Latest Institutional Transactions on Nasdaq, Inc. (NDAQ)
This table provides information on the latest institutional transactions involving Nasdaq, Inc. (NDAQ) 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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-3- 2.13% |
$156 - $190
|
138
$11.1K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.04K- 18.76% |
$54K - $66K
|
4.51K
$362K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
30New |
$1.56K - $1.9K
|
30
$2.41K
|
|
|
May 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-108- 0.43% |
$5.61K - $6.84K
|
25.2K
$2.03M
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-31- 24.8% |
$1.61K - $1.96K
|
94
$7.55K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.1KNew |
$57K - $69.6K
|
1.1K
$88.2K
|
|
|
Apr 17, 2023
Q1 2023
|
Washington Capital Management Inc
|
BUY
|
PUT |
6.6KNew |
$343K - $418K
|
6.6K
$530K
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-918- 15.86% |
$47.7K - $58.2K
|
4.87K
$391K
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-840- 13.92% |
$43.6K - $53.2K
|
5.2K
$417K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
13+ 0.23% |
$675 - $824
|
5.71K
$458K
|
|
| Q4 2022 | |||||||
|
Sep 08, 2023
Q4 2022
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-6.07KClosed |
$332K - $419K
|
0
$0
|
|
|
Mar 28, 2023
Q4 2022
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
7.94KNew |
$435K - $548K
|
7.94K
$637K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
315New |
$17.2K - $21.7K
|
315
$25.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
25+ 1.24% |
$1.37K - $1.72K
|
2.05K
$164K
|
|
|
Feb 14, 2023
Q4 2022
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-41.1K- 99.52% |
$2.25M - $2.83M
|
198
$15.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
39New |
$2.14K - $2.69K
|
39
$3.13K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
9New |
$493 - $621
|
9
$723
|
|
|
Feb 14, 2023
Q4 2022
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
1.9K+ 0.6% |
$104K - $131K
|
320K
$25.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.07MNew |
$168M - $212M
|
3.07M
$247M
|
|
|
Feb 14, 2023
Q4 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
SELL
|
- |
-354- 1.23% |
$19.4K - $24.4K
|
28.4K
$2.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
53.7K+ 28.33% |
$2.94M - $3.7M
|
243K
$19.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
8.23KNew |
$451K - $568K
|
8.23K
$661K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
BUY
|
- |
388KNew |
$21.2M - $26.7M
|
388K
$31.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
31.2KNew |
$1.71M - $2.15M
|
31.2K
$2.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-21.1KClosed |
$1.16M - $1.46M
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Unigestion Holding Sa
|
BUY
|
- |
11.3KNew |
$621K - $782K
|
11.3K
$910K
|
|
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-448- 11.06% |
$24.5K - $30.9K
|
3.6K
$289K
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
3.67KNew |
$201K - $253K
|
3.67K
$294K
|
|
|
Feb 13, 2023
Q4 2022
|
Crosspoint Capital Strategies, LLC
Orinda, CA |
BUY
|
- |
20.8KNew |
$1.14M - $1.43M
|
20.8K
$1.67M
|
|
|
Feb 13, 2023
Q4 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
31.7KNew |
$1.74M - $2.19M
|
31.7K
$2.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
46.1K+ 186.77% |
$2.52M - $3.18M
|
70.8K
$5.68M
|
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
15+ 0.41% |
$821 - $1.03K
|
3.64K
$292K
|
|
|
Feb 10, 2023
Q4 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
27New |
$1.48K - $1.86K
|
27
$2.17K
|
|
|
Feb 10, 2023
Q4 2022
|
Patton Fund Management, Inc.
|
BUY
|
- |
938+ 5.8% |
$51.4K - $64.7K
|
17.1K
$1.37M
|
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
3KNew |
$164K - $207K
|
3K
$241K
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
3.57KNew |
$195K - $246K
|
3.57K
$286K
|
|
|
Feb 09, 2023
Q4 2022
|
Heartland Bank & Trust CO
|
BUY
|
- |
746+ 7.09% |
$40.8K - $51.5K
|
11.3K
$905K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
CALL |
-18K- 60.0% |
$986K - $1.24M
|
12K
$963K
|
|
|
Feb 07, 2023
Q4 2022
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-7.61K- 27.84% |
$417K - $525K
|
19.7K
$1.58M
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
SELL
|
- |
-255- 1.83% |
$14K - $17.6K
|
13.7K
$1.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.51K- 2.81% |
$138K - $173K
|
86.9K
$6.97M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1KNew |
$54.8K - $69K
|
1K
$80.3K
|
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
69New |
$3.78K - $4.76K
|
69
$5.54K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
93New |
$5.09K - $6.42K
|
93
$7.47K
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
973+ 21.62% |
$53.3K - $67.1K
|
5.47K
$439K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1+ 1.85% |
$54.8 - $69
|
55
$4.42K
|
|
|
Jan 30, 2023
Q4 2022
|
Curated Wealth Partners LLC
|
SELL
|
- |
-263- 7.43% |
$14.4K - $18.1K
|
3.28K
$263K
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
8.13KNew |
$445K - $561K
|
8.13K
$653K
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-52- 8.84% |
$2.85K - $3.59K
|
536
$43K
|
|
|
Jan 25, 2023
Q4 2022
|
Artemis Investment Management LLP
|
SELL
|
- |
-24K- 2.18% |
$1.31M - $1.65M
|
1.08M
$86.5M
|
|