Latest Institutional Transactions on Nasdaq, Inc. (NDAQ)
This table provides information on the latest institutional transactions involving Nasdaq, Inc. (NDAQ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
9New |
$425 - $524
|
9
$808
|
|
| Q3 2023 | |||||||
|
Jul 09, 2025
Q3 2023
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-141KClosed |
$6.77M - $7.53M
|
0
$0
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3New |
$144 - $160
|
3
$269
|
|
|
Nov 17, 2023
Q3 2023
|
Times Square Capital Management, LLC
|
SELL
|
- |
-240K- 45.63% |
$11.5M - $12.8M
|
286K
$25.7M
|
|
|
Nov 16, 2023
Q3 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
118K+ 58.85% |
$5.68M - $6.32M
|
320K
$28.7M
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
10+ 16.39% |
$480 - $533
|
71
$6.38K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
437+ 9.91% |
$21K - $23.3K
|
4.85K
$435K
|
|
|
Nov 14, 2023
Q3 2023
|
Srb Corp
Boston, MA |
BUY
|
- |
1.12K+ 14.08% |
$53.6K - $59.6K
|
9.06K
$814K
|
|
|
Nov 14, 2023
Q3 2023
|
Sapience Investments, LLC
Newport Beach, CA |
SELL
|
- |
-3- 0.06% |
$144 - $160
|
5.27K
$473K
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
114New |
$5.47K - $6.08K
|
114
$10.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
4.3KNew |
$206K - $229K
|
4.3K
$386K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-11.9K- 62.32% |
$570K - $634K
|
7.19K
$646K
|
|
|
Nov 13, 2023
Q3 2023
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
BUY
|
- |
13.1K+ 118.91% |
$628K - $698K
|
24.1K
$2.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
10.6KNew |
$510K - $567K
|
10.6K
$954K
|
|
|
Nov 13, 2023
Q3 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
15.4KNew |
$741K - $823K
|
15.4K
$1.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-1.75K- 13.2% |
$83.9K - $93.3K
|
11.5K
$1.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
40+ 133.33% |
$1.92K - $2.13K
|
70
$6.29K
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-64.1K- 75.04% |
$3.08M - $3.42M
|
21.3K
$1.92M
|
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
538New |
$25.8K - $28.7K
|
538
$48.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
130+ 185.71% |
$6.24K - $6.93K
|
200
$18K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
117New |
$5.61K - $6.24K
|
117
$10.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
2.5K+ 35.49% |
$120K - $133K
|
9.54K
$857K
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
4.38KNew |
$210K - $234K
|
4.38K
$394K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
17.9KNew |
$860K - $956K
|
17.9K
$1.61M
|
|
|
Nov 06, 2023
Q3 2023
|
Achmea Investment Management B.V.
|
BUY
|
- |
20.7K+ 53.67% |
$994K - $1.11M
|
59.3K
$5.33M
|
|
|
Nov 06, 2023
Q3 2023
|
Am Squared LTD
Hong Kong, K3 |
SELL
|
- |
-1.7K- 77.27% |
$81.6K - $90.7K
|
500
$44.9K
|
|
|
Nov 02, 2023
Q3 2023
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-161- 0.21% |
$7.72K - $8.59K
|
75.7K
$6.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
1.06K+ 2.98% |
$51K - $56.7K
|
36.7K
$3.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-10K- 50.0% |
$480K - $533K
|
10K
$898K
|
|
|
Nov 02, 2023
Q3 2023
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-200- 2.89% |
$9.6K - $10.7K
|
6.72K
$603K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
42New |
$2.02K - $2.24K
|
42
$3.77K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
25+ 1.43% |
$1.2K - $1.33K
|
1.77K
$159K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
661New |
$31.7K - $35.3K
|
661
$59.4K
|
|
|
Oct 26, 2023
Q3 2023
|
Handelsinvest Investeringsforvaltning
|
BUY
|
- |
19.8K+ 100.35% |
$950K - $1.06M
|
39.5K
$3.55M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-6.11K- 18.59% |
$293K - $326K
|
26.7K
$2.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-295- 0.66% |
$14.2K - $15.7K
|
44.3K
$3.98M
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-72- 61.02% |
$3.45K - $3.84K
|
46
$4.13K
|
|
|
Oct 24, 2023
Q3 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-190- 3.07% |
$9.12K - $10.1K
|
6.01K
$540K
|
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.05K+ 2.42% |
$50.1K - $55.7K
|
44.3K
$3.98M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
171New |
$8.2K - $9.12K
|
171
$15.4K
|
|
|
Oct 19, 2023
Q3 2023
|
Retireful, LLC
|
BUY
|
- |
40.8KNew |
$1.96M - $2.17M
|
40.8K
$3.66M
|
|
|
Oct 18, 2023
Q3 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
201+ 8.12% |
$9.64K - $10.7K
|
2.68K
$240K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-86- 62.77% |
$4.13K - $4.59K
|
51
$4.58K
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
36New |
$1.73K - $1.92K
|
36
$3.23K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
897New |
$43K - $47.8K
|
897
$80.6K
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
1.85K+ 10.56% |
$89K - $98.9K
|
19.4K
$1.74M
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
BUY
|
- |
4.56KNew |
$219K - $243K
|
4.56K
$410K
|
|
| Q2 2023 | |||||||
|
Jan 30, 2025
Q2 2023
|
Silphium Asset Management LTD
London, X0 |
SELL
|
- |
-90KClosed |
$4.46M - $5.2M
|
0
$0
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-6.87K- 55.23% |
$340K - $397K
|
5.57K
$500K
|
|