Avantax Advisory Services, Inc. Nasdaq, Inc. Transaction History

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Nasdaq, Inc. stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 123,868 shares of NDAQ stock, worth $11 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

123,868

Previous 115,145 7.58%

Holding current value

$11 Million

Previous $8.73 Million 26.81%

% of portfolio

0.06%

Previous 0.05%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$66.4 - $89.42 $579,207 - $780,010	8,723 Added 7.58%	123,868 $11.1 Million
Q1 2025 May 06, 2025	BUY	$72.17 - $83.76 $404,079 - $468,972	5,599 Added 5.11%	115,145 $8.73 Million
Q4 2024 Feb 07, 2025	BUY	$70.87 - $83.05 $183,411 - $214,933	2,588 Added 2.42%	109,546 $8.47 Million
Q3 2024 Nov 13, 2024	SELL	$59.48 - $74.31 $1.82 Million - $2.27 Million	-30,560 Reduced 22.22%	106,958 $7.81 Million
Q2 2024 Aug 09, 2024	BUY	$58.6 - $63.56 $721,190 - $782,232	12,307 Added 9.83%	137,518 $8.29 Million
Q1 2024 May 08, 2024	BUY	$55.42 - $63.1 $1.33 Million - $1.51 Million	23,993 Added 23.7%	125,211 $7.9 Million
Q4 2023 Feb 07, 2024	BUY	$47.25 - $58.24 $176,431 - $217,468	3,734 Added 3.83%	101,218 $5.88 Million
Q3 2023 Nov 07, 2023	BUY	$47.98 - $53.34 $325,496 - $361,858	6,784 Added 7.48%	97,484 $4.74 Million
Q2 2023 Aug 11, 2023	BUY	$49.55 - $57.83 $132,645 - $154,810	2,677 Added 3.04%	90,700 $4.52 Million
Q1 2023 Apr 28, 2023	BUY	$51.91 - $63.37 $610,773 - $745,611	11,766 Added 15.43%	88,023 $4.81 Million
Q4 2022 Feb 13, 2023	SELL	$54.75 - $68.98 $628,311 - $791,614	-11,476 Reduced 13.08%	76,257 $4.68 Million
Q3 2022 Nov 01, 2022	BUY	$56.57 - $193.78 $3.42 Million - $11.7 Million	60,473 Added 221.84%	87,733 $4.97 Million
Q2 2022 Aug 02, 2022	BUY	$142.09 - $183.58 $507,403 - $655,564	3,571 Added 15.07%	27,260 $4.16 Million
Q1 2022 Apr 27, 2022	BUY	$164.87 - $202.46 $558,084 - $685,327	3,385 Added 16.67%	23,689 $4.22 Million
Q4 2021 Jan 24, 2022	BUY	$188.97 - $212.83 $308,965 - $347,977	1,635 Added 8.76%	20,304 $4.27 Million
Q3 2021 Oct 21, 2021	BUY	$174.08 - $198.53 $513,710 - $585,862	2,951 Added 18.77%	18,669 $3.61 Million
Q2 2021 Jul 29, 2021	BUY	$150.78 - $179.79 $512,199 - $610,746	3,397 Added 27.57%	15,718 $2.76 Million
Q1 2021 May 13, 2021	BUY	$131.97 - $150.84 $229,759 - $262,612	1,741 Added 16.46%	12,321 $1.82 Million
Q4 2020 Jan 22, 2021	SELL	$120.99 - $133.21 $415,237 - $457,176	-3,432 Reduced 24.49%	10,580 $1.41 Million
Q3 2020 Oct 14, 2020	BUY	$119.73 - $137.28 $796,324 - $913,049	6,651 Added 90.35%	14,012 $1.72 Million
Q2 2020 Aug 06, 2020	BUY	$92.27 - $121.3 $204,378 - $268,679	2,215 Added 43.04%	7,361 $880,000
Q1 2020 Apr 30, 2020	BUY	$72.86 - $118.67 $374,937 - $610,675	5,146 New	5,146 $491,000
Q1 2019 May 13, 2019	SELL	$78.82 - $91.99 $206,902 - $241,473	-2,625 Closed	0 $0
Q4 2018 Feb 13, 2019	BUY	$76.75 - $92.65 $201,468 - $243,206	2,625 New	2,625 $212,000

Others Institutions Holding NDAQ

# of Institutions

1,147

Shares Held

478M

Call Options Held

1.08M

Put Options Held

622K

View Full List

About NASDAQ, INC.

Ticker NDAQ
Exchange NASDAQ
Sector Financial Services
Industry Financial Data & Stock Exchanges
Shares Outstandng 491,225,984
Market Cap $43.7B
Description
Nasdaq, Inc. operates as a technology company that serves capital markets and other industries worldwide. The Market Technology segment includes anti financial crime technology business, which offers Nasdaq Trade Surveillance, a SaaS solution for brokers and other market participants to assist them in complying with market rules, regulations, an...

More about NDAQ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.

Account

Avantax Advisory Services, Inc. Nasdaq, Inc. Transaction History