Purchases and Sales Made in Q2 2023 in Nasdaq, Inc. (NDAQ)
This table provides information about the institutional ownership of Nasdaq, Inc. (NDAQ) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
119+ 2.83% |
$5.9K - $6.88K
|
4.33K
$358K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
118New |
$5.85K - $6.82K
|
118
$9.77K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
96+ 0.36% |
$4.76K - $5.55K
|
26.7K
$2.21M
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
94+ 0.78% |
$4.66K - $5.44K
|
12.2K
$1.01M
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
79New |
$3.91K - $4.57K
|
79
$6.54K
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
78+ 0.85% |
$3.86K - $4.51K
|
9.29K
$769K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
78+ 0.45% |
$3.86K - $4.51K
|
17.3K
$1.43M
|
|
|
Jul 28, 2023
Q2 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
71+ 0.08% |
$3.52K - $4.11K
|
91.8K
$7.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
69+ 6900.0% |
$3.42K - $3.99K
|
70
$5.8K
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
51+ 0.55% |
$2.53K - $2.95K
|
9.38K
$777K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
47+ 0.61% |
$2.33K - $2.72K
|
7.74K
$641K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
40+ 0.67% |
$1.98K - $2.31K
|
6.05K
$501K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
36+ 3.52% |
$1.78K - $2.08K
|
1.06K
$87.8K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
33+ 5.01% |
$1.64K - $1.91K
|
692
$57.3K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
31+ 103.33% |
$1.54K - $1.79K
|
61
$5.05K
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
30New |
$1.49K - $1.73K
|
30
$2.48K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
30+ 1.11% |
$1.49K - $1.73K
|
2.72K
$225K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
27+ 0.25% |
$1.34K - $1.56K
|
10.7K
$885K
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
24+ 800.0% |
$1.19K - $1.39K
|
27
$2.24K
|
|
|
Jul 20, 2023
Q2 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
23+ 0.41% |
$1.14K - $1.33K
|
5.7K
$472K
|
|
|
Aug 01, 2023
Q2 2023
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
20+ 0.48% |
$991 - $1.16K
|
4.15K
$343K
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
18+ 0.21% |
$892 - $1.04K
|
8.42K
$697K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
16+ 0.38% |
$793 - $925
|
4.22K
$350K
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
15+ 7.11% |
$743 - $867
|
226
$18.7K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
15+ 15.0% |
$743 - $867
|
115
$9.52K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
15+ 107.14% |
$743 - $867
|
29
$2.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
15+ 0.37% |
$743 - $867
|
4.07K
$337K
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
15+ 0.26% |
$743 - $867
|
5.78K
$479K
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
13+ 0.16% |
$644 - $752
|
8.21K
$680K
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
11+ 0.06% |
$545 - $636
|
17.5K
$1.45M
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
10+ 66.67% |
$496 - $578
|
25
$2.07K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
9+ 60.0% |
$446 - $520
|
24
$1.99K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
9New |
$446 - $520
|
9
$745
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
6New |
$297 - $347
|
6
$497
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 5.56% |
$99.1 - $116
|
38
$3.15K
|
|
|
Jul 13, 2023
Q2 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
2+ 0.05% |
$99.1 - $116
|
4.1K
$340K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
2+ 0.66% |
$99.1 - $116
|
307
$25.4K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1+ 0.02% |
$49.6 - $57.8
|
5.4K
$448K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.31% |
$49.6 - $57.8
|
325
$26.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-3- 0.65% |
$149 - $173
|
458
$37.9K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-4- 2.25% |
$198 - $231
|
174
$14.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-4- 0.05% |
$198 - $231
|
8.87K
$734K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5- 1.32% |
$248 - $289
|
374
$31K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5- 1.32% |
$248 - $289
|
374
$31K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-5- 9.09% |
$248 - $289
|
50
$4.14K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-5- 0.34% |
$248 - $289
|
1.45K
$120K
|
|
|
Jul 18, 2023
Q2 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-8- 0.04% |
$396 - $463
|
19.2K
$1.59M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-11- 1.59% |
$545 - $636
|
682
$56.5K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-13- 7.56% |
$644 - $752
|
159
$13.2K
|