Purchases and Sales Made in Q2 2023 in Adobe Inc. (ADBE)
This table provides information about the institutional ownership of Adobe Inc. (ADBE) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
39+ 2.84% |
$13.1K - $19.3K
|
1.41K
$619K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
39+ 3.16% |
$13.1K - $19.3K
|
1.27K
$557K
|
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
BUY
|
- |
38+ 6.25% |
$12.7K - $18.8K
|
646
$283K
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
37+ 0.79% |
$12.4K - $18.3K
|
4.72K
$2.07M
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
37+ 1.88% |
$12.4K - $18.3K
|
2.01K
$879K
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
37+ 2.38% |
$12.4K - $18.3K
|
1.59K
$695K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
36+ 300.0% |
$12.1K - $17.8K
|
48
$21K
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
36+ 0.88% |
$12.1K - $17.8K
|
4.14K
$1.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Nikko Asset Management Americas, Inc.
|
BUY
|
- |
36+ 3.72% |
$12.1K - $17.8K
|
1K
$439K
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
35+ 1.53% |
$11.7K - $17.3K
|
2.32K
$1.02M
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
35+ 6.9% |
$11.7K - $17.3K
|
542
$237K
|
|
|
Aug 11, 2023
Q2 2023
|
Knott David M Jr
Syosset, NY |
BUY
|
- |
35New |
$11.7K - $17.3K
|
35
$15.3K
|
|
|
Aug 16, 2023
Q2 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
35+ 3.12% |
$11.7K - $17.3K
|
1.16K
$506K
|
|
|
Jul 13, 2023
Q2 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
34+ 5.3% |
$11.4K - $16.8K
|
676
$296K
|
|
|
Jul 13, 2023
Q2 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
34+ 2.95% |
$11.4K - $16.8K
|
1.19K
$519K
|
|
|
Jul 21, 2023
Q2 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
34+ 4.27% |
$11.4K - $16.8K
|
830
$363K
|
|
|
Aug 11, 2023
Q2 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
34+ 1.37% |
$11.4K - $16.8K
|
2.51K
$1.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
33+ 5.84% |
$11.1K - $16.3K
|
598
$262K
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
32+ 5.85% |
$10.7K - $15.8K
|
579
$253K
|
|
|
Jul 18, 2023
Q2 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
32+ 1.7% |
$10.7K - $15.8K
|
1.91K
$837K
|
|
|
Jul 28, 2023
Q2 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
31New |
$10.4K - $15.4K
|
31
$13.6K
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
31+ 0.89% |
$10.4K - $15.4K
|
3.5K
$1.53M
|
|
|
Dec 19, 2024
Q2 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
31+ 0.49% |
$10.4K - $15.4K
|
6.35K
$2.78M
|
|
|
Jul 18, 2023
Q2 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
30+ 1.95% |
$10.1K - $14.9K
|
1.57K
$685K
|
|
|
Jul 25, 2023
Q2 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
30+ 4.59% |
$10.1K - $14.9K
|
683
$299K
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
30+ 0.09% |
$10.1K - $14.9K
|
33.7K
$14.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
BUY
|
- |
30+ 0.93% |
$10.1K - $14.9K
|
3.26K
$1.43M
|
|
|
Feb 06, 2024
Q2 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
30+ 5.37% |
$10.1K - $14.9K
|
589
$258K
|
|
|
Jul 26, 2023
Q2 2023
|
Everett Harris & CO
|
BUY
|
- |
29+ 3.72% |
$9.73K - $14.4K
|
808
$353K
|
|
|
Jul 31, 2023
Q2 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
27+ 3.85% |
$9.06K - $13.4K
|
729
$319K
|
|
|
Aug 01, 2023
Q2 2023
|
Tevis Investment Management
|
BUY
|
- |
27+ 1.4% |
$9.06K - $13.4K
|
1.95K
$853K
|
|
|
Aug 07, 2023
Q2 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
27+ 8.79% |
$9.06K - $13.4K
|
334
$146K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
26+ 16.46% |
$8.72K - $12.9K
|
184
$80.5K
|
|
|
Aug 08, 2023
Q2 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
26+ 15.2% |
$8.72K - $12.9K
|
197
$86.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
26+ 2.21% |
$8.72K - $12.9K
|
1.21K
$527K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
25+ 0.32% |
$8.39K - $12.4K
|
7.75K
$3.39M
|
|
|
Jul 31, 2023
Q2 2023
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
25+ 1.86% |
$8.39K - $12.4K
|
1.37K
$600K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
25+ 2.12% |
$8.39K - $12.4K
|
1.2K
$527K
|
|
|
Aug 08, 2023
Q2 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
25+ 2.9% |
$8.39K - $12.4K
|
886
$388K
|
|
|
Aug 10, 2023
Q2 2023
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
25+ 1.52% |
$8.39K - $12.4K
|
1.67K
$732K
|
|
|
Aug 11, 2023
Q2 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
25+ 3.09% |
$8.39K - $12.4K
|
835
$365K
|
|
|
Aug 14, 2023
Q2 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
25+ 3.14% |
$8.39K - $12.4K
|
822
$360K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
24+ 18.75% |
$8.05K - $11.9K
|
152
$66.5K
|
|
|
Jul 18, 2023
Q2 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
24+ 14.55% |
$8.05K - $11.9K
|
189
$82.7K
|
|
|
Jul 21, 2023
Q2 2023
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
24+ 2.33% |
$8.05K - $11.9K
|
1.05K
$461K
|
|
|
Aug 03, 2023
Q2 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
24+ 0.67% |
$8.05K - $11.9K
|
3.58K
$1.57M
|
|
|
Aug 11, 2023
Q2 2023
|
Citizens & Northern Corp
|
BUY
|
- |
24+ 0.88% |
$8.05K - $11.9K
|
2.76K
$1.21M
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
23+ 2.56% |
$7.72K - $11.4K
|
921
$403K
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
BUY
|
- |
22+ 11.0% |
$7.38K - $10.9K
|
222
$97.1K
|
|
|
Jul 21, 2023
Q2 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
22+ 0.3% |
$7.38K - $10.9K
|
7.34K
$3.21M
|