Latest Institutional Transactions on Avid Xchange Holdings, Inc. (AVDX)
This table provides information on the latest institutional transactions involving Avid Xchange Holdings, Inc. (AVDX) 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 |
---|---|---|---|---|---|---|---|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-54- 24.66% |
$402 - $694
|
165
$1.71K
|
|
Oct 25, 2024
Q3 2024
|
Horrell Capital Management, Inc.
|
BUY
|
- |
275KNew |
$2.05M - $3.54M
|
275K
$2.85M
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-24- 70.59% |
$179 - $309
|
10
$104
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
88New |
$655 - $1.13K
|
88
$913
|
|
Oct 24, 2024
Q3 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
12.1KNew |
$90.3K - $156K
|
12.1K
$126K
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
29New |
$216 - $373
|
29
$301
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-84- 1.35% |
$625 - $1.08K
|
6.12K
$63.4K
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
4.65KNew |
$34.6K - $59.8K
|
4.65K
$48.2K
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
60+ 100.0% |
$446 - $772
|
120
$1.24K
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
2.3KNew |
$17.1K - $29.6K
|
2.3K
$23.9K
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-6- 50.0% |
$44.6 - $77.2
|
6
$62.2
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
52.4KNew |
$390K - $674K
|
52.4K
$543K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-16.3K- 42.31% |
$122K - $210K
|
22.3K
$231K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
6.68K+ 7259.78% |
$49.7K - $85.9K
|
6.77K
$70.2K
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
18.4K+ 66.67% |
$137K - $237K
|
46K
$477K
|
|
Q2 2024 | |||||||
Oct 07, 2024
Q2 2024
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-980K- 19.31% |
$10.2M - $12.2M
|
4.09M
$42.5M
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-28- 0.24% |
$293 - $350
|
11.7K
$122K
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-23.8K- 4.1% |
$248K - $297K
|
556K
$5.76M
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
33.2K+ 8.89% |
$347K - $415K
|
406K
$4.21M
|
|
Aug 14, 2024
Q2 2024
|
Interval Partners, LP
New York, NY |
BUY
|
- |
152KNew |
$1.59M - $1.9M
|
152K
$1.58M
|
|
Aug 14, 2024
Q2 2024
|
Azora Capital LP
Miami, FL |
BUY
|
- |
1.82M+ 209.87% |
$19.1M - $22.8M
|
2.69M
$27.9M
|
|
Aug 14, 2024
Q2 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-719K- 83.69% |
$7.51M - $8.98M
|
140K
$1.45M
|
|
Aug 14, 2024
Q2 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
12.5KNew |
$131K - $156K
|
12.5K
$130K
|
|
Aug 14, 2024
Q2 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
65.3KNew |
$682K - $816K
|
65.3K
$677K
|
|
Aug 14, 2024
Q2 2024
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
99.5KNew |
$1.04M - $1.24M
|
99.5K
$1.03M
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-29.3K- 37.25% |
$306K - $366K
|
49.3K
$512K
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
36.7K+ 24.76% |
$383K - $459K
|
185K
$1.92M
|
|
Aug 14, 2024
Q2 2024
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
BUY
|
- |
249K+ 9.82% |
$2.6M - $3.11M
|
2.78M
$28.9M
|
|
Aug 14, 2024
Q2 2024
|
Stephen Mandel
Lone Pine Capital LLC | Greenwich, Ct
|
SELL
|
- |
-2.29K- 0.05% |
$23.9K - $28.6K
|
5.08M
$52.7M
|
|
Aug 14, 2024
Q2 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-144K- 80.2% |
$1.51M - $1.8M
|
35.6K
$369K
|
|
Aug 14, 2024
Q2 2024
|
Kodai Capital Management LP
Chicago, IL |
BUY
|
- |
619K+ 39.12% |
$6.47M - $7.73M
|
2.2M
$22.8M
|
|
Aug 14, 2024
Q2 2024
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-33.5K- 53.35% |
$350K - $419K
|
29.3K
$304K
|
|
Aug 14, 2024
Q2 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
341K+ 142.21% |
$3.57M - $4.27M
|
581K
$6.03M
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-1.39K- 8.29% |
$14.5K - $17.3K
|
15.3K
$159K
|
|
Aug 14, 2024
Q2 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
12.7KNew |
$133K - $159K
|
12.7K
$132K
|
|
Aug 14, 2024
Q2 2024
|
Aperture Investors, LLC
New York, NY |
SELL
|
- |
-299K- 19.32% |
$3.12M - $3.74M
|
1.25M
$12.9M
|
|
Aug 14, 2024
Q2 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
27.5KNew |
$287K - $344K
|
27.5K
$285K
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
4.87K+ 7.23% |
$50.8K - $60.8K
|
72.2K
$748K
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
65New |
$679 - $813
|
65
$674
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
13New |
$136 - $163
|
13
$135
|
|
Aug 13, 2024
Q2 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
2.01K+ 0.64% |
$21K - $25.1K
|
316K
$3.28M
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2.18K+ 14.66% |
$22.7K - $27.2K
|
17K
$177K
|
|
Aug 13, 2024
Q2 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
21.9K+ 27.83% |
$229K - $274K
|
101K
$1.05M
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.83K- 22.77% |
$40.1K - $47.9K
|
13K
$135K
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.61M+ 14.12% |
$16.8M - $20.1M
|
13M
$135M
|
|
Aug 13, 2024
Q2 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
20.3KNew |
$212K - $254K
|
20.3K
$210K
|
|
Aug 13, 2024
Q2 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
CALL |
-78.8K- 99.87% |
$823K - $985K
|
100
$1.04K
|
|
Aug 12, 2024
Q2 2024
|
Granite Investment Partners, LLC
|
SELL
|
- |
-113K- 11.18% |
$1.18M - $1.41M
|
895K
$9.28M
|
|
Aug 12, 2024
Q2 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
10.7KNew |
$112K - $133K
|
10.7K
$111K
|