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 223 institutions that hold shares in the stock, with a total of 140 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 |
May 14, 2025 Q1 2025 |
91
shares
|
$896
0.0% of portfolio
|
Q1 2025
Reduced 71.83%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
84
shares
|
$827
0.0% of portfolio
|
Q1 2025
Reduced 71.33%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
60
shares
|
$591
0.0% of portfolio
|
Q1 2025
Added 5.26%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
57
shares
|
$561
0.0% of portfolio
|
Q1 2025
Added 256.25%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
47
shares
|
$462
0.0% of portfolio
|
Q1 2025
Reduced 86.26%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
45
shares
|
$443
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
37
shares
|
$364
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
28
shares
|
$275
0.0% of portfolio
|
Q1 2025
Reduced 90.82%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
26
shares
|
$256
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
17
shares
|
$167
0.0% of portfolio
|
Q1 2025
Reduced 96.42%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
14
shares
|
$137
0.0% of portfolio
|
Q4 2024
Added 7.69%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
14
shares
|
$137
0.0% of portfolio
|
Q1 2025
Reduced 96.27%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
9
shares
|
$88
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
7
shares
|
$68
0.0% of portfolio
|
Q1 2025
Reduced 30.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
5
shares
|
$49
0.0% of portfolio
|
Q1 2025
Reduced 16.67%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
2
shares
|
$19
0.0% of portfolio
|
Q1 2025
Reduced 91.3%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|