Latest Institutional Transactions on Nexpoint Diversified Real Estate Trust (NXDT)
This table provides information on the latest institutional transactions involving Nexpoint Diversified Real Estate Trust (NXDT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 16, 2021
Q2 2021
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-54.4KClosed |
$624K - $779K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-17.4KClosed |
$200K - $250K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-570Closed |
$6.54K - $8.17K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Rba Wealth Management, LLC
|
SELL
|
- |
-258Closed |
$2.96K - $3.7K
|
0
$0
|
|
Jul 16, 2021
Q2 2021
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-40.5KClosed |
$465K - $580K
|
0
$0
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-22.3KClosed |
$237K - $268K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Yakira Capital Management, Inc.
Westport, CT |
SELL
|
- |
-294KClosed |
$3.13M - $3.52M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-600Closed |
$6.39K - $7.2K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-162KClosed |
$1.73M - $1.95M
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-1.08KClosed |
$11.5K - $12.9K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Planned Solutions, Inc.
|
SELL
|
- |
-800Closed |
$8.52K - $9.6K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-2KClosed |
$21.3K - $24K
|
0
$0
|
|
Q4 2020 | |||||||
Mar 08, 2021
Q4 2020
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-19.3KClosed |
$161K - $207K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-34.7KClosed |
$290K - $371K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-4.19KClosed |
$35K - $44.8K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-25.6KClosed |
$214K - $274K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-3.28KClosed |
$27.4K - $35.1K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-11.9KClosed |
$99.8K - $128K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-445Closed |
$3.72K - $4.76K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-72.1KClosed |
$603K - $772K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Parisi Gray Wealth Management
|
SELL
|
- |
-32KClosed |
$268K - $342K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Adams Wealth Management
|
SELL
|
- |
-11.9KClosed |
$99.4K - $127K
|
0
$0
|
|
Jan 21, 2021
Q4 2020
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-5.6KClosed |
$46.8K - $60K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 16, 2020
Q3 2020
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-49.4KClosed |
$425K - $513K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-250Closed |
$2.15K - $2.6K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-639KClosed |
$5.5M - $6.63M
|
0
$0
|
|
Oct 27, 2020
Q3 2020
|
Parallel Advisors, LLC
|
SELL
|
- |
-175Closed |
$1.51K - $1.82K
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
16+ 3.3% |
$127 - $192
|
501
$2.3K
|
|
Aug 14, 2020
Q2 2020
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-33.2KClosed |
$263K - $399K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-21.1KClosed |
$167K - $253K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-100Closed |
$791 - $1.2K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-18.7KClosed |
$148K - $225K
|
0
$0
|
|
Aug 05, 2020
Q2 2020
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-175Closed |
$1.38K - $2.1K
|
0
$0
|
|
Q1 2020 | |||||||
Sep 07, 2021
Q1 2020
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-62Closed |
$391 - $1.11K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-15KClosed |
$94.5K - $269K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-59.5KClosed |
$375K - $1.07M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Old Mission Capital LLC
|
SELL
|
- |
-33.7KClosed |
$212K - $604K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-12.1KClosed |
$76.2K - $217K
|
0
$0
|
|
May 05, 2020
Q1 2020
|
Round Table Services, LLC
|
SELL
|
- |
-12.6KClosed |
$79.6K - $227K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Ionic Capital Management LLC
New York, NY |
SELL
|
- |
-26.1KClosed |
$424K - $470K
|
0
$0
|
|
Feb 13, 2020
Q4 2019
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-155KClosed |
$2.52M - $2.79M
|
0
$0
|
|
Feb 11, 2020
Q4 2019
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-400KClosed |
$6.49M - $7.2M
|
0
$0
|
|
Feb 03, 2020
Q4 2019
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-11.7KClosed |
$190K - $210K
|
0
$0
|
|
Jan 29, 2020
Q4 2019
|
Ursa Fund Management, LLC
|
SELL
|
- |
-500KClosed |
$8.12M - $9.01M
|
0
$0
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-500Closed |
$8.12K - $9.01K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 14, 2019
Q3 2019
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-10.5KClosed |
$185K - $200K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-505KClosed |
$8.92M - $9.64M
|
0
$0
|
|
Nov 08, 2019
Q3 2019
|
Ing Groep Nv
|
SELL
|
- |
-79.8KClosed |
$1.41M - $1.52M
|
0
$0
|
|
Oct 25, 2019
Q3 2019
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-15.2KClosed |
$269K - $291K
|
0
$0
|
|
Q2 2019 | |||||||
Jul 24, 2019
Q2 2019
|
Lindbrook Capital, LLC
|
SELL
|
- |
-9.8KClosed |
$179K - $216K
|
0
$0
|