Purchases and Sales Made in Q4 2023 in Adobe Inc. (ADBE)
This table provides information about the institutional ownership of Adobe Inc. (ADBE) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 10, 2024
Q4 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
312+ 29.13% |
$158K - $198K
|
1.38K
$614K
|
|
Feb 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
311+ 6.89% |
$158K - $197K
|
4.82K
$2.14M
|
|
Feb 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
309+ 0.26% |
$157K - $196K
|
121K
$53.8M
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
308+ 2.84% |
$156K - $195K
|
11.2K
$4.96M
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
304+ 5.58% |
$154K - $193K
|
5.76K
$2.56M
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
303+ 0.7% |
$154K - $192K
|
43.8K
$19.4M
|
|
Jan 11, 2024
Q4 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
301+ 20.95% |
$153K - $191K
|
1.74K
$772K
|
|
Jan 11, 2024
Q4 2023
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
301+ 4.55% |
$153K - $191K
|
6.92K
$3.07M
|
|
Feb 01, 2024
Q4 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
300+ 39.22% |
$152K - $190K
|
1.07K
$473K
|
|
Feb 14, 2024
Q4 2023
|
High Vista Strategies LLC
Boston, MA |
BUY
|
- |
300+ 24.49% |
$152K - $190K
|
1.53K
$678K
|
|
May 10, 2024
Q4 2023
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
300+ 0.01% |
$152K - $190K
|
4.16M
$1.85B
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
295+ 11.51% |
$150K - $187K
|
2.86K
$1.27M
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
292+ 32.3% |
$148K - $185K
|
1.2K
$531K
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
292+ 32.3% |
$148K - $185K
|
1.2K
$531K
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
290+ 4.87% |
$147K - $184K
|
6.24K
$2.77M
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
289+ 10.6% |
$147K - $183K
|
3.02K
$1.34M
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
287+ 410.0% |
$146K - $182K
|
357
$159K
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
282+ 25.16% |
$143K - $179K
|
1.4K
$623K
|
|
Jan 17, 2024
Q4 2023
|
Rnc Capital Management LLC
|
BUY
|
- |
278+ 1.76% |
$141K - $176K
|
16.1K
$7.15M
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
BUY
|
- |
271+ 14.19% |
$137K - $172K
|
2.18K
$969K
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
267+ 0.64% |
$135K - $169K
|
41.8K
$18.6M
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
267+ 21.02% |
$135K - $169K
|
1.54K
$683K
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
265+ 48.45% |
$134K - $168K
|
812
$361K
|
|
Dec 19, 2024
Q4 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
263+ 4.13% |
$133K - $167K
|
6.64K
$2.95M
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
BUY
|
- |
262+ 3.92% |
$133K - $166K
|
6.94K
$3.08M
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
261+ 0.66% |
$132K - $165K
|
40.1K
$17.8M
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
260+ 7.94% |
$132K - $165K
|
3.53K
$1.57M
|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
BUY
|
- |
260+ 2.16% |
$132K - $165K
|
12.3K
$5.46M
|
|
Jan 09, 2024
Q4 2023
|
David J Yvars Group
|
BUY
|
- |
257+ 5.2% |
$130K - $163K
|
5.2K
$2.31M
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
256+ 8.46% |
$130K - $162K
|
3.28K
$1.46M
|
|
Feb 08, 2024
Q4 2023
|
Novare Capital Management LLC
|
BUY
|
- |
255+ 1.41% |
$129K - $162K
|
18.3K
$8.14M
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
253+ 5.66% |
$128K - $160K
|
4.73K
$2.1M
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
252+ 33.6% |
$128K - $160K
|
1K
$445K
|
|
Feb 14, 2024
Q4 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
249+ 1.77% |
$126K - $158K
|
14.3K
$6.35M
|
|
Jan 30, 2024
Q4 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
248+ 1.27% |
$126K - $157K
|
19.8K
$8.79M
|
|
Feb 13, 2024
Q4 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
248+ 48.72% |
$126K - $157K
|
757
$336K
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
247+ 60.24% |
$125K - $157K
|
657
$292K
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
247+ 21.13% |
$125K - $157K
|
1.42K
$629K
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
247+ 9.06% |
$125K - $157K
|
2.97K
$1.32M
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
246+ 6.71% |
$125K - $156K
|
3.91K
$1.74M
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
245+ 6.42% |
$124K - $155K
|
4.06K
$1.8M
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
245New |
$124K - $155K
|
245
$109K
|
|
Feb 08, 2024
Q4 2023
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
244+ 0.41% |
$124K - $155K
|
59.1K
$26.3M
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
244+ 2.39% |
$124K - $155K
|
10.4K
$4.64M
|
|
Jan 26, 2024
Q4 2023
|
G&S Capital LLC
|
BUY
|
- |
243+ 5.68% |
$123K - $154K
|
4.52K
$2.01M
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
240+ 56.47% |
$122K - $152K
|
665
$295K
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
240New |
$122K - $152K
|
240
$107K
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
239+ 126.46% |
$121K - $151K
|
428
$190K
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
238+ 4.32% |
$121K - $151K
|
5.74K
$2.55M
|
|
Feb 07, 2024
Q4 2023
|
Providence First Trust CO
|
BUY
|
- |
237+ 6.39% |
$120K - $150K
|
3.95K
$1.75M
|