Latest Institutional Transactions on Nexpoint Diversified Real Estate Trust (NXDT)
This table provides information on the latest institutional transactions involving Nexpoint Diversified Real Estate Trust (NXDT) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
43New |
$223 - $311
|
43
$223
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
19+ 1.08% |
$98.6 - $137
|
1.78K
$9.26K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-79- 0.43% |
$410 - $571
|
18.3K
$95.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
14.9KNew |
$77.5K - $108K
|
14.9K
$77.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-653- 2.18% |
$3.39K - $4.72K
|
29.3K
$152K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
66+ 2.39% |
$343 - $477
|
2.83K
$14.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.44K+ 13.43% |
$7.48K - $10.4K
|
12.2K
$63.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-414- 60.35% |
$2.15K - $2.99K
|
272
$1.41K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-9.02K- 96.28% |
$46.8K - $65.2K
|
348
$1.81K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
75.4KNew |
$391K - $545K
|
75.4K
$391K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
6.86K+ 2.37% |
$35.6K - $49.6K
|
296K
$1.54M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
9+ 1.37% |
$46.7 - $65.1
|
667
$3.46K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
672+ 165.93% |
$3.49K - $4.86K
|
1.08K
$5.59K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
28.2KNew |
$146K - $204K
|
28.2K
$146K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
40+ 200.0% |
$208 - $289
|
60
$311
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
16+ 1.4% |
$83 - $116
|
1.16K
$6.01K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
14.1K+ 5.52% |
$73.3K - $102K
|
270K
$1.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
309+ 16.1% |
$1.6K - $2.23K
|
2.23K
$11.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-12.6K- 4.91% |
$65.3K - $91K
|
244K
$1.27M
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
76+ 1.57% |
$394 - $549
|
4.9K
$25.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
508+ 1.69% |
$2.64K - $3.67K
|
30.6K
$159K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
969+ 1.66% |
$5.03K - $7.01K
|
59.3K
$308K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-112K- 32.85% |
$580K - $809K
|
229K
$1.19M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
5.04K+ 12.13% |
$26.1K - $36.4K
|
46.6K
$242K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1New |
$5.19 - $7.23
|
1
$5.19
|
|
|
Jan 29, 2025
Q4 2024
|
Peapod Lane Capital LLC
Bedford Hills, NY |
BUY
|
- |
55KNew |
$286K - $398K
|
55K
$286K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
31+ 0.09% |
$161 - $224
|
36.1K
$187K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
5+ 1.01% |
$26 - $36.2
|
499
$2.59K
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
427+ 2.78% |
$2.22K - $3.09K
|
15.8K
$82K
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
4.07K+ 3.5% |
$21.1K - $29.4K
|
120K
$624K
|
|
|
Jan 24, 2025
Q4 2024
|
Matisse Capital
|
BUY
|
- |
13.7K+ 2.67% |
$71.3K - $99.4K
|
529K
$2.75M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
24+ 1.47% |
$125 - $174
|
1.66K
$8.61K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
41+ 15.36% |
$213 - $296
|
308
$1.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
4+ 1.49% |
$20.8 - $28.9
|
273
$1.42K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2+ 1.55% |
$10.4 - $14.5
|
131
$680
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
218+ 1.56% |
$1.13K - $1.58K
|
14.2K
$73.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
2.81K+ 24.75% |
$14.6K - $20.3K
|
14.2K
$73.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-7.77K- 23.99% |
$40.3K - $56.2K
|
24.6K
$128K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3+ 1.68% |
$15.6 - $21.7
|
182
$945
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-20.8K- 72.5% |
$108K - $151K
|
7.9K
$41K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
15K+ 71.72% |
$77.8K - $108K
|
35.9K
$186K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.94K- 9.1% |
$15.3K - $21.3K
|
29.4K
$152K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
279+ 78.59% |
$1.45K - $2.02K
|
634
$3.29K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
3.19K+ 1856.4% |
$16.6K - $23.1K
|
3.37K
$17.5K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
37.9K+ 130.75% |
$199K - $251K
|
66.9K
$347K
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
13.5KNew |
$71K - $89.6K
|
13.5K
$70.2K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
99.1KNew |
$520K - $656K
|
99.1K
$514K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
3New |
$15.8 - $19.9
|
3
$15.6
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
31.7K+ 237.85% |
$167K - $210K
|
45.1K
$234K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-7.55K- 21.87% |
$39.7K - $50K
|
27K
$140K
|
|