Purchases and Sales Made in Q2 2025 in Xp Inc. (XP)
This table provides information about the institutional ownership of Xp Inc. (XP) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
900+ 0.62% |
$11.4K - $18.6K
|
145K
$2.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
646+ 65.38% |
$8.2K - $13.3K
|
1.63K
$28.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
617New |
$7.83K - $12.7K
|
617
$10.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
525+ 0.21% |
$6.66K - $10.8K
|
248K
$4.33M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
241+ 1.82% |
$3.06K - $4.97K
|
13.5K
$235K
|
|
|
Aug 06, 2025
Q2 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
156+ 0.15% |
$1.98K - $3.22K
|
105K
$1.84M
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
140New |
$1.78K - $2.89K
|
140
$2.44K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
85+ 50.0% |
$1.08K - $1.75K
|
255
$4.44K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
85+ 0.23% |
$1.08K - $1.75K
|
36.6K
$637K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
74+ 27.21% |
$939 - $1.53K
|
346
$6.03K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
74New |
$939 - $1.53K
|
74
$1.29K
|
|
|
Jul 30, 2025
Q2 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
65+ 0.2% |
$825 - $1.34K
|
31.8K
$554K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
60+ 120.0% |
$761 - $1.24K
|
110
$1.92K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
55+ 239.13% |
$698 - $1.13K
|
78
$1.36K
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
54+ 0.3% |
$685 - $1.11K
|
18.2K
$317K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
41+ 87.23% |
$520 - $845
|
88
$1.53K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
36New |
$457 - $742
|
36
$627
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
20New |
$254 - $412
|
20
$349
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
20+ 80.0% |
$254 - $412
|
45
$784
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
16+ 43.24% |
$203 - $330
|
53
$924
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
15+ 25.86% |
$190 - $309
|
73
$1.27K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
10New |
$127 - $206
|
10
$174
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
7+ 70.0% |
$88.8 - $144
|
17
$296
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
5+ 1.98% |
$63.4 - $103
|
257
$4.48K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1New |
$12.7 - $20.6
|
1
$17.4
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-1- 0.62% |
$12.7 - $20.6
|
160
$2.79K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-3- 0.16% |
$38.1 - $61.9
|
1.84K
$32.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3- 50.0% |
$38.1 - $61.9
|
3
$52.3
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-20- 12.42% |
$254 - $412
|
141
$2.46K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-24- 40.68% |
$305 - $495
|
35
$610
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-35- 9.86% |
$444 - $722
|
320
$5.58K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-55- 49.11% |
$698 - $1.13K
|
57
$994
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-67- 53.6% |
$850 - $1.38K
|
58
$1.01K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-99- 46.7% |
$1.26K - $2.04K
|
113
$1.97K
|
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-133- 0.6% |
$1.69K - $2.74K
|
21.9K
$382K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-158- 22.54% |
$2.01K - $3.26K
|
543
$9.46K
|
|
|
Jul 23, 2025
Q2 2025
|
Tandem Capital Management Corp
|
SELL
|
- |
-160- 0.99% |
$2.03K - $3.3K
|
16.1K
$280K
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-204- 1.79% |
$2.59K - $4.21K
|
11.2K
$195K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-276- 6.08% |
$3.5K - $5.69K
|
4.26K
$74.3K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-313- 18.53% |
$3.97K - $6.45K
|
1.38K
$24K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-347- 28.28% |
$4.4K - $7.16K
|
880
$15.3K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-373- 95.15% |
$4.73K - $7.69K
|
19
$331
|
|
|
Aug 14, 2025
Q2 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-476- 2.17% |
$6.04K - $9.82K
|
21.4K
$373K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-539- 8.64% |
$6.84K - $11.1K
|
5.7K
$99.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-590- 2.43% |
$7.49K - $12.2K
|
23.7K
$413K
|
|
|
Aug 13, 2025
Q2 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-747- 8.18% |
$9.48K - $15.4K
|
8.38K
$146K
|
|
|
Aug 14, 2025
Q2 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-1.2K- 17.32% |
$15.2K - $24.7K
|
5.72K
$99.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.76K- 51.49% |
$22.4K - $36.4K
|
1.66K
$29K
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.85K- 1.94% |
$23.5K - $38.2K
|
93.9K
$1.64M
|