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 |
---|---|---|---|---|---|---|---|
Jul 18, 2024
Q2 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
396New |
$174K - $220K
|
396
$146K
|
|
Jul 18, 2024
Q2 2024
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
411New |
$180K - $228K
|
411
$151K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
5+ 7.25% |
$2.2K - $2.78K
|
74
$27.2K
|
|
Jul 18, 2024
Q2 2024
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
BUY
|
- |
2.52K+ 124.19% |
$1.11M - $1.4M
|
4.55K
$1.67M
|
|
Jul 17, 2024
Q2 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
369New |
$162K - $205K
|
369
$136K
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
115New |
$50.5K - $63.9K
|
115
$42.3K
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
229+ 14.96% |
$101K - $127K
|
1.76K
$647K
|
|
Jul 17, 2024
Q2 2024
|
Corundum Group, Inc.
|
BUY
|
- |
377New |
$166K - $209K
|
377
$139K
|
|
Jul 17, 2024
Q2 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
200+ 35.91% |
$87.8K - $111K
|
757
$278K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
CALL |
-1.9K- 95.0% |
$834K - $1.06M
|
100
$36.8K
|
|
Jul 16, 2024
Q2 2024
|
Fcg Investment CO
Germantown, TN |
SELL
|
- |
-332- 17.85% |
$146K - $184K
|
1.53K
$562K
|
|
Jul 16, 2024
Q2 2024
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
3.03K+ 65.84% |
$1.33M - $1.68M
|
7.62K
$2.8M
|
|
Jul 16, 2024
Q2 2024
|
Adams Wealth Management
|
BUY
|
- |
609New |
$267K - $338K
|
609
$224K
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
CALL |
100New |
$43.9K - $55.6K
|
100
$36.8K
|
|
Jul 16, 2024
Q2 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-114- 16.89% |
$50K - $63.3K
|
561
$206K
|
|
Jul 16, 2024
Q2 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-146- 28.4% |
$64.1K - $81.1K
|
368
$135K
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
PUT |
500New |
$220K - $278K
|
500
$184K
|
|
Jul 15, 2024
Q2 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-540- 59.8% |
$237K - $300K
|
363
$133K
|
|
Jul 15, 2024
Q2 2024
|
Fulcrum Asset Management LLP
London, X0 |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
9.9KNew |
$4.35M - $5.5M
|
9.9K
$3.64M
|
|
Jul 15, 2024
Q2 2024
|
First Community Trust Na
|
BUY
|
- |
74New |
$32.5K - $41.1K
|
74
$27.2K
|
|
Jul 15, 2024
Q2 2024
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
28+ 1.46% |
$12.3K - $15.6K
|
1.94K
$713K
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
40New |
$17.6K - $22.2K
|
40
$14.7K
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-215- 97.73% |
$94.4K - $119K
|
5
$1.84K
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
6.83K+ 1240.11% |
$3M - $3.8M
|
7.38K
$2.71M
|
|
Jul 12, 2024
Q2 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-1.97K- 99.45% |
$866K - $1.1M
|
11
$4.04K
|
|
Jul 12, 2024
Q2 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
551New |
$242K - $306K
|
551
$203K
|
|
Jul 12, 2024
Q2 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-100- 20.7% |
$43.9K - $55.6K
|
383
$141K
|
|
Jul 11, 2024
Q2 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
6New |
$2.63K - $3.33K
|
6
$2.21K
|
|
Jul 10, 2024
Q2 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
507New |
$223K - $282K
|
507
$186K
|
|
Jul 10, 2024
Q2 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
362New |
$159K - $201K
|
362
$133K
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
70New |
$30.7K - $38.9K
|
70
$25.7K
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-78- 5.41% |
$34.2K - $43.3K
|
1.36K
$502K
|
|
Jul 09, 2024
Q2 2024
|
Grassi Investment Management
|
SELL
|
- |
-20- 3.85% |
$8.78K - $11.1K
|
500
$184K
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
104+ 70.27% |
$45.7K - $57.8K
|
252
$92.7K
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
SELL
|
- |
-28- 5.58% |
$12.3K - $15.6K
|
474
$174K
|
|
Q1 2024 | |||||||
Jul 09, 2025
Q1 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
11K+ 35.9% |
$5.43M - $7M
|
41.7K
$15.3M
|
|
Jun 03, 2025
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-469- 2.31% |
$231K - $298K
|
19.8K
$7.29M
|
|
May 14, 2025
Q1 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
5.4MNew |
$2.66B - $3.43B
|
5.4M
$1.99B
|
|
Mar 11, 2025
Q1 2024
|
Private Capital Management LLC
|
SELL
|
- |
-6- 1.25% |
$2.95K - $3.81K
|
473
$174K
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
12New |
$5.91K - $7.62K
|
12
$4.41K
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
43+ 56.58% |
$21.2K - $27.3K
|
119
$43.8K
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
5+ 7.69% |
$2.46K - $3.17K
|
70
$25.7K
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
4.12K+ 32.85% |
$2.03M - $2.61M
|
16.6K
$6.12M
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
71+ 129.09% |
$35K - $45.1K
|
126
$46.3K
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
1+ 14.29% |
$492 - $635
|
8
$2.94K
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
2.71KNew |
$1.33M - $1.72M
|
2.71K
$996K
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-18.7K- 29.11% |
$9.2M - $11.9M
|
45.5K
$16.7M
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
87+ 11.4% |
$42.8K - $55.2K
|
850
$313K
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
30+ 23.81% |
$14.8K - $19K
|
156
$57.4K
|