Purchases and Sales Made in Q3 2024 in Xp Inc. (XP)
This table provides information about the institutional ownership of Xp Inc. (XP) during Q3 2024. 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 23, 2024
Q3 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
625+ 2.64% |
$9.97K - $12.5K
|
24.3K
$368K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
559+ 17.53% |
$8.92K - $11.2K
|
3.75K
$56.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
534New |
$8.52K - $10.7K
|
534
$8.09K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
513+ 18.99% |
$8.18K - $10.3K
|
3.21K
$48.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
500+ 0.61% |
$7.98K - $10K
|
82.9K
$1.26M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
462+ 157.68% |
$7.37K - $9.24K
|
755
$11.4K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
362+ 2.09% |
$5.77K - $7.24K
|
17.7K
$268K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
349+ 121.6% |
$5.57K - $6.98K
|
636
$9.64K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
330+ 2200.0% |
$5.26K - $6.6K
|
345
$5.23K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
328+ 1.2% |
$5.23K - $6.56K
|
27.7K
$420K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
283+ 24.19% |
$4.51K - $5.66K
|
1.45K
$22K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
276+ 1.43% |
$4.4K - $5.52K
|
19.6K
$297K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
223New |
$3.56K - $4.46K
|
223
$3.38K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
180+ 9.44% |
$2.87K - $3.6K
|
2.09K
$31.6K
|
|
|
Nov 14, 2024
Q3 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
169+ 0.57% |
$2.7K - $3.38K
|
30K
$454K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
113+ 8.63% |
$1.8K - $2.26K
|
1.42K
$21.6K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
111New |
$1.77K - $2.22K
|
111
$1.68K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
83New |
$1.32K - $1.66K
|
83
$1.26K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
65+ 39.39% |
$1.04K - $1.3K
|
230
$3.48K
|
|
|
Nov 14, 2024
Q3 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
63+ 2.33% |
$1K - $1.26K
|
2.77K
$42K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
37+ 284.62% |
$590 - $740
|
50
$758
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
21+ 77.78% |
$335 - $420
|
48
$727
|
|
|
Oct 29, 2024
Q3 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
17+ 0.14% |
$271 - $340
|
12.5K
$190K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
15New |
$239 - $300
|
15
$227
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
14New |
$223 - $280
|
14
$212
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
12+ 16.22% |
$191 - $240
|
86
$1.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10New |
$160 - $200
|
10
$152
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4New |
$63.8 - $80
|
4
$60.6
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-6- 7.14% |
$95.7 - $120
|
78
$1.18K
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-10- 20.83% |
$160 - $200
|
38
$576
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-53- 50.0% |
$845 - $1.06K
|
53
$803
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-174- 52.41% |
$2.78K - $3.48K
|
158
$2.39K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-175- 15.88% |
$2.79K - $3.5K
|
927
$14K
|
|
|
Nov 13, 2024
Q3 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-196- 2.13% |
$3.13K - $3.92K
|
9.02K
$137K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-261- 70.92% |
$4.16K - $5.22K
|
107
$1.62K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-354Closed |
$5.65K - $7.08K
|
0
$0
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-430- 68.04% |
$6.86K - $8.6K
|
202
$3.06K
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-634- 3.68% |
$10.1K - $12.7K
|
16.6K
$251K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-803- 57.89% |
$12.8K - $16.1K
|
584
$8.85K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-806- 31.87% |
$12.9K - $16.1K
|
1.72K
$26.1K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-868- 95.81% |
$13.8K - $17.4K
|
38
$576
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.38K- 89.13% |
$22K - $27.5K
|
168
$2.55K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-1.42K- 6.03% |
$22.6K - $28.3K
|
22.1K
$334K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.59K- 7.55% |
$25.3K - $31.7K
|
19.4K
$294K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.61K- 2.4% |
$25.7K - $32.2K
|
65.5K
$992K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.86K- 27.32% |
$29.7K - $37.2K
|
4.95K
$75K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.95K- 29.41% |
$31.2K - $39.1K
|
4.69K
$71K
|
|
|
Nov 13, 2024
Q3 2024
|
Alkeon Capital Management LLC
New York, NY |
SELL
|
- |
-2.29K- 0.09% |
$36.5K - $45.8K
|
2.61M
$39.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Magnetar Financial LLC
Evanston, IL |
SELL
|
- |
-2.31K- 6.37% |
$36.9K - $46.2K
|
34K
$515K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.84K- 76.76% |
$45.4K - $56.9K
|
861
$13K
|