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 |
---|---|---|---|---|---|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 13, 2024 Q1 2024 |
104
shares
|
$1,829
0.0% of portfolio
|
Q1 2024
New holding
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 18, 2024 Q1 2024 |
103
shares
|
$1,811
0.0% of portfolio
|
Q3 2023
Reduced 85.55%
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Apr 26, 2024 Q1 2024 |
96
shares
|
$1,688
0.0% of portfolio
|
Q4 2023
New holding
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 08, 2024 Q1 2024 |
93
shares
|
$1,635
0.0% of portfolio
|
Q4 2023
Added 55.0%
|
|
Rfp Financial Group LLC
Atlanta, GA |
May 09, 2024 Q1 2024 |
73
shares
|
$1,284
0.0% of portfolio
|
Q4 2023
New holding
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
May 01, 2024 Q1 2024 |
73
shares
|
$1,284
0.0% of portfolio
|
Q1 2024
Reduced 63.86%
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 19, 2024 Q1 2024 |
69
shares
|
$1,213
0.0% of portfolio
|
Q4 2023
New holding
|
|
Operose Advisors LLC
Milwaukee, WI |
May 13, 2024 Q1 2024 |
61
shares
|
$1,072
0.0% of portfolio
|
Q3 2023
New holding
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 11, 2024 Q1 2024 |
51
shares
|
$897
0.0% of portfolio
|
Q1 2024
New holding
|
|
Ifp Advisors, Inc
|
Jan 09, 2024 Q4 2023 |
50
shares
|
$879
0.0% of portfolio
|
Q4 2023
Reduced 46.81%
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2024 Q1 2024 |
38
shares
|
$668
0.0% of portfolio
|
Q4 2023
New holding
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
May 13, 2024 Q1 2024 |
37
shares
|
$650
0.0% of portfolio
|
Q1 2024
Added 94.74%
|
|
Sachetta, LLC
Lynnfield, MA |
May 01, 2024 Q1 2024 |
31
shares
|
$545
0.0% of portfolio
|
Q4 2023
New holding
|
|
Massmutual Trust CO Fsb
|
Apr 09, 2024 Q1 2024 |
29
shares
|
$510
0.0% of portfolio
|
Q1 2024
Added 38.1%
|
|
Jfs Wealth Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
18
shares
|
$316
0.0% of portfolio
|
Q1 2024
Reduced 79.55%
|
|
Whittier Trust CO
|
May 02, 2024 Q1 2024 |
12
shares
|
$211
0.0% of portfolio
|
Q4 2021
New holding
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2024 Q1 2024 |
10
shares
|
$175
0.0% of portfolio
|
Q4 2023
New holding
|
|
Parkside Financial Bank & Trust
|
May 01, 2024 Q1 2024 |
7
shares
|
$123
0.0% of portfolio
|
Q4 2023
New holding
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2024 Q1 2024 |
6
shares
|
$105
0.0% of portfolio
|
Q1 2024
New holding
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 15, 2024 Q1 2024 |
4
shares
|
$70
0.0% of portfolio
|
Q4 2021
New holding
|
|
Hollencrest Capital Management
|
May 01, 2024 Q1 2024 |
3
shares
|
$52
0.0% of portfolio
|
Q4 2022
New holding
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
3
shares
|
$52
0.0% of portfolio
|
Q2 2022
Reduced 88.46%
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 22, 2024 Q1 2024 |
1
shares
|
$17
0.0% of portfolio
|
Q2 2023
New holding
|