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 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
12+ 0.28% |
$567 - $699
|
4.35K
$357K
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
9+ 5.0% |
$425 - $524
|
189
$15.5K
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
9New |
$425 - $524
|
9
$737
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
7+ 50.0% |
$331 - $408
|
21
$1.72K
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
6+ 3.55% |
$284 - $349
|
175
$14.3K
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
5+ 1.72% |
$236 - $291
|
295
$24.2K
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
5+ 3.55% |
$236 - $291
|
146
$12K
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
3+ 1.89% |
$142 - $175
|
162
$13.3K
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
2+ 1.12% |
$94.5 - $116
|
180
$14.7K
|
|
Feb 12, 2024
Q4 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
1+ 0.0% |
$47.3 - $58.2
|
29.3K
$2.4M
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 1.0% |
$47.3 - $58.2
|
101
$8.27K
|
|
Jan 19, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1- 3.45% |
$47.3 - $58.2
|
28
$2.29K
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-2- 2.6% |
$94.5 - $116
|
75
$6.14K
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-4- 30.77% |
$189 - $233
|
9
$737
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-6- 18.75% |
$284 - $349
|
26
$2.13K
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-7- 1.23% |
$331 - $408
|
560
$45.9K
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-9- 0.26% |
$425 - $524
|
3.43K
$281K
|
|
Dec 09, 2024
Q4 2023
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-9- 0.02% |
$425 - $524
|
40.5K
$3.32M
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-9- 0.16% |
$425 - $524
|
5.66K
$463K
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-10- 28.57% |
$473 - $582
|
25
$2.05K
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-10- 0.25% |
$473 - $582
|
3.98K
$326K
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-17- 9.66% |
$803 - $990
|
159
$13K
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-20- 0.18% |
$945 - $1.16K
|
10.9K
$893K
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-21- 0.35% |
$992 - $1.22K
|
6.06K
$496K
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-29- 29.59% |
$1.37K - $1.69K
|
69
$5.65K
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-32- 0.42% |
$1.51K - $1.86K
|
7.51K
$615K
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-33- 0.18% |
$1.56K - $1.92K
|
18.2K
$1.49M
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-34- 10.3% |
$1.61K - $1.98K
|
296
$24.2K
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-35- 59.32% |
$1.65K - $2.04K
|
24
$1.97K
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-43- 0.5% |
$2.03K - $2.5K
|
8.53K
$699K
|
|
Jan 25, 2024
Q4 2023
|
Delta Capital Management LLC
|
SELL
|
- |
-50- 0.79% |
$2.36K - $2.91K
|
6.31K
$517K
|
|
Jan 24, 2024
Q4 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-51- 0.02% |
$2.41K - $2.97K
|
330K
$27M
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-59- 9.1% |
$2.79K - $3.44K
|
589
$48.3K
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-59- 15.53% |
$2.79K - $3.44K
|
321
$26.3K
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-60- 1.23% |
$2.84K - $3.49K
|
4.82K
$395K
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-63- 1.11% |
$2.98K - $3.67K
|
5.61K
$460K
|
|
Feb 13, 2024
Q4 2023
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-65- 0.55% |
$3.07K - $3.79K
|
11.7K
$960K
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-67- 0.39% |
$3.17K - $3.9K
|
17.2K
$1.41M
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-69- 0.74% |
$3.26K - $4.02K
|
9.25K
$757K
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-74- 1.37% |
$3.5K - $4.31K
|
5.33K
$437K
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-79- 94.05% |
$3.73K - $4.6K
|
5
$410
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
SELL
|
- |
-81- 0.62% |
$3.83K - $4.72K
|
13K
$1.06M
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-83- 0.5% |
$3.92K - $4.83K
|
16.5K
$1.35M
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-84- 3.71% |
$3.97K - $4.89K
|
2.18K
$178K
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-94- 5.37% |
$4.44K - $5.47K
|
1.66K
$136K
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-109- 1.64% |
$5.15K - $6.35K
|
6.54K
$536K
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-109- 39.35% |
$5.15K - $6.35K
|
168
$13.8K
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-117- 1.0% |
$5.53K - $6.81K
|
11.6K
$952K
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-120- 9.09% |
$5.67K - $6.99K
|
1.2K
$98.3K
|