Purchases and Sales Made in Q4 2024 in Avid Xchange Holdings, Inc. (AVDX)
This table provides information about the institutional ownership of Avid Xchange Holdings, Inc. (AVDX) during Q4 2024. The information is specifically focused on institutions that hold shares of AvidXchange Holdings, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
BUY
|
- |
734K+ 50.87% |
$5.62M - $8.51M
|
2.18M
$23.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
148K+ 480.17% |
$1.13M - $1.71M
|
178K
$1.89M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
15KNew |
$115K - $174K
|
15K
$159K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
11.4K+ 26.84% |
$87.3K - $132K
|
53.9K
$571K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
3.95KNew |
$30.3K - $45.8K
|
3.95K
$41.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
3.34K+ 60.89% |
$25.6K - $38.8K
|
8.84K
$93.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
2.39K+ 1.03% |
$18.3K - $27.7K
|
235K
$2.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.28K+ 90.06% |
$9.79K - $14.8K
|
2.7K
$28.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
693+ 11.63% |
$5.31K - $8.03K
|
6.65K
$70.5K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
429New |
$3.29K - $4.97K
|
429
$4.55K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
98+ 28.24% |
$751 - $1.14K
|
445
$4.72K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
28+ 96.55% |
$214 - $325
|
57
$604
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
22+ 2200.0% |
$169 - $255
|
23
$244
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2New |
$15.3 - $23.2
|
2
$21.2
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2+ 0.02% |
$15.3 - $23.2
|
13.2K
$140K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-2- 50.0% |
$15.3 - $23.2
|
2
$21.2
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-112- 37.33% |
$858 - $1.3K
|
188
$1.99K
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-50.7K- 20.43% |
$388K - $587K
|
197K
$2.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-80.3K- 87.33% |
$615K - $930K
|
11.6K
$123K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-272K- 14.61% |
$2.08M - $3.15M
|
1.59M
$16.9M
|