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 210 institutions that hold shares in the stock, with a total of 143 Million shares, which have been reported (via 13F filing form) to have a value of $1.43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
2,000
shares
|
$20,100
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Feb 14, 2025 Q4 2024 |
752
shares
|
$7,557
0.0% of portfolio
|
Q4 2024
Reduced 31.57%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
739
shares
|
$7,426
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Feb 12, 2025 Q4 2024 |
611
shares
|
$6,140
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
475
shares
|
$4,773
0.0% of portfolio
|
Q4 2024
Added 77.9%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
445
shares
|
$4,472
0.0% of portfolio
|
Q4 2024
Added 28.24%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
429
shares
|
$4,311
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
375
shares
|
$3,768
0.0% of portfolio
|
Q4 2024
Added 35.38%
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
342
shares
|
$3,437
0.0% of portfolio
|
Q4 2024
Added 12.13%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
342
shares
|
$3,437
0.0% of portfolio
|
Q4 2024
Added 31.54%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
323
shares
|
$3,246
0.0% of portfolio
|
Q4 2024
Added 29.2%
|
|
|
Lazard Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
305
shares
|
$3,065
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
300
shares
|
$3,015
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
293
shares
|
$2,944
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
280
shares
|
$2,814
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
250
shares
|
$2,512
0.0% of portfolio
|
Q4 2024
Added 108.33%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
188
shares
|
$1,889
0.0% of portfolio
|
Q4 2024
Reduced 37.33%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
187
shares
|
$1,879
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
177
shares
|
$1,778
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
163
shares
|
$1,638
0.0% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
115
shares
|
$1,155
0.0% of portfolio
|
Q4 2024
Reduced 87.83%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
114
shares
|
$1,145
0.0% of portfolio
|
Q4 2024
Reduced 51.9%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
110
shares
|
$1,105
0.0% of portfolio
|
Q4 2024
Added 69.23%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
57
shares
|
$572
0.0% of portfolio
|
Q4 2024
Added 96.55%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
37
shares
|
$371
0.0% of portfolio
|
Q3 2023
New holding
|