Purchases and Sales Made in Q4 2024 in Nexpoint Diversified Real Estate Trust (NXDT)
This table provides information about the institutional ownership of Nexpoint Diversified Real Estate Trust (NXDT) during Q4 2024. The information is specifically focused on institutions that hold shares of NEXPOINT DIVERSIFIED REAL ESTATE TRUST.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-4.33K- 12.84% |
$22.5K - $31.3K
|
29.4K
$135K
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-4.49K- 30.79% |
$23.3K - $32.5K
|
10.1K
$46.5K
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-7.77K- 23.99% |
$40.3K - $56.2K
|
24.6K
$113K
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-9.02K- 96.28% |
$46.8K - $65.2K
|
348
$1.6K
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-9.79K- 9.88% |
$50.8K - $70.7K
|
89.3K
$411K
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-9.79K- 9.88% |
$50.8K - $70.7K
|
89.3K
$411K
|
|
Feb 03, 2025
Q4 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-12.6K- 4.91% |
$65.3K - $91K
|
244K
$1.12M
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-12.7K- 2.4% |
$66.1K - $92.1K
|
519K
$2.39M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-17.6K- 3.15% |
$91.3K - $127K
|
541K
$2.49M
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-20.8K- 72.5% |
$108K - $151K
|
7.9K
$36.3K
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-31K- 3.54% |
$161K - $224K
|
844K
$3.88M
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-109K- 3.09% |
$566K - $788K
|
3.42M
$15.7M
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-112K- 32.85% |
$580K - $809K
|
229K
$1.05M
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-322K- 10.95% |
$1.67M - $2.33M
|
2.62M
$12.1M
|