Alteri Wealth LLC increases its Nasdaq holdings as the company embarks on ambitious plans for 24-hour trading, tighter listing standards, and the integration of tokenized securities, signalling strategic innovation in the evolving digital finance landscape.
Alteri Wealth LLC has recently acquired a new stake in Nasdaq, Inc., purchasing 2,341 shares valued at approximately $209,000 during the second quarter, according to the company’s latest 13F filing with the U.S. Securities and Exchange Commission (SEC). This move reflects ongoing investor confidence and interest in Nasdaq, a prominent financial services and technology company operating global capital markets.
The investment from Alteri Wealth comes amid other notable portfolio adjustments by institutional investors. For example, Kestra Private Wealth Services LLC increased its Nasdaq holdings by 57.4% during the first quarter, owning 7,333 shares valued at $556,000. Similarly, Crestwood Advisors Group LLC and HighPoint Advisor Group LLC boosted their shares by nearly 20% and 25%, respectively. Large investors such as Universal Beteiligungs und Servicegesellschaft mbH hold significant stakes, with more than 648,000 shares worth over $49 million. Collectively, institutional investors and hedge funds control approximately 72.5% of Nasdaq’s stock, underscoring the company’s appeal in the investment community.
Nasdaq, with a market capitalisation of $49.12 billion, reported strong financial results in its most recent quarter, surpassing expectations with earnings per share of $0.88 against the consensus of $0.82. Revenue rose 14.7% year-over-year to $1.32 billion, slightly beating analyst estimates. The company maintains a robust net margin of 19.9% and a return on equity of 16.28%, indicators of operational efficiency and shareholder value creation. Analysts anticipate full-year earnings per share to reach 3.18, signalling further growth potential.
Reflecting growing investor enthusiasm, several brokerages have raised their ratings and price targets for Nasdaq stock. UBS Group upgraded Nasdaq to a “buy” rating and lifted its target price to $115 from $95, while Deutsche Bank increased its target to $105 with a buy recommendation. Other firms, including Keefe, Bruyette & Woods and Royal Bank of Canada, have issued “outperform” ratings and raised price targets, contributing to a consensus “Moderate Buy” rating with an average target near $99.67.
Alongside institutional interest, insider transactions show some executive share-selling activity. Nasdaq’s Executive Vice President Jeremy Skule sold 2,105 shares at an average of $85.40 per share, representing a modest reduction in his overall holdings. Insider ownership stands at about 0.7% of the company’s shares.
In strategic developments, Nasdaq is actively positioning itself at the forefront of market innovation and regulatory compliance. It plans to launch 24-hour trading on its primary U.S. exchange by late 2026 to capture rising global demand, an initiative reflecting intensified competition among U.S. exchanges and the expanding global investor base.
Moreover, Nasdaq has proposed tighter listing standards to the SEC, aimed at enhancing investor protection amid a surge in listings from China-based companies. These rules would reinstate minimum public offering thresholds and introduce stricter market value and liquidity requirements, addressing concerns over market manipulation and liquidity in these stocks.
Nasdaq is also pursuing pioneering technology initiatives, including a proposal to allow trading of tokenized securities on its main market. If approved by the SEC, this would cement Nasdaq’s role as the first major U.S. exchange to integrate blockchain-based digital assets fully into traditional markets, with initial trades expected as early as the third quarter of 2026.
Further highlighting its role in capital markets innovation, Nasdaq will host its 2026 Investor Day in February at its global headquarters in Times Square, showcasing its vision for sustained growth through technology-driven solutions for market participants worldwide.
These developments come against the backdrop of increasing institutional adoption of cryptocurrency assets, exemplified by the upcoming Nasdaq debut of The Ether Machine, a publicly listed entity backed by major crypto investors, which aims to provide institutional exposure to Ethereum. This broader crypto engagement reflects Nasdaq’s strategic focus on integrating evolving digital finance trends with its core market infrastructure.
In summary, Alteri Wealth’s new investment in Nasdaq occurs amid continued confidence from major investors, positive analyst sentiment, and an ongoing transformation of Nasdaq’s business model to meet the challenges of modern markets. The company’s strategic initiatives in 24-hour trading, stricter regulatory standards, tokenized securities, and crypto market integration underscore its ambition to remain a leading force in global financial markets.
- https://www.defenseworld.net/2025/11/20/alteri-wealth-llc-invests-209000-in-nasdaq-inc-ndaq.html – Please view link – unable to able to access data
- https://www.defenseworld.net/2025/11/20/alteri-wealth-llc-invests-209000-in-nasdaq-inc-ndaq.html – Alteri Wealth LLC has acquired a new stake in Nasdaq, Inc. (NASDAQ:NDAQ) during the second quarter, as per its latest 13F filing with the SEC. The firm purchased 2,341 shares of Nasdaq’s stock, valued at approximately $209,000. Other significant investors have also adjusted their holdings in Nasdaq, including Kestra Private Wealth Services LLC, which increased its position by 57.4% in the first quarter, now owning 7,333 shares valued at $556,000. Additionally, UBS Group upgraded Nasdaq’s rating from ‘neutral’ to ‘buy’ and raised the target price from $95.00 to $115.00 in a research report dated July 25th. The consensus rating for Nasdaq is ‘Moderate Buy’, with an average price target of $99.67.
- https://www.reuters.com/technology/ether-machine-backed-by-crypto-giants-set-raise-over-16-billion-nasdaq-debut-2025-07-21/ – The Ether Reserve, a crypto venture supported by major investors such as Blockchain.com, Kraken, and Pantera Capital, is set to go public on Nasdaq via a merger with blank-check firm Dynamix Corporation (DYNX.O). The merged company, to be called The Ether Machine, is projected to raise over $1.6 billion and will launch with more than 400,000 Ether on its balance sheet, making it the largest public platform for institutional exposure to Ethereum. The announcement caused Dynamix shares to more than double in premarket trading. The deal reflects growing institutional interest in crypto holdings, a trend sparked by companies like Strategy (MSTR.O). While corporate adoption has focused largely on Bitcoin, Ether has recently surged, supported by greater regulatory clarity around stablecoins. Andrew Keys, former ConsenSys executive, will serve as the company’s chairman. The Ether Machine will begin trading under the ticker ‘ETHM’ with the transaction expected to close in Q4 2025.
- https://www.reuters.com/markets/us/nasdaq-plans-24-hour-trading-tap-into-growing-international-demand-2025-03-07/ – Nasdaq Inc plans to introduce 24-hour trading on its primary U.S. exchange by the second half of 2026 in response to increasing global demand for U.S. stocks. Rising retail participation, greater financial literacy, and easier access to digital trading platforms are driving this demand. The round-the-clock trading model aims to attract global investors, enhancing trading volumes and market liquidity. Nasdaq has begun discussions with regulators and will file for necessary approvals with the U.S. Securities and Exchange Commission. This move aligns with similar initiatives from competing exchanges like Cboe Global Markets and Intercontinental Exchange. Initial implementation might focus on large-cap stocks, raising questions about potential extra fees and market fairness. Currently, brokerages such as Charles Schwab and Robinhood offer limited 24-hour trading services.
- https://www.reuters.com/sustainability/boards-policy-regulation/nasdaq-proposes-tighter-listing-rules-thinly-traded-stocks-china-based-firms-2025-09-04/ – Nasdaq has proposed stricter listing standards to the U.S. Securities and Exchange Commission (SEC), aiming to bolster investor protection and address concerns around market manipulation and liquidity in light of growing listings from China-based firms. Key changes include requiring Chinese companies to raise a minimum of $25 million in public offering proceeds to qualify for listing—a reinstated policy previously used for ‘restrictive markets.’ Nasdaq is also proposing a $15 million minimum market value of public float for new listings under its net income standard and expedited delisting for companies with securities valued below $5 million. The move follows a surge in U.S. IPOs by Chinese firms, driven by favorable U.S. valuations and strict domestic regulations, despite ongoing U.S.-China tensions. Nasdaq cited trading patterns suggestive of potential ‘pump-and-dump’ schemes and said it would continue working with the SEC and FINRA to detect manipulation. High-profile Chinese companies such as Alibaba, JD.com, and Baidu are among the over 100 Chinese firms listed in the U.S., collectively valued at about $1 trillion. The proposed rules aim to elevate liquidity and confidence in the market as the U.S. IPO pipeline heats up.
- https://www.reuters.com/business/finance/nasdaq-makes-push-launch-trading-tokenized-securities-2025-09-08/ – Nasdaq has filed a proposal with the U.S. Securities and Exchange Commission (SEC) to allow trading of tokenized securities—financial assets transformed into blockchain-based digital tokens—on its main market. This move, if approved, would make Nasdaq the first major U.S. stock exchange to embrace tokenized securities, blending traditional and digital finance within the existing national market system. The initiative aligns with the Trump administration’s eased crypto regulations and is part of a broader trend, with firms like Coinbase and global banks like Citi and Bank of America exploring tokenization. Nasdaq emphasizes that tokenized assets must offer the same material rights as traditional securities to be treated equivalently and traded under the same rules. If those rights aren’t fully preserved, they will be treated as distinct instruments. The exchange aims for a seamless integration, allowing token-settled trades without altering traditional order handling or surveillance practices. The first such trades could occur by Q3 2026, pending the readiness of the Depository Trust Company’s infrastructure. The SEC, under new leadership, is also reworking crypto regulations, signaling a significant shift toward integrating blockchain into traditional finance.
- https://ir.nasdaq.com/news-releases/news-release-details/nasdaq-announces-2026-investor-day – Nasdaq (Nasdaq: NDAQ) today announced that it will host its 2026 Investor Day on the morning of Wednesday, February 25, 2026, at Nasdaq’s Global Headquarters in Times Square, New York. The slide presentation and a live webcast will be available on the day of the event on Nasdaq’s Investor Relations website: http://ir.nasdaq.com. A more detailed agenda will be provided at a later date. About Nasdaq Nasdaq (Nasdaq: NDAQ) is a leading global technology company serving corporate clients, investment managers, banks, brokers, and exchange operators as they navigate and interact with the global capital markets and the broader financial system. We aspire to deliver world-leading platforms that improve the liquidity, transparency, and integrity of the global economy. Our diverse offering of data, analytics, software, exchange capabilities, and client-centric services enables clients to optimize and execute their business vision with confidence.
Noah Fact Check Pro
The draft above was created using the information available at the time the story first
emerged. We’ve since applied our fact-checking process to the final narrative, based on the criteria listed
below. The results are intended to help you assess the credibility of the piece and highlight any areas that may
warrant further investigation.
Freshness check
Score:
8
Notes:
The narrative appears to be original, with no prior reports found in the past seven days. Alteri Wealth LLC’s recent investment in Nasdaq, Inc. is a new development. The report includes specific figures and dates, enhancing its freshness score. However, the absence of similar reports elsewhere may raise questions about its credibility. The report is based on a press release, which typically warrants a high freshness score. No discrepancies in figures, dates, or quotes were identified.
Quotes check
Score:
10
Notes:
No direct quotes are present in the narrative, indicating original content.
Source reliability
Score:
6
Notes:
The narrative originates from Defense World, a single-outlet source. While it provides specific details, the lack of corroboration from other reputable outlets raises concerns about its reliability. Alteri Wealth LLC’s investment in Nasdaq, Inc. is a new development, and the absence of similar reports elsewhere may raise questions about its credibility.
Plausability check
Score:
7
Notes:
The narrative includes specific figures and dates, enhancing its plausibility. However, the absence of similar reports elsewhere may raise questions about its credibility. The report is based on a press release, which typically warrants a high freshness score. No discrepancies in figures, dates, or quotes were identified.
Overall assessment
Verdict (FAIL, OPEN, PASS): OPEN
Confidence (LOW, MEDIUM, HIGH): MEDIUM
Summary:
The narrative presents original content with specific details about Alteri Wealth LLC’s investment in Nasdaq, Inc. However, the lack of corroboration from other reputable outlets raises concerns about its reliability. The absence of similar reports elsewhere may raise questions about its credibility. The report is based on a press release, which typically warrants a high freshness score. No discrepancies in figures, dates, or quotes were identified. Given these factors, the overall assessment is OPEN with medium confidence.