Purchases and Sales Made in Q2 2023 in Nvidia Corp (NVDA)
This table provides information about the institutional ownership of Nvidia Corp (NVDA) during Q2 2023. The information is specifically focused on institutions that hold shares of NVIDIA CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2023
Q2 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-819- 6.87% |
$215K - $359K
|
11.1K
$1.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
SELL
|
- |
-820- 10.06% |
$215K - $359K
|
7.34K
$993K
|
|
|
Aug 16, 2023
Q2 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-824- 56.05% |
$216K - $361K
|
646
$87.4K
|
|
|
Aug 02, 2023
Q2 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-835- 3.62% |
$219K - $366K
|
22.2K
$3M
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-838Closed |
$220K - $367K
|
0
$0
|
|
|
Jul 26, 2023
Q2 2023
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-840- 20.08% |
$220K - $368K
|
3.34K
$453K
|
|
|
Jul 25, 2023
Q2 2023
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-844- 11.48% |
$221K - $370K
|
6.51K
$881K
|
|
|
Jul 07, 2023
Q2 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-848- 22.67% |
$223K - $371K
|
2.89K
$392K
|
|
|
Aug 02, 2023
Q2 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-849- 36.99% |
$223K - $372K
|
1.45K
$196K
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-852- 10.09% |
$224K - $373K
|
7.59K
$1.03M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-853- 5.88% |
$224K - $374K
|
13.6K
$1.85M
|
|
|
Aug 11, 2023
Q2 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-859- 3.0% |
$225K - $376K
|
27.7K
$3.75M
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-860- 3.59% |
$226K - $377K
|
23.1K
$3.13M
|
|
|
Aug 07, 2023
Q2 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-860- 13.06% |
$226K - $377K
|
5.73K
$775K
|
|
|
Jul 21, 2023
Q2 2023
|
Friedenthal Financial
|
SELL
|
- |
-865- 33.84% |
$227K - $379K
|
1.69K
$229K
|
|
|
Aug 10, 2023
Q2 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-865- 18.21% |
$227K - $379K
|
3.88K
$526K
|
|
|
Aug 07, 2023
Q2 2023
|
Oak Ridge Investments LLC
|
SELL
|
- |
-872- 1.35% |
$229K - $382K
|
63.8K
$8.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-876- 7.54% |
$230K - $384K
|
10.7K
$1.45M
|
|
|
Nov 13, 2023
Q2 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-880- 57.44% |
$231K - $386K
|
652
$88.2K
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-881- 4.77% |
$231K - $386K
|
17.6K
$2.38M
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Effects LLC
|
SELL
|
- |
-885- 3.47% |
$232K - $388K
|
24.6K
$3.33M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-885- 1.11% |
$232K - $388K
|
78.6K
$10.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-894- 18.6% |
$235K - $392K
|
3.91K
$530K
|
|
|
Aug 03, 2023
Q2 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-900- 3.31% |
$236K - $394K
|
26.3K
$3.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-903- 43.69% |
$237K - $396K
|
1.16K
$158K
|
|
|
Aug 08, 2023
Q2 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-908- 13.87% |
$238K - $398K
|
5.64K
$763K
|
|
|
Jul 12, 2023
Q2 2023
|
Foundry Partners, LLC
|
SELL
|
- |
-910- 38.32% |
$239K - $399K
|
1.47K
$198K
|
|
|
Jul 19, 2023
Q2 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-910- 5.68% |
$239K - $399K
|
15.1K
$2.05M
|
|
|
Jul 27, 2023
Q2 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-910- 8.08% |
$239K - $399K
|
10.4K
$1.4M
|
|
|
Jun 17, 2024
Q2 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-914- 32.1% |
$240K - $400K
|
1.93K
$262K
|
|
|
Aug 15, 2023
Q2 2023
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-916- 4.52% |
$240K - $401K
|
19.4K
$2.62M
|
|
|
Aug 03, 2023
Q2 2023
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-921- 13.4% |
$242K - $403K
|
5.95K
$805K
|
|
|
Sep 05, 2023
Q2 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-921- 15.64% |
$242K - $403K
|
4.97K
$672K
|
|
|
Aug 07, 2023
Q2 2023
|
Amica Retiree Medical Trust
|
SELL
|
- |
-923- 16.6% |
$242K - $404K
|
4.64K
$627K
|
|
|
Aug 03, 2023
Q2 2023
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-927- 7.54% |
$243K - $406K
|
11.4K
$1.54M
|
|
|
Jul 31, 2023
Q2 2023
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-930- 50.0% |
$244K - $407K
|
930
$126K
|
|
|
Jul 31, 2023
Q2 2023
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-932- 2.76% |
$245K - $408K
|
32.8K
$4.44M
|
|
|
Aug 07, 2023
Q2 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-934- 11.85% |
$245K - $409K
|
6.95K
$941K
|
|
|
Jul 31, 2023
Q2 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-937- 4.76% |
$246K - $410K
|
18.7K
$2.54M
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-945- 8.06% |
$248K - $414K
|
10.8K
$1.46M
|
|
|
Aug 01, 2023
Q2 2023
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-946- 31.09% |
$248K - $414K
|
2.1K
$284K
|
|
|
Aug 10, 2023
Q2 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-950- 12.01% |
$249K - $416K
|
6.96K
$942K
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-953- 17.86% |
$250K - $417K
|
4.38K
$593K
|
|
|
Aug 10, 2023
Q2 2023
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-955- 1.05% |
$251K - $418K
|
89.6K
$12.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-960- 21.33% |
$252K - $421K
|
3.54K
$479K
|
|
|
Jul 13, 2023
Q2 2023
|
Verde Capital Management
|
SELL
|
- |
-961- 6.91% |
$252K - $421K
|
12.9K
$1.75M
|
|
|
Jul 18, 2023
Q2 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-964- 44.32% |
$253K - $422K
|
1.21K
$164K
|
|
|
Jul 24, 2023
Q2 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-964- 3.36% |
$253K - $422K
|
27.7K
$3.75M
|
|
|
Aug 07, 2023
Q2 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-969- 3.53% |
$254K - $424K
|
26.5K
$3.58M
|
|
|
Jul 21, 2023
Q2 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-970- 3.75% |
$255K - $425K
|
24.9K
$3.37M
|