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 |
---|---|---|---|---|---|---|---|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
3+ 1.35% |
$1.52K - $1.9K
|
225
$114K
|
|
Jan 19, 2024
Q4 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.67% |
$1.52K - $1.9K
|
450
$228K
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
3+ 0.36% |
$1.52K - $1.9K
|
845
$429K
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3+ 6.98% |
$1.52K - $1.9K
|
46
$23.3K
|
|
Jan 26, 2024
Q4 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
3+ 1.88% |
$1.52K - $1.9K
|
163
$82.7K
|
|
Jan 29, 2024
Q4 2023
|
Citizens National Bank Trust Department
|
BUY
|
- |
3+ 0.05% |
$1.52K - $1.9K
|
6.64K
$3.37M
|
|
Jan 31, 2024
Q4 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
3+ 0.1% |
$1.52K - $1.9K
|
2.87K
$1.45M
|
|
Feb 02, 2024
Q4 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
3+ 0.28% |
$1.52K - $1.9K
|
1.09K
$550K
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
3+ 0.5% |
$1.52K - $1.9K
|
606
$307K
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
3+ 0.87% |
$1.52K - $1.9K
|
349
$177K
|
|
Feb 12, 2024
Q4 2023
|
Claret Asset Management Corp
|
BUY
|
- |
3+ 0.75% |
$1.52K - $1.9K
|
402
$204K
|
|
Feb 14, 2024
Q4 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
3+ 0.13% |
$1.52K - $1.9K
|
2.36K
$1.2M
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
3+ 0.08% |
$1.52K - $1.9K
|
3.65K
$1.85M
|
|
Feb 15, 2024
Q4 2023
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
3+ 0.12% |
$1.52K - $1.9K
|
2.41K
$1.22M
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
2+ 0.11% |
$1.01K - $1.27K
|
1.86K
$944K
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
2+ 1.15% |
$1.01K - $1.27K
|
176
$89.3K
|
|
Jan 22, 2024
Q4 2023
|
Five Oceans Advisors
|
BUY
|
- |
2+ 0.24% |
$1.01K - $1.27K
|
850
$431K
|
|
Jan 26, 2024
Q4 2023
|
Hemington Wealth Management
|
BUY
|
- |
2+ 0.21% |
$1.01K - $1.27K
|
950
$482K
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
2+ 1.39% |
$1.01K - $1.27K
|
146
$74.1K
|
|
Feb 08, 2024
Q4 2023
|
Pacific Global Investment Management CO
|
BUY
|
- |
2+ 0.31% |
$1.01K - $1.27K
|
645
$327K
|
|
Feb 12, 2024
Q4 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
2+ 0.02% |
$1.01K - $1.27K
|
9.71K
$4.93M
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
2New |
$1.01K - $1.27K
|
2
$1.01K
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
2New |
$1.01K - $1.27K
|
2
$1.01K
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
2+ 1.96% |
$1.01K - $1.27K
|
104
$52.8K
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
BUY
|
- |
2+ 0.19% |
$1.01K - $1.27K
|
1.08K
$547K
|
|
Jan 08, 2024
Q4 2023
|
Bennett Selby Investments LP
|
BUY
|
- |
1+ 0.04% |
$507 - $634
|
2.47K
$1.25M
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1+ 0.83% |
$507 - $634
|
122
$61.9K
|
|
Jan 12, 2024
Q4 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.1% |
$507 - $634
|
959
$486K
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 0.07% |
$507 - $634
|
1.45K
$734K
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.35% |
$507 - $634
|
286
$145K
|
|
Jan 24, 2024
Q4 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
1+ 0.02% |
$507 - $634
|
5.32K
$2.7M
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1+ 0.1% |
$507 - $634
|
995
$505K
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
BUY
|
- |
1+ 0.12% |
$507 - $634
|
842
$427K
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.66% |
$507 - $634
|
152
$77.1K
|
|
Feb 05, 2024
Q4 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
1+ 0.22% |
$507 - $634
|
449
$228K
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1+ 0.0% |
$507 - $634
|
37.1K
$18.8M
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1+ 4.35% |
$507 - $634
|
24
$12.2K
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
1+ 0.03% |
$507 - $634
|
3.91K
$1.99M
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
1+ 1.56% |
$507 - $634
|
65
$33K
|
|
Feb 15, 2024
Q4 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
1+ 1.12% |
$507 - $634
|
90
$45.6K
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
1+ 0.13% |
$507 - $634
|
751
$381K
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1+ 20.0% |
$507 - $634
|
6
$3.04K
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 3.85% |
$507 - $634
|
27
$13.7K
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-1- 20.0% |
$507 - $634
|
4
$2.03K
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1- 0.16% |
$507 - $634
|
636
$323K
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.14% |
$507 - $634
|
704
$357K
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1- 0.5% |
$507 - $634
|
198
$100K
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-1- 0.1% |
$507 - $634
|
955
$484K
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1- 0.2% |
$507 - $634
|
495
$251K
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-1- 0.33% |
$507 - $634
|
303
$154K
|