Purchases and Sales Made in Q3 2023 in Xp Inc. (XP)
This table provides information about the institutional ownership of Xp Inc. (XP) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
5.78K+ 1.54% |
$128K - $159K
|
380K
$4.63M
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.56K+ 51.04% |
$123K - $153K
|
16.5K
$200K
|
|
Oct 23, 2023
Q3 2023
|
Deltec Asset Management LLC
|
BUY
|
- |
4.71K+ 50.75% |
$104K - $129K
|
14K
$171K
|
|
Oct 18, 2023
Q3 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
4.21KNew |
$93K - $116K
|
4.21K
$51.3K
|
|
Nov 14, 2023
Q3 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
3.99K+ 26.98% |
$88.2K - $110K
|
18.8K
$229K
|
|
Nov 06, 2023
Q3 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
3.76KNew |
$83K - $103K
|
3.76K
$45.7K
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
3.68KNew |
$81.2K - $101K
|
3.68K
$44.8K
|
|
Nov 08, 2023
Q3 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
3.21K+ 6.21% |
$70.9K - $88.1K
|
54.9K
$669K
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.11K+ 9.2% |
$68.7K - $85.3K
|
36.9K
$449K
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.7K+ 10.83% |
$59.7K - $74.2K
|
27.6K
$337K
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
2.59K+ 3.26% |
$57.1K - $71K
|
81.8K
$997K
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.51K+ 9.35% |
$55.4K - $68.9K
|
29.3K
$357K
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1.88K+ 17.06% |
$41.4K - $51.5K
|
12.9K
$157K
|
|
Mar 05, 2024
Q3 2023
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
1.86KNew |
$41K - $51K
|
1.86K
$22.6K
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.76K+ 4.72% |
$39K - $48.4K
|
39.2K
$477K
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.66K+ 5.34% |
$36.6K - $45.6K
|
32.7K
$398K
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.34K+ 8.29% |
$29.5K - $36.7K
|
17.5K
$213K
|
|
Nov 14, 2023
Q3 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
1.1K+ 10.0% |
$24.3K - $30.2K
|
12.1K
$147K
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
875New |
$19.3K - $24K
|
875
$10.7K
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
681+ 1.39% |
$15K - $18.7K
|
49.6K
$605K
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
627+ 1.6% |
$13.9K - $17.2K
|
39.9K
$486K
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
607+ 2.55% |
$13.4K - $16.7K
|
24.4K
$297K
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
572+ 8.07% |
$12.6K - $15.7K
|
7.66K
$93.3K
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
500+ 0.53% |
$11K - $13.7K
|
95.7K
$1.17M
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
477+ 6.55% |
$10.5K - $13.1K
|
7.76K
$94.5K
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
476+ 8.58% |
$10.5K - $13.1K
|
6.02K
$73.4K
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
473New |
$10.4K - $13K
|
473
$5.76K
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
470+ 5.25% |
$10.4K - $12.9K
|
9.43K
$115K
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
BUY
|
- |
469+ 4.79% |
$10.4K - $12.9K
|
10.3K
$125K
|
|
Nov 14, 2023
Q3 2023
|
Amundi
Paris, I0 |
BUY
|
- |
404+ 58.47% |
$8.92K - $11.1K
|
1.1K
$13.3K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
361+ 43.86% |
$7.97K - $9.91K
|
1.18K
$14.4K
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
317+ 0.7% |
$7K - $8.7K
|
45.4K
$552K
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
271+ 33.37% |
$5.99K - $7.44K
|
1.08K
$13.2K
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
BUY
|
- |
264+ 1.84% |
$5.83K - $7.25K
|
14.6K
$178K
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
261+ 2.7% |
$5.77K - $7.17K
|
9.91K
$121K
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 1.12% |
$4.42K - $5.49K
|
18.1K
$220K
|
|
Oct 30, 2023
Q3 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
180+ 1.74% |
$3.98K - $4.94K
|
10.5K
$128K
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
166New |
$3.67K - $4.56K
|
166
$2.02K
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
151+ 47.19% |
$3.34K - $4.15K
|
471
$5.74K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
136+ 0.94% |
$3K - $3.73K
|
14.6K
$178K
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
95New |
$2.1K - $2.61K
|
95
$1.16K
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
66New |
$1.46K - $1.81K
|
66
$804
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
61New |
$1.35K - $1.68K
|
61
$743
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
61+ 610.0% |
$1.35K - $1.68K
|
71
$865
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
25New |
$552 - $687
|
25
$305
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
25+ 6.7% |
$552 - $687
|
398
$4.85K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
17+ 2.25% |
$376 - $467
|
772
$9.4K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
17+ 2.25% |
$376 - $467
|
772
$9.4K
|
|
Nov 14, 2023
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
10+ 0.13% |
$221 - $275
|
7.74K
$94.2K
|
|
Apr 29, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
10+ 0.13% |
$221 - $275
|
7.74K
$94.2K
|