Purchases and Sales Made in Q3 2023 in Expion360 Inc. (XPON)
This table provides information about the institutional ownership of Expion360 Inc. (XPON) during Q3 2023. The information is specifically focused on institutions that hold shares of Expion360 Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
21.5KNew |
$82.9K - $118K
|
21.5K
$82.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10KNew |
$38.6K - $55K
|
10K
$38.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
4.23K+ 14.74% |
$16.3K - $23.2K
|
32.9K
$127K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.07KNew |
$4.11K - $5.86K
|
1.07K
$4.11K
|
|
|
Oct 31, 2023
Q3 2023
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
785+ 1.8% |
$3.03K - $4.32K
|
44.4K
$171K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
69+ 1.46% |
$266 - $380
|
4.8K
$18.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12+ 75.0% |
$46.3 - $66
|
28
$108
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-357- 3.94% |
$1.38K - $1.96K
|
8.7K
$33.6K
|