Purchases and Sales Made in Q2 2023 in Xp Inc. (XP)
This table provides information about the institutional ownership of Xp Inc. (XP) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
2.14K+ 90.52% |
$23.2K - $52.4K
|
4.5K
$65.9K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.05K+ 5.79% |
$22.2K - $50.2K
|
37.4K
$548K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2K+ 39.18% |
$21.6K - $48.9K
|
7.09K
$104K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.99K+ 15.89% |
$21.6K - $48.8K
|
14.5K
$213K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.96K+ 6.16% |
$21.2K - $48K
|
33.8K
$495K
|
|
|
Feb 05, 2024
Q2 2023
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
1.86KNew |
$20.1K - $45.6K
|
1.86K
$27.2K
|
|
|
Feb 07, 2024
Q2 2023
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
1.86KNew |
$20.1K - $45.6K
|
1.86K
$27.2K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.61KNew |
$17.4K - $39.5K
|
1.61K
$23.6K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
1.22K+ 24320.0% |
$13.2K - $29.8K
|
1.22K
$17.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.19K+ 3.13% |
$12.9K - $29.2K
|
39.2K
$575K
|
|
|
Aug 14, 2023
Q2 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
875New |
$9.48K - $21.5K
|
875
$12.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
842+ 13.07% |
$9.12K - $20.6K
|
7.28K
$107K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
824+ 25.33% |
$8.92K - $20.2K
|
4.08K
$59.7K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
823New |
$8.91K - $20.2K
|
823
$12.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
482New |
$5.22K - $11.8K
|
482
$7.06K
|
|
|
Jul 19, 2023
Q2 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
288+ 2.57% |
$3.12K - $7.06K
|
11.5K
$169K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
277+ 0.57% |
$3K - $6.79K
|
49K
$717K
|
|
|
Aug 14, 2023
Q2 2023
|
Amundi
Paris, I0 |
BUY
|
- |
221+ 47.02% |
$2.39K - $5.42K
|
691
$10.1K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
209+ 34.66% |
$2.26K - $5.12K
|
812
$11.9K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
200New |
$2.17K - $4.9K
|
200
$2.93K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
191+ 81.62% |
$2.07K - $4.68K
|
425
$6.23K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
122+ 19.27% |
$1.32K - $2.99K
|
755
$11.1K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
122+ 19.27% |
$1.32K - $2.99K
|
755
$11.1K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
108+ 14.96% |
$1.17K - $2.65K
|
830
$12.2K
|
|
|
Jul 21, 2023
Q2 2023
|
Activest Wealth Management
|
BUY
|
- |
100New |
$1.08K - $2.45K
|
100
$1.47K
|
|
|
Jul 17, 2023
Q2 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
88+ 0.16% |
$953 - $2.16K
|
54.6K
$799K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
75+ 0.27% |
$812 - $1.84K
|
27.9K
$409K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
57New |
$617 - $1.4K
|
57
$835
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
35+ 38.89% |
$379 - $858
|
125
$1.83K
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
12New |
$130 - $294
|
12
$176
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
11+ 91.67% |
$119 - $270
|
23
$337
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
9+ 12.33% |
$97.5 - $221
|
82
$1.2K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
3+ 0.42% |
$32.5 - $73.6
|
713
$10.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 15.38% |
$21.7 - $49
|
15
$220
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
1New |
$10.8 - $24.5
|
1
$14.7
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
SELL
|
- |
-16- 0.7% |
$173 - $392
|
2.27K
$33.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-31- 7.67% |
$336 - $760
|
373
$5.46K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-60- 46.15% |
$650 - $1.47K
|
70
$1.03K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-76- 9.23% |
$823 - $1.86K
|
747
$10.9K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-160Closed |
$1.73K - $3.92K
|
0
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Credit Agricole S A
|
SELL
|
- |
-231- 20.79% |
$2.5K - $5.66K
|
880
$12.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-297- 0.07% |
$3.22K - $7.28K
|
419K
$6.13M
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-370- 1.26% |
$4.01K - $9.07K
|
29K
$424K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-395- 1.15% |
$4.28K - $9.69K
|
34K
$498K
|
|
|
Aug 14, 2023
Q2 2023
|
Thomas White International LTD
Chicago, IL |
SELL
|
- |
-527- 83.12% |
$5.71K - $12.9K
|
107
$1.57K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-604- 2.69% |
$6.54K - $14.8K
|
21.9K
$320K
|
|
|
Aug 04, 2023
Q2 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-658- 2.08% |
$7.13K - $16.1K
|
30.9K
$453K
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-696- 1.35% |
$7.54K - $17.1K
|
51K
$747K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-878- 1.1% |
$9.51K - $21.5K
|
79.2K
$1.16M
|
|
|
Aug 15, 2023
Q2 2023
|
Tandem Capital Management Corp
|
SELL
|
- |
-915- 3.51% |
$9.91K - $22.4K
|
25.1K
$368K
|