Purchases and Sales Made in Q4 2022 in Nasdaq, Inc. (NDAQ)
This table provides information about the institutional ownership of Nasdaq, Inc. (NDAQ) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2023
Q4 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
69+ 0.36% |
$3.78K - $4.76K
|
19K
$1.58M
|
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
69New |
$3.78K - $4.76K
|
69
$5.71K
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
68+ 0.49% |
$3.72K - $4.69K
|
13.9K
$1.15M
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
66New |
$3.61K - $4.55K
|
66
$5.47K
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
65New |
$3.56K - $4.48K
|
65
$5.38K
|
|
|
Jan 10, 2023
Q4 2022
|
Rb Capital Management, LLC
|
BUY
|
- |
60+ 0.58% |
$3.29K - $4.14K
|
10.4K
$862K
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
58+ 1.03% |
$3.18K - $4K
|
5.68K
$471K
|
|
|
Feb 15, 2023
Q4 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
56+ 0.69% |
$3.07K - $3.86K
|
8.2K
$679K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
53New |
$2.9K - $3.66K
|
53
$4.39K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
48New |
$2.63K - $3.31K
|
48
$3.98K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
39New |
$2.14K - $2.69K
|
39
$3.23K
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
35+ 29.17% |
$1.92K - $2.41K
|
155
$12.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
30New |
$1.64K - $2.07K
|
30
$2.48K
|
|
|
Feb 10, 2023
Q4 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
27New |
$1.48K - $1.86K
|
27
$2.24K
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
27New |
$1.48K - $1.86K
|
27
$2.24K
|
|
|
Feb 02, 2023
Q4 2022
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
27+ 0.67% |
$1.48K - $1.86K
|
4.06K
$336K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
26+ 37.68% |
$1.42K - $1.79K
|
95
$7.87K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
25+ 113.64% |
$1.37K - $1.72K
|
47
$3.89K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
25+ 1.24% |
$1.37K - $1.72K
|
2.05K
$169K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
24New |
$1.31K - $1.66K
|
24
$1.99K
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
20+ 0.56% |
$1.1K - $1.38K
|
3.57K
$295K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
20+ 0.27% |
$1.1K - $1.38K
|
7.55K
$625K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
18+ 100.0% |
$986 - $1.24K
|
36
$2.98K
|
|
|
Feb 14, 2023
Q4 2022
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
17+ 0.3% |
$931 - $1.17K
|
5.66K
$468K
|
|
|
Feb 15, 2023
Q4 2022
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
16+ 0.05% |
$876 - $1.1K
|
31.4K
$2.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
15+ 0.41% |
$821 - $1.03K
|
3.64K
$301K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
15+ 13.51% |
$821 - $1.03K
|
126
$10.4K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
15New |
$821 - $1.03K
|
15
$1.24K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
12+ 10.62% |
$657 - $828
|
125
$10.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
12+ 0.31% |
$657 - $828
|
3.83K
$317K
|
|
|
Feb 02, 2023
Q4 2022
|
Profund Advisors LLC
|
BUY
|
- |
11+ 0.29% |
$602 - $759
|
3.83K
$317K
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
10+ 6.17% |
$548 - $690
|
172
$14.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
9+ 6.82% |
$493 - $621
|
141
$11.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
9New |
$493 - $621
|
9
$745
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
7+ 5.3% |
$383 - $483
|
139
$11.5K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
7+ 0.21% |
$383 - $483
|
3.27K
$270K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
6New |
$329 - $414
|
6
$497
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
4New |
$219 - $276
|
4
$331
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 11.11% |
$54.8 - $69
|
10
$828
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1+ 1.85% |
$54.8 - $69
|
55
$4.56K
|
|
|
Nov 26, 2024
Q4 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 2.13% |
$54.8 - $69
|
46
$3.81K
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-3- 2.8% |
$164 - $207
|
104
$8.61K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-4- 0.1% |
$219 - $276
|
4.15K
$343K
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-5- 0.06% |
$274 - $345
|
8.87K
$735K
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-11- 0.2% |
$602 - $759
|
5.57K
$461K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-12- 3.69% |
$657 - $828
|
313
$25.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-14- 2.32% |
$767 - $966
|
590
$48.9K
|
|
|
Feb 08, 2023
Q4 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-19- 0.28% |
$1.04K - $1.31K
|
6.77K
$560K
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-23- 3.21% |
$1.26K - $1.59K
|
693
$57.4K
|