Purchases and Sales Made in Q1 2024 in Adobe Inc. (ADBE)
This table provides information about the institutional ownership of Adobe Inc. (ADBE) during Q1 2024. 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 |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
90+ 9.56% |
$44.3K - $57.1K
|
1.03K
$528K
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
BUY
|
- |
88+ 21.26% |
$43.3K - $55.9K
|
502
$257K
|
|
May 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
BUY
|
- |
87+ 1.63% |
$42.8K - $55.2K
|
5.43K
$2.78M
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
87+ 11.4% |
$42.8K - $55.2K
|
850
$435K
|
|
Apr 18, 2024
Q1 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
86+ 4.71% |
$42.4K - $54.6K
|
1.91K
$978K
|
|
May 07, 2024
Q1 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
86+ 7.38% |
$42.4K - $54.6K
|
1.25K
$641K
|
|
May 07, 2024
Q1 2024
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
85+ 10.29% |
$41.9K - $54K
|
911
$467K
|
|
May 16, 2024
Q1 2024
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
83+ 15.4% |
$40.9K - $52.7K
|
622
$319K
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
81+ 33.06% |
$39.9K - $51.4K
|
326
$167K
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
80+ 1.01% |
$39.4K - $50.8K
|
7.98K
$4.09M
|
|
May 14, 2024
Q1 2024
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
80+ 8.9% |
$39.4K - $50.8K
|
979
$501K
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
79+ 3.19% |
$38.9K - $50.1K
|
2.55K
$1.31M
|
|
Apr 12, 2024
Q1 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
78+ 14.39% |
$38.4K - $49.5K
|
620
$318K
|
|
Apr 19, 2024
Q1 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
78+ 1.21% |
$38.4K - $49.5K
|
6.51K
$3.33M
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
78+ 7.07% |
$38.4K - $49.5K
|
1.18K
$605K
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
78+ 11.49% |
$38.4K - $49.5K
|
757
$388K
|
|
Apr 30, 2024
Q1 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
78+ 7.3% |
$38.4K - $49.5K
|
1.15K
$587K
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
78+ 1.08% |
$38.4K - $49.5K
|
7.32K
$3.75M
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
78+ 19.85% |
$38.4K - $49.5K
|
471
$241K
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
78+ 7.07% |
$38.4K - $49.5K
|
1.18K
$605K
|
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
77+ 10.24% |
$37.9K - $48.9K
|
829
$425K
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
76+ 11.11% |
$37.4K - $48.2K
|
760
$389K
|
|
Apr 15, 2024
Q1 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
75+ 14.82% |
$36.9K - $47.6K
|
581
$298K
|
|
May 08, 2024
Q1 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
75+ 2.43% |
$36.9K - $47.6K
|
3.16K
$1.62M
|
|
Apr 24, 2024
Q1 2024
|
Eastover Investment Advisors LLC
|
BUY
|
- |
74+ 2.27% |
$36.4K - $47K
|
3.33K
$1.7M
|
|
May 01, 2024
Q1 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
74+ 2.05% |
$36.4K - $47K
|
3.69K
$1.89M
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
74+ 15.51% |
$36.4K - $47K
|
551
$282K
|
|
May 09, 2024
Q1 2024
|
Belvedere Trading LLC
|
BUY
|
- |
74New |
$36.4K - $47K
|
74
$37.9K
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
73+ 11.16% |
$35.9K - $46.3K
|
727
$372K
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
72+ 0.94% |
$35.5K - $45.7K
|
7.75K
$3.97M
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
72+ 2.86% |
$35.5K - $45.7K
|
2.59K
$1.33M
|
|
May 14, 2024
Q1 2024
|
Belmont Capital, LLC
|
BUY
|
- |
72New |
$35.5K - $45.7K
|
72
$36.9K
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
71+ 0.83% |
$35K - $45.1K
|
8.58K
$4.4M
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
71+ 129.09% |
$35K - $45.1K
|
126
$64.5K
|
|
May 13, 2024
Q1 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
69+ 6.36% |
$34K - $43.8K
|
1.15K
$591K
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
68New |
$33.5K - $43.2K
|
68
$34.8K
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
68+ 3.07% |
$33.5K - $43.2K
|
2.29K
$1.17M
|
|
May 09, 2024
Q1 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
67+ 9.7% |
$33K - $42.5K
|
758
$388K
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
66+ 2.3% |
$32.5K - $41.9K
|
2.94K
$1.5M
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
66New |
$32.5K - $41.9K
|
66
$33.8K
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
66+ 1.69% |
$32.5K - $41.9K
|
3.96K
$2.03M
|
|
Apr 11, 2024
Q1 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
65+ 1.73% |
$32K - $41.3K
|
3.82K
$1.95M
|
|
Apr 24, 2024
Q1 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
65+ 6.8% |
$32K - $41.3K
|
1.02K
$523K
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
65+ 4.63% |
$32K - $41.3K
|
1.47K
$752K
|
|
Apr 30, 2024
Q1 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
65+ 3.02% |
$32K - $41.3K
|
2.22K
$1.14M
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
65+ 8.89% |
$32K - $41.3K
|
796
$408K
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
65+ 1.25% |
$32K - $41.3K
|
5.28K
$2.7M
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
BUY
|
- |
65+ 13.74% |
$32K - $41.3K
|
538
$276K
|
|
Apr 19, 2024
Q1 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
64+ 0.62% |
$31.5K - $40.6K
|
10.5K
$5.36M
|
|
Apr 12, 2024
Q1 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
63+ 4.56% |
$31K - $40K
|
1.45K
$741K
|