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Expion360 (XPON) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Expion360 (NASDAQ:XPON)

Current
Institutional Ownership
Percentage
34.50%
Number of
Institutional Buyers
(last 12 months)
4
Total
Institutional Inflows
(last 12 months)
$390.81K
Number of
Institutional Sellers
(last 12 months)
0
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XPON Institutional Buying and Selling by Quarter

Expion360 Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/8/2023Kestra Private Wealth Services LLC10,000$41K0.0%N/A0.145%
10/11/2023AE Wealth Management LLC21,465$88K0.0%N/A0.311%
8/11/2023Cahill Wealth Management LLC43,602$217K0.1%+57.0%0.631%
5/12/2023Perritt Capital Management Inc.25,000$121K0.1%+66.7%0.362%
5/8/2023Cahill Wealth Management LLC27,772$134K0.1%N/A0.402%
2/13/2023Clear Street LLC50,000$115K0.0%N/A0.735%
(Data available from 1/1/2016 forward)

XPON Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XPON shares?

During the previous two years, the following institutional investors and hedge funds held shares of Expion360 shares: Cahill Wealth Management LLC ($217K), Perritt Capital Management Inc. ($121K), Clear Street LLC ($115K), and AE Wealth Management LLC ($88K), Kestra Private Wealth Services LLC ($41K).Learn more on XPON's institutional investors.

What percentage of Expion360 stock is owned by institutional investors?

34.50% of Expion360 stock is owned by institutional investors. Learn more on XPON's institutional investor holdings.

Which institutional investors have been buying Expion360 stock?

The following institutional investors have purchased Expion360 stock in the last 24 months: Clear Street LLC ($50K), Cahill Wealth Management LLC ($43.60K), AE Wealth Management LLC ($21.47K), Kestra Private Wealth Services LLC ($10K), and Perritt Capital Management Inc. ($10K).

How much institutional buying is happening at Expion360?

Institutional investors have bought a total of 135,067 shares in the last 24 months. This purchase volume represents approximately $505.81K in transactions.


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This page (NASDAQ:XPON) was last updated on 4/25/2024 by MarketBeat.com Staff

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