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 |
---|---|---|---|---|---|---|---|
Apr 22, 2024
Q1 2024
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
560New |
$276K - $355K
|
560
$253K
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-735- 27.6% |
$362K - $467K
|
1.93K
$870K
|
|
Apr 22, 2024
Q1 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
50+ 6.78% |
$24.6K - $31.7K
|
788
$355K
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
120+ 5.87% |
$59.1K - $76.2K
|
2.16K
$976K
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
17+ 3.09% |
$8.37K - $10.8K
|
567
$256K
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
BUY
|
- |
204+ 6.2% |
$100K - $129K
|
3.49K
$1.58M
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-1.81K- 89.34% |
$892K - $1.15M
|
216
$97.4K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-16.3K- 84.9% |
$8.03M - $10.3M
|
2.9K
$1.31M
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
171New |
$84.2K - $109K
|
171
$77.1K
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
BUY
|
CALL |
1KNew |
$492K - $635K
|
1K
$451K
|
|
Apr 19, 2024
Q1 2024
|
Fluent Financial, LLC
|
BUY
|
- |
51+ 3.31% |
$25.1K - $32.4K
|
1.59K
$717K
|
|
Apr 19, 2024
Q1 2024
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
1.16K+ 9.87% |
$572K - $738K
|
12.9K
$5.83M
|
|
Apr 19, 2024
Q1 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
3+ 0.31% |
$1.48K - $1.9K
|
962
$434K
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-1- 0.66% |
$492 - $635
|
151
$68.1K
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
911New |
$449K - $578K
|
911
$411K
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
SELL
|
- |
-61- 11.91% |
$30K - $38.7K
|
451
$203K
|
|
Apr 18, 2024
Q1 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-312- 8.83% |
$154K - $198K
|
3.22K
$1.45M
|
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
SELL
|
- |
-85- 11.53% |
$41.9K - $54K
|
652
$294K
|
|
Apr 16, 2024
Q1 2024
|
Guo Line Advisory Pte LTD
Singapore, U0 |
BUY
|
- |
60KNew |
$29.6M - $38.1M
|
60K
$27.1M
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-189- 57.45% |
$93.1K - $120K
|
140
$63.2K
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
2New |
$985 - $1.27K
|
2
$902
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-6- 15.79% |
$2.95K - $3.81K
|
32
$14.4K
|
|
Apr 15, 2024
Q1 2024
|
Richelieu Gestion PLC
|
BUY
|
- |
173+ 3.73% |
$85.2K - $110K
|
4.82K
$2.17M
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
260+ 4.99% |
$128K - $165K
|
5.47K
$2.47M
|
|
Apr 15, 2024
Q1 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-70- 5.42% |
$34.5K - $44.4K
|
1.22K
$551K
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
44+ 10.43% |
$21.7K - $27.9K
|
466
$210K
|
|
Apr 15, 2024
Q1 2024
|
Cumberland Advisors Inc
|
BUY
|
- |
115+ 2.4% |
$56.6K - $73K
|
4.91K
$2.21M
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
18New |
$8.86K - $11.4K
|
18
$8.12K
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
1.02KNew |
$502K - $647K
|
1.02K
$460K
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
149KNew |
$73.4M - $94.7M
|
149K
$67.3M
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-1- 16.67% |
$492 - $635
|
5
$2.26K
|
|
Apr 11, 2024
Q1 2024
|
Churchill Management Corp
|
BUY
|
- |
619+ 2.57% |
$305K - $393K
|
24.7K
$11.2M
|
|
Apr 11, 2024
Q1 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
263+ 55.37% |
$130K - $167K
|
738
$333K
|
|
Apr 11, 2024
Q1 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-254- 1.55% |
$125K - $161K
|
16.2K
$7.29M
|
|
Apr 11, 2024
Q1 2024
|
Rheos Capital Works Inc.
|
BUY
|
- |
22.5KNew |
$11.1M - $14.3M
|
22.5K
$10.1M
|
|
Apr 11, 2024
Q1 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-74- 12.5% |
$36.4K - $47K
|
518
$234K
|
|
Apr 10, 2024
Q1 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
7+ 0.21% |
$3.45K - $4.44K
|
3.38K
$1.53M
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-25- 11.11% |
$12.3K - $15.9K
|
200
$90.2K
|
|
Q4 2023 | |||||||
Jan 14, 2025
Q4 2023
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
28+ 1.86% |
$14.2K - $17.7K
|
1.53K
$691K
|
|
Nov 18, 2024
Q4 2023
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
416New |
$211K - $264K
|
416
$188K
|
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
75+ 18.75% |
$38K - $47.5K
|
475
$214K
|
|
Jul 22, 2024
Q4 2023
|
Cloud Alpha Capital Management Limited
Hong Kong, K3 |
BUY
|
- |
41.3K+ 179.46% |
$20.9M - $26.2M
|
64.3K
$29M
|
|
May 15, 2024
Q4 2023
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
43New |
$21.8K - $27.2K
|
43
$19.4K
|
|
May 15, 2024
Q4 2023
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
CALL |
400New |
$203K - $253K
|
400
$180K
|
|
May 08, 2024
Q4 2023
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-3.53K- 2.85% |
$1.79M - $2.24M
|
120K
$54.3M
|
|
May 08, 2024
Q4 2023
|
M&G Investments (Usa) Inc.
Chicago, IL |
BUY
|
- |
4.42KNew |
$2.24M - $2.8M
|
4.42K
$2M
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
1+ 0.13% |
$507 - $634
|
751
$339K
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
13New |
$6.59K - $8.24K
|
13
$5.86K
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-160- 14.93% |
$81.1K - $101K
|
912
$411K
|
|
Mar 05, 2024
Q4 2023
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
794New |
$403K - $503K
|
794
$358K
|