Purchases and Sales Made in Q1 2024 in Avid Xchange Holdings, Inc. (AVDX)
This table provides information about the institutional ownership of Avid Xchange Holdings, Inc. (AVDX) during Q1 2024. The information is specifically focused on institutions that hold shares of AvidXchange Holdings, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
336+ 714.89% |
$3.53K - $4.47K
|
383
$3.77K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
187+ 1.87% |
$1.97K - $2.49K
|
10.2K
$100K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
154+ 2200.0% |
$1.62K - $2.05K
|
161
$1.59K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
BUY
|
- |
140+ 0.19% |
$1.47K - $1.86K
|
74.4K
$733K
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
124+ 2.13% |
$1.3K - $1.65K
|
5.93K
$58.4K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
67New |
$705 - $890
|
67
$660
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
29New |
$305 - $385
|
29
$286
|
|
|
May 03, 2024
Q1 2024
|
Victory Capital Management Inc
|
BUY
|
- |
26+ 0.13% |
$274 - $346
|
20.7K
$203K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5+ 3.6% |
$52.6 - $66.4
|
144
$1.42K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 6.67% |
$10.5 - $13.3
|
14
$138
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 2.86% |
$10.5 - $13.3
|
34
$335
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-22- 61.11% |
$231 - $292
|
14
$138
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-40- 66.67% |
$421 - $532
|
20
$197
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-83- 29.86% |
$873 - $1.1K
|
195
$1.92K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-265- 2.14% |
$2.79K - $3.52K
|
12.1K
$119K
|
|
|
May 15, 2024
Q1 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-392- 0.2% |
$4.12K - $5.21K
|
197K
$1.94M
|
|
|
May 15, 2024
Q1 2024
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-433- 1.37% |
$4.56K - $5.75K
|
31.3K
$308K
|
|
|
May 15, 2024
Q1 2024
|
Oracle Alpha Inc.
Toronto, A6 |
SELL
|
- |
-688- 4.96% |
$7.24K - $9.14K
|
13.2K
$130K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-689- 7.94% |
$7.25K - $9.16K
|
7.98K
$78.6K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-800- 0.99% |
$8.42K - $10.6K
|
80.2K
$790K
|
|
|
May 01, 2024
Q1 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-1.36K- 6.27% |
$14.3K - $18K
|
20.3K
$200K
|
|
|
May 15, 2024
Q1 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-1.5K- 6.69% |
$15.8K - $19.9K
|
20.9K
$206K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.88K- 2.18% |
$19.7K - $24.9K
|
84.2K
$830K
|
|
|
May 09, 2024
Q1 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-3.78K- 0.97% |
$39.8K - $50.2K
|
385K
$3.8M
|
|
|
May 15, 2024
Q1 2024
|
Blue Mar Capital Management, LLC
Miami, FL |
SELL
|
- |
-5.13K- 2.91% |
$53.9K - $68.1K
|
171K
$1.68M
|
|
|
May 13, 2024
Q1 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-6.29K- 1.38% |
$66.2K - $83.6K
|
449K
$4.43M
|
|
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-6.95K- 12.36% |
$73.1K - $92.3K
|
49.3K
$485K
|
|
|
Feb 07, 2025
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-6.95K- 12.36% |
$73.1K - $92.3K
|
49.3K
$485K
|
|
|
May 14, 2024
Q1 2024
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-8.48K- 0.48% |
$89.2K - $113K
|
1.77M
$17.5M
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-9.24K- 11.61% |
$97.2K - $123K
|
70.4K
$693K
|
|
|
May 15, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-10.4K- 17.5% |
$110K - $139K
|
49.3K
$485K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-10.8K- 51.59% |
$114K - $144K
|
10.2K
$100K
|
|
|
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-15.4K- 75.46% |
$162K - $205K
|
5.02K
$49.4K
|
|
|
May 15, 2024
Q1 2024
|
Cipher Capital LP
New York, NY |
SELL
|
- |
-16K- 46.06% |
$169K - $213K
|
18.8K
$185K
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-17.9K- 18.88% |
$188K - $237K
|
76.8K
$756K
|
|
|
Apr 19, 2024
Q1 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-18.6K- 0.99% |
$195K - $247K
|
1.86M
$18.3M
|
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-19K- 53.4% |
$200K - $253K
|
16.6K
$163K
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-19.4K- 12.46% |
$204K - $257K
|
136K
$1.34M
|
|
|
May 29, 2025
Q1 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-20.8K- 10.69% |
$219K - $277K
|
174K
$1.71M
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-21.5K- 24.19% |
$226K - $285K
|
67.3K
$663K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-25.7K- 21.52% |
$271K - $342K
|
93.8K
$924K
|
|
|
May 08, 2024
Q1 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-26.6K- 62.32% |
$280K - $353K
|
16.1K
$158K
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-27.8K- 1.13% |
$293K - $370K
|
2.44M
$24M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-31.5K- 66.47% |
$332K - $419K
|
15.9K
$157K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-32.8K- 95.43% |
$346K - $437K
|
1.57K
$15.5K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-35K- 77.5% |
$368K - $465K
|
10.2K
$100K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-39.2K- 24.74% |
$413K - $521K
|
119K
$1.18M
|
|
|
May 02, 2024
Q1 2024
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-41.8K- 2.23% |
$440K - $555K
|
1.84M
$18.1M
|
|
|
Jun 02, 2025
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-50K- 4.59% |
$526K - $664K
|
1.04M
$10.2M
|