
shares
|
$2,550
0.0% of portfolio
|
Q1 2024
Added 8.21%
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
137
shares
|
$2,409
0.0% of portfolio
|
Q3 2022
New holding
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
May 01, 2024 Q1 2024 |
120
shares
|
$2,110
0.0% of portfolio
|
Q1 2024
New holding
|
|
Thomas White International LTD
Chicago, IL |
Aug 14, 2023 Q2 2023 |
107
shares
|
$1,882
0.0% of portfolio
|
Q2 2023
Reduced 83.12%
|
|
Activest Wealth Management
|
Apr 24, 2024 Q1 2024 |
105
shares
|
$1,846
0.0% of portfolio
|
Q4 2023
Added 1.94%
|