Institutional Ownership Avid Xchange Holdings, Inc. (AVDX)
This table provides information about the institutional ownership of Avid Xchange Holdings, Inc. (AVDX). We have compiled data on the 197 institutions that hold shares in the stock, with a total of 170 Million shares, which have been reported (via 13F filing form) to have a value of $1.38 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 06, 2024 Q2 2024 |
250
shares
|
$2,029
0.0% of portfolio
|
Q2 2024
New holding
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Aug 14, 2024 Q2 2024 |
241
shares
|
$1,956
0.0% of portfolio
|
Q2 2024
New holding
|
|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
237
shares
|
$1,924
0.0% of portfolio
|
Q2 2024
Added 21.54%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 31, 2024 Q2 2024 |
219
shares
|
$1,778
0.0% of portfolio
|
Q2 2024
Added 52.08%
|
|
Massmutual Trust CO Fsb
|
Jul 02, 2024 Q2 2024 |
98
shares
|
$795
0.0% of portfolio
|
Q2 2024
Added 46.27%
|
|
Valley National Advisers Inc
|
Jul 18, 2024 Q2 2024 |
95
shares
|
$771
0.0% of portfolio
|
Q3 2023
New holding
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
92
shares
|
$747
0.0% of portfolio
|
Q2 2024
Added 607.69%
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
65
shares
|
$527
0.0% of portfolio
|
Q2 2024
New holding
|
|
Rothschild Investment LLC
Chicago, IL |
Jul 30, 2024 Q2 2024 |
60
shares
|
$487
0.0% of portfolio
|
Q1 2024
Reduced 66.67%
|
|
Us Bancorp \De\
|
Aug 06, 2024 Q2 2024 |
47
shares
|
$381
0.0% of portfolio
|
Q2 2024
Reduced 87.73%
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
37
shares
|
$300
0.0% of portfolio
|
Q3 2023
New holding
|
|
Jfs Wealth Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
34
shares
|
$276
0.0% of portfolio
|
Q1 2024
Reduced 2.86%
|
|
Covestor LTD
Boston, MA |
Aug 09, 2024 Q2 2024 |
14
shares
|
$113
0.0% of portfolio
|
Q1 2024
Reduced 6.67%
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 13, 2024 Q2 2024 |
13
shares
|
$105
0.0% of portfolio
|
Q2 2024
New holding
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 16, 2024 Q2 2024 |
12
shares
|
$97
0.0% of portfolio
|
Q2 2024
Reduced 14.29%
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 30, 2024 Q2 2024 |
8
shares
|
$64
0.0% of portfolio
|
Q4 2023
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|