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Crexendo
CXDO

Overview Fund Activity

21 hedge funds and large institutions have $4.68M invested in Crexendo in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 3 closing their positions.

Holders
21
Holders Change
+2
Holders Change %
+10.53%
% of All Funds
0.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
4
Reduced
4
Closed
3
Calls
–
Puts
$9K
Net Calls
-$9K
Net Calls Change
+$24K

Top Buyers

1
EIM
1
Essex Investment Management
Massachusetts
$486K
2
GWS
2
Glassman Wealth Services
Virginia
$51K
3
TSS
3
Two Sigma Securities
New York
$29K
4
BA
4
Bard Associates
Illinois
$1.24M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$936K

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$1.31M
2
PAG
2
Private Advisor Group
New Jersey
$0
3
TCWM
3
Total Clarity Wealth Management
Illinois
$0
4
UBS Group
4
UBS Group
Switzerland
$1K
5
GWM
5
Geneos Wealth Management
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$1.31M 547,511 -18,000 -3%
BA
2
Bard Associates
Illinois
$1.24M 518,436 +4,150 +0.8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$936K 389,833 +3,500 +0.9%
EIM
4
Essex Investment Management
Massachusetts
$486K 202,467 +32,572 +19%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$225K 93,949 – –
OGF
6
Orin Green Financial
California
$117K 48,922 – –
IA
7
IFP Advisors
Florida
$99K 38,170 – –
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$58K 24,299 – –
GWS
9
Glassman Wealth Services
Virginia
$51K 21,134 +21,134 New
BlackRock
10
BlackRock
New York
$43K 17,802 -505 -3%
Northern Trust
11
Northern Trust
Illinois
$40K 16,741 – –
State Street
12
State Street
Massachusetts
$30K 12,621 – –
TSS
13
Two Sigma Securities
New York
$29K 12,034 +12,034 New
Simplex Trading
14
Simplex Trading
Illinois
$4K 1,936 +1,936 New
UBS Group
15
UBS Group
Switzerland
$1K 569 -2,166 -79%
PAG
16
Private Advisor Group
New Jersey
– – -11,000 Closed
TCWM
17
Total Clarity Wealth Management
Illinois
– – -1,923 Closed
GWM
18
Geneos Wealth Management
Colorado
– – -666 Closed
Wells Fargo
19
Wells Fargo
California
$0 63 -5 -7%
CFGS
20
Concourse Financial Group Securities
Alabama
– – – –
TCM
21
Traynor Capital Management
Pennsylvania
$0 44,772 – –
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
– – – –
HI
23
Harbour Investments
Wisconsin
$0 40 – –
Morgan Stanley
24
Morgan Stanley
New York
$0 101 +1 +1%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$0 64 +64 New
1
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