Mount Yale Investment Advisors, LLC Nasdaq, Inc. Transaction History

Mount Yale Investment Advisors, LLC

$1.03 Billion
Q3 2024

A detailed history of Mount Yale Investment Advisors, LLC transactions in Nasdaq, Inc. stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 25,369 shares of NDAQ stock, worth $2 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

25,369

Previous 26,604 4.64%

Holding current value

$2 Million

Previous $1.6 Million 15.47%

% of portfolio

0.18%

Previous 0.13%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	SELL	$59.48 - $74.31 $73,457 - $91,772	-1,235 Reduced 4.64%	25,369 $1.85 Million
Q2 2024 Aug 13, 2024	SELL	$58.6 - $63.56 $11,602 - $12,584	-198 Reduced 0.74%	26,604 $1.6 Million
Q1 2024 May 15, 2024	BUY	$55.42 - $63.1 $115,329 - $131,311	2,081 Added 8.42%	26,802 $1.69 Million
Q4 2023 Feb 12, 2024	BUY	$47.25 - $58.24 $89,066 - $109,782	1,885 Added 8.25%	24,721 $1.44 Million
Q3 2023 Oct 11, 2023	SELL	$47.98 - $53.34 $23,174 - $25,763	-483 Reduced 2.07%	22,836 $1.11 Million
Q2 2023 Aug 14, 2023	BUY	$49.55 - $57.83 $1.16 Million - $1.35 Million	23,319 New	23,319 $1.16 Million
Q2 2021 Aug 04, 2021	SELL	$150.78 - $179.79 $250,897 - $299,170	-1,664 Closed	0 $0
Q1 2021 May 04, 2021	SELL	$131.97 - $150.84 $646,521 - $738,965	-4,899 Reduced 74.65%	1,664 $245,000
Q4 2020 Feb 12, 2021	BUY	$120.99 - $133.21 $31,820 - $35,034	263 Added 4.17%	6,563 $871,000
Q3 2020 Nov 16, 2020	BUY	$119.73 - $137.28 $84,529 - $96,919	706 Added 12.62%	6,300 $773,000
Q2 2020 Jul 09, 2020	BUY	$92.27 - $121.3 $17,346 - $22,804	188 Added 3.48%	5,594 $668,000
Q1 2020 May 04, 2020	BUY	$72.86 - $118.67 $45,974 - $74,880	631 Added 13.21%	5,406 $513,000
Q4 2019 Feb 13, 2020	SELL	$95.74 - $107.99 $13,978 - $15,766	-146 Reduced 2.97%	4,775 $556,000
Q3 2019 Nov 14, 2019	SELL	$94.36 - $104.28 $2,264 - $2,502	-24 Reduced 0.49%	4,921 $504,000
Q2 2019 Aug 13, 2019	SELL	$87.03 - $98.29 $22,192 - $25,063	-255 Reduced 4.9%	4,945 $475,000
Q1 2019 May 15, 2019	SELL	$78.82 - $91.99 $14,266 - $16,650	-181 Reduced 3.36%	5,200 $455,000
Q4 2018 Feb 14, 2019	SELL	$76.75 - $92.65 $19,571 - $23,625	-255 Reduced 4.52%	5,381 $467,000
Q3 2018 Nov 13, 2018	SELL	$85.8 - $96.74 $22,308 - $25,152	-260 Reduced 4.41%	5,636 $512,000
Q2 2018 Aug 22, 2018	SELL	$85.2 - $95.32 $7,412 - $8,292	-87 Reduced 1.45%	5,896 $538,000
Q1 2018 Jun 25, 2018	BUY	$75.21 - $86.53 $449,981 - $517,708	5,983 New	5,983 $516,000

Others Institutions Holding NDAQ

# of Institutions

914

Shares Held

460M

Call Options Held

922K

Put Options Held

1.01M

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 $38.7B
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

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Mount Yale Investment Advisors, LLC Nasdaq, Inc. Transaction History