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Get Institutions for : 
Expion360 Inc. (XPON)  
$2.00 0.00 (0.00%) as of 4:30 Tue 5/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 17    5
Total shares held : 
193,826  
% of shares held : 
2.85%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  9  
Amount of shares held : 
14,964  
% of shares held change : 
  0.22%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$4.55  
Last Quarter's Ending Price : 
$5.39  
Last Quarter's Average Price
$4.64  
Change from last quarter's     
avg. price to the last closing  : 
2.64 (56.9%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
6
 32,434
 16.73%
 
Increased Positions :
6
 11,620
 6%
 
Unchanged Positions :
3
 77,282
 39.87%
 
Decreased Positions :
2
-19,090
-9.85%
 
Closed Positions :
1
-10,000
-5.16%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   GEODE CAPITAL MANAGEMENT LLC 3986 - 2023-12-31 32,895 $173,000 0
   Cahill Wealth Management LLC 47 - 2024-03-31 44,387 $138,000 0
   VANGUARD GROUP INC 4214 - 2024-03-31 42,827 $134,000 3,648
   PERRITT CAPITAL MANAGEMENT INC 199 - 2023-12-31 15,000 $81,000 -10,000
   COMMONWEALTH EQUITY SERVICES LLC. 3804 - 2024-03-31 20,832 $65,000 0
   CITADEL ADVISORS LLC 4873 *New 2023-12-31 11,456 $60,000 11,456
   AE Wealth Management LLC 1970 - 2023-12-31 12,375 $53,000 -9,090
   BLACKROCK INC. 4642 - 2024-03-31 10,132 $32,000 -248
   MORGAN STANLEY 6122 - 2023-12-31 5,350 $29,000 550
   TOWER RESEARCH CAPITAL LLC 4350 - 2023-12-31 1,792 $10,000 727
   PROEQUITIES INC. 3352 - 2024-03-31 0 $0 0
   BANK OF AMERICA CORP /DE/ 6214 - 2023-12-31 4 $0 4
   UBS Group AG 7340 *New 2023-12-31 35 $0 35
   WELLS FARGO & CO/MN 6115 - 2024-03-31 30 $0 0
   ROYAL BANK OF CANADA 6625 *New 2023-12-31 59 $0 59
   J P MORGAN CHASE & CO 6141 - 2024-03-31 9 $0 3
   FMR LLC 5552 *New 2023-12-31 46 $0 46

  17 Records found
  1    
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