Institutional Ownership Xp Inc. (XP)
This table provides information about the institutional ownership of Xp Inc. (XP). We have compiled data on the 318 institutions that hold shares in the stock, with a total of 302 Million shares, which have been reported (via 13F filing form) to have a value of $4.74 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
53
shares
|
$830
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
50
shares
|
$783
0.0% of portfolio
|
Q3 2024
Added 284.62%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
48
shares
|
$752
0.0% of portfolio
|
Q3 2024
Added 77.78%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
39
shares
|
$611
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
38
shares
|
$595
0.0% of portfolio
|
Q3 2024
Reduced 95.81%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
38
shares
|
$595
0.0% of portfolio
|
Q3 2024
Reduced 20.83%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
15
shares
|
$235
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
14
shares
|
$219
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
10
shares
|
$156
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
6
shares
|
$94
0.0% of portfolio
|
Q2 2024
Reduced 66.67%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
4
shares
|
$62
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
3
shares
|
$47
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
3
shares
|
$47
0.0% of portfolio
|
Q2 2022
Reduced 88.46%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
3
shares
|
$47
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 15, 2024 Q3 2024 |
1
shares
|
$15
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
Closed
|