Purchases and Sales Made in Q1 2025 in Avid Xchange Holdings, Inc. (AVDX)
This table provides information about the institutional ownership of Avid Xchange Holdings, Inc. (AVDX) during Q1 2025. 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 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 16.67% |
$6.89 - $10.8
|
5
$49.3
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3- 30.0% |
$20.7 - $32.4
|
7
$69
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-21- 91.3% |
$145 - $227
|
2
$19.7
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-49- 30.06% |
$338 - $530
|
114
$1.12K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-51- 18.21% |
$351 - $551
|
229
$2.26K
|
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-62- 0.13% |
$427 - $670
|
46.8K
$461K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-65- 57.02% |
$448 - $703
|
49
$483
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-75- 21.93% |
$517 - $811
|
267
$2.63K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-142- 2.3% |
$978 - $1.54K
|
6.02K
$59.3K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-209- 71.33% |
$1.44K - $2.26K
|
84
$827
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-232- 71.83% |
$1.6K - $2.51K
|
91
$896
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-277- 90.82% |
$1.91K - $2.99K
|
28
$276
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-284- 8.13% |
$1.96K - $3.07K
|
3.21K
$31.6K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-295- 86.26% |
$2.03K - $3.19K
|
47
$463
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-361- 96.27% |
$2.49K - $3.9K
|
14
$138
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-380- 2.06% |
$2.62K - $4.11K
|
18.1K
$178K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-458- 96.42% |
$3.16K - $4.95K
|
17
$167
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-593- 0.39% |
$4.09K - $6.41K
|
153K
$1.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-674- 10.13% |
$4.64K - $7.29K
|
5.98K
$58.9K
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-902- 4.45% |
$6.21K - $9.75K
|
19.4K
$191K
|
|
|
May 28, 2025
Q1 2025
|
Strs Ohio
|
SELL
|
- |
-1.1K- 5.14% |
$7.58K - $11.9K
|
20.3K
$200K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1.12K- 7.46% |
$7.71K - $12.1K
|
13.9K
$137K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.62K- 18.89% |
$11.2K - $17.5K
|
6.96K
$68.5K
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-1.66K- 1.56% |
$11.5K - $18K
|
105K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.36K- 38.99% |
$23.2K - $36.3K
|
5.26K
$51.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-3.6K- 88.21% |
$24.8K - $38.9K
|
481
$4.74K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.63K- 6.63% |
$25K - $39.2K
|
51.1K
$503K
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-5.02K- 9.6% |
$34.6K - $54.3K
|
47.3K
$465K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-9.64K- 33.37% |
$66.4K - $104K
|
19.2K
$190K
|
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-10.3K- 39.26% |
$71.1K - $112K
|
16K
$157K
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-11.3K- 23.13% |
$78K - $122K
|
37.6K
$371K
|
|
|
May 13, 2025
Q1 2025
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-12.9K- 39.26% |
$88.9K - $140K
|
20K
$197K
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-14K- 23.55% |
$96.6K - $152K
|
45.5K
$448K
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-14.3K- 1.3% |
$98.7K - $155K
|
1.09M
$10.7M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-18.6K- 1.88% |
$128K - $201K
|
967K
$9.52M
|
|
|
May 15, 2025
Q1 2025
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-18.8K- 42.56% |
$130K - $204K
|
25.4K
$250K
|
|
|
May 13, 2025
Q1 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-22.1K- 56.18% |
$153K - $239K
|
17.3K
$170K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-24.8K- 1.62% |
$171K - $268K
|
1.51M
$14.9M
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-30.4K- 28.89% |
$210K - $329K
|
74.9K
$738K
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-35.1K- 2.21% |
$242K - $380K
|
1.55M
$15.3M
|
|
|
May 07, 2025
Q1 2025
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-35.1K- 2.21% |
$242K - $380K
|
1.55M
$15.3M
|
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-36.2K- 50.87% |
$249K - $391K
|
34.9K
$344K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-36.3K- 20.34% |
$250K - $392K
|
142K
$1.4M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-38.4K- 60.94% |
$265K - $415K
|
24.6K
$243K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-39.3K- 2.38% |
$271K - $425K
|
1.61M
$15.9M
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-43.4K- 40.72% |
$299K - $470K
|
63.2K
$623K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-53.7K- 31.33% |
$370K - $580K
|
118K
$1.16M
|
|
|
May 13, 2025
Q1 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-56K- 9.83% |
$386K - $605K
|
514K
$5.06M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-58K- 99.45% |
$400K - $627K
|
320
$3.15K
|