Purchases and Sales Made in Q1 2024 in Nasdaq, Inc. (NDAQ)
This table provides information about the institutional ownership of Nasdaq, Inc. (NDAQ) during Q1 2024. The information is specifically focused on institutions that hold shares of NASDAQ, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
246+ 0.35% |
$13.6K - $15.5K
|
71.5K
$5.92M
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
222+ 3.09% |
$12.3K - $14K
|
7.41K
$614K
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
205+ 5.59% |
$11.4K - $12.9K
|
3.87K
$321K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
204+ 214.74% |
$11.3K - $12.9K
|
299
$24.8K
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
201New |
$11.1K - $12.7K
|
201
$16.6K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
201+ 89.33% |
$11.1K - $12.7K
|
426
$35.3K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
191New |
$10.6K - $12.1K
|
191
$15.8K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
183+ 1.64% |
$10.1K - $11.5K
|
11.3K
$938K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
173+ 21.98% |
$9.59K - $10.9K
|
960
$79.5K
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
163+ 1.71% |
$9.03K - $10.3K
|
9.7K
$804K
|
|
|
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
155+ 15.15% |
$8.59K - $9.78K
|
1.18K
$97.6K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
152+ 1.39% |
$8.42K - $9.59K
|
11.1K
$916K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
150+ 2.48% |
$8.31K - $9.47K
|
6.19K
$513K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
139+ 109.45% |
$7.7K - $8.77K
|
266
$22K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
123+ 3.27% |
$6.82K - $7.76K
|
3.89K
$322K
|
|
|
May 15, 2024
Q1 2024
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
120+ 2.11% |
$6.65K - $7.57K
|
5.81K
$481K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
117+ 167.14% |
$6.48K - $7.38K
|
187
$15.5K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
107+ 1.89% |
$5.93K - $6.75K
|
5.78K
$478K
|
|
|
Apr 11, 2024
Q1 2024
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
99+ 0.35% |
$5.49K - $6.25K
|
28.5K
$2.36M
|
|
|
May 15, 2024
Q1 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
96+ 0.51% |
$5.32K - $6.06K
|
18.9K
$1.57M
|
|
|
May 14, 2024
Q1 2024
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
83+ 0.28% |
$4.6K - $5.24K
|
29.8K
$2.47M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
72+ 25.53% |
$3.99K - $4.54K
|
354
$29.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
65+ 7.09% |
$3.6K - $4.1K
|
982
$81.3K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
62+ 10.53% |
$3.44K - $3.91K
|
651
$53.9K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
60New |
$3.33K - $3.79K
|
60
$4.97K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
56New |
$3.1K - $3.53K
|
56
$4.64K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
55+ 8.96% |
$3.05K - $3.47K
|
669
$55.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
52+ 173.33% |
$2.88K - $3.28K
|
82
$6.79K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
50New |
$2.77K - $3.16K
|
50
$4.14K
|
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
50+ 1.04% |
$2.77K - $3.16K
|
4.87K
$403K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
48New |
$2.66K - $3.03K
|
48
$3.98K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
38+ 21.11% |
$2.11K - $2.4K
|
218
$18.1K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
36+ 0.64% |
$2K - $2.27K
|
5.69K
$471K
|
|
|
Apr 25, 2024
Q1 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
27+ 0.67% |
$1.5K - $1.7K
|
4.06K
$337K
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
24New |
$1.33K - $1.51K
|
24
$1.99K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
23+ 0.26% |
$1.27K - $1.45K
|
8.89K
$736K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
20+ 3.57% |
$1.11K - $1.26K
|
580
$48K
|
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
18+ 0.31% |
$998 - $1.14K
|
5.76K
$477K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
14+ 1.55% |
$776 - $883
|
916
$75.9K
|
|
|
May 03, 2024
Q1 2024
|
Emfo, LLC
|
BUY
|
- |
14+ 14.0% |
$776 - $883
|
114
$9.44K
|
|
|
May 13, 2024
Q1 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
14+ 0.34% |
$776 - $883
|
4.14K
$343K
|
|
|
Apr 12, 2024
Q1 2024
|
Gateway Investment Advisers LLC
|
BUY
|
- |
12+ 0.24% |
$665 - $757
|
4.94K
$409K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
12+ 0.21% |
$665 - $757
|
5.85K
$485K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
12+ 0.21% |
$665 - $757
|
5.79K
$479K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
12+ 0.33% |
$665 - $757
|
3.6K
$298K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
10+ 0.24% |
$554 - $631
|
4.2K
$348K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
7+ 0.53% |
$388 - $442
|
1.34K
$111K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
5New |
$277 - $316
|
5
$414
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
5+ 2.98% |
$277 - $316
|
173
$14.3K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
5+ 1.56% |
$277 - $316
|
326
$27K
|