Purchases and Sales Made in Q1 2023 in Xp Inc. (XP)
This table provides information about the institutional ownership of Xp Inc. (XP) during Q1 2023. The information is specifically focused on institutions that hold shares of XP Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
117+ 47.18% |
$1.25K - $2.12K
|
365
$6.14K
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
114New |
$1.21K - $2.06K
|
114
$1.92K
|
|
|
May 11, 2023
Q1 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
99New |
$1.05K - $1.79K
|
99
$1.67K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
98+ 140.0% |
$1.04K - $1.77K
|
168
$2.83K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
93+ 4.23% |
$990 - $1.68K
|
2.29K
$38.5K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
92New |
$980 - $1.67K
|
92
$1.55K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
90New |
$959 - $1.63K
|
90
$1.51K
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
61+ 0.01% |
$650 - $1.1K
|
419K
$7.05M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
19New |
$202 - $344
|
19
$320
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
4+ 3.7% |
$42.6 - $72.4
|
112
$1.88K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-3- 20.0% |
$32 - $54.3
|
12
$202
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-12- 14.12% |
$128 - $217
|
73
$1.23K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-13- 5.26% |
$138 - $235
|
234
$3.94K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-16- 2.58% |
$170 - $290
|
603
$10.1K
|
|
|
May 11, 2023
Q1 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-30- 0.01% |
$320 - $543
|
339K
$5.7M
|
|
|
May 03, 2023
Q1 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-31- 0.28% |
$330 - $561
|
11.2K
$189K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-33- 63.46% |
$351 - $598
|
19
$320
|
|
|
May 12, 2023
Q1 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-184- 90.2% |
$1.96K - $3.33K
|
20
$336
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-212- 0.61% |
$2.26K - $3.84K
|
34.4K
$578K
|
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-224- 0.11% |
$2.39K - $4.06K
|
204K
$3.43M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-255- 7.27% |
$2.72K - $4.62K
|
3.25K
$54.7K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-413- 80.51% |
$4.4K - $7.48K
|
100
$1.68K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-492- 43.73% |
$5.24K - $8.91K
|
633
$10.6K
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-500- 17.47% |
$5.33K - $9.06K
|
2.36K
$39.7K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-744- 99.33% |
$7.92K - $13.5K
|
5
$84.1
|
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-900- 12.24% |
$9.59K - $16.3K
|
6.45K
$108K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.07K- 14.29% |
$11.4K - $19.5K
|
6.44K
$108K
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.21K- 9.69% |
$12.9K - $22K
|
11.3K
$190K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.22K- 2.45% |
$13K - $22.2K
|
48.7K
$819K
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.4K- 3.55% |
$14.9K - $25.3K
|
38.1K
$640K
|
|
|
May 15, 2023
Q1 2023
|
Quarry LP
New York, NY |
SELL
|
- |
-1.49K- 71.97% |
$15.9K - $27K
|
581
$9.77K
|
|
|
May 05, 2023
Q1 2023
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
SELL
|
- |
-3.09K- 0.19% |
$32.9K - $55.9K
|
1.63M
$27.4M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-3.77K- 0.51% |
$40.2K - $68.3K
|
736K
$12.4M
|
|
|
May 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-4.08K- 1.92% |
$43.5K - $73.9K
|
209K
$3.51M
|
|
|
May 15, 2023
Q1 2023
|
Amundi
Paris, I0 |
SELL
|
- |
-4.11K- 89.74% |
$43.8K - $74.5K
|
470
$7.91K
|
|
|
Sep 27, 2024
Q1 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-5.26K- 1.53% |
$56K - $95.3K
|
339K
$5.7M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-5.63K- 14.43% |
$59.9K - $102K
|
33.4K
$561K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-7.51K- 4.75% |
$80K - $136K
|
151K
$2.53M
|
|
|
May 04, 2023
Q1 2023
|
Tandem Capital Management Corp
|
SELL
|
- |
-8.45K- 24.51% |
$90K - $153K
|
26K
$438K
|
|
|
May 11, 2023
Q1 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-12K- 0.29% |
$128K - $218K
|
4.14M
$69.6M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-12.2K- 27.73% |
$130K - $221K
|
31.8K
$535K
|
|
|
May 12, 2023
Q1 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-16.8K- 0.91% |
$179K - $305K
|
1.84M
$30.9M
|
|
|
Sep 07, 2023
Q1 2023
|
Cloverfields Capital Group, LP
Minneapolis, MN |
SELL
|
- |
-21.3K- 37.66% |
$227K - $386K
|
35.3K
$594K
|
|
|
Apr 28, 2023
Q1 2023
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-23.2K- 9.16% |
$247K - $420K
|
230K
$3.87M
|
|
|
May 11, 2023
Q1 2023
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-27.6K- 3.67% |
$294K - $500K
|
724K
$12.2M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-31.2K- 97.0% |
$332K - $564K
|
962
$16.2K
|
|
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-41.3K- 96.49% |
$439K - $747K
|
1.5K
$25.2K
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-46.8K- 49.21% |
$499K - $848K
|
48.3K
$813K
|
|
|
May 12, 2023
Q1 2023
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-48.9K- 8.44% |
$521K - $886K
|
531K
$8.93M
|
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-53.7K- 59.81% |
$572K - $972K
|
36.1K
$607K
|