Concourse Financial Group Securities, Inc. Nerdwallet, Inc. Transaction History

Concourse Financial Group Securities, Inc.

$0
Q2 2025

Number of Shares

Previous 0 NaN%

Holding current value

Previous $0 NaN%

% of portfolio

100.0%

Previous 100.0%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	BUY	$7.8 - $11.85 $0 - $0	0 New	0 $0
Q1 2025 May 14, 2025	BUY	$8.77 - $15.15 $0 - $0	0 New	0 $0
Q4 2024 Feb 13, 2025	SELL	$10.99 - $16.0 $1,099 - $1,600	-100 Closed	0 $0
Q3 2024 Oct 10, 2024	BUY	$10.65 - $16.05 $1,065 - $1,605	100 New	100 $1,000
Q2 2024 Jul 23, 2024	BUY	$12.57 - $14.6 $0 - $0	0 New	0 $0

Q1 2024 Apr 30, 2024	BUY	$13.33 - $16.98 $0 - $0	0 New	0 $0
Q4 2023 Feb 07, 2024	BUY	$6.51 - $15.21 $0 - $0	0 New	0 $0
Q3 2023 Oct 30, 2023	BUY	$8.3 - $11.22 $0 - $0	0 New	0 $0
Q3 2023 Oct 25, 2023	BUY	$8.3 - $11.22 $0 - $0	0 New	0 $0
Q2 2023 Aug 10, 2023	BUY	$8.34 - $15.63 $0 - $0	0 New	0 $0
Q1 2023 May 15, 2023	BUY	$9.28 - $21.58 $0 - $0	0 New	0 $0
Q4 2022 Jan 30, 2023	BUY	$8.75 - $14.34 $0 - $0	0 New	0 $0
Q3 2022 Nov 15, 2022	BUY	$7.87 - $11.58 $0 - $0	0 New	0 $0
Q2 2022 Aug 09, 2022	BUY	$7.38 - $12.58 $0 - $0	0 New	0 $0
Q1 2022 May 09, 2022	BUY	$9.55 - $15.95 $0 - $0	0 New	0 $0
Q4 2021 Feb 07, 2022	BUY	$14.24 - $28.3 $0 - $0	0 New	0 $0

Others Institutions Holding NRDS

# of Institutions

152

Shares Held

27.3M

Call Options Held

183K

Put Options Held

57.9K

Innovius Capital Management, LLC

5.21M
Shares

$72.8 Million
100.0% of portfolio
Vanguard Group Inc Valley Forge, PA

3.99M
Shares

$55.8 Million
0.0% of portfolio
Black Rock Inc. New York, NY

2.7M
Shares

$37.7 Million
0.0% of portfolio
Arrowstreet Capital, Limited Partnership Boston, MA

1.13M
Shares

$15.9 Million
0.01% of portfolio
Dimensional Fund Advisors LP Austin, TX

1.11M
Shares

$15.6 Million
0.0% of portfolio

View Full List

About NERDWALLET, INC.

Ticker NRDS
Exchange NASDAQ
Sector Financial Services
Industry Credit Services
Shares Outstandng 42,033,700
Market Cap $588M
Description
NerdWallet, Inc. operates a digital platform that provides consumer-driven advice about personal finance by connecting individuals and small and mid-sized businesses with financial products providers. The company's platform offers guidance to consumers through educational content, tools and calculators, and product marketplaces, as well as NerdW...

More about NRDS

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