Purchases and Sales Made in Q4 2023 in Avid Xchange Holdings, Inc. (AVDX)
This table provides information about the institutional ownership of Avid Xchange Holdings, Inc. (AVDX) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
260+ 2.49% |
$1.98K - $3.27K
|
10.7K
$113K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
139New |
$1.06K - $1.75K
|
139
$1.47K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
85+ 24.08% |
$646 - $1.07K
|
438
$4.62K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
80New |
$608 - $1K
|
80
$844
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
47New |
$357 - $590
|
47
$496
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
37+ 15.35% |
$281 - $465
|
278
$2.93K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
13New |
$98.8 - $163
|
13
$137
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
10New |
$76 - $126
|
10
$106
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10+ 0.1% |
$76 - $126
|
10K
$106K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
8New |
$60.8 - $100
|
8
$84.4
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
7New |
$53.2 - $87.9
|
7
$73.9
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
6+ 20.0% |
$45.6 - $75.4
|
36
$380
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6+ 20.69% |
$45.6 - $75.4
|
35
$369
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-4- 21.05% |
$30.4 - $50.2
|
15
$158
|
|
|
Feb 14, 2024
Q4 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-20- -0.0% |
$152 - $251
|
3.33M
$35.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-48- 41.38% |
$365 - $603
|
68
$717
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-301- 0.4% |
$2.29K - $3.78K
|
74.3K
$784K
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-594- 1.38% |
$4.51K - $7.46K
|
42.4K
$447K
|
|
|
Feb 06, 2024
Q4 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-617- 1.13% |
$4.69K - $7.75K
|
53.8K
$567K
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-784- 0.38% |
$5.96K - $9.85K
|
205K
$2.17M
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1.12K- 6.69% |
$8.54K - $14.1K
|
15.7K
$165K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-1.24K- 2.03% |
$9.42K - $15.6K
|
59.7K
$630K
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.39K- 1.69% |
$10.6K - $17.5K
|
81.1K
$855K
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.49K- 6.8% |
$11.3K - $18.8K
|
20.4K
$216K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.79K- 5.27% |
$36.4K - $60.2K
|
86.1K
$908K
|
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-6.71K- 4.03% |
$51K - $84.3K
|
160K
$1.68M
|
|
|
Feb 14, 2024
Q4 2023
|
North Reef Capital Management LP
Laguna Beach, CA |
SELL
|
- |
-12.2K- 0.27% |
$92.7K - $153K
|
4.5M
$47.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-13.9K- 13.58% |
$106K - $175K
|
88.8K
$936K
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-14.1K- 8.33% |
$107K - $177K
|
155K
$1.64M
|
|
|
Jan 30, 2024
Q4 2023
|
Strs Ohio
|
SELL
|
- |
-16.7K- 83.5% |
$127K - $210K
|
3.3K
$34.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-19.2K- 4.04% |
$146K - $241K
|
456K
$4.81M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-19.4K- 3.31% |
$147K - $244K
|
567K
$5.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Alpha Square Group S, LLC
New York, NY |
SELL
|
- |
-20K- 3.66% |
$152K - $251K
|
527K
$5.56M
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-21.5K- 6.44% |
$164K - $270K
|
313K
$3.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-33K- 9.95% |
$251K - $414K
|
299K
$3.15M
|
|
|
Feb 12, 2024
Q4 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-35.8K- 71.33% |
$272K - $449K
|
14.4K
$152K
|
|
|
Feb 09, 2024
Q4 2023
|
Aigen Investment Management, LP
|
SELL
|
- |
-45.8K- 75.1% |
$348K - $575K
|
15.2K
$160K
|
|
|
Feb 14, 2024
Q4 2023
|
Numerai Gp LLC
San Francisco, CA |
SELL
|
- |
-48.1K- 35.22% |
$366K - $604K
|
88.5K
$934K
|
|
|
Feb 14, 2024
Q4 2023
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-69K- 34.45% |
$525K - $867K
|
131K
$1.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-102K- 36.29% |
$776K - $1.28M
|
179K
$1.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Blue Mar Capital Management, LLC
Miami, FL |
SELL
|
- |
-102K- 36.76% |
$778K - $1.29M
|
176K
$1.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-124K- 68.13% |
$941K - $1.56M
|
57.9K
$611K
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-133K- 39.56% |
$1.01M - $1.68M
|
204K
$2.15M
|
|
|
Feb 07, 2024
Q4 2023
|
Times Square Capital Management, LLC
|
SELL
|
- |
-156K- 7.8% |
$1.19M - $1.96M
|
1.85M
$19.5M
|
|
|
Aug 13, 2024
Q4 2023
|
Common Fund For Nonprofit Organizations
Wilton, CT |
SELL
|
- |
-212K- 25.0% |
$1.61M - $2.66M
|
636K
$6.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-296K- 89.11% |
$2.25M - $3.71M
|
36.1K
$381K
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-296K- 23.65% |
$2.25M - $3.71M
|
955K
$10.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Azora Capital LP
Miami, FL |
SELL
|
- |
-306K- 55.96% |
$2.33M - $3.85M
|
241K
$2.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Vista Equity Partners Management, LLC
San Francisco, CA |
SELL
|
- |
-306K- 53.87% |
$2.33M - $3.85M
|
262K
$2.77M
|