Institutional Ownership Expion360 Inc. (XPON)
This table provides information about the institutional ownership of Expion360 Inc. (XPON). We have compiled data on the 15 institutions that hold shares in the stock, with a total of 199,892 shares, which have been reported (via 13F filing form) to have a value of $87,000.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Cahill Wealth Management, LLC
Portage, MI |
May 10, 2024 Q1 2024 |
44,387
shares
|
$19,530
0.08% of portfolio
|
Q3 2023
Added 1.8%
|
|
Vanguard Group Inc
Valley Forge, PA |
May 10, 2024 Q1 2024 |
42,827
shares
|
$18,843
0.0% of portfolio
|
Q1 2024
Added 9.31%
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2024 Q1 2024 |
34,132
shares
|
$15,018
0.0% of portfolio
|
Q1 2024
Added 3.76%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
20,832
shares
|
$9,166
0.0% of portfolio
|
Q4 2023
New holding
|
|
Perritt Capital Management Inc
Chicago, IL |
May 15, 2024 Q1 2024 |
19,000
shares
|
$8,360
0.03% of portfolio
|
Q1 2024
Added 26.67%
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
14,000
shares
|
$6,160
0.02% of portfolio
|
Q2 2022
New holding
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
10,554
shares
|
$4,643
0.0% of portfolio
|
Q1 2024
Reduced 7.87%
|
|
Black Rock Inc.
New York, NY |
May 10, 2024 Q1 2024 |
10,132
shares
|
$4,458
0.0% of portfolio
|
Q1 2024
Reduced 2.39%
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2024 Q1 2024 |
3,071
shares
|
$1,351
0.0% of portfolio
|
Q1 2024
Added 71.37%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
500
shares
|
$220
0.0% of portfolio
|
Q1 2024
Reduced 90.65%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
399
shares
|
$175
0.0% of portfolio
|
Q1 2024
Added 1040.0%
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
30
shares
|
$13
0.0% of portfolio
|
Q4 2023
Added 7.14%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
19
shares
|
$8
0.0% of portfolio
|
Q1 2024
Reduced 67.8%
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
9
shares
|
$3
0.0% of portfolio
|
Q1 2024
Added 50.0%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|