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 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-34- 10.3% |
$1.61K - $1.98K
|
296
$28.1K
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-5.02K- 7.39% |
$237K - $292K
|
62.9K
$5.97M
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
60New |
$2.84K - $3.49K
|
60
$5.69K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
429+ 10.24% |
$20.3K - $25K
|
4.62K
$438K
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
497New |
$23.5K - $28.9K
|
497
$47.2K
|
|
Jan 26, 2024
Q4 2023
|
Impax Asset Management Group PLC
|
BUY
|
- |
393+ 5.26% |
$18.6K - $22.9K
|
7.87K
$746K
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-138- 51.69% |
$6.52K - $8.04K
|
129
$12.2K
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
4.26KNew |
$201K - $248K
|
4.26K
$404K
|
|
Jan 24, 2024
Q4 2023
|
Cubic Asset Management, LLC
|
BUY
|
- |
3.53KNew |
$167K - $205K
|
3.53K
$334K
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-13K- 93.51% |
$613K - $755K
|
900
$85.4K
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
23New |
$1.09K - $1.34K
|
23
$2.18K
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
2.78KNew |
$131K - $162K
|
2.78K
$263K
|
|
Jan 16, 2024
Q4 2023
|
Churchill Management Corp
|
SELL
|
- |
-3.09K- 2.09% |
$146K - $180K
|
145K
$13.7M
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-313- 1.17% |
$14.8K - $18.2K
|
26.6K
$2.52M
|
|
Jan 10, 2024
Q4 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-808- 7.37% |
$38.2K - $47.1K
|
10.2K
$963K
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
401New |
$18.9K - $23.4K
|
401
$38K
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
9New |
$425 - $524
|
9
$854
|
|
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
$285
|
|
Nov 17, 2023
Q3 2023
|
Times Square Capital Management, LLC
|
SELL
|
- |
-240K- 45.63% |
$11.5M - $12.8M
|
286K
$27.1M
|
|
Nov 16, 2023
Q3 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
118K+ 58.85% |
$5.68M - $6.32M
|
320K
$30.3M
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
10+ 16.39% |
$480 - $533
|
71
$6.74K
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
437+ 9.91% |
$21K - $23.3K
|
4.85K
$460K
|
|
Nov 14, 2023
Q3 2023
|
Srb Corp
Boston, MA |
BUY
|
- |
1.12K+ 14.08% |
$53.6K - $59.6K
|
9.06K
$860K
|
|
Nov 14, 2023
Q3 2023
|
Sapience Investments, LLC
Newport Beach, CA |
SELL
|
- |
-3- 0.06% |
$144 - $160
|
5.27K
$500K
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
114New |
$5.47K - $6.08K
|
114
$10.8K
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
4.3KNew |
$206K - $229K
|
4.3K
$408K
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-11.9K- 62.32% |
$570K - $634K
|
7.19K
$682K
|
|
Nov 13, 2023
Q3 2023
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
BUY
|
- |
13.1K+ 118.91% |
$628K - $698K
|
24.1K
$2.28M
|
|
Nov 13, 2023
Q3 2023
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
10.6KNew |
$510K - $567K
|
10.6K
$1.01M
|
|
Nov 13, 2023
Q3 2023
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-1.75K- 13.2% |
$83.9K - $93.3K
|
11.5K
$1.09M
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
40+ 133.33% |
$1.92K - $2.13K
|
70
$6.64K
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-64.1K- 75.04% |
$3.08M - $3.42M
|
21.3K
$2.02M
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
538New |
$25.8K - $28.7K
|
538
$51K
|
|
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
$19K
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
117New |
$5.61K - $6.24K
|
117
$11.1K
|
|
Nov 08, 2023
Q3 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
2.5K+ 35.49% |
$120K - $133K
|
9.54K
$905K
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
4.38KNew |
$210K - $234K
|
4.38K
$416K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
17.9KNew |
$860K - $956K
|
17.9K
$1.7M
|
|
Nov 06, 2023
Q3 2023
|
Achmea Investment Management B.V.
|
BUY
|
- |
20.7K+ 53.67% |
$994K - $1.11M
|
59.3K
$5.63M
|
|
Nov 06, 2023
Q3 2023
|
Am Squared LTD
Hong Kong, K3 |
SELL
|
- |
-1.7K- 77.27% |
$81.6K - $90.7K
|
500
$47.4K
|
|
Nov 02, 2023
Q3 2023
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-161- 0.21% |
$7.72K - $8.59K
|
75.7K
$7.19M
|
|
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
1.06K+ 2.98% |
$51K - $56.7K
|
36.7K
$3.48M
|
|
Nov 02, 2023
Q3 2023
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-10K- 50.0% |
$480K - $533K
|
10K
$949K
|
|
Nov 02, 2023
Q3 2023
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-200- 2.89% |
$9.6K - $10.7K
|
6.72K
$637K
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
42New |
$2.02K - $2.24K
|
42
$3.98K
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
25+ 1.43% |
$1.2K - $1.33K
|
1.77K
$168K
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
661New |
$31.7K - $35.3K
|
661
$62.7K
|
|
Oct 26, 2023
Q3 2023
|
Handelsinvest Investeringsforvaltning
|
BUY
|
- |
19.8K+ 100.35% |
$950K - $1.06M
|
39.5K
$3.75M
|