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 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-209- 71.33% |
$1.44K - $2.26K
|
84
$827
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
566+ 4.54% |
$3.9K - $6.12K
|
13K
$128K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-674- 10.13% |
$4.64K - $7.29K
|
5.98K
$58.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
3+ 5.26% |
$20.7 - $32.4
|
60
$591
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
29.8K+ 6.4% |
$205K - $322K
|
495K
$4.88M
|
|
|
Apr 29, 2025
Q1 2025
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
30.7KNew |
$212K - $332K
|
30.7K
$302K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
8.58K+ 40.99% |
$59.1K - $92.7K
|
29.5K
$291K
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
25.3KNew |
$174K - $274K
|
25.3K
$249K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1.12K- 7.46% |
$7.71K - $12.1K
|
13.9K
$137K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
717+ 13.52% |
$4.94K - $7.75K
|
6.02K
$59.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-35.1K- 2.21% |
$242K - $380K
|
1.55M
$15.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3- 30.0% |
$20.7 - $32.4
|
7
$69
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
45New |
$310 - $486
|
45
$443
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
544K+ 305.03% |
$3.75M - $5.89M
|
723K
$7.12M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
24.3K+ 208.88% |
$167K - $263K
|
35.9K
$354K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 16.67% |
$6.89 - $10.8
|
5
$49.3
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-3.6K- 88.21% |
$24.8K - $38.9K
|
481
$4.74K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
30+ 12.0% |
$207 - $324
|
280
$2.76K
|
|
|
Apr 07, 2025
Q1 2025
|
Eastover Investment Advisors LLC
|
BUY
|
- |
10.6KNew |
$73.3K - $115K
|
10.6K
$105K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2+ 100.0% |
$13.8 - $21.6
|
4
$39.4
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
14.3K+ 1.32% |
$110K - $166K
|
1.1M
$10.9M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-360- 43.58% |
$2.76K - $4.17K
|
466
$4.59K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-8.52K- 3.5% |
$65.3K - $98.8K
|
235K
$2.31M
|
|
|
Mar 18, 2025
Q4 2024
|
111 Capital
Paris, I0 |
BUY
|
- |
10.7KNew |
$82.2K - $124K
|
10.7K
$106K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-14.8K- 12.38% |
$113K - $171K
|
105K
$1.03M
|
|
|
Feb 18, 2025
Q4 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
232KNew |
$1.77M - $2.68M
|
232K
$2.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
48.8KNew |
$374K - $566K
|
48.8K
$481K
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
24.7KNew |
$189K - $286K
|
24.7K
$243K
|
|
|
Feb 14, 2025
Q4 2024
|
Azora Capital LP
Miami, FL |
BUY
|
- |
4.36MNew |
$33.4M - $50.5M
|
4.36M
$42.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
127K+ 25.32% |
$970K - $1.47M
|
627K
$6.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
62.3KNew |
$478K - $723K
|
62.3K
$614K
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
3.08K+ 126.61% |
$23.6K - $35.7K
|
5.52K
$54.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
83.3K+ 36.81% |
$638K - $966K
|
310K
$3.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Phar Vision Advisers, LLC
Boca Raton, FL |
BUY
|
- |
22.2KNew |
$170K - $257K
|
22.2K
$219K
|
|
|
Feb 14, 2025
Q4 2024
|
Freestone Grove Partners LP
San Francisco, CA |
BUY
|
- |
13.9KNew |
$106K - $161K
|
13.9K
$137K
|
|
|
Feb 14, 2025
Q4 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
SELL
|
- |
-15.3K- 40.85% |
$117K - $177K
|
22.1K
$218K
|
|
|
Feb 14, 2025
Q4 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
63.3KNew |
$485K - $733K
|
63.3K
$623K
|
|
|
Feb 14, 2025
Q4 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
724K+ 74.11% |
$5.54M - $8.39M
|
1.7M
$16.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Hel Ved Capital Management LTD
Central, K3 |
BUY
|
- |
117KNew |
$898K - $1.36M
|
117K
$1.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-830- 87.83% |
$6.36K - $9.62K
|
115
$1.13K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 7.69% |
$7.66 - $11.6
|
14
$138
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.16K+ 6.78% |
$8.85K - $13.4K
|
18.2K
$179K
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
10.9KNew |
$83.5K - $126K
|
10.9K
$107K
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
65.7KNew |
$504K - $762K
|
65.7K
$647K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-5.78M- 97.23% |
$44.3M - $67M
|
165K
$1.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
92.2KNew |
$706K - $1.07M
|
92.2K
$908K
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
69.6KNew |
$533K - $807K
|
69.6K
$686K
|
|
|
Feb 12, 2025
Q4 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
6.72K+ 33.49% |
$51.4K - $77.8K
|
26.8K
$264K
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-140K- 4.48% |
$1.07M - $1.62M
|
2.98M
$29.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
27.9KNew |
$214K - $324K
|
27.9K
$275K
|
|