Latest Institutional Transactions on Accolade, Inc. (ACCD)
This table provides information on the latest institutional transactions involving Accolade, Inc. (ACCD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
100KNew |
$719K - $1.32M
|
100K
$702K
|
|
Q3 2022 | |||||||
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-3.55K- 8.58% |
$0 - $45.5K
|
37.9K
$266K
|
|
May 16, 2023
Q3 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
24.2KNew |
$0 - $310K
|
24.2K
$170K
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-47.5K- 71.26% |
$0 - $608K
|
19.2K
$135K
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
4.1KNew |
$0 - $52.5K
|
4.1K
$28.8K
|
|
Nov 14, 2022
Q3 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
17+ 0.07% |
$0 - $218
|
25.9K
$182K
|
|
Nov 14, 2022
Q3 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
12K+ 1022.22% |
$0 - $153K
|
13.1K
$92.2K
|
|
Nov 14, 2022
Q3 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-618- 39.72% |
$0 - $7.91K
|
938
$6.58K
|
|
Nov 14, 2022
Q3 2022
|
Man Group PLC
London, X0 |
SELL
|
- |
-72.5K- 45.62% |
$0 - $928K
|
86.4K
$607K
|
|
Nov 14, 2022
Q3 2022
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
72.3KNew |
$0 - $926K
|
72.3K
$508K
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
469New |
$0 - $6K
|
469
$3.29K
|
|
Nov 10, 2022
Q3 2022
|
Wolverine Asset Management LLC
|
SELL
|
PUT |
-20.8K- 47.06% |
$0 - $266K
|
23.4K
$164K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
101New |
$0 - $1.29K
|
101
$709
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-185- 1.82% |
$0 - $2.37K
|
10K
$70.2K
|
|
Oct 27, 2022
Q3 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
43.6KNew |
$0 - $558K
|
43.6K
$306K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
313New |
$0 - $4.01K
|
313
$2.2K
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-83- 75.45% |
$0 - $1.06K
|
27
$190
|
|
Q2 2022 | |||||||
Sep 21, 2023
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
10K+ 26.67% |
$52.8K - $189K
|
47.5K
$333K
|
|
Aug 15, 2022
Q2 2022
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-1.6M- 95.01% |
$8.46M - $30.3M
|
84.2K
$591K
|
|
Aug 15, 2022
Q2 2022
|
Twinbeech Capital LP
Purchase, NY |
SELL
|
- |
-79.7KClosed |
$421K - $1.51M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Revelation Capital Management, LLC
Sausalito, CA |
BUY
|
- |
58.1KNew |
$307K - $1.1M
|
58.1K
$408K
|
|
Aug 15, 2022
Q2 2022
|
Select Equity Group, L.P.
New York, NY |
SELL
|
- |
-26.2KClosed |
$138K - $495K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-441KClosed |
$2.33M - $8.33M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Atom Investors LP
Austin, TX |
BUY
|
- |
16.6KNew |
$87.6K - $314K
|
16.6K
$116K
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-18Closed |
$95 - $340
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Perceptive Advisors LLC
New York, NY |
SELL
|
- |
-331KClosed |
$1.75M - $6.25M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Bamco Inc
New York, NY |
SELL
|
- |
-1.01MClosed |
$5.36M - $19.2M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-267KClosed |
$1.41M - $5.05M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-26.4KClosed |
$140K - $499K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-166KClosed |
$875K - $3.13M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-81Closed |
$428 - $1.53K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Apogem Capital LLC
New York, NY |
SELL
|
- |
-9.15K- 19.04% |
$48.3K - $173K
|
38.9K
$273K
|
|
Aug 15, 2022
Q2 2022
|
Bullseye Asset Management LLC
Denver, CO |
SELL
|
- |
-49.9KClosed |
$263K - $943K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-34.3KClosed |
$181K - $649K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
CALL |
5K+ 43.48% |
$26.4K - $94.5K
|
16.5K
$116K
|
|
Aug 12, 2022
Q2 2022
|
Rhenman & Partners Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-200KClosed |
$1.06M - $3.78M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
SELL
|
- |
-206KClosed |
$1.09M - $3.9M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-180K- 99.46% |
$951K - $3.4M
|
970
$6.81K
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-55.7KClosed |
$294K - $1.05M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-1.66KClosed |
$8.78K - $31.4K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-37Closed |
$195 - $699
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-94.9KClosed |
$501K - $1.79M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
96.6K+ 411.84% |
$510K - $1.83M
|
120K
$843K
|
|
Aug 11, 2022
Q2 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-300Closed |
$1.58K - $5.67K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
43New |
$227 - $813
|
43
$302
|
|
Aug 09, 2022
Q2 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
36.6KNew |
$193K - $691K
|
36.6K
$257K
|
|
Aug 05, 2022
Q2 2022
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
43.4KNew |
$229K - $820K
|
43.4K
$305K
|
|
Aug 04, 2022
Q2 2022
|
Td Asset Management Inc
|
SELL
|
- |
-22.3KClosed |
$118K - $422K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-123Closed |
$649 - $2.32K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
101New |
$533 - $1.91K
|
101
$709
|