Purchases and Sales Made in Q3 2023 in Nasdaq, Inc. (NDAQ)
This table provides information about the institutional ownership of Nasdaq, Inc. (NDAQ) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
129+ 2.33% |
$6.19K - $6.88K
|
5.67K
$464K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
119+ 1.86% |
$5.71K - $6.35K
|
6.53K
$535K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
119+ 2.82% |
$5.71K - $6.35K
|
4.34K
$356K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
117New |
$5.61K - $6.24K
|
117
$9.58K
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
114New |
$5.47K - $6.08K
|
114
$9.34K
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
109+ 0.9% |
$5.23K - $5.81K
|
12.3K
$1M
|
|
|
Jul 31, 2024
Q3 2023
|
First American Bank
Dundee, IL |
BUY
|
- |
105+ 0.44% |
$5.04K - $5.6K
|
24.2K
$1.98M
|
|
|
Oct 17, 2023
Q3 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.48% |
$4.8K - $5.33K
|
21K
$1.72M
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
100New |
$4.8K - $5.33K
|
100
$8.19K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
84+ 0.89% |
$4.03K - $4.48K
|
9.54K
$781K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
79New |
$3.79K - $4.21K
|
79
$6.47K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
77+ 11.13% |
$3.69K - $4.11K
|
769
$63K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
75New |
$3.6K - $4K
|
75
$6.14K
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
70+ 9.76% |
$3.36K - $3.73K
|
787
$64.5K
|
|
|
Oct 23, 2023
Q3 2023
|
Copeland Capital Management, LLC
|
BUY
|
- |
67New |
$3.21K - $3.57K
|
67
$5.49K
|
|
|
Nov 15, 2023
Q3 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
64+ 0.91% |
$3.07K - $3.41K
|
7.12K
$583K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
64+ 5.01% |
$3.07K - $3.41K
|
1.34K
$110K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
60+ 1.3% |
$2.88K - $3.2K
|
4.67K
$382K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
59+ 18.38% |
$2.83K - $3.15K
|
380
$31.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
58+ 1.39% |
$2.78K - $3.09K
|
4.23K
$347K
|
|
|
Oct 30, 2023
Q3 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
55+ 0.11% |
$2.64K - $2.93K
|
51.1K
$4.18M
|
|
|
Oct 26, 2023
Q3 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
50+ 0.06% |
$2.4K - $2.67K
|
82.7K
$6.78M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
45+ 0.53% |
$2.16K - $2.4K
|
8.57K
$702K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
42New |
$2.02K - $2.24K
|
42
$3.44K
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
40+ 133.33% |
$1.92K - $2.13K
|
70
$5.73K
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
37New |
$1.78K - $1.97K
|
37
$3.03K
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
36New |
$1.73K - $1.92K
|
36
$2.95K
|
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
27+ 0.29% |
$1.3K - $1.44K
|
9.31K
$763K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
27+ 0.45% |
$1.3K - $1.44K
|
6.08K
$498K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
25+ 1.43% |
$1.2K - $1.33K
|
1.77K
$145K
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
24+ 0.32% |
$1.15K - $1.28K
|
7.54K
$618K
|
|
|
Nov 08, 2023
Q3 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
23+ 0.4% |
$1.1K - $1.23K
|
5.72K
$469K
|
|
|
Nov 14, 2023
Q3 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
21+ 0.44% |
$1.01K - $1.12K
|
4.8K
$393K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
18+ 0.17% |
$864 - $960
|
10.7K
$877K
|
|
|
Oct 19, 2023
Q3 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
17+ 0.11% |
$816 - $907
|
14.9K
$1.22M
|
|
|
Oct 25, 2023
Q3 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
17+ 0.04% |
$816 - $907
|
46.3K
$3.79M
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
15+ 6.64% |
$720 - $800
|
241
$19.7K
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
14New |
$672 - $747
|
14
$1.15K
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
14+ 0.17% |
$672 - $747
|
8.22K
$673K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
11+ 45.83% |
$528 - $587
|
35
$2.87K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
11+ 16.67% |
$528 - $587
|
77
$6.31K
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
10+ 16.39% |
$480 - $533
|
71
$5.82K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
7+ 28.0% |
$336 - $373
|
32
$2.62K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
4+ 0.21% |
$192 - $213
|
1.89K
$155K
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
4+ 0.21% |
$192 - $213
|
1.89K
$155K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3New |
$144 - $160
|
3
$246
|
|
|
Oct 16, 2023
Q3 2023
|
Gam Holding Ag
|
BUY
|
- |
2+ 0.0% |
$96 - $107
|
90.7K
$7.43M
|
|
|
Nov 15, 2023
Q3 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Sapience Investments, LLC
Newport Beach, CA |
SELL
|
- |
-3- 0.06% |
$144 - $160
|
5.27K
$432K
|