Purchases and Sales Made in Q4 2023 in Adobe Inc. (ADBE)
This table provides information about the institutional ownership of Adobe Inc. (ADBE) during Q4 2023. 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 |
---|---|---|---|---|---|---|---|
Feb 05, 2024
Q4 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
78+ 7.34% |
$39.5K - $49.4K
|
1.14K
$579K
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
77+ 7.68% |
$39K - $48.8K
|
1.08K
$547K
|
|
Feb 05, 2024
Q4 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
76+ 13.38% |
$38.5K - $48.2K
|
644
$327K
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
76+ 2.95% |
$38.5K - $48.2K
|
2.66K
$1.35M
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
76+ 6.63% |
$38.5K - $48.2K
|
1.22K
$620K
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
75+ 49.34% |
$38K - $47.5K
|
227
$115K
|
|
Jan 12, 2024
Q4 2023
|
First Bank & Trust
|
BUY
|
- |
75+ 1.88% |
$38K - $47.5K
|
4.06K
$2.06M
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
75New |
$38K - $47.5K
|
75
$38K
|
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
75+ 18.75% |
$38K - $47.5K
|
475
$241K
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
74+ 64.35% |
$37.5K - $46.9K
|
189
$95.9K
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
74+ 3.92% |
$37.5K - $46.9K
|
1.96K
$996K
|
|
Feb 13, 2024
Q4 2023
|
Thematics Asset Management
Paris, I0 |
BUY
|
- |
74+ 0.56% |
$37.5K - $46.9K
|
13.2K
$6.71M
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
71+ 13.0% |
$36K - $45K
|
617
$313K
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
71New |
$36K - $45K
|
71
$36K
|
|
Feb 14, 2024
Q4 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
70+ 1.31% |
$35.5K - $44.4K
|
5.41K
$2.75M
|
|
Feb 15, 2024
Q4 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
70+ 7.64% |
$35.5K - $44.4K
|
986
$500K
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
BUY
|
- |
68+ 26.15% |
$34.5K - $43.1K
|
328
$166K
|
|
Jan 25, 2024
Q4 2023
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
68+ 0.58% |
$34.5K - $43.1K
|
11.8K
$5.97M
|
|
Jan 25, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
67+ 0.6% |
$34K - $42.5K
|
11.2K
$5.66M
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
67+ 1.51% |
$34K - $42.5K
|
4.52K
$2.29M
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
67+ 2.58% |
$34K - $42.5K
|
2.66K
$1.35M
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
BUY
|
- |
64+ 2.59% |
$32.4K - $40.6K
|
2.53K
$1.28M
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
64+ 8.65% |
$32.4K - $40.6K
|
804
$408K
|
|
Jan 11, 2024
Q4 2023
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
63+ 2.35% |
$31.9K - $39.9K
|
2.74K
$1.39M
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
63+ 11.27% |
$31.9K - $39.9K
|
622
$315K
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
62+ 10.26% |
$31.4K - $39.3K
|
666
$338K
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
61+ 2.96% |
$30.9K - $38.7K
|
2.12K
$1.08M
|
|
Jan 18, 2024
Q4 2023
|
Terra Nova Asset Management LLC
|
BUY
|
- |
60+ 2.11% |
$30.4K - $38K
|
2.91K
$1.47M
|
|
Jan 30, 2024
Q4 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
59+ 3.34% |
$29.9K - $37.4K
|
1.82K
$925K
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
59New |
$29.9K - $37.4K
|
59
$29.9K
|
|
Feb 12, 2024
Q4 2023
|
Titan Global Capital Management Usa LLC
New York, NY |
BUY
|
- |
59+ 0.62% |
$29.9K - $37.4K
|
9.6K
$4.87M
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
57+ 0.36% |
$28.9K - $36.1K
|
15.8K
$8.01M
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
57+ 67.06% |
$28.9K - $36.1K
|
142
$72K
|
|
May 17, 2024
Q4 2023
|
Baxter Bros Inc
|
BUY
|
- |
57+ 2.59% |
$28.9K - $36.1K
|
2.26K
$1.14M
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
56+ 8.3% |
$28.4K - $35.5K
|
731
$371K
|
|
Feb 07, 2024
Q4 2023
|
Kessler Investment Group, LLC
|
BUY
|
- |
55+ 0.48% |
$27.9K - $34.9K
|
11.5K
$5.86M
|
|
Feb 14, 2024
Q4 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
55+ 3.85% |
$27.9K - $34.9K
|
1.48K
$752K
|
|
Feb 14, 2024
Q4 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
55+ 0.46% |
$27.9K - $34.9K
|
12.1K
$6.15M
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
55+ 6.92% |
$27.9K - $34.9K
|
850
$431K
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
55+ 2.24% |
$27.9K - $34.9K
|
2.51K
$1.27M
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
55New |
$27.9K - $34.9K
|
55
$27.9K
|
|
Jan 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
54+ 9.25% |
$27.4K - $34.2K
|
638
$324K
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
54+ 6.01% |
$27.4K - $34.2K
|
953
$483K
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
54+ 1.46% |
$27.4K - $34.2K
|
3.75K
$1.9M
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
BUY
|
- |
54+ 5.12% |
$27.4K - $34.2K
|
1.11K
$562K
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
53+ 1.37% |
$26.9K - $33.6K
|
3.93K
$1.99M
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
53+ 4.98% |
$26.9K - $33.6K
|
1.12K
$567K
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
53+ 58.24% |
$26.9K - $33.6K
|
144
$73K
|
|
Feb 14, 2024
Q4 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
53+ 7.58% |
$26.9K - $33.6K
|
752
$381K
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
53+ 1.37% |
$26.9K - $33.6K
|
3.93K
$1.99M
|