Purchases and Sales Made in Q1 2024 in Xp Inc. (XP)
This table provides information about the institutional ownership of Xp Inc. (XP) during Q1 2024. 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 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
121+ 1.39% |
$2.86K - $3.18K
|
8.83K
$107K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
120New |
$2.84K - $3.16K
|
120
$1.46K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
110+ 9.01% |
$2.6K - $2.89K
|
1.33K
$16.2K
|
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
BUY
|
- |
106+ 0.73% |
$2.51K - $2.79K
|
14.6K
$178K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
104New |
$2.46K - $2.74K
|
104
$1.27K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
51New |
$1.21K - $1.34K
|
51
$621
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
40+ 37.04% |
$946 - $1.05K
|
148
$1.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
BUY
|
- |
39+ 1.81% |
$922 - $1.03K
|
2.19K
$26.7K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
18+ 94.74% |
$426 - $473
|
37
$451
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
16+ 1.2% |
$378 - $421
|
1.35K
$16.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
11+ 8.21% |
$260 - $289
|
145
$1.77K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
8+ 38.1% |
$189 - $210
|
29
$353
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
6New |
$142 - $158
|
6
$73.1
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-2- 0.07% |
$47.3 - $52.6
|
2.89K
$35.2K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2Closed |
$47.3 - $52.6
|
0
$0
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-5- 0.47% |
$118 - $132
|
1.07K
$13K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-5- 0.05% |
$118 - $132
|
10.2K
$125K
|
|
|
May 15, 2024
Q1 2024
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-10- 0.01% |
$236 - $263
|
112K
$1.37M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-13- 3.85% |
$307 - $342
|
325
$3.96K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-45- 10.9% |
$1.06K - $1.18K
|
368
$4.48K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-52- 4.86% |
$1.23K - $1.37K
|
1.02K
$12.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-70- 79.55% |
$1.65K - $1.84K
|
18
$219
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-84- 33.2% |
$1.99K - $2.21K
|
169
$2.06K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-84- 26.42% |
$1.99K - $2.21K
|
234
$2.85K
|
|
|
May 15, 2024
Q1 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-100- 0.56% |
$2.36K - $2.63K
|
17.8K
$217K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-129- 63.86% |
$3.05K - $3.39K
|
73
$889
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-142- 0.32% |
$3.36K - $3.73K
|
43.6K
$532K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-170- 2.57% |
$4.02K - $4.47K
|
6.43K
$78.4K
|
|
|
Apr 16, 2024
Q1 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-250- 2.34% |
$5.91K - $6.58K
|
10.5K
$127K
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-270- 22.43% |
$6.38K - $7.1K
|
934
$11.4K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-364- 1.28% |
$8.6K - $9.57K
|
28.1K
$342K
|
|
|
May 13, 2024
Q1 2024
|
Strs Ohio
|
SELL
|
- |
-389- 1.01% |
$9.2K - $10.2K
|
38.1K
$463K
|
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-450- 30.0% |
$10.6K - $11.8K
|
1.05K
$12.8K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-454- 5.41% |
$10.7K - $11.9K
|
7.93K
$96.6K
|
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-589- 5.32% |
$13.9K - $15.5K
|
10.5K
$128K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-607- 1.27% |
$14.3K - $16K
|
47.4K
$577K
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-682- 6.81% |
$16.1K - $17.9K
|
9.34K
$114K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-688- 6.07% |
$16.3K - $18.1K
|
10.6K
$130K
|
|
|
May 16, 2024
Q1 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-780- 3.11% |
$18.4K - $20.5K
|
24.3K
$296K
|
|
|
May 08, 2024
Q1 2024
|
Entropy Technologies, LP
New York, NY |
SELL
|
- |
-846- 1.04% |
$20K - $22.2K
|
80.9K
$985K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.09K- 1.39% |
$25.8K - $28.7K
|
77.2K
$940K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.2K- 6.88% |
$28.4K - $31.6K
|
16.3K
$198K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
SELL
|
- |
-1.22K- 45.7% |
$28.9K - $32.2K
|
1.45K
$17.7K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.31K- 7.34% |
$31K - $34.5K
|
16.6K
$202K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.41K- 10.49% |
$33.4K - $37.2K
|
12.1K
$147K
|
|
|
May 14, 2024
Q1 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-1.56K- 8.17% |
$36.8K - $40.9K
|
17.5K
$213K
|
|
|
May 07, 2024
Q1 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-2.06K- 17.64% |
$48.7K - $54.2K
|
9.62K
$117K
|
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-2.23K- 7.88% |
$52.7K - $58.7K
|
26.1K
$318K
|
|
|
May 10, 2024
Q1 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-3.57K- 16.73% |
$84.5K - $94K
|
17.8K
$217K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.83K- 6.5% |
$90.4K - $101K
|
55.1K
$671K
|