Latest Institutional Transactions on Adobe Inc. (ADBE)
This table provides information on the latest institutional transactions involving Adobe Inc. (ADBE) 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 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
22+ 0.43% |
$9.62K - $12.2K
|
5.19K
$1.93M
|
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-32- 1.15% |
$14K - $17.7K
|
2.74K
$1.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
2+ 0.11% |
$875 - $1.11K
|
1.79K
$666K
|
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-59- 7.41% |
$25.8K - $32.6K
|
737
$274K
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
515New |
$225K - $285K
|
515
$191K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-12- 0.45% |
$5.25K - $6.64K
|
2.65K
$985K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-85- 6.12% |
$37.2K - $47K
|
1.3K
$485K
|
|
|
Jan 24, 2025
Q4 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
60+ 1.51% |
$26.2K - $33.2K
|
4.04K
$1.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
36New |
$15.7K - $19.9K
|
36
$13.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
76+ 0.3% |
$33.2K - $42K
|
25.6K
$9.51M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-19.7K- 97.41% |
$8.61M - $10.9M
|
524
$195K
|
|
|
Jan 24, 2025
Q4 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
133+ 4.83% |
$58.2K - $73.5K
|
2.88K
$1.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-28- 4.75% |
$12.2K - $15.5K
|
561
$209K
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-97- 10.77% |
$42.4K - $53.6K
|
804
$299K
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-19- 3.54% |
$8.31K - $10.5K
|
518
$193K
|
|
|
Jan 23, 2025
Q4 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
46+ 3.52% |
$20.1K - $25.4K
|
1.35K
$502K
|
|
|
Jan 23, 2025
Q4 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-125- 7.87% |
$54.7K - $69.1K
|
1.46K
$544K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.32KNew |
$579K - $732K
|
1.32K
$492K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-15- 3.74% |
$6.56K - $8.29K
|
386
$143K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-37- 4.96% |
$16.2K - $20.5K
|
709
$264K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
167+ 23.36% |
$73K - $92.3K
|
882
$328K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.13KNew |
$493K - $624K
|
1.13K
$419K
|
|
|
Jan 23, 2025
Q4 2024
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
21.6K+ 31.98% |
$9.45M - $11.9M
|
89.2K
$33.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
280+ 27.24% |
$122K - $155K
|
1.31K
$486K
|
|
|
Jan 23, 2025
Q4 2024
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-13- 2.73% |
$5.69K - $7.19K
|
464
$172K
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
329+ 16.41% |
$144K - $182K
|
2.33K
$868K
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-798- 14.73% |
$349K - $441K
|
4.62K
$1.72M
|
|
|
Jan 22, 2025
Q4 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-16- 8.21% |
$7K - $8.85K
|
179
$66.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-7- 1.43% |
$3.06K - $3.87K
|
482
$179K
|
|
|
Jan 22, 2025
Q4 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
4.43K+ 119.82% |
$1.94M - $2.45M
|
8.12K
$3.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
516New |
$226K - $285K
|
516
$192K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-46- 8.86% |
$20.1K - $25.4K
|
473
$176K
|
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
SELL
|
- |
-154- 15.11% |
$67.4K - $85.2K
|
865
$322K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-254- 10.43% |
$111K - $140K
|
2.18K
$811K
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
SELL
|
- |
-13- 2.8% |
$5.69K - $7.19K
|
452
$168K
|
|
|
Jan 21, 2025
Q4 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
149+ 3.01% |
$65.2K - $82.4K
|
5.09K
$1.89M
|
|
|
Jan 17, 2025
Q4 2024
|
Bedrijfstakpensioenfonds Voor De Media Pno
|
SELL
|
- |
-2.4K- 6.04% |
$1.05M - $1.33M
|
37.4K
$13.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-31- 1.79% |
$13.6K - $17.1K
|
1.7K
$632K
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-89- 15.11% |
$38.9K - $49.2K
|
500
$186K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-7- 0.75% |
$3.06K - $3.87K
|
921
$342K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
12+ 1.8% |
$5.25K - $6.64K
|
678
$252K
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
1.15KNew |
$503K - $635K
|
1.15K
$427K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
32New |
$14K - $17.7K
|
32
$11.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-370- 4.86% |
$162K - $205K
|
7.24K
$2.69M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
22+ 4.71% |
$9.62K - $12.2K
|
489
$182K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-89- 24.25% |
$38.9K - $49.2K
|
278
$103K
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
53+ 0.97% |
$23.2K - $29.3K
|
5.53K
$2.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
286New |
$125K - $158K
|
286
$106K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
35+ 8.35% |
$15.3K - $19.4K
|
454
$169K
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-63- 10.66% |
$27.6K - $34.8K
|
528
$196K
|