Latest Institutional Transactions on Q2 Holdings, Inc. (QTWO)
This table provides information on the latest institutional transactions involving Q2 Holdings, Inc. (QTWO) 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 |
---|---|---|---|---|---|---|---|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-328K- 53.91% |
$25.5M - $36.4M
|
281K
$22.7M
|
|
Jan 31, 2025
Q4 2024
|
Pembroke Management, LTD
|
SELL
|
- |
-15K- 6.98% |
$1.17M - $1.66M
|
200K
$16.1M
|
|
Jan 31, 2025
Q4 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-21.5K- 33.6% |
$1.67M - $2.38M
|
42.5K
$3.43M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-17- 26.56% |
$1.32K - $1.88K
|
47
$3.8K
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
11+ 0.59% |
$856 - $1.22K
|
1.87K
$151K
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
355+ 0.44% |
$27.6K - $39.4K
|
81.7K
$6.6M
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-4- 17.39% |
$311 - $443
|
19
$1.54K
|
|
Jan 30, 2025
Q4 2024
|
Nkcfo LLC
|
BUY
|
- |
6KNew |
$467K - $665K
|
6K
$485K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
14+ 8.48% |
$1.09K - $1.55K
|
179
$14.5K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
25+ 416.67% |
$1.95K - $2.77K
|
31
$2.51K
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-73.4K- 36.44% |
$5.71M - $8.13M
|
128K
$10.3M
|
|
Jan 29, 2025
Q4 2024
|
Legato Capital Management LLC
|
BUY
|
- |
5.13K+ 40.01% |
$399K - $568K
|
17.9K
$1.45M
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2+ 20.0% |
$156 - $222
|
12
$970
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
12.9KNew |
$1M - $1.43M
|
12.9K
$1.04M
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
8.66KNew |
$674K - $960K
|
8.66K
$700K
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-4- 14.81% |
$311 - $443
|
23
$1.86K
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
320New |
$24.9K - $35.5K
|
320
$25.9K
|
|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
SELL
|
- |
-257K- 16.95% |
$20M - $28.5M
|
1.26M
$102M
|
|
Jan 24, 2025
Q4 2024
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-381K- 16.5% |
$29.6M - $42.2M
|
1.93M
$156M
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
SELL
|
- |
-118K- 28.37% |
$9.21M - $13.1M
|
299K
$24.2M
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.9KNew |
$148K - $211K
|
1.9K
$154K
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
172+ 6.61% |
$13.4K - $19.1K
|
2.78K
$224K
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-150- 1.84% |
$11.7K - $16.6K
|
8K
$647K
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
811+ 44.78% |
$63.1K - $89.9K
|
2.62K
$212K
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
80+ 31.87% |
$6.22K - $8.87K
|
331
$26.8K
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-499- 14.29% |
$38.8K - $55.3K
|
2.99K
$242K
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.81K+ 13.9% |
$141K - $201K
|
14.8K
$1.2M
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-10.1K- 7.2% |
$786K - $1.12M
|
130K
$10.5M
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-287- 28.42% |
$22.3K - $31.8K
|
723
$58.4K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-10- 8.2% |
$778 - $1.11K
|
112
$9.05K
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
65New |
$5.06K - $7.21K
|
65
$5.25K
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-261K- 25.75% |
$20.3M - $28.9M
|
752K
$60.8M
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-169- 42.78% |
$13.1K - $18.7K
|
226
$18.3K
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
14+ 0.73% |
$1.09K - $1.55K
|
1.93K
$156K
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
10.5K+ 189.77% |
$817K - $1.16M
|
16K
$1.3M
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-6.98K- 73.21% |
$543K - $774K
|
2.56K
$207K
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
6.63K+ 103.66% |
$516K - $735K
|
13K
$1.05M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.86KNew |
$223K - $317K
|
2.86K
$231K
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.45KNew |
$269K - $383K
|
3.45K
$279K
|
|
Jan 15, 2025
Q4 2024
|
Oak Ridge Investments LLC
|
SELL
|
- |
-1.81K- 2.58% |
$141K - $201K
|
68.2K
$5.52M
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-15- 0.22% |
$1.17K - $1.66K
|
6.89K
$557K
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-14.7K- 14.99% |
$1.15M - $1.63M
|
83.5K
$6.75M
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
14+ 6.64% |
$1.09K - $1.55K
|
225
$18.2K
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-53- 3.51% |
$4.12K - $5.88K
|
1.46K
$118K
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
2.02KNew |
$157K - $224K
|
2.02K
$163K
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
42.4K+ 61.79% |
$3.3M - $4.7M
|
111K
$8.98M
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
92+ 50.55% |
$7.16K - $10.2K
|
274
$22.2K
|
|
Q3 2024 | |||||||
Feb 28, 2025
Q3 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
2.13K+ 3.12% |
$128K - $174K
|
70.3K
$5.69M
|
|
Nov 14, 2024
Q3 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
3.37KNew |
$203K - $275K
|
3.37K
$272K
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7.22KNew |
$435K - $589K
|
7.22K
$584K
|