Purchases and Sales Made in Q1 2024 in Adobe Inc. (ADBE)
This table provides information about the institutional ownership of Adobe Inc. (ADBE) during Q1 2024. The information is specifically focused on institutions that hold shares of ADOBE INC..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
40+ 266.67% |
$19.7K - $25.4K
|
55
$27.9K
|
|
May 01, 2024
Q1 2024
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
40New |
$19.7K - $25.4K
|
40
$20.3K
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
40+ 2.81% |
$19.7K - $25.4K
|
1.46K
$742K
|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
40+ 6.21% |
$19.7K - $25.4K
|
684
$347K
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
38+ 5.97% |
$18.7K - $24.1K
|
674
$342K
|
|
May 14, 2024
Q1 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
38+ 9.09% |
$18.7K - $24.1K
|
456
$231K
|
|
Apr 22, 2024
Q1 2024
|
Clarus Group, Inc.
|
BUY
|
- |
37+ 8.51% |
$18.2K - $23.5K
|
472
$239K
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
BUY
|
- |
37+ 0.95% |
$18.2K - $23.5K
|
3.95K
$2M
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
37+ 20.22% |
$18.2K - $23.5K
|
220
$112K
|
|
May 13, 2024
Q1 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
37+ 1.88% |
$18.2K - $23.5K
|
2.01K
$1.02M
|
|
Apr 11, 2024
Q1 2024
|
Orser Capital Management, LLC
|
BUY
|
- |
36+ 0.53% |
$17.7K - $22.9K
|
6.85K
$3.47M
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
36+ 1.22% |
$17.7K - $22.9K
|
2.99K
$1.52M
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
35+ 4.1% |
$17.2K - $22.2K
|
888
$450K
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
35+ 1.57% |
$17.2K - $22.2K
|
2.26K
$1.15M
|
|
May 06, 2024
Q1 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
35+ 0.85% |
$17.2K - $22.2K
|
4.16K
$2.11M
|
|
May 14, 2024
Q1 2024
|
Knott David M Jr
Syosset, NY |
BUY
|
- |
35New |
$17.2K - $22.2K
|
35
$17.8K
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
BUY
|
- |
34+ 9.09% |
$16.7K - $21.6K
|
408
$207K
|
|
Apr 29, 2024
Q1 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
34+ 4.62% |
$16.7K - $21.6K
|
770
$391K
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
33+ 1.5% |
$16.3K - $20.9K
|
2.23K
$1.13M
|
|
Apr 23, 2024
Q1 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
33+ 4.05% |
$16.3K - $20.9K
|
847
$430K
|
|
May 13, 2024
Q1 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
33+ 0.15% |
$16.3K - $20.9K
|
22.2K
$11.3M
|
|
May 16, 2024
Q1 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
33+ 0.81% |
$16.3K - $20.9K
|
4.09K
$2.08M
|
|
Apr 15, 2024
Q1 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
31+ 7.83% |
$15.3K - $19.7K
|
427
$217K
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
31+ 17.13% |
$15.3K - $19.7K
|
212
$108K
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
31New |
$15.3K - $19.7K
|
31
$15.7K
|
|
May 10, 2024
Q1 2024
|
Bank Ozk
|
BUY
|
- |
31+ 5.9% |
$15.3K - $19.7K
|
556
$282K
|
|
Apr 12, 2024
Q1 2024
|
Steph & CO
|
BUY
|
- |
30+ 63.83% |
$14.8K - $19K
|
77
$39.1K
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
30+ 6.09% |
$14.8K - $19K
|
523
$265K
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
30+ 1.89% |
$14.8K - $19K
|
1.62K
$822K
|
|
May 13, 2024
Q1 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
30+ 0.75% |
$14.8K - $19K
|
4.02K
$2.04M
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
30+ 46.88% |
$14.8K - $19K
|
94
$47.7K
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
30+ 4.86% |
$14.8K - $19K
|
647
$328K
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
30+ 3.3% |
$14.8K - $19K
|
940
$477K
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
30+ 23.81% |
$14.8K - $19K
|
156
$79.1K
|
|
Apr 16, 2024
Q1 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
29+ 4.04% |
$14.3K - $18.4K
|
747
$379K
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
29+ 5.23% |
$14.3K - $18.4K
|
583
$296K
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
28+ 0.12% |
$13.8K - $17.8K
|
24.3K
$12.3M
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
28+ 0.2% |
$13.8K - $17.8K
|
13.9K
$7.07M
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
28+ 1.68% |
$13.8K - $17.8K
|
1.7K
$861K
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
28+ 3.0% |
$13.8K - $17.8K
|
962
$488K
|
|
May 08, 2024
Q1 2024
|
Private Management Group Inc
|
BUY
|
- |
28+ 4.55% |
$13.8K - $17.8K
|
643
$326K
|
|
May 14, 2024
Q1 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
28+ 0.58% |
$13.8K - $17.8K
|
4.87K
$2.47M
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
27+ 2.81% |
$13.3K - $17.1K
|
987
$501K
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
26+ 4.48% |
$12.8K - $16.5K
|
607
$308K
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
26+ 5.21% |
$12.8K - $16.5K
|
525
$266K
|
|
Apr 12, 2024
Q1 2024
|
Bourne Lent Asset Management Inc
|
BUY
|
- |
25+ 0.04% |
$12.3K - $15.9K
|
61.3K
$31.1M
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
25+ 1.62% |
$12.3K - $15.9K
|
1.57K
$795K
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
25+ 5.84% |
$12.3K - $15.9K
|
453
$230K
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
25+ 147.06% |
$12.3K - $15.9K
|
42
$21.3K
|
|
May 08, 2024
Q1 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
25+ 2.52% |
$12.3K - $15.9K
|
1.02K
$517K
|