Purchases and Sales Made in Q4 2023 in Nasdaq, Inc. (NDAQ)
This table provides information about the institutional ownership of Nasdaq, Inc. (NDAQ) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
166+ 2.65% |
$7.84K - $9.67K
|
6.44K
$528K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
155+ 41.01% |
$7.32K - $9.03K
|
533
$43.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
148+ 19.25% |
$6.99K - $8.62K
|
917
$75.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
148+ 2.46% |
$6.99K - $8.62K
|
6.16K
$505K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
144New |
$6.8K - $8.39K
|
144
$11.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
129New |
$6.1K - $7.51K
|
129
$10.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
127New |
$6K - $7.4K
|
127
$10.4K
|
|
|
Jan 11, 2024
Q4 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
117+ 0.45% |
$5.53K - $6.81K
|
25.9K
$2.12M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
105New |
$4.96K - $6.12K
|
105
$8.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
104New |
$4.91K - $6.06K
|
104
$8.52K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
101+ 2.39% |
$4.77K - $5.88K
|
4.33K
$355K
|
|
|
Jan 30, 2024
Q4 2023
|
Emfo, LLC
|
BUY
|
- |
100New |
$4.73K - $5.82K
|
100
$8.19K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
97+ 140.58% |
$4.58K - $5.65K
|
166
$13.6K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
95New |
$4.49K - $5.53K
|
95
$7.78K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
91New |
$4.3K - $5.3K
|
91
$7.45K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
90New |
$4.25K - $5.24K
|
90
$7.37K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
80+ 2.32% |
$3.78K - $4.66K
|
3.53K
$289K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
80New |
$3.78K - $4.66K
|
80
$6.55K
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
78+ 0.72% |
$3.69K - $4.54K
|
10.9K
$893K
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
76+ 1.07% |
$3.59K - $4.43K
|
7.19K
$589K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
75+ 0.7% |
$3.54K - $4.37K
|
10.8K
$883K
|
|
|
Feb 06, 2024
Q4 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
72+ 0.33% |
$3.4K - $4.19K
|
22K
$1.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
71+ 1.52% |
$3.35K - $4.14K
|
4.74K
$388K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
70New |
$3.31K - $4.08K
|
70
$5.73K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
65+ 1.14% |
$3.07K - $3.79K
|
5.76K
$471K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
62+ 6.77% |
$2.93K - $3.61K
|
978
$80.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
60New |
$2.84K - $3.49K
|
60
$4.92K
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
54New |
$2.55K - $3.14K
|
54
$4.42K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
54+ 145.95% |
$2.55K - $3.14K
|
91
$7.45K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
53New |
$2.5K - $3.09K
|
53
$4.34K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
50+ 21.55% |
$2.36K - $2.91K
|
282
$23.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
50New |
$2.36K - $2.91K
|
50
$4.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
46New |
$2.17K - $2.68K
|
46
$3.77K
|
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
43+ 0.79% |
$2.03K - $2.5K
|
5.5K
$451K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
41New |
$1.94K - $2.39K
|
41
$3.36K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
39+ 10.83% |
$1.84K - $2.27K
|
399
$32.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
34New |
$1.61K - $1.98K
|
34
$2.79K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
33+ 13.69% |
$1.56K - $1.92K
|
274
$22.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
30New |
$1.42K - $1.75K
|
30
$2.46K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
30New |
$1.42K - $1.75K
|
30
$2.46K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
27New |
$1.28K - $1.57K
|
27
$2.21K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
24+ 2.31% |
$1.13K - $1.4K
|
1.06K
$87.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
23New |
$1.09K - $1.34K
|
23
$1.88K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
23New |
$1.09K - $1.34K
|
23
$1.88K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
21New |
$992 - $1.22K
|
21
$1.72K
|
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
20+ 0.35% |
$945 - $1.16K
|
5.74K
$470K
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
15New |
$709 - $874
|
15
$1.23K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.24% |
$662 - $815
|
5.84K
$478K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
14+ 0.16% |
$662 - $815
|
8.86K
$726K
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
12New |
$567 - $699
|
12
$983
|