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 |
---|---|---|---|---|---|---|---|
Dec 11, 2023
Q2 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
1.8K+ 21.46% |
$89K - $104K
|
10.2K
$914K
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.89K+ 118.17% |
$143K - $167K
|
5.33K
$479K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
390New |
$19.3K - $22.6K
|
390
$35K
|
|
Aug 15, 2023
Q2 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
24KNew |
$1.19M - $1.39M
|
24K
$2.16M
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
11.1K+ 37.76% |
$548K - $640K
|
40.4K
$3.63M
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-7.93K- 32.87% |
$393K - $458K
|
16.2K
$1.45M
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-222- 33.38% |
$11K - $12.8K
|
443
$39.8K
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-1.15K- 2.44% |
$56.9K - $66.4K
|
45.9K
$4.13M
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-5- 0.34% |
$248 - $289
|
1.45K
$130K
|
|
Aug 14, 2023
Q2 2023
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-550- 3.86% |
$27.3K - $31.8K
|
13.7K
$1.23M
|
|
Aug 14, 2023
Q2 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
10.3KNew |
$508K - $593K
|
10.3K
$922K
|
|
Aug 14, 2023
Q2 2023
|
Caxton Associates LP
New York, NY |
BUY
|
- |
2.38K+ 5.87% |
$118K - $138K
|
43K
$3.86M
|
|
Aug 11, 2023
Q2 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
35.8KNew |
$1.78M - $2.07M
|
35.8K
$3.22M
|
|
Aug 11, 2023
Q2 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
CALL |
13.5KNew |
$669K - $781K
|
13.5K
$1.21M
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
132K+ 440.72% |
$6.53M - $7.62M
|
162K
$14.5M
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
158K+ 58.2% |
$7.82M - $9.13M
|
429K
$38.5M
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-145- 1.75% |
$7.18K - $8.39K
|
8.14K
$731K
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
156New |
$7.73K - $9.02K
|
156
$14K
|
|
Aug 07, 2023
Q2 2023
|
Monetta Financial Services Inc
Wheaton, IL |
BUY
|
- |
14KNew |
$694K - $810K
|
14K
$1.26M
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
9New |
$446 - $520
|
9
$808
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
7.24KNew |
$359K - $419K
|
7.24K
$650K
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
3KNew |
$149K - $173K
|
3K
$269K
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.61K+ 28.92% |
$79.6K - $92.9K
|
7.16K
$643K
|
|
Aug 02, 2023
Q2 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
241+ 4.66% |
$11.9K - $13.9K
|
5.41K
$486K
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
18.2KNew |
$904K - $1.05M
|
18.2K
$1.64M
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-111- 67.27% |
$5.5K - $6.42K
|
54
$4.85K
|
|
Jul 26, 2023
Q2 2023
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-936- 14.9% |
$46.4K - $54.1K
|
5.35K
$480K
|
|
Jul 20, 2023
Q2 2023
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-180- 1.01% |
$8.92K - $10.4K
|
17.7K
$1.59M
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
323New |
$16K - $18.7K
|
323
$29K
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-30- 0.64% |
$1.49K - $1.73K
|
4.66K
$418K
|
|
Jul 13, 2023
Q2 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-54.8K- 3.78% |
$2.72M - $3.17M
|
1.39M
$125M
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-72- 31.44% |
$3.57K - $4.16K
|
157
$14.1K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 5.56% |
$99.1 - $116
|
38
$3.41K
|
|
Q1 2023 | |||||||
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
27.9KNew |
$1.45M - $1.77M
|
27.9K
$2.5M
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
18New |
$934 - $1.14K
|
18
$1.62K
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
44.9KNew |
$2.33M - $2.85M
|
44.9K
$4.04M
|
|
Sep 18, 2023
Q1 2023
|
Washington Capital Management Inc
|
BUY
|
- |
6.6KNew |
$343K - $418K
|
6.6K
$593K
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
525+ 188.17% |
$27.3K - $33.3K
|
804
$72.2K
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-106K- 96.57% |
$5.51M - $6.73M
|
3.77K
$339K
|
|
May 15, 2023
Q1 2023
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
6.45KNew |
$335K - $409K
|
6.45K
$579K
|
|
May 15, 2023
Q1 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
4.4KNew |
$228K - $279K
|
4.4K
$395K
|
|
May 15, 2023
Q1 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-287K- 98.34% |
$14.9M - $18.2M
|
4.83K
$434K
|
|
May 15, 2023
Q1 2023
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-5.53M- 33.37% |
$287M - $351M
|
11.1M
$993M
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
13.3K+ 147.47% |
$688K - $840K
|
22.2K
$2M
|
|
May 15, 2023
Q1 2023
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
1.05K+ 3.47% |
$54.3K - $66.3K
|
31.2K
$2.8M
|
|
May 12, 2023
Q1 2023
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
6.1KNew |
$317K - $387K
|
6.1K
$548K
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-21- 5.3% |
$1.09K - $1.33K
|
375
$33.7K
|
|
May 12, 2023
Q1 2023
|
J.Safra Asset Management Corp
|
BUY
|
- |
1.06KNew |
$55.1K - $67.3K
|
1.06K
$95.4K
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
7.46K+ 206.53% |
$387K - $473K
|
11.1K
$995K
|
|
May 04, 2023
Q1 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-18.6K- 35.11% |
$967K - $1.18M
|
34.4K
$3.09M
|