Purchases and Sales Made in Q4 2024 in Nexpoint Diversified Real Estate Trust (NXDT)
This table provides information about the institutional ownership of Nexpoint Diversified Real Estate Trust (NXDT) during Q4 2024. The information is specifically focused on institutions that hold shares of NEXPOINT DIVERSIFIED REAL ESTATE TRUST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
804+ 1.69% |
$4.17K - $5.81K
|
48.5K
$183K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
672+ 165.93% |
$3.49K - $4.86K
|
1.08K
$4.06K
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
508+ 1.69% |
$2.64K - $3.67K
|
30.6K
$115K
|
|
|
Feb 12, 2025
Q4 2024
|
Smh Capital Advisors Inc
|
BUY
|
- |
484+ 0.83% |
$2.51K - $3.5K
|
59.1K
$223K
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
469+ 2.19% |
$2.43K - $3.39K
|
21.9K
$82.4K
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
427+ 2.78% |
$2.22K - $3.09K
|
15.8K
$59.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
379+ 1.68% |
$1.97K - $2.74K
|
22.9K
$86.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
309+ 16.1% |
$1.6K - $2.23K
|
2.23K
$8.4K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
279+ 78.59% |
$1.45K - $2.02K
|
634
$2.39K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
218+ 1.56% |
$1.13K - $1.58K
|
14.2K
$53.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
216New |
$1.12K - $1.56K
|
216
$814
|
|
|
Feb 13, 2025
Q4 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
109+ 4.0% |
$566 - $788
|
2.83K
$10.7K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
76+ 1.57% |
$394 - $549
|
4.9K
$18.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
66+ 2.39% |
$343 - $477
|
2.83K
$10.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
45+ 1.66% |
$234 - $325
|
2.75K
$10.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
43New |
$223 - $311
|
43
$162
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
41+ 15.36% |
$213 - $296
|
308
$1.16K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
40+ 200.0% |
$208 - $289
|
60
$226
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
32New |
$166 - $231
|
32
$121
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
31New |
$161 - $224
|
31
$117
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
31+ 0.09% |
$161 - $224
|
36.1K
$136K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
27New |
$140 - $195
|
27
$102
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
25+ 2.23% |
$130 - $181
|
1.15K
$4.32K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
24+ 1.47% |
$125 - $174
|
1.66K
$6.25K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
19+ 1.08% |
$98.6 - $137
|
1.78K
$6.73K
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
16+ 1.4% |
$83 - $116
|
1.16K
$4.37K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
9+ 1.37% |
$46.7 - $65.1
|
667
$2.51K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
5+ 1.01% |
$26 - $36.2
|
499
$1.88K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
4+ 1.49% |
$20.8 - $28.9
|
273
$1.03K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3+ 1.68% |
$15.6 - $21.7
|
182
$686
|
|
|
Feb 12, 2025
Q4 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
3+ 1.22% |
$15.6 - $21.7
|
249
$939
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2+ 1.55% |
$10.4 - $14.5
|
131
$494
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1New |
$5.19 - $7.23
|
1
$3.77
|
|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.94% |
$5.19 - $7.23
|
107
$403
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-79- 0.43% |
$410 - $571
|
18.3K
$69.1K
|
|
|
Feb 14, 2025
Q4 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-110- 4.41% |
$571 - $795
|
2.38K
$8.98K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-414- 60.35% |
$2.15K - $2.99K
|
272
$1.03K
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-548- 3.28% |
$2.84K - $3.96K
|
16.1K
$60.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-604- 22.84% |
$3.13K - $4.37K
|
2.04K
$7.69K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-653- 2.18% |
$3.39K - $4.72K
|
29.3K
$110K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-809- 33.22% |
$4.2K - $5.85K
|
1.63K
$6.13K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.12K- 7.89% |
$5.83K - $8.13K
|
13.1K
$49.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-2.04K- 95.96% |
$10.6K - $14.8K
|
86
$324
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.5K- 52.0% |
$13K - $18.1K
|
2.31K
$8.71K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.94K- 9.1% |
$15.3K - $21.3K
|
29.4K
$111K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-4.33K- 12.84% |
$22.5K - $31.3K
|
29.4K
$111K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-4.49K- 30.79% |
$23.3K - $32.5K
|
10.1K
$38.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-7.77K- 23.99% |
$40.3K - $56.2K
|
24.6K
$92.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-9.02K- 96.28% |
$46.8K - $65.2K
|
348
$1.31K
|