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
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-14- 0.93% |
$7.1K - $8.87K
|
1.49K
$757K
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-14- 0.41% |
$7.1K - $8.87K
|
3.37K
$1.71M
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-14- 27.45% |
$7.1K - $8.87K
|
37
$18.8K
|
|
Feb 14, 2024
Q4 2023
|
Capital Counsel LLC
New York, NY |
SELL
|
- |
-14- 1.72% |
$7.1K - $8.87K
|
801
$406K
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-14- 5.96% |
$7.1K - $8.87K
|
221
$112K
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-15- 8.38% |
$7.61K - $9.5K
|
164
$83.2K
|
|
Jan 31, 2024
Q4 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-15- 1.25% |
$7.61K - $9.5K
|
1.18K
$600K
|
|
Feb 06, 2024
Q4 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-15- 0.56% |
$7.61K - $9.5K
|
2.67K
$1.35M
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
SELL
|
- |
-15- 0.4% |
$7.61K - $9.5K
|
3.78K
$1.92M
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-15- 0.15% |
$7.61K - $9.5K
|
10K
$5.1M
|
|
Jan 02, 2024
Q4 2023
|
Impac Tfolio, LLC
|
SELL
|
- |
-16- 3.09% |
$8.11K - $10.1K
|
502
$255K
|
|
Feb 02, 2024
Q4 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-16- 3.64% |
$8.11K - $10.1K
|
424
$215K
|
|
Feb 14, 2024
Q4 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-16- 0.69% |
$8.11K - $10.1K
|
2.3K
$1.17M
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-16- 1.13% |
$8.11K - $10.1K
|
1.4K
$708K
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-17- 1.32% |
$8.62K - $10.8K
|
1.27K
$643K
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-17- 4.43% |
$8.62K - $10.8K
|
367
$186K
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-18- 3.36% |
$9.13K - $11.4K
|
517
$262K
|
|
Jan 19, 2024
Q4 2023
|
Atlas Private Wealth Management
|
SELL
|
- |
-18- 0.34% |
$9.13K - $11.4K
|
5.21K
$2.64M
|
|
Jan 31, 2024
Q4 2023
|
Bender Robert & Associates
|
SELL
|
- |
-18- 0.07% |
$9.13K - $11.4K
|
25K
$12.7M
|
|
Feb 05, 2024
Q4 2023
|
Palmer Knight CO
|
SELL
|
- |
-18- 0.17% |
$9.13K - $11.4K
|
10.8K
$5.47M
|
|
Feb 08, 2024
Q4 2023
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-18- 2.76% |
$9.13K - $11.4K
|
634
$322K
|
|
Jan 02, 2024
Q4 2023
|
Park National Corp
|
SELL
|
- |
-19- 0.41% |
$9.63K - $12K
|
4.63K
$2.35M
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-19- 0.39% |
$9.63K - $12K
|
4.89K
$2.48M
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-19- 90.48% |
$9.63K - $12K
|
2
$1.01K
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-19- 1.32% |
$9.63K - $12K
|
1.43K
$723K
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-19- 1.57% |
$9.63K - $12K
|
1.19K
$605K
|
|
Jan 12, 2024
Q4 2023
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-20- 0.42% |
$10.1K - $12.7K
|
4.74K
$2.4M
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-20- 1.37% |
$10.1K - $12.7K
|
1.44K
$731K
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-20- 0.25% |
$10.1K - $12.7K
|
7.93K
$4.02M
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-20- 0.73% |
$10.1K - $12.7K
|
2.72K
$1.38M
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-20- 8.85% |
$10.1K - $12.7K
|
206
$104K
|
|
Feb 12, 2024
Q4 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-20- 2.96% |
$10.1K - $12.7K
|
656
$333K
|
|
Feb 14, 2024
Q4 2023
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-20- 5.35% |
$10.1K - $12.7K
|
354
$180K
|
|
Sep 30, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-20- 2.41% |
$10.1K - $12.7K
|
810
$411K
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-21- 3.39% |
$10.6K - $13.3K
|
598
$303K
|
|
Feb 05, 2024
Q4 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-21- 1.15% |
$10.6K - $13.3K
|
1.8K
$914K
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
SELL
|
- |
-22- 1.64% |
$11.2K - $13.9K
|
1.32K
$668K
|
|
Feb 14, 2024
Q4 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-22- 6.29% |
$11.2K - $13.9K
|
328
$166K
|
|
Apr 08, 2024
Q4 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-22- 4.02% |
$11.2K - $13.9K
|
525
$266K
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-23- 2.18% |
$11.7K - $14.6K
|
1.03K
$524K
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-23- 2.16% |
$11.7K - $14.6K
|
1.04K
$529K
|
|
Feb 07, 2024
Q4 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-23- 4.11% |
$11.7K - $14.6K
|
537
$272K
|
|
Jan 09, 2024
Q4 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-24- 1.95% |
$12.2K - $15.2K
|
1.21K
$613K
|
|
Jan 09, 2024
Q4 2023
|
Werlinich Asset Management, LLC
Stamford, CT |
SELL
|
- |
-24- 1.57% |
$12.2K - $15.2K
|
1.5K
$762K
|
|
Jan 09, 2024
Q4 2023
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-25- 1.77% |
$12.7K - $15.8K
|
1.39K
$705K
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-25- 5.91% |
$12.7K - $15.8K
|
398
$202K
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-25- 8.39% |
$12.7K - $15.8K
|
273
$138K
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-25- 3.04% |
$12.7K - $15.8K
|
797
$404K
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-25- 4.78% |
$12.7K - $15.8K
|
498
$253K
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-26- 1.16% |
$13.2K - $16.5K
|
2.22K
$1.13M
|