Purchases and Sales Made in Q3 2023 in Adobe Inc. (ADBE)
This table provides information about the institutional ownership of Adobe Inc. (ADBE) during Q3 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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
554+ 11.31% |
$267K - $313K
|
5.45K
$3M
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
551+ 3.15% |
$265K - $311K
|
18K
$9.92M
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
551+ 5.56% |
$265K - $311K
|
10.5K
$5.75M
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
550+ 8.97% |
$265K - $311K
|
6.68K
$3.67M
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
BUY
|
- |
547New |
$263K - $309K
|
547
$301K
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
547+ 9.16% |
$263K - $309K
|
6.52K
$3.58M
|
|
Oct 19, 2023
Q3 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
544New |
$262K - $307K
|
544
$299K
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
BUY
|
- |
537+ 2.47% |
$258K - $303K
|
22.3K
$12.2M
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
537New |
$258K - $303K
|
537
$295K
|
|
Nov 09, 2023
Q3 2023
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
535New |
$257K - $302K
|
535
$294K
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
532New |
$256K - $301K
|
532
$293K
|
|
Nov 08, 2023
Q3 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
530+ 41.83% |
$255K - $299K
|
1.8K
$988K
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
526New |
$253K - $297K
|
526
$289K
|
|
Nov 14, 2023
Q3 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
524+ 106.5% |
$252K - $296K
|
1.02K
$559K
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
BUY
|
- |
524+ 3.2% |
$252K - $296K
|
16.9K
$9.3M
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
523New |
$252K - $295K
|
523
$288K
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
519+ 2.24% |
$250K - $293K
|
23.6K
$13M
|
|
Oct 24, 2023
Q3 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
517New |
$249K - $292K
|
517
$284K
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
507+ 10.9% |
$244K - $286K
|
5.16K
$2.84M
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
505+ 42.05% |
$243K - $285K
|
1.71K
$938K
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
503+ 4.86% |
$242K - $284K
|
10.8K
$5.96M
|
|
Nov 01, 2023
Q3 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
501New |
$241K - $283K
|
501
$276K
|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
500New |
$241K - $282K
|
500
$275K
|
|
Oct 11, 2023
Q3 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
493New |
$237K - $278K
|
493
$271K
|
|
Oct 23, 2023
Q3 2023
|
Mcdaniel Terry & CO
|
BUY
|
- |
493+ 1.45% |
$237K - $278K
|
34.4K
$18.9M
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
491+ 6.99% |
$236K - $277K
|
7.51K
$4.13M
|
|
Oct 31, 2023
Q3 2023
|
Fagan Associates, Inc.
|
BUY
|
- |
487+ 16.65% |
$234K - $275K
|
3.41K
$1.88M
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
481+ 18.89% |
$232K - $272K
|
3.03K
$1.66M
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
478New |
$230K - $270K
|
478
$263K
|
|
Nov 14, 2023
Q3 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
476+ 11.31% |
$229K - $269K
|
4.69K
$2.58M
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
472+ 43.38% |
$227K - $267K
|
1.56K
$858K
|
|
Oct 19, 2023
Q3 2023
|
Tfg Advisers LLC
|
BUY
|
- |
470New |
$226K - $265K
|
470
$258K
|
|
Nov 13, 2023
Q3 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
470New |
$226K - $265K
|
470
$258K
|
|
Nov 13, 2023
Q3 2023
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
467+ 59.64% |
$225K - $264K
|
1.25K
$687K
|
|
Oct 16, 2023
Q3 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
465New |
$224K - $263K
|
465
$256K
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
461+ 9.42% |
$222K - $260K
|
5.35K
$2.94M
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
460+ 3.51% |
$221K - $260K
|
13.6K
$7.47M
|
|
Oct 18, 2023
Q3 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
460New |
$221K - $260K
|
460
$253K
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
459+ 75.62% |
$221K - $259K
|
1.07K
$586K
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
459+ 13.43% |
$221K - $259K
|
3.88K
$2.13M
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
457+ 1.6% |
$220K - $258K
|
28.9K
$15.9M
|
|
Oct 24, 2023
Q3 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
454New |
$219K - $256K
|
454
$250K
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
451+ 63.88% |
$217K - $255K
|
1.16K
$636K
|
|
Oct 19, 2023
Q3 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
447New |
$215K - $253K
|
447
$246K
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
442+ 2.68% |
$213K - $250K
|
17K
$9.33M
|
|
Oct 11, 2023
Q3 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
439New |
$211K - $248K
|
439
$241K
|
|
Nov 13, 2023
Q3 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
439New |
$211K - $248K
|
439
$241K
|
|
Nov 15, 2023
Q3 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
434New |
$209K - $245K
|
434
$239K
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
431New |
$207K - $243K
|
431
$237K
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
428+ 0.71% |
$206K - $242K
|
60.3K
$33.2M
|