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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5+ 0.04% |
$110 - $137
|
13.2K
$160K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
3+ 3.0% |
$66.3 - $82.4
|
103
$1.25K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3+ 5.26% |
$66.3 - $82.4
|
60
$727
|
|
|
Nov 13, 2023
Q3 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$22.1 - $27.5
|
1
$12.1
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1- 0.12% |
$22.1 - $27.5
|
829
$10K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-4- 3.2% |
$88.4 - $110
|
121
$1.47K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-6- 6.0% |
$133 - $165
|
94
$1.14K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-9- 10.98% |
$199 - $247
|
73
$885
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-21- 91.3% |
$464 - $577
|
2
$24.2
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-49- 11.53% |
$1.08K - $1.35K
|
376
$4.56K
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-55- 0.01% |
$1.21K - $1.51K
|
413K
$5.01M
|
|
|
Oct 30, 2023
Q3 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-57- 0.5% |
$1.26K - $1.57K
|
11.5K
$139K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
SELL
|
- |
-108- 4.75% |
$2.39K - $2.97K
|
2.17K
$26.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-158- 0.55% |
$3.49K - $4.34K
|
28.8K
$349K
|
|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-179- 5.55% |
$3.95K - $4.92K
|
3.05K
$36.9K
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-303- 7.43% |
$6.69K - $8.32K
|
3.77K
$45.7K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-391- 2.01% |
$8.64K - $10.7K
|
19.1K
$231K
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-536- 1.58% |
$11.8K - $14.7K
|
33.4K
$405K
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-608- 1.18% |
$13.4K - $16.7K
|
51K
$618K
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-610- 85.55% |
$13.5K - $16.8K
|
103
$1.25K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-936- 4.89% |
$20.7K - $25.7K
|
18.2K
$220K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.66K- 8.65% |
$36.6K - $45.6K
|
17.5K
$212K
|
|
|
Oct 31, 2023
Q3 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-1.73K- 5.59% |
$38.1K - $47.4K
|
29.2K
$354K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.76K- 8.04% |
$38.9K - $48.3K
|
20.1K
$244K
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-1.86K- 16.31% |
$41.1K - $51.1K
|
9.55K
$116K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.43K- 12.06% |
$53.7K - $66.7K
|
17.7K
$215K
|
|
|
Nov 14, 2023
Q3 2023
|
Quarry LP
New York, NY |
SELL
|
- |
-2.44K- 86.48% |
$53.9K - $66.9K
|
381
$4.62K
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.47K- 0.83% |
$76.6K - $95.2K
|
415K
$5.03M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.79K- 16.72% |
$83.8K - $104K
|
18.9K
$229K
|
|
|
Oct 19, 2023
Q3 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-3.81K- 6.99% |
$84.2K - $105K
|
50.7K
$615K
|
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-4.5K- 99.98% |
$99.4K - $124K
|
1
$12.1
|
|
|
Nov 13, 2023
Q3 2023
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-4.84K- 28.33% |
$107K - $133K
|
12.2K
$148K
|
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
SELL
|
- |
-5.2K- 30.14% |
$115K - $143K
|
12.1K
$146K
|
|
|
Nov 14, 2023
Q3 2023
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-6.57K- 1.14% |
$145K - $180K
|
569K
$6.89M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-6.73K- 7.63% |
$149K - $185K
|
81.5K
$988K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.79K- 24.32% |
$150K - $186K
|
21.1K
$256K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-9.28K- 28.3% |
$205K - $255K
|
23.5K
$285K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-10.1K- 5.56% |
$222K - $276K
|
171K
$2.07M
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-10.1K- 12.18% |
$223K - $277K
|
72.8K
$882K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-12.6K- 40.81% |
$279K - $346K
|
18.3K
$222K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-26.2K- 35.6% |
$579K - $719K
|
47.4K
$575K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-27.4K- 17.84% |
$604K - $751K
|
126K
$1.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-31.6K- 39.63% |
$698K - $867K
|
48.1K
$583K
|
|
|
Nov 14, 2023
Q3 2023
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
- |
-32.4K- 27.91% |
$715K - $889K
|
83.6K
$1.01M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-33.8K- 4.8% |
$746K - $928K
|
670K
$8.12M
|
|
|
Nov 14, 2023
Q3 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-37.5K- 33.65% |
$829K - $1.03M
|
74K
$896K
|
|
|
Nov 14, 2023
Q3 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-44.9K- 0.96% |
$991K - $1.23M
|
4.64M
$56.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-45.6K- 22.55% |
$1.01M - $1.25M
|
157K
$1.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-46.6K- 21.86% |
$1.03M - $1.28M
|
167K
$2.02M
|
|
|
Nov 15, 2023
Q3 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-47.5K- 60.26% |
$1.05M - $1.31M
|
31.3K
$380K
|