Purchases and Sales Made in Q1 2025 in Nasdaq, Inc. (NDAQ)
This table provides information about the institutional ownership of Nasdaq, Inc. (NDAQ) during Q1 2025. 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 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
2+ 0.31% |
$144 - $168
|
646
$58K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
2+ 1.07% |
$144 - $168
|
189
$17K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
1+ 0.15% |
$72.2 - $83.8
|
663
$59.6K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1+ 0.68% |
$72.2 - $83.8
|
148
$13.3K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.98% |
$72.2 - $83.8
|
103
$9.25K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1New |
$72.2 - $83.8
|
1
$89.8
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 2.38% |
$72.2 - $83.8
|
41
$3.68K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-4- 6.25% |
$289 - $335
|
60
$5.39K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-5- 25.0% |
$361 - $419
|
15
$1.35K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-6- 0.12% |
$433 - $503
|
5.02K
$451K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-7- 12.73% |
$505 - $586
|
48
$4.31K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-7- 0.22% |
$505 - $586
|
3.11K
$279K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-11- 0.27% |
$794 - $921
|
4K
$360K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-11- 0.1% |
$794 - $921
|
11K
$991K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-17- 9.34% |
$1.23K - $1.42K
|
165
$14.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-17- 36.96% |
$1.23K - $1.42K
|
29
$2.61K
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-18- 0.14% |
$1.3K - $1.51K
|
13.2K
$1.18M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-20- 1.38% |
$1.44K - $1.68K
|
1.43K
$129K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-21- 6.54% |
$1.52K - $1.76K
|
300
$26.9K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-25- 3.19% |
$1.8K - $2.09K
|
758
$68.1K
|
|
|
May 08, 2025
Q1 2025
|
Nicholas Company, Inc.
|
SELL
|
- |
-25- 0.02% |
$1.8K - $2.09K
|
104K
$9.38M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-29- 1.02% |
$2.09K - $2.43K
|
2.8K
$252K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-31- 16.67% |
$2.24K - $2.6K
|
155
$13.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-31- 8.07% |
$2.24K - $2.6K
|
353
$31.7K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-38- 0.36% |
$2.74K - $3.18K
|
10.7K
$958K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-40- 10.96% |
$2.89K - $3.35K
|
325
$29.2K
|
|
|
May 13, 2025
Q1 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-47- 0.18% |
$3.39K - $3.94K
|
25.6K
$2.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-49- 73.13% |
$3.54K - $4.1K
|
18
$1.62K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-52- 0.1% |
$3.75K - $4.36K
|
49.8K
$4.48M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-54- 0.28% |
$3.9K - $4.52K
|
19.6K
$1.76M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-59- 51.75% |
$4.26K - $4.94K
|
55
$4.94K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-84- 1.43% |
$6.06K - $7.04K
|
5.78K
$519K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-86- 2.04% |
$6.21K - $7.2K
|
4.12K
$370K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-94- 2.15% |
$6.78K - $7.87K
|
4.28K
$384K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-96- 2.69% |
$6.93K - $8.04K
|
3.48K
$312K
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
SELL
|
- |
-97- 3.43% |
$7K - $8.12K
|
2.73K
$245K
|
|
|
May 09, 2025
Q1 2025
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-100- 2.38% |
$7.22K - $8.38K
|
4.11K
$369K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-107- 0.47% |
$7.72K - $8.96K
|
22.7K
$2.04M
|
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-108- 0.13% |
$7.79K - $9.05K
|
82.4K
$7.41M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-108- 2.37% |
$7.79K - $9.05K
|
4.44K
$399K
|
|
|
May 14, 2025
Q1 2025
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
SELL
|
- |
-110- 0.35% |
$7.94K - $9.21K
|
31K
$2.79M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-110- 15.56% |
$7.94K - $9.21K
|
597
$53.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-119- 3.94% |
$8.59K - $9.97K
|
2.91K
$261K
|
|
|
May 15, 2025
Q1 2025
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-120- 2.06% |
$8.66K - $10.1K
|
5.69K
$511K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-122- 0.54% |
$8.8K - $10.2K
|
22.4K
$2.01M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-125- 2.0% |
$9.02K - $10.5K
|
6.11K
$549K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-131- 10.14% |
$9.45K - $11K
|
1.16K
$104K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-134- 99.26% |
$9.67K - $11.2K
|
1
$89.8
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-138- 47.92% |
$9.96K - $11.6K
|
150
$13.5K
|
|
|
May 09, 2025
Q1 2025
|
Ing Groep Nv
|
SELL
|
- |
-141- 0.68% |
$10.2K - $11.8K
|
20.6K
$1.85M
|