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 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
28.2KNew |
$146K - $204K
|
28.2K
$79.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Peapod Lane Capital LLC
Bedford Hills, NY |
BUY
|
- |
55KNew |
$286K - $398K
|
55K
$156K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
41+ 15.36% |
$213 - $296
|
308
$872
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2+ 1.55% |
$10.4 - $14.5
|
131
$371
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-20.8K- 72.5% |
$108K - $151K
|
7.9K
$22.4K
|
|
| Q3 2024 | |||||||
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
13.5KNew |
$71K - $89.6K
|
13.5K
$38.3K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
3New |
$15.8 - $19.9
|
3
$8.49
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-7.55K- 21.87% |
$39.7K - $50K
|
27K
$76.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
12.5KNew |
$65.5K - $82.6K
|
12.5K
$35.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
438+ 1.67% |
$2.3K - $2.9K
|
26.6K
$75.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
BUY
|
- |
42+ 4.02% |
$221 - $278
|
1.09K
$3.07K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
15.4KNew |
$80.7K - $102K
|
15.4K
$43.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
210New |
$1.1K - $1.39K
|
210
$594
|
|
|
Nov 06, 2024
Q3 2024
|
Acuitas Investments, LLC
|
BUY
|
- |
39.4K+ 25.16% |
$207K - $261K
|
196K
$554K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
764New |
$4.01K - $5.06K
|
764
$2.16K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3New |
$15.8 - $19.9
|
3
$8.49
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
875New |
$4.59K - $5.79K
|
875
$2.48K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
83New |
$436 - $549
|
83
$235
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-454- 0.46% |
$2.38K - $3.01K
|
98.7K
$279K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-1- -0.0% |
$4.74 - $6.55
|
85K
$241K
|
|
|
Aug 14, 2024
Q2 2024
|
Css LLC
Chicago, IL |
SELL
|
- |
-16.6K- 16.19% |
$78.5K - $109K
|
85.8K
$243K
|
|
|
Aug 14, 2024
Q2 2024
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-3.67K- 4.7% |
$17.4K - $24K
|
74.4K
$210K
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
2.3KNew |
$10.9K - $15.1K
|
2.3K
$6.52K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
169K+ 7.48% |
$802K - $1.11M
|
2.43M
$6.88M
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
14.4K+ 4.02% |
$68.1K - $94.1K
|
372K
$1.05M
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
337New |
$1.6K - $2.21K
|
337
$954
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
5New |
$23.7 - $32.8
|
5
$14.2
|
|
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
11.2KNew |
$53.1K - $73.4K
|
11.2K
$31.7K
|
|
|
Jul 24, 2024
Q2 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
19KNew |
$89.8K - $124K
|
19K
$53.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
107New |
$507 - $701
|
107
$303
|
|
|
Jul 18, 2024
Q2 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
10.1KNew |
$47.8K - $66K
|
10.1K
$28.5K
|
|
| Q1 2024 | |||||||
|
Feb 07, 2025
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
12KNew |
$72.1K - $95.8K
|
12K
$33.9K
|
|
|
May 15, 2024
Q1 2024
|
Ejf Capital LLC
Arlington, VA |
SELL
|
- |
-50.8K- 17.49% |
$305K - $406K
|
240K
$678K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
252+ 6.97% |
$1.51K - $2.01K
|
3.87K
$10.9K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
89+ 3.18% |
$535 - $711
|
2.88K
$8.16K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
BUY
|
- |
132+ 0.87% |
$793 - $1.05K
|
15.4K
$43.5K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
66New |
$397 - $527
|
66
$187
|
|
| Q4 2023 | |||||||
|
Dec 08, 2025
Q4 2023
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-7K- 23.93% |
$51.7K - $62.9K
|
22.2K
$62.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
28.5KNew |
$211K - $256K
|
28.5K
$80.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
422New |
$3.12K - $3.79K
|
422
$1.19K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.6KNew |
$78.1K - $95K
|
10.6K
$29.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
7.21KNew |
$53.3K - $64.7K
|
7.21K
$20.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-14.5K- 53.47% |
$107K - $130K
|
12.6K
$35.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
644New |
$4.76K - $5.78K
|
644
$1.82K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
2.05KNew |
$15.2K - $18.4K
|
2.05K
$5.81K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
4.47KNew |
$33K - $40.1K
|
4.47K
$12.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
179+ 1.15% |
$1.32K - $1.61K
|
15.7K
$44.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
53.9KNew |
$399K - $484K
|
53.9K
$153K
|
|
| Q3 2023 | |||||||
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
97New |
$815 - $1.24K
|
97
$275
|
|
|
Nov 14, 2023
Q3 2023
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
287+ 1.15% |
$2.41K - $3.67K
|
25.2K
$71.4K
|
|