Purchases and Sales Made in Q4 2024 in Avid Xchange Holdings, Inc. (AVDX)
This table provides information about the institutional ownership of Avid Xchange Holdings, Inc. (AVDX) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
429New |
$3.29K - $4.97K
|
429
$4.23K
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
305New |
$2.34K - $3.53K
|
305
$3K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
293New |
$2.24K - $3.4K
|
293
$2.89K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
208+ 77.9% |
$1.59K - $2.41K
|
475
$4.68K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
130+ 108.33% |
$996 - $1.51K
|
250
$2.46K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
98+ 35.38% |
$751 - $1.14K
|
375
$3.69K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
98+ 28.24% |
$751 - $1.14K
|
445
$4.38K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
82+ 31.54% |
$628 - $950
|
342
$3.37K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
79+ 3.74% |
$605 - $916
|
2.19K
$21.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
73+ 29.2% |
$559 - $846
|
323
$3.18K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
47+ 0.77% |
$360 - $545
|
6.16K
$60.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
45+ 69.23% |
$345 - $522
|
110
$1.08K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
37+ 12.13% |
$283 - $429
|
342
$3.37K
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
34+ 0.17% |
$260 - $394
|
20.3K
$200K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
28+ 96.55% |
$214 - $325
|
57
$561
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
26New |
$199 - $301
|
26
$256
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
22+ 2200.0% |
$169 - $255
|
23
$227
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
16New |
$123 - $185
|
16
$158
|
|
|
Feb 06, 2025
Q4 2024
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
16+ 0.12% |
$123 - $185
|
13.7K
$135K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2New |
$15.3 - $23.2
|
2
$19.7
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2+ 0.02% |
$15.3 - $23.2
|
13.2K
$130K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 7.69% |
$7.66 - $11.6
|
14
$138
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2- 1.21% |
$15.3 - $23.2
|
163
$1.61K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-2- 50.0% |
$15.3 - $23.2
|
2
$19.7
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-46- 0.05% |
$352 - $533
|
102K
$1M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-112- 37.33% |
$858 - $1.3K
|
188
$1.85K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-123- 51.9% |
$942 - $1.43K
|
114
$1.12K
|
|
|
Feb 14, 2025
Q4 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-347- 31.57% |
$2.66K - $4.02K
|
752
$7.41K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-360- 43.58% |
$2.76K - $4.17K
|
466
$4.59K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-830- 87.83% |
$6.36K - $9.62K
|
115
$1.13K
|
|
|
Feb 14, 2025
Q4 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-930- 0.59% |
$7.12K - $10.8K
|
156K
$1.54M
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-1.17K- 2.43% |
$8.93K - $13.5K
|
46.8K
$461K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.95K- 35.85% |
$15K - $22.6K
|
3.49K
$34.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-3.8K- 8.26% |
$29.1K - $44K
|
42.2K
$416K
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgefront Capital, LLC
Austin, TX |
SELL
|
- |
-3.9K- 15.86% |
$29.8K - $45.1K
|
20.7K
$204K
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-3.93K- 6.99% |
$30.1K - $45.5K
|
52.3K
$515K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-5.49K- 10.55% |
$42.1K - $63.7K
|
46.6K
$459K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-6.14K- 17.53% |
$47K - $71.2K
|
28.9K
$284K
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-7.04K- 33.69% |
$53.9K - $81.6K
|
13.9K
$137K
|
|
|
Feb 13, 2025
Q4 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-7.33K- 3.71% |
$56.2K - $85K
|
191K
$1.88M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-8.52K- 3.5% |
$65.3K - $98.8K
|
235K
$2.31M
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-8.61K- 12.63% |
$65.9K - $99.7K
|
59.5K
$586K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-14.8K- 12.38% |
$113K - $171K
|
105K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
SELL
|
- |
-15.3K- 40.85% |
$117K - $177K
|
22.1K
$218K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-16K- 64.93% |
$122K - $185K
|
8.62K
$84.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-20.3K- 0.48% |
$156K - $236K
|
4.25M
$41.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-32.6K- 37.35% |
$250K - $378K
|
54.7K
$539K
|
|
|
Feb 10, 2025
Q4 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-47.2K- 5.89% |
$362K - $547K
|
754K
$7.43M
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-50.7K- 20.43% |
$388K - $587K
|
197K
$1.94M
|