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EXPD Holdings Changes image
This page summarizes the EXPD holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether EXPD is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer12/31/2023
 Share Count 
3/31/2024
 Share Count 
Change% Change
13F Filers Increasing EXPD Share Count
Assenagon Asset Management S.A. 43,037 112,487 +69,450 +161.37%
Revisor Wealth Management LLC 2,442 5,446 +3,004 +123.01%
Robeco Institutional Asset Management B.V. 96,757 199,877 +103,120 +106.58%
U S Global Investors Inc. 1,179 1,484 +305 +25.87%
Wealth Enhancement Advisory Services LLC 30,456 37,996 +7,540 +24.76%
JJJ Advisors Inc. 271 334 +63 +23.25%
Brown Advisory Inc. 3,204 3,812 +608 +18.98%
Global Retirement Partners LLC 963 1,126 +163 +16.93%
Denali Advisors LLC 4,105 4,609 +504 +12.28%
Gateway Investment Advisers LLC 7,639 8,573 +934 +12.23%
TrimTabs Asset Management LLC 17,539 19,124 +1,585 +9.04%
CWM LLC 8,748 9,520 +772 +8.82%
Keel Point LLC 29,943 32,156 +2,213 +7.39%
Procyon Private Wealth Partners LLC 16,276 17,467 +1,191 +7.32%
Wetzel Investment Advisors Inc. 100 107 +7 +7.00%
Portside Wealth Group LLC 2,647 2,787 +140 +5.29%
MV Capital Management Inc. 19,239 20,054 +815 +4.24%
Wealthfront Advisers LLC 24,522 25,491 +969 +3.95%
Strategic Blueprint LLC 1,663 1,724 +61 +3.67%
Stratos Wealth Advisors LLC 10,999 11,356 +357 +3.25%
Catalyst Capital Advisors LLC 9,254 9,526 +272 +2.94%
Strategic Investment Advisors MI 8,206 8,426 +220 +2.68%
Foster & Motley Inc. 19,285 19,748 +463 +2.40%
Bruce G. Allen Investments LLC 389 398 +9 +2.31%
Armstrong Henry H Associates Inc. 4,884 4,964 +80 +1.64%
Stratos Wealth Partners LTD. 2,734 2,775 +41 +1.50%
Contravisory Investment Management Inc. 4,870 4,930 +60 +1.23%
Raymond James Financial Services Advisors Inc. 25,428 25,707 +279 +1.10%
Raymond James Trust N.A. 6,162 6,228 +66 +1.07%
Raymond James & Associates 264,242 266,889 +2,647 +1.00%
Busey Wealth Management 90,265 91,016 +751 +0.83%
Gulf International Bank UK Ltd 12,490 12,554 +64 +0.51%
Czech National Bank 25,464 25,581 +117 +0.46%
Weybosset Research & Management LLC 36,484 36,604 +120 +0.33%
Alaska Permanent Fund Corp 6,989 7,009 +20 +0.29%
International Assets Investment Management LLC 1,772 1,777 +5 +0.28%
Azzad Asset Management Inc. ADV 48,757 48,862 +105 +0.22%
Pure Financial Advisors Inc. 2,813 2,815 +2 +0.07%
NBC Securities Inc. 1,798 1,799 +1 +0.06%
Summit Trail Advisors LLC 369,420 369,626 +206 +0.06%
Papp L Roy & Associates 163,930 163,938 +8 +0.00%
13F Filers Reporting New Positions In EXPD
MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH 0 641 +641 +100%
American National Bank 0 200 +200 +100%
Confluence Investment Management LLC 0 190,652 +190,652 +100%
Silver Lake Advisory LLC 0 3,378 +3,378 +100%
Simon Quick Advisors LLC 0 2,298 +2,298 +100%
Cooper Financial Group 0 3,765 +3,765 +100%
Rise Advisors LLC 0 111 +111 +100%
Redmont Wealth Advisors LLC 0 71 +71 +100%
Simplicity Wealth LLC 0 4,337 +4,337 +100%
Norden Group LLC 0 7,950 +7,950 +100%
13F Filers With Unchanged Share Count
CENTRAL TRUST Co 65 65 UNCH 0.00%
State of Michigan Retirement System 43,108 43,108 UNCH 0.00%
Valley National Advisers Inc. 259 259 UNCH 0.00%
ST Germain D J Co. Inc. 40 40 UNCH 0.00%
Stewart & Patten Co. LLC 4,800 4,800 UNCH 0.00%
Wendell David Associates Inc. 15,615 15,615 UNCH 0.00%
Salem Investment Counselors Inc. 75 75 UNCH 0.00%
Leavell Investment Management Inc. 8,000 8,000 UNCH 0.00%
Parsons Capital Management Inc. RI 4,175 4,175 UNCH 0.00%
First Community Trust NA 1,145 1,145 UNCH 0.00%
Grimes & Company Inc. 11,250 11,250 UNCH 0.00%
Fruth Investment Management 2,200 2,200 UNCH 0.00%
Atlas Capital Advisors LLC 5 5 UNCH 0.00%
Legato Capital Management LLC 17,428 17,428 UNCH 0.00%
Ipswich Investment Management Co. Inc. 2,320 2,320 UNCH 0.00%
Asset Dedication LLC 188 188 UNCH 0.00%
Perkins Coie Trust Co 1,818 1,818 UNCH 0.00%
Mather Group LLC. 2,135 2,135 UNCH 0.00%
Livforsakringsbolaget Skandia Omsesidigt 172 172 UNCH 0.00%
Capital Advisors Ltd. LLC 12 12 UNCH 0.00%
MCF Advisors LLC 6 6 UNCH 0.00%
Tradewinds Capital Management LLC 600 600 UNCH 0.00%
Perpetual Ltd 2,080 2,080 UNCH 0.00%
Radnor Capital Management LLC 5,200 5,200 UNCH 0.00%
IFM Investors Pty Ltd 31,400 31,400 UNCH 0.00%
Carmichael Hill & Associates Inc. 320 320 UNCH 0.00%
Independence Bank of Kentucky 689 689 UNCH 0.00%
Solstein Capital LLC 40 40 UNCH 0.00%
Versant Capital Management Inc 2,853 2,853 UNCH 0.00%
Criterion Capital Advisors LLC 116 116 UNCH 0.00%
Aspire Private Capital LLC 18 18 UNCH 0.00%
UMA Financial Services Inc. 2,849 2,849 UNCH 0.00%
Maryland State Retirement & Pension System 11,739 11,739 UNCH 0.00%
CVA Family Office LLC 276 276 UNCH 0.00%
Gleason Group Inc. 82 82 UNCH 0.00%
Iron Horse Wealth Management LLC 8 8 UNCH 0.00%
SOA Wealth Advisors LLC. 2 2 UNCH 0.00%
Spire Wealth Management 105 105 UNCH 0.00%
Newbridge Financial Services Group Inc. 70 70 UNCH 0.00%
Red Tortoise LLC 169 169 UNCH 0.00%
V Square Quantitative Management LLC 3,692 3,692 UNCH 0.00%
Daymark Wealth Partners LLC 7,310 7,310 UNCH 0.00%
Compass Wealth Management LLC 145 145 UNCH 0.00%
13F Filers Decreasing EXPD Share Count
Baldwin Brothers Inc. MA 270 70 -200 -74.07%
Farmers & Merchants Investments Inc. 44,896 13,649 -31,247 -69.60%
Fortitude Family Office LLC 301 92 -209 -69.44%
Allspring Global Investments Holdings LLC 52,839 19,151 -33,688 -63.76%
West Paces Advisors Inc. 64 26 -38 -59.38%
Duncker Streett & Co. Inc. 6,739 3,139 -3,600 -53.42%
Hexagon Capital Partners LLC 16 8 -8 -50.00%
Hanson & Doremus Investment Management 640 365 -275 -42.97%
Exchange Traded Concepts LLC 2,519 1,721 -798 -31.68%
Godsey & Gibb Associates 1,000 700 -300 -30.00%
Webster Bank N. A. 500 400 -100 -20.00%
Kathmere Capital Management LLC 2,792 2,275 -517 -18.52%
AdvisorNet Financial Inc 247 204 -43 -17.41%
DNB Asset Management AS 28,708 24,194 -4,514 -15.72%
Buttonwood Financial Advisors Inc. 2,727 2,382 -345 -12.65%
State of Alaska Department of Revenue 30,353 26,688 -3,665 -12.07%
GAMMA Investing LLC 2,851 2,521 -330 -11.57%
Arcadia Investment Management Corp MI 3,650 3,250 -400 -10.96%
First Hawaiian Bank 5,132 4,574 -558 -10.87%
One Wealth Advisors LLC 2,641 2,379 -262 -9.92%
OLD National Bancorp IN 2,331 2,109 -222 -9.52%
Private Trust Co. NA 3,102 2,826 -276 -8.90%
Symmetry Partners LLC 5,671 5,191 -480 -8.46%
Rowland & Co. Investment Counsel ADV 14,721 13,571 -1,150 -7.81%
180 Wealth Advisors LLC 2,615 2,415 -200 -7.65%
New Mexico Educational Retirement Board 7,950 7,350 -600 -7.55%
Nilsine Partners LLC 5,241 4,857 -384 -7.33%
Wynn Capital LLC 3,626 3,364 -262 -7.23%
Eads & Heald Wealth Management 21,592 20,193 -1,399 -6.48%
Veriti Management LLC 5,459 5,164 -295 -5.40%
Berger Financial Group Inc 41,675 39,465 -2,210 -5.30%
Oak Asset Management LLC 20,684 19,604 -1,080 -5.22%
Hartford Investment Management Co. 9,814 9,367 -447 -4.55%
Sumitomo Mitsui Trust Holdings Inc. 462,032 441,446 -20,586 -4.46%
Clarius Group LLC 4,586 4,385 -201 -4.38%
Louisiana State Employees Retirement System 8,800 8,500 -300 -3.41%
SJS Investment Consulting Inc. 34 33 -1 -2.94%
Amalgamated Bank 40,492 39,347 -1,145 -2.83%
Banque Cantonale Vaudoise 37,215 36,282 -933 -2.51%
NorthCrest Asset Manangement LLC 13,016 12,719 -297 -2.28%
Peoples Financial Services CORP. 4,878 4,778 -100 -2.05%
Rockland Trust Co. 2,917 2,858 -59 -2.02%
Park Avenue Securities LLC 7,103 6,960 -143 -2.01%
Values First Advisors Inc. 16,792 16,470 -322 -1.92%
Cambridge Investment Research Advisors Inc. 6,204 6,092 -112 -1.81%
Claro Advisors LLC 5,779 5,680 -99 -1.71%
Alpha Omega Wealth Management LLC 9,746 9,583 -163 -1.67%
Fifth Third Bancorp 6,736 6,630 -106 -1.57%
Cairn Investment Group Inc. 43,766 43,136 -630 -1.44%
Douglas Lane & Associates LLC 137,684 135,896 -1,788 -1.30%
Venturi Wealth Management LLC 985 973 -12 -1.22%
Krueger & Catalano Capital Partners LLC 14,547 14,379 -168 -1.15%
Everett Harris & Co. CA 328,841 325,081 -3,760 -1.14%
Boston Trust Walden Corp 452,233 448,650 -3,583 -0.79%
DekaBank Deutsche Girozentrale 819,800 814,261 -5,539 -0.68%
Legacy Financial Strategies LLC 23,573 23,419 -154 -0.65%
Massmutual Trust Co. FSB ADV 6,993 6,952 -41 -0.59%
Northwest Investment Counselors LLC 19,938 19,846 -92 -0.46%
Bristlecone Advisors LLC 22,644 22,561 -83 -0.37%
Wedmont Private Capital 2,857 2,848 -9 -0.32%
Successful Portfolios LLC 1,762 1,758 -4 -0.23%
Harbor Investment Advisory LLC 5,670 5,663 -7 -0.12%
Diversified Investment Strategies LLC 17,155 17,139 -16 -0.09%
Clifford Swan Investment Counsel LLC 31,224 31,215 -9 -0.03%
Ritholtz Wealth Management 6,842 6,841 -1 -0.01%
13F Filers Exiting EXPD
BKM Wealth Management LLC 287 0 -287 -100.00%
Arlington Trust Co LLC 23 0 -23 -100.00%
Congress Wealth Management LLC DE 1,631 0 -1,631 -100.00%
IMPACTfolio LLC 1,949 0 -1,949 -100.00%
Steel Peak Wealth Management LLC 4,018 0 -4,018 -100.00%
Legend Financial Advisors Inc. 600 0 -600 -100.00%
Summit Financial LLC 1,939 0 -1,939 -100.00%
Oak Thistle LLC 7,109 0 -7,109 -100.00%
Sugarloaf Wealth Management LLC 143 0 -143 -100.00%
Pegasus Partners Ltd. 1,670 0 -1,670 -100.00%
Harfst & Associates Inc. 21,177 0 -21,177 -100.00%
CHICAGO TRUST Co NA 1,793 0 -1,793 -100.00%
Annex Advisory Services LLC 5,000 0 -5,000 -100.00%
Gradient Investments LLC 22 0 -22 -100.00%
Copeland Capital Management LLC 38 0 -38 -100.00%
Weiss Multi Strategy Advisers LLC 13,000 0 -13,000 -100.00%
Ballentine Partners LLC 1,628 0 -1,628 -100.00%
Hennessy Advisors Inc. 23,500 0 -23,500 -100.00%
Rational Advisors LLC 9,254 0 -9,254 -100.00%

See Summary: Institutional Holders of EXPD
See Details: Top 10 Hedge Funds Holding EXPD
Also See: EXPD Insider Buying

EXPD Holdings Changes | www.HoldingsChannel.com

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