Purchases and Sales Made in Q1 2025 in Xp Inc. (XP)
This table provides information about the institutional ownership of Xp Inc. (XP) during Q1 2025. 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 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
966New |
$10.7K - $15.2K
|
966
$18.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
924+ 3.33% |
$10.2K - $14.5K
|
28.7K
$559K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
910+ 17.09% |
$10.1K - $14.3K
|
6.24K
$121K
|
|
|
May 15, 2025
Q1 2025
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
659+ 8.63% |
$7.28K - $10.3K
|
8.3K
$162K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
612New |
$6.76K - $9.6K
|
612
$11.9K
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
604+ 6.0% |
$6.67K - $9.48K
|
10.7K
$208K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
511+ 2.15% |
$5.65K - $8.02K
|
24.3K
$473K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
429New |
$4.74K - $6.73K
|
429
$8.36K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
392New |
$4.33K - $6.15K
|
392
$7.64K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
355New |
$3.92K - $5.57K
|
355
$6.92K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
317New |
$3.5K - $4.97K
|
317
$6.18K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
309+ 1.33% |
$3.41K - $4.85K
|
23.6K
$460K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
269+ 240.18% |
$2.97K - $4.22K
|
381
$7.42K
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
265+ 3.45% |
$2.93K - $4.16K
|
7.94K
$155K
|
|
|
May 15, 2025
Q1 2025
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
205New |
$2.27K - $3.22K
|
205
$3.99K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
178+ 49.72% |
$1.97K - $2.79K
|
536
$10.4K
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
150New |
$1.66K - $2.35K
|
150
$2.92K
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
146+ 1.63% |
$1.61K - $2.29K
|
9.13K
$178K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
127+ 22.13% |
$1.4K - $1.99K
|
701
$13.7K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
100+ 89.29% |
$1.11K - $1.57K
|
212
$4.13K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
98+ 0.87% |
$1.08K - $1.54K
|
11.4K
$222K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
47New |
$519 - $737
|
47
$916
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
41+ 0.01% |
$453 - $643
|
403K
$7.84M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
39+ 29.77% |
$431 - $612
|
170
$3.31K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
39+ 4.96% |
$431 - $612
|
825
$16.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
37New |
$409 - $581
|
37
$721
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
32+ 14.55% |
$354 - $502
|
252
$4.91K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
25New |
$276 - $392
|
25
$487
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
20+ 200.0% |
$221 - $314
|
30
$584
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
10New |
$111 - $157
|
10
$195
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
10New |
$111 - $157
|
10
$195
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-5- 4.27% |
$55.3 - $78.5
|
112
$2.18K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-16- 11.35% |
$177 - $251
|
125
$2.44K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-16- 41.03% |
$177 - $251
|
23
$448
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-17- 22.67% |
$188 - $267
|
58
$1.13K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-17- 45.95% |
$188 - $267
|
20
$390
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-33- 39.76% |
$365 - $518
|
50
$974
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
SELL
|
- |
-132- 6.67% |
$1.46K - $2.07K
|
1.85K
$36K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-172- 0.77% |
$1.9K - $2.7K
|
22.1K
$430K
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-184Closed |
$2.03K - $2.89K
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-251- 20.26% |
$2.77K - $3.94K
|
988
$19.2K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-264- 49.25% |
$2.92K - $4.14K
|
272
$5.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Tandem Capital Management Corp
|
SELL
|
- |
-300- 1.82% |
$3.32K - $4.71K
|
16.2K
$316K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-410- 40.88% |
$4.53K - $6.43K
|
593
$11.6K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-462- 21.48% |
$5.11K - $7.25K
|
1.69K
$32.9K
|
|
|
May 15, 2025
Q1 2025
|
Altshuler Shaham LTD
|
SELL
|
- |
-498- 25.82% |
$5.5K - $7.81K
|
1.43K
$27.9K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-561- 2.69% |
$6.2K - $8.8K
|
20.3K
$395K
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-753- 0.21% |
$8.32K - $11.8K
|
355K
$6.91M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-781- 2.75% |
$8.63K - $12.3K
|
27.6K
$537K
|