Purchases and Sales Made in Q3 2024 in Avid Xchange Holdings, Inc. (AVDX)
This table provides information about the institutional ownership of Avid Xchange Holdings, Inc. (AVDX) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
88New |
$655 - $1.13K
|
88
$867
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
88+ 33.98% |
$655 - $1.13K
|
347
$3.42K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
60+ 100.0% |
$446 - $772
|
120
$1.18K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
36+ 2.6% |
$268 - $463
|
1.42K
$14K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
29New |
$216 - $373
|
29
$286
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
1New |
$7.44 - $12.9
|
1
$9.85
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 7.14% |
$7.44 - $12.9
|
13
$128
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-4- 50.0% |
$29.8 - $51.4
|
4
$39.4
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-6- 50.0% |
$44.6 - $77.2
|
6
$59.1
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-24- 70.59% |
$179 - $309
|
10
$98.5
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-24- 8.45% |
$179 - $309
|
260
$2.56K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-54- 24.66% |
$402 - $694
|
165
$1.63K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-84- 1.35% |
$625 - $1.08K
|
6.12K
$60.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-139- 2.49% |
$1.03K - $1.79K
|
5.45K
$53.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-157- 2.57% |
$1.17K - $2.02K
|
5.96K
$58.7K
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-250- 1.22% |
$1.86K - $3.22K
|
20.2K
$199K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-422- 87.92% |
$3.14K - $5.43K
|
58
$571
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-698- 72.33% |
$5.19K - $8.98K
|
267
$2.63K
|
|
|
Feb 07, 2025
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-1.28K- 2.22% |
$9.49K - $16.4K
|
56.2K
$554K
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-1.28K- 2.22% |
$9.49K - $16.4K
|
56.2K
$554K
|
|
|
Nov 14, 2024
Q3 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-1.42K- 0.06% |
$10.5K - $18.2K
|
2.44M
$24.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Mar Capital Management, LLC
Miami, FL |
SELL
|
- |
-2.9K- 1.97% |
$21.6K - $37.3K
|
144K
$1.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-2.98K- 19.78% |
$22.2K - $38.3K
|
12.1K
$119K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.14K- 3.0% |
$23.4K - $40.4K
|
102K
$1M
|
|
|
Nov 14, 2024
Q3 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-3.17K- 1.98% |
$23.6K - $40.8K
|
157K
$1.55M
|
|
|
Feb 28, 2025
Q3 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-6.08K- 3.19% |
$45.2K - $78.2K
|
184K
$1.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-7.02K- 37.52% |
$52.2K - $90.2K
|
11.7K
$115K
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-7.18K- 30.59% |
$53.4K - $92.4K
|
16.3K
$161K
|
|
|
Nov 14, 2024
Q3 2024
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-7.92K- 34.75% |
$58.9K - $102K
|
14.9K
$146K
|
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-10.2K- 4.2% |
$75.8K - $131K
|
232K
$2.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-11.3K- 47.49% |
$83.9K - $145K
|
12.5K
$123K
|
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-11.4K- 11.13% |
$85.1K - $147K
|
91.4K
$900K
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-13K- 15.99% |
$96.4K - $167K
|
68.1K
$671K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-14.2K- 21.42% |
$106K - $183K
|
52.1K
$513K
|
|
|
Oct 23, 2024
Q3 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-15.4K- 33.41% |
$115K - $199K
|
30.8K
$303K
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-15.5K- 2.22% |
$116K - $200K
|
686K
$6.76M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-16.3K- 42.31% |
$122K - $210K
|
22.3K
$220K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-20.8K- 90.77% |
$154K - $267K
|
2.11K
$20.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-26K- 61.22% |
$193K - $334K
|
16.5K
$162K
|
|
|
Nov 14, 2024
Q3 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
SELL
|
- |
-28.9K- 43.55% |
$215K - $371K
|
37.4K
$369K
|
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-31.4KClosed |
$234K - $404K
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-45K- 1.42% |
$335K - $579K
|
3.12M
$30.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-45.2K- 78.98% |
$336K - $581K
|
12K
$119K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-47.1K- 6.18% |
$351K - $606K
|
716K
$7.05M
|
|
|
Nov 06, 2024
Q3 2024
|
Royce & Associates LP
|
SELL
|
- |
-72K- 41.87% |
$536K - $926K
|
100K
$985K
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-79.1K- 85.46% |
$588K - $1.02M
|
13.5K
$132K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-96.4K- 34.26% |
$717K - $1.24M
|
185K
$1.82M
|
|
|
Jun 26, 2025
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-101K- 9.28% |
$752K - $1.3M
|
988K
$9.73M
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-108K- 71.71% |
$801K - $1.38M
|
42.5K
$418K
|