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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
146+ 46.35% |
$70.3K - $82.5K
|
461
$254K
|
|
|
Nov 14, 2023
Q3 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
146+ 12.63% |
$70.3K - $82.5K
|
1.3K
$716K
|
|
|
Oct 25, 2023
Q3 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
145+ 29.71% |
$69.8K - $81.9K
|
633
$348K
|
|
|
Oct 16, 2023
Q3 2023
|
Martin Capital Advisors, LLP
|
BUY
|
- |
144+ 7.59% |
$69.3K - $81.3K
|
2.04K
$1.12M
|
|
|
Oct 25, 2023
Q3 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
144+ 2.64% |
$69.3K - $81.3K
|
5.6K
$3.08M
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
141+ 4.37% |
$67.9K - $79.6K
|
3.37K
$1.85M
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
140+ 13.57% |
$67.4K - $79.1K
|
1.17K
$645K
|
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
BUY
|
- |
140+ 2.08% |
$67.4K - $79.1K
|
6.86K
$3.77M
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
BUY
|
- |
139+ 5.39% |
$66.9K - $78.5K
|
2.72K
$1.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
138+ 10.83% |
$66.4K - $78K
|
1.41K
$777K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
138+ 2.39% |
$66.4K - $78K
|
5.9K
$3.25M
|
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
137+ 27.13% |
$65.9K - $77.4K
|
642
$353K
|
|
|
Nov 14, 2023
Q3 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
137+ 25.18% |
$65.9K - $77.4K
|
681
$375K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
136+ 6.78% |
$65.5K - $76.8K
|
2.14K
$1.18M
|
|
|
Oct 25, 2023
Q3 2023
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
135+ 4.69% |
$65K - $76.3K
|
3.02K
$1.66M
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
132+ 8.35% |
$63.5K - $74.6K
|
1.71K
$941K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
132+ 8.35% |
$63.5K - $74.6K
|
1.71K
$941K
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
131+ 1.72% |
$63K - $74K
|
7.75K
$4.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
130+ 4.18% |
$62.6K - $73.4K
|
3.24K
$1.78M
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
129+ 46.74% |
$62.1K - $72.9K
|
405
$223K
|
|
|
Nov 13, 2023
Q3 2023
|
Fort, L.P.
Chevy Chase, MD |
BUY
|
- |
129+ 19.94% |
$62.1K - $72.9K
|
776
$427K
|
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
BUY
|
- |
128+ 6.09% |
$61.6K - $72.3K
|
2.23K
$1.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
127+ 1.76% |
$61.1K - $71.7K
|
7.33K
$4.03M
|
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
126+ 23.51% |
$60.6K - $71.2K
|
662
$364K
|
|
|
Nov 15, 2023
Q3 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
126+ 6.58% |
$60.6K - $71.2K
|
2.04K
$1.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
125+ 11.5% |
$60.2K - $70.6K
|
1.21K
$667K
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
124+ 21.09% |
$59.7K - $70K
|
712
$392K
|
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
BUY
|
- |
124+ 5.63% |
$59.7K - $70K
|
2.33K
$1.28M
|
|
|
Oct 19, 2023
Q3 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
124+ 1.52% |
$59.7K - $70K
|
8.3K
$4.57M
|
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
122+ 3.48% |
$58.7K - $68.9K
|
3.62K
$1.99M
|
|
|
Nov 08, 2023
Q3 2023
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
121+ 7.89% |
$58.2K - $68.4K
|
1.65K
$910K
|
|
|
Nov 13, 2023
Q3 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
120+ 6.53% |
$57.8K - $67.8K
|
1.96K
$1.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
120+ 0.69% |
$57.8K - $67.8K
|
17.5K
$9.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
120+ 4.47% |
$57.8K - $67.8K
|
2.81K
$1.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
120+ 4.14% |
$57.8K - $67.8K
|
3.02K
$1.66M
|
|
|
Oct 17, 2023
Q3 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
119+ 2.71% |
$57.3K - $67.2K
|
4.51K
$2.48M
|
|
|
Nov 02, 2023
Q3 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
119+ 0.32% |
$57.3K - $67.2K
|
37.7K
$20.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
119+ 4.29% |
$57.3K - $67.2K
|
2.89K
$1.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
116+ 0.8% |
$55.8K - $65.5K
|
14.5K
$7.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
116+ 22.44% |
$55.8K - $65.5K
|
633
$348K
|
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
116+ 19.97% |
$55.8K - $65.5K
|
697
$383K
|
|
|
Oct 19, 2023
Q3 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
115+ 3.11% |
$55.3K - $65K
|
3.81K
$2.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
115New |
$55.3K - $65K
|
115
$63.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
115+ 10.1% |
$55.3K - $65K
|
1.25K
$690K
|
|
|
Sep 06, 2024
Q3 2023
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
114+ 14.5% |
$54.9K - $64.4K
|
900
$495K
|
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
BUY
|
- |
113+ 4.8% |
$54.4K - $63.8K
|
2.47K
$1.36M
|
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
112+ 3.72% |
$53.9K - $63.3K
|
3.12K
$1.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
112+ 8.31% |
$53.9K - $63.3K
|
1.46K
$802K
|
|
|
Nov 14, 2023
Q3 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
112+ 12.7% |
$53.9K - $63.3K
|
994
$547K
|
|
|
Oct 27, 2023
Q3 2023
|
Narwhal Capital Management
|
BUY
|
- |
111+ 0.69% |
$53.4K - $62.7K
|
16.2K
$8.91M
|