Purchases and Sales Made in Q4 2023 in Nvidia Corp (NVDA)
This table provides information about the institutional ownership of Nvidia Corp (NVDA) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
200New |
$80.7K - $101K
|
200
$24.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
200+ 20.3% |
$80.7K - $101K
|
1.19K
$144K
|
|
|
Jan 22, 2024
Q4 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
199+ 34.43% |
$80.2K - $100K
|
777
$94.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
199+ 42.34% |
$80.2K - $100K
|
669
$81.2K
|
|
|
Jan 26, 2024
Q4 2023
|
Dearborn Partners LLC
|
BUY
|
- |
198+ 5.79% |
$79.8K - $99.8K
|
3.62K
$439K
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
197+ 5.55% |
$79.4K - $99.3K
|
3.75K
$455K
|
|
|
Feb 14, 2024
Q4 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
197+ 31.67% |
$79.4K - $99.3K
|
819
$99.4K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
196+ 12.42% |
$79K - $98.8K
|
1.77K
$215K
|
|
|
Feb 09, 2024
Q4 2023
|
Absher Wealth Management, LLC
|
BUY
|
- |
196+ 41.35% |
$79K - $98.8K
|
670
$81.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Everett Harris & CO
|
BUY
|
- |
193+ 5.33% |
$77.8K - $97.3K
|
3.81K
$463K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
193+ 1.68% |
$77.8K - $97.3K
|
11.7K
$1.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
192+ 3.67% |
$77.4K - $96.8K
|
5.43K
$659K
|
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
BUY
|
- |
190+ 10.34% |
$76.6K - $95.8K
|
2.03K
$246K
|
|
|
Feb 14, 2024
Q4 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
189+ 11.26% |
$76.2K - $95.3K
|
1.87K
$227K
|
|
|
Jan 23, 2024
Q4 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
187+ 16.28% |
$75.4K - $94.3K
|
1.34K
$162K
|
|
|
Jan 24, 2024
Q4 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
187+ 32.64% |
$75.4K - $94.3K
|
760
$92.3K
|
|
|
Jan 26, 2024
Q4 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
187+ 7.25% |
$75.4K - $94.3K
|
2.77K
$336K
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
186+ 11.72% |
$75K - $93.8K
|
1.77K
$215K
|
|
|
Jan 08, 2024
Q4 2023
|
Curated Wealth Partners LLC
|
BUY
|
- |
185+ 5.58% |
$74.6K - $93.3K
|
3.5K
$425K
|
|
|
Jan 10, 2024
Q4 2023
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
185+ 8.8% |
$74.6K - $93.3K
|
2.29K
$278K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
185New |
$74.6K - $93.3K
|
185
$22.5K
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
185+ 15.83% |
$74.6K - $93.3K
|
1.35K
$164K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
184+ 3.15% |
$74.2K - $92.8K
|
6.02K
$731K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
182+ 4.05% |
$73.4K - $91.7K
|
4.67K
$567K
|
|
|
Jan 29, 2024
Q4 2023
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
182+ 22.09% |
$73.4K - $91.7K
|
1.01K
$122K
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
182+ 2.72% |
$73.4K - $91.7K
|
6.87K
$835K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
182+ 6.15% |
$73.4K - $91.7K
|
3.14K
$381K
|
|
|
Jan 17, 2024
Q4 2023
|
Jvl Associates LLC
|
BUY
|
- |
181+ 26.89% |
$73K - $91.2K
|
854
$104K
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
181+ 21.99% |
$73K - $91.2K
|
1K
$122K
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
180+ 145.16% |
$72.6K - $90.7K
|
304
$36.9K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
180+ 8.53% |
$72.6K - $90.7K
|
2.29K
$278K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
178+ 10.58% |
$71.8K - $89.7K
|
1.86K
$226K
|
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
BUY
|
- |
177+ 2.3% |
$71.4K - $89.2K
|
7.86K
$955K
|
|
|
Jan 18, 2024
Q4 2023
|
Patron Partners, LLC
|
BUY
|
- |
175+ 3.26% |
$70.6K - $88.2K
|
5.54K
$672K
|
|
|
Jan 18, 2024
Q4 2023
|
Life Steps Financial, Inc.
|
BUY
|
- |
175+ 3.89% |
$70.6K - $88.2K
|
4.67K
$567K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
172+ 10.15% |
$69.4K - $86.7K
|
1.87K
$227K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
170+ 395.35% |
$68.6K - $85.7K
|
213
$25.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Ns Partners LTD
|
BUY
|
- |
169+ 0.1% |
$68.2K - $85.2K
|
164K
$19.9M
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
167+ 12.48% |
$67.3K - $84.2K
|
1.51K
$183K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
166+ 1.51% |
$66.9K - $83.7K
|
11.2K
$1.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
BUY
|
- |
165+ 5.02% |
$66.5K - $83.2K
|
3.45K
$419K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
164+ 3.4% |
$66.1K - $82.7K
|
4.99K
$606K
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
BUY
|
- |
164+ 6.51% |
$66.1K - $82.7K
|
2.68K
$326K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
164+ 3.22% |
$66.1K - $82.7K
|
5.25K
$638K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
164+ 48.09% |
$66.1K - $82.7K
|
505
$61.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Echo45 Advisors LLC
|
BUY
|
- |
163+ 12.32% |
$65.7K - $82.2K
|
1.49K
$180K
|
|
|
Feb 14, 2024
Q4 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
162+ 2.4% |
$65.3K - $81.7K
|
6.93K
$841K
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
161+ 3.84% |
$64.9K - $81.2K
|
4.36K
$529K
|
|
|
Jan 19, 2024
Q4 2023
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
161+ 1.45% |
$64.9K - $81.2K
|
11.2K
$1.36M
|
|
|
Jan 08, 2024
Q4 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
160+ 4.5% |
$64.5K - $80.7K
|
3.71K
$451K
|