Avantax Advisory Services, Inc. Nasdaq, Inc. Transaction History

Avantax Advisory Services, Inc.

  • $14.9 Billion
  • Q3 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Nasdaq, Inc. stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 106,958 shares of NDAQ stock, worth $8.44 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
106,958
Previous 137,518 22.22%
Holding current value
$8.44 Million
Previous $8.29 Million 5.78%
% of portfolio
0.05%
Previous 0.06%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
SELL
$59.48 - $74.31 $1.82 Million - $2.27 Million
-30,560 Reduced 22.22%
106,958 $7.81 Million
Q2 2024

Aug 09, 2024
BUY
$58.6 - $63.56 $721,190 - $782,232
12,307 Added 9.83%
137,518 $8.29 Million
Q1 2024

May 08, 2024
BUY
$55.42 - $63.1 $1.33 Million - $1.51 Million
23,993 Added 23.7%
125,211 $7.9 Million
Q4 2023

Feb 07, 2024
BUY
$47.25 - $58.24 $176,431 - $217,468
3,734 Added 3.83%
101,218 $5.88 Million
Q3 2023

Nov 07, 2023
BUY
$47.98 - $53.34 $325,496 - $361,858
6,784 Added 7.48%
97,484 $4.74 Million
Q2 2023

Aug 11, 2023
BUY
$49.55 - $57.83 $132,645 - $154,810
2,677 Added 3.04%
90,700 $4.52 Million
Q1 2023

Apr 28, 2023
BUY
$51.91 - $63.37 $610,773 - $745,611
11,766 Added 15.43%
88,023 $4.81 Million
Q4 2022

Feb 13, 2023
SELL
$54.75 - $68.98 $628,311 - $791,614
-11,476 Reduced 13.08%
76,257 $4.68 Million
Q3 2022

Nov 01, 2022
BUY
$56.57 - $193.78 $3.42 Million - $11.7 Million
60,473 Added 221.84%
87,733 $4.97 Million
Q2 2022

Aug 02, 2022
BUY
$142.09 - $183.58 $507,403 - $655,564
3,571 Added 15.07%
27,260 $4.16 Million
Q1 2022

Apr 27, 2022
BUY
$164.87 - $202.46 $558,084 - $685,327
3,385 Added 16.67%
23,689 $4.22 Million
Q4 2021

Jan 24, 2022
BUY
$188.97 - $212.83 $308,965 - $347,977
1,635 Added 8.76%
20,304 $4.27 Million
Q3 2021

Oct 21, 2021
BUY
$174.08 - $198.53 $513,710 - $585,862
2,951 Added 18.77%
18,669 $3.61 Million
Q2 2021

Jul 29, 2021
BUY
$150.78 - $179.79 $512,199 - $610,746
3,397 Added 27.57%
15,718 $2.76 Million
Q1 2021

May 13, 2021
BUY
$131.97 - $150.84 $229,759 - $262,612
1,741 Added 16.46%
12,321 $1.82 Million
Q4 2020

Jan 22, 2021
SELL
$120.99 - $133.21 $415,237 - $457,176
-3,432 Reduced 24.49%
10,580 $1.41 Million
Q3 2020

Oct 14, 2020
BUY
$119.73 - $137.28 $796,324 - $913,049
6,651 Added 90.35%
14,012 $1.72 Million
Q2 2020

Aug 06, 2020
BUY
$92.27 - $121.3 $204,378 - $268,679
2,215 Added 43.04%
7,361 $880,000
Q1 2020

Apr 30, 2020
BUY
$72.86 - $118.67 $374,937 - $610,675
5,146 New
5,146 $491,000
Q1 2019

May 13, 2019
SELL
$78.82 - $91.99 $206,902 - $241,473
-2,625 Closed
0 $0
Q4 2018

Feb 13, 2019
BUY
$76.75 - $92.65 $201,468 - $243,206
2,625 New
2,625 $212,000

Others Institutions Holding NDAQ

# of Institutions
916
Shares Held
459M
Call Options Held
922K
Put Options Held
1.01M
View Full List

About NASDAQ, INC.

NDAQ Quotes by TradingView
  • Ticker NDAQ
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Financial Data & Stock Exchanges
  • Shares Outstandng 491,225,984
  • Market Cap $38.8B
  • Description
  • Nasdaq, Inc. operates as a technology company that serves capital markets and other industries worldwide. The Market Technology segment includes anti financial crime technology business, which offers Nasdaq Trade Surveillance, a SaaS solution for brokers and other market participants to assist them in complying with market rules, regulations, an...
More about NDAQ
Track This Portfolio

Track Avantax Advisory Services, Inc. Portfolio

Follow Avantax Advisory Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email