Latest Institutional Transactions on Avid Xchange Holdings, Inc. (AVDX)
This table provides information on the latest institutional transactions involving Avid Xchange Holdings, Inc. (AVDX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
136+ 123.64% |
$937 - $1.47K
|
246
$2.42K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-295- 86.26% |
$2.03K - $3.19K
|
47
$463
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
21.7KNew |
$150K - $235K
|
21.7K
$214K
|
|
|
May 13, 2025
Q1 2025
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-81.2K- 2.09% |
$559K - $878K
|
3.8M
$37.4M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
46.6KNew |
$321K - $504K
|
46.6K
$459K
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
9New |
$62 - $97.3
|
9
$88.6
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-53.7K- 31.33% |
$370K - $580K
|
118K
$1.16M
|
|
|
May 13, 2025
Q1 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
14.8K+ 7.52% |
$102K - $160K
|
212K
$2.09M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-458- 96.42% |
$3.16K - $4.95K
|
17
$167
|
|
|
May 13, 2025
Q1 2025
|
Clear Street Markets LLC
|
BUY
|
- |
2.4KNew |
$16.5K - $26K
|
2.4K
$23.7K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-39.3K- 2.38% |
$271K - $425K
|
1.61M
$15.9M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-18.6K- 1.88% |
$128K - $201K
|
967K
$9.52M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.06K+ 18.48% |
$14.2K - $22.3K
|
13.2K
$130K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-9.64K- 33.37% |
$66.4K - $104K
|
19.2K
$190K
|
|
|
May 13, 2025
Q1 2025
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-12.9K- 39.26% |
$88.9K - $140K
|
20K
$197K
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
350+ 2.81% |
$2.41K - $3.78K
|
12.8K
$126K
|
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
110K+ 2.59% |
$758K - $1.19M
|
4.36M
$42.9M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
75.8K+ 213.32% |
$522K - $820K
|
111K
$1.1M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.81M- 83.91% |
$12.5M - $19.6M
|
347K
$3.42M
|
|
|
May 12, 2025
Q1 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-135K- 17.97% |
$933K - $1.46M
|
618K
$6.09M
|
|
|
May 12, 2025
Q1 2025
|
Herald Investment Management LTD
|
BUY
|
- |
50K+ 11.11% |
$345K - $541K
|
500K
$4.93M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-36.3K- 20.34% |
$250K - $392K
|
142K
$1.4M
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
11.8K+ 3.61% |
$81.3K - $128K
|
339K
$3.34M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
16.6KNew |
$114K - $179K
|
16.6K
$163K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
92.5KNew |
$638K - $1M
|
92.5K
$911K
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
515+ 0.07% |
$3.55K - $5.57K
|
727K
$7.16M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
13.3K+ 8.51% |
$91.8K - $144K
|
170K
$1.67M
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
631KNew |
$4.35M - $6.82M
|
631K
$6.21M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.7KNew |
$108K - $170K
|
15.7K
$155K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-361- 96.27% |
$2.49K - $3.9K
|
14
$138
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-143K- 14.99% |
$985K - $1.55M
|
811K
$7.99M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
127K+ 0.7% |
$874K - $1.37M
|
18.2M
$180M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-21- 91.3% |
$145 - $227
|
2
$19.7
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-24.8K- 1.62% |
$171K - $268K
|
1.51M
$14.9M
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-43.4K- 40.72% |
$299K - $470K
|
63.2K
$623K
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-11.3K- 23.13% |
$78K - $122K
|
37.6K
$371K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-58K- 99.45% |
$400K - $627K
|
320
$3.15K
|
|
|
May 08, 2025
Q1 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
12.1KNew |
$83.1K - $130K
|
12.1K
$119K
|
|
|
May 07, 2025
Q1 2025
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
10.3KNew |
$71K - $111K
|
10.3K
$101K
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
51KNew |
$352K - $552K
|
51K
$503K
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
5.01K+ 19.9% |
$34.5K - $54.1K
|
30.2K
$297K
|
|
|
May 07, 2025
Q1 2025
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
SELL
|
- |
-101K- 9.71% |
$699K - $1.1M
|
943K
$9.29M
|
|
|
May 07, 2025
Q1 2025
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-35.1K- 2.21% |
$242K - $380K
|
1.55M
$15.3M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
41+ 256.25% |
$282 - $443
|
57
$561
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-902- 4.45% |
$6.21K - $9.75K
|
19.4K
$191K
|
|
|
May 02, 2025
Q1 2025
|
Jennison Associates LLC
|
BUY
|
- |
995K+ 45.72% |
$6.86M - $10.8M
|
3.17M
$31.2M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
1.87K+ 3.87% |
$12.9K - $20.2K
|
50.1K
$494K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.62K- 18.89% |
$11.2K - $17.5K
|
6.96K
$68.5K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-142- 2.3% |
$978 - $1.54K
|
6.02K
$59.3K
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
157K+ 166.57% |
$1.08M - $1.7M
|
251K
$2.48M
|