Latest Institutional Transactions on Q2 Holdings, Inc. (QTWO)
This table provides information on the latest institutional transactions involving Q2 Holdings, Inc. (QTWO) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
93.1KNew |
$7.24M - $10.3M
|
93.1K
$8.84M
|
|
|
Feb 07, 2025
Q4 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-924- 38.84% |
$71.9K - $102K
|
1.46K
$138K
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
518+ 0.68% |
$40.3K - $57.4K
|
76.9K
$7.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
217New |
$16.9K - $24.1K
|
217
$20.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-570- 22.01% |
$44.4K - $63.2K
|
2.02K
$192K
|
|
|
Feb 05, 2025
Q4 2024
|
Chase Investment Counsel Corp
|
SELL
|
- |
-483- 1.0% |
$37.6K - $53.5K
|
47.9K
$4.55M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
29.4KNew |
$2.29M - $3.26M
|
29.4K
$2.79M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1New |
$77.8 - $111
|
1
$95
|
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
1.78KNew |
$138K - $197K
|
1.78K
$169K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-17- 26.56% |
$1.32K - $1.88K
|
47
$4.46K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
3.03KNew |
$236K - $336K
|
3.03K
$288K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
25+ 416.67% |
$1.95K - $2.77K
|
31
$2.94K
|
|
|
Jan 30, 2025
Q4 2024
|
Nkcfo LLC
|
BUY
|
- |
6KNew |
$467K - $665K
|
6K
$570K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2+ 20.0% |
$156 - $222
|
12
$1.14K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
12.9KNew |
$1M - $1.43M
|
12.9K
$1.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
320New |
$24.9K - $35.5K
|
320
$30.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.9KNew |
$148K - $211K
|
1.9K
$180K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
80+ 31.87% |
$6.22K - $8.87K
|
331
$31.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
65New |
$5.06K - $7.21K
|
65
$6.17K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.86KNew |
$223K - $317K
|
2.86K
$272K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-53- 3.51% |
$4.12K - $5.88K
|
1.46K
$138K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
2.02KNew |
$157K - $224K
|
2.02K
$192K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Adams Street Partners LLC
Chicago, IL |
SELL
|
- |
-300K- 51.71% |
$18.1M - $24.5M
|
280K
$26.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
3.69KNew |
$222K - $301K
|
3.69K
$350K
|
|
|
Nov 14, 2024
Q3 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
288+ 5.47% |
$17.3K - $23.5K
|
5.55K
$527K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
250New |
$15K - $20.4K
|
250
$23.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
SELL
|
- |
-119K- 41.75% |
$7.14M - $9.67M
|
165K
$15.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-2.66K- 16.06% |
$160K - $217K
|
13.9K
$1.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
8.51KNew |
$512K - $694K
|
8.51K
$808K
|
|
|
Nov 12, 2024
Q3 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
CALL |
200+ 0.33% |
$12K - $16.3K
|
60.3K
$5.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
4.34KNew |
$261K - $354K
|
4.34K
$412K
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
2.53KNew |
$152K - $206K
|
2.53K
$240K
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-384- 10.65% |
$23.1K - $31.3K
|
3.22K
$306K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-551- 14.12% |
$33.2K - $44.9K
|
3.35K
$318K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
75New |
$4.51K - $6.12K
|
75
$7.12K
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
13.5K+ 72.94% |
$814K - $1.1M
|
32.1K
$3.05M
|
|
|
Nov 06, 2024
Q3 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
63New |
$3.79K - $5.14K
|
63
$5.98K
|
|
|
Nov 05, 2024
Q3 2024
|
Parametrica Management LTD
|
BUY
|
- |
2.96KNew |
$178K - $242K
|
2.96K
$281K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
6+ 60.0% |
$361 - $489
|
16
$1.52K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
94New |
$5.66K - $7.67K
|
94
$8.93K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.81K+ 7878.26% |
$109K - $148K
|
1.84K
$174K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
19.5K+ 17.86% |
$1.17M - $1.59M
|
129K
$12.2M
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
800+ 26.67% |
$48.2K - $65.2K
|
3.8K
$361K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.9KNew |
$175K - $237K
|
2.9K
$276K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
SELL
|
- |
-160- 3.82% |
$9.63K - $13K
|
4.03K
$382K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-8.18K- 32.01% |
$407K - $523K
|
17.4K
$1.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
18New |
$897 - $1.15K
|
18
$1.71K
|
|
|
Aug 14, 2024
Q2 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
5.95KNew |
$296K - $380K
|
5.95K
$565K
|
|
|
Aug 14, 2024
Q2 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
4.01KNew |
$200K - $256K
|
4.01K
$381K
|
|
|
Aug 14, 2024
Q2 2024
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
115KNew |
$5.71M - $7.33M
|
115K
$10.9M
|
|