NDAQ — NASDAQ INC COM

Ownership history in Bellwether Advisors, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Bellwether Advisors, LLC reported a position in NASDAQ INC COM (NDAQ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.38% (2021 Q4)
Avg. % of fund
0.18%
First filed
2021 Q4
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 10,824 +10,800 +45000.0% 0.16% $957K $87.91
2022 Q3 REDUCED 24 -5,734 -99.6% 0.00% $1K $53.98
2021 Q4 INITIATED 5,758 — — 0.38% $1.2M $65.98
% of Fund (quarterly)    NDAQ price (monthly, adj. close)

Other funds also holding NDAQ

As of 2025 Q4 — sorted by position size

INVESTOR AB 3Y 7Y 99.6% Round Hill Asset Management 3Y 7Y 5.41% MCRAE CAPITAL MANAGEMENT INC 3Y 7Y 5.34% Stony Point Capital LLC 3Y 5.24% Gillson Capital LP 3Y 7Y 3.75% SEVEN GRAND MANAGERS, LLC 3Y 3.7% Dundas Partners LLP 3Y 7Y 3.57% Raub Brock Capital Management LP 3Y 7Y 3.32% Burkehill Global Management, LP 3.2% First Fiduciary Investment Counsel, Inc. 3Y 7Y 3.02%
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