Latest Institutional Purchases of Q2 Holdings, Inc. (QTWO)
This list provides information on the latest institutional transactions involving Q2 Holdings, Inc. (QTWO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
310+ 27.75% |
$6.51K - $11.1K
|
1.43K
$128K
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
172+ 64.66% |
$3.61K - $6.13K
|
438
$39.4K
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
63+ 900.0% |
$1.32K - $2.25K
|
70
$6.3K
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
37New |
$777 - $1.32K
|
37
$3.33K
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
36New |
$756 - $1.28K
|
36
$3.24K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
75.8K+ 801.0% |
$2.39M - $3.63M
|
85.2K
$7.67M
|
|
Nov 14, 2022
Q3 2022
|
Ejf Capital LLC
Arlington, VA |
BUY
|
- |
32.5KNew |
$1.03M - $1.56M
|
32.5K
$2.92M
|
|
Nov 14, 2022
Q3 2022
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
13.4K+ 161.87% |
$422K - $641K
|
21.6K
$1.95M
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
PUT |
12.3KNew |
$388K - $589K
|
12.3K
$1.11M
|
|
Nov 14, 2022
Q3 2022
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
10.5KNew |
$330K - $501K
|
10.5K
$941K
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
PUT |
2.7KNew |
$85.3K - $129K
|
2.7K
$243K
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
797New |
$25.2K - $38.2K
|
797
$71.7K
|
|
Oct 18, 2022
Q3 2022
|
Pendal Group LTD
|
BUY
|
- |
116+ 1.75% |
$3.66K - $5.56K
|
6.73K
$605K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
32New |
$1.01K - $1.53K
|
32
$2.88K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
10New |
$316 - $479
|
10
$900
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Senator Investment Group LP
New York, NY |
BUY
|
- |
230KNew |
$7.99M - $14.7M
|
230K
$20.7M
|
|
Nov 16, 2022
Q2 2022
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
50KNew |
$1.74M - $3.19M
|
50K
$4.5M
|
|
Aug 08, 2022
Q2 2022
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
47.5KNew |
$1.65M - $3.03M
|
47.5K
$4.27M
|
|
Aug 15, 2022
Q2 2022
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
- |
6.23KNew |
$217K - $398K
|
6.23K
$561K
|
|
Aug 12, 2022
Q2 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
5.17K+ 108.05% |
$179K - $330K
|
9.95K
$895K
|
|
Aug 16, 2022
Q2 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
3.15KNew |
$109K - $201K
|
3.15K
$283K
|
|
Aug 08, 2022
Q2 2022
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
2.18K+ 10.64% |
$75.9K - $139K
|
22.7K
$2.04M
|
|
Jul 22, 2022
Q2 2022
|
First Bank & Trust
|
BUY
|
- |
1.67K+ 57.48% |
$58K - $107K
|
4.57K
$411K
|
|
Aug 15, 2022
Q2 2022
|
Advent Capital Management
New York, NY |
BUY
|
- |
1.34KNew |
$46.4K - $85.3K
|
1.34K
$120K
|
|
Aug 10, 2022
Q2 2022
|
Tortoise Index Solutions, LLC
Overland Park, KS |
BUY
|
- |
102+ 4.89% |
$3.54K - $6.51K
|
2.19K
$197K
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
62+ 10.49% |
$2.15K - $3.96K
|
653
$58.7K
|
|
Aug 08, 2022
Q2 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
4+ 33.33% |
$139 - $255
|
16
$1.44K
|
|
Q1 2022 | |||||||
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
200KNew |
$10.3M - $16.2M
|
200K
$18M
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
29KNew |
$1.49M - $2.35M
|
29K
$2.61M
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
BUY
|
- |
2.11KNew |
$108K - $171K
|
2.11K
$189K
|
|
May 13, 2022
Q1 2022
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
800New |
$41.2K - $64.9K
|
800
$72K
|
|
Q4 2021 | |||||||
Sep 21, 2023
Q4 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
7.94KNew |
$571K - $706K
|
7.94K
$714K
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
3.22KNew |
$232K - $287K
|
3.22K
$290K
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
51New |
$3.67K - $4.54K
|
51
$4.59K
|
|
Q3 2021 | |||||||
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
1.56KNew |
$123K - $163K
|
1.56K
$140K
|
|
Q1 2021 | |||||||
May 06, 2021
Q1 2021
|
Quantitative Systematic Strategies LLC
|
BUY
|
- |
3.5KNew |
$344K - $513K
|
3.5K
$315K
|
|
Q4 2020 | |||||||
Feb 16, 2021
Q4 2020
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
BUY
|
- |
1.27KNew |
$114K - $164K
|
1.27K
$115K
|
|
Feb 13, 2024
Q4 2020
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
20New |
$1.79K - $2.58K
|
20
$1.8K
|
|
Q1 2020 | |||||||
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
109New |
$5.52K - $9.79K
|
109
$9.8K
|
|
Q4 2019 | |||||||
Jan 02, 2024
Q4 2019
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
136New |
$8.9K - $11.5K
|
136
$12.2K
|
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
80New |
$5.23K - $6.79K
|
80
$7.2K
|
|
Q2 2019 | |||||||
Aug 15, 2019
Q2 2019
|
Canyon Capital Advisors LLC
Dallas, TX |
BUY
|
- |
19KNew |
$1.26M - $1.49M
|
19K
$1.71M
|
|
Aug 09, 2019
Q2 2019
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
18.6KNew |
$1.23M - $1.45M
|
18.6K
$1.67M
|
|
Aug 14, 2019
Q2 2019
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
15.5K+ 156.57% |
$1.03M - $1.21M
|
25.4K
$2.28M
|
|
Q1 2019 | |||||||
Jun 14, 2019
Q1 2019
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
4KNew |
$189K - $284K
|
4K
$360K
|
|
Q4 2018 | |||||||
Feb 14, 2019
Q4 2018
|
Barclays PLC
London, X0 |
BUY
|
PUT |
1.9KNew |
$84K - $109K
|
1.9K
$171K
|
|
Q3 2018 | |||||||
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
90New |
$5.21K - $5.92K
|
90
$8.1K
|
|
Oct 19, 2018
Q3 2018
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
34+ 12.14% |
$1.97K - $2.24K
|
314
$28.2K
|
|
Q2 2018 | |||||||
Aug 14, 2018
Q2 2018
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
77New |
$3.41K - $4.85K
|
77
$6.93K
|
|
Q1 2018 | |||||||
May 15, 2018
Q1 2018
|
Davidson Kempner Capital Management LP
New York, NY |
BUY
|
- |
37.4KNew |
$1.39M - $1.8M
|
37.4K
$3.37M
|