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 17, 2024
Q4 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
186+ 42.18% |
$94.3K - $118K
|
627
$260K
|
|
|
Feb 02, 2024
Q4 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
185+ 0.3% |
$93.8K - $117K
|
62.2K
$25.8M
|
|
|
Jan 19, 2024
Q4 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
184+ 9.6% |
$93.3K - $117K
|
2.1K
$872K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
183+ 40.04% |
$92.8K - $116K
|
640
$266K
|
|
|
Jan 04, 2024
Q4 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
180+ 7.78% |
$91.3K - $114K
|
2.5K
$1.04M
|
|
|
Jan 19, 2024
Q4 2023
|
Advocate Group LLC
|
BUY
|
- |
180+ 1.63% |
$91.3K - $114K
|
11.2K
$4.65M
|
|
|
Jan 08, 2024
Q4 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
179+ 7.32% |
$90.8K - $113K
|
2.62K
$1.09M
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
179+ 33.33% |
$90.8K - $113K
|
716
$297K
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
177+ 42.65% |
$89.7K - $112K
|
592
$246K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
176New |
$89.2K - $112K
|
176
$73.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
175+ 50.29% |
$88.7K - $111K
|
523
$217K
|
|
|
Feb 09, 2024
Q4 2023
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
175+ 12.92% |
$88.7K - $111K
|
1.53K
$635K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
174+ 155.36% |
$88.2K - $110K
|
286
$119K
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
173+ 20.77% |
$87.7K - $110K
|
1.01K
$418K
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
173+ 2.59% |
$87.7K - $110K
|
6.84K
$2.84M
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
BUY
|
- |
173+ 0.7% |
$87.7K - $110K
|
24.8K
$10.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
172New |
$87.2K - $109K
|
172
$71.4K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
170+ 8.85% |
$86.2K - $108K
|
2.09K
$868K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
170+ 1.0% |
$86.2K - $108K
|
17.2K
$7.13M
|
|
|
Jan 19, 2024
Q4 2023
|
Strategic Advisors LLC
|
BUY
|
- |
169+ 21.18% |
$85.7K - $107K
|
967
$401K
|
|
|
Feb 12, 2024
Q4 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
169+ 6.04% |
$85.7K - $107K
|
2.97K
$1.23M
|
|
|
Feb 13, 2025
Q4 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
169+ 27.48% |
$85.7K - $107K
|
784
$325K
|
|
|
Feb 05, 2024
Q4 2023
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
168+ 105.66% |
$85.2K - $106K
|
327
$136K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
168+ 2.17% |
$85.2K - $106K
|
7.9K
$3.28M
|
|
|
Jan 23, 2024
Q4 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
167+ 10.53% |
$84.7K - $106K
|
1.75K
$728K
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
166+ 5.26% |
$84.2K - $105K
|
3.32K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
166+ 5.12% |
$84.2K - $105K
|
3.41K
$1.41M
|
|
|
Jan 10, 2024
Q4 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
165+ 4.19% |
$83.7K - $105K
|
4.1K
$1.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
164+ 16.38% |
$83.2K - $104K
|
1.17K
$484K
|
|
|
Feb 13, 2024
Q4 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
164+ 8.04% |
$83.2K - $104K
|
2.2K
$915K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
163New |
$82.6K - $103K
|
163
$67.7K
|
|
|
Jan 05, 2024
Q4 2023
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
162New |
$82.1K - $103K
|
162
$67.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
162+ 0.89% |
$82.1K - $103K
|
18.4K
$7.65M
|
|
|
Jan 25, 2024
Q4 2023
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
162New |
$82.1K - $103K
|
162
$67.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
162+ 5.98% |
$82.1K - $103K
|
2.87K
$1.19M
|
|
|
Dec 13, 2024
Q4 2023
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
161+ 39.66% |
$81.6K - $102K
|
567
$235K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
160+ 3.21% |
$81.1K - $101K
|
5.15K
$2.14M
|
|
|
Jan 12, 2024
Q4 2023
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
158+ 5.86% |
$80.1K - $100K
|
2.86K
$1.19M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
158+ 5.18% |
$80.1K - $100K
|
3.21K
$1.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
157New |
$79.6K - $99.5K
|
157
$65.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
156New |
$79.1K - $98.9K
|
156
$64.8K
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
156+ 2.72% |
$79.1K - $98.9K
|
5.89K
$2.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
155+ 3.31% |
$78.6K - $98.2K
|
4.84K
$2.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
154+ 12.57% |
$78.1K - $97.6K
|
1.38K
$572K
|
|
|
Jan 29, 2024
Q4 2023
|
Highview Capital Management LLC
|
BUY
|
- |
153+ 5.39% |
$77.6K - $96.9K
|
2.99K
$1.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
153New |
$77.6K - $96.9K
|
153
$63.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
153+ 31.1% |
$77.6K - $96.9K
|
645
$268K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
152+ 16.26% |
$77.1K - $96.3K
|
1.09K
$451K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
152+ 8.91% |
$77.1K - $96.3K
|
1.86K
$771K
|
|
|
Feb 02, 2024
Q4 2023
|
Wisconsin Capital Management LLC
|
BUY
|
- |
150+ 1.48% |
$76.1K - $95K
|
10.3K
$4.28M
|