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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
44New |
$22.3K - $27.9K
|
44
$19.6K
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
44+ 6.12% |
$22.3K - $27.9K
|
763
$339K
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
BUY
|
- |
43+ 9.15% |
$21.8K - $27.2K
|
513
$228K
|
|
|
May 15, 2024
Q4 2023
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
43New |
$21.8K - $27.2K
|
43
$19.1K
|
|
|
Jan 22, 2024
Q4 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
42+ 0.53% |
$21.3K - $26.6K
|
7.95K
$3.53M
|
|
|
Feb 07, 2024
Q4 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
42+ 0.22% |
$21.3K - $26.6K
|
19.2K
$8.54M
|
|
|
Jan 24, 2024
Q4 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
41+ 0.81% |
$20.8K - $26K
|
5.13K
$2.28M
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
41+ 8.58% |
$20.8K - $26K
|
519
$231K
|
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
41New |
$20.8K - $26K
|
41
$18.2K
|
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
40+ 7.74% |
$20.3K - $25.3K
|
557
$247K
|
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
BUY
|
- |
40+ 2.92% |
$20.3K - $25.3K
|
1.41K
$627K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
40+ 2.8% |
$20.3K - $25.3K
|
1.47K
$652K
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
40+ 3.37% |
$20.3K - $25.3K
|
1.23K
$545K
|
|
|
Feb 12, 2024
Q4 2023
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
40New |
$20.3K - $25.3K
|
40
$17.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Baskin Financial Services Inc.
|
BUY
|
- |
39+ 0.08% |
$19.8K - $24.7K
|
48.4K
$21.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Mcdaniel Terry & CO
|
BUY
|
- |
39+ 0.11% |
$19.8K - $24.7K
|
34.5K
$15.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
39+ 9.44% |
$19.8K - $24.7K
|
452
$201K
|
|
|
Feb 13, 2024
Q4 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
39+ 6.94% |
$19.8K - $24.7K
|
601
$267K
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
38+ 5.32% |
$19.3K - $24.1K
|
752
$334K
|
|
|
Feb 02, 2024
Q4 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
38New |
$19.3K - $24.1K
|
38
$16.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
38+ 26.57% |
$19.3K - $24.1K
|
181
$80.4K
|
|
|
Jan 22, 2024
Q4 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
37+ 3.44% |
$18.8K - $23.4K
|
1.11K
$494K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
37+ 1.38% |
$18.8K - $23.4K
|
2.73K
$1.21M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
37New |
$18.8K - $23.4K
|
37
$16.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
36+ 31.3% |
$18.3K - $22.8K
|
151
$67.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
36+ 3.9% |
$18.3K - $22.8K
|
960
$427K
|
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
35+ 3.67% |
$17.7K - $22.2K
|
988
$439K
|
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
35+ 6.67% |
$17.7K - $22.2K
|
560
$249K
|
|
|
Feb 02, 2024
Q4 2023
|
Chapman Investment Management, LLC
|
BUY
|
- |
35+ 0.54% |
$17.7K - $22.2K
|
6.48K
$2.88M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
34New |
$17.2K - $21.5K
|
34
$15.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
34+ 0.42% |
$17.2K - $21.5K
|
8.18K
$3.64M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
34+ 0.18% |
$17.2K - $21.5K
|
19K
$8.42M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
34+ 2.27% |
$17.2K - $21.5K
|
1.53K
$681K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
33+ 70.21% |
$16.7K - $20.9K
|
80
$35.5K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
33New |
$16.7K - $20.9K
|
33
$14.7K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
33+ 7.6% |
$16.7K - $20.9K
|
467
$207K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
33+ 20.75% |
$16.7K - $20.9K
|
192
$85.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
33+ 3.66% |
$16.7K - $20.9K
|
934
$415K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
33New |
$16.7K - $20.9K
|
33
$14.7K
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
BUY
|
- |
33+ 4.45% |
$16.7K - $20.9K
|
775
$344K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
32+ 0.27% |
$16.2K - $20.3K
|
11.9K
$5.29M
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
32+ 6.05% |
$16.2K - $20.3K
|
561
$249K
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
32+ 3.0% |
$16.2K - $20.3K
|
1.1K
$487K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
32+ 2.04% |
$16.2K - $20.3K
|
1.6K
$713K
|
|
|
Feb 12, 2024
Q4 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
32+ 0.85% |
$16.2K - $20.3K
|
3.79K
$1.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
32+ 3.01% |
$16.2K - $20.3K
|
1.1K
$487K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
31+ 0.17% |
$15.7K - $19.6K
|
18.3K
$8.13M
|
|
|
Jan 05, 2024
Q4 2023
|
Boltwood Capital Management
|
BUY
|
- |
30+ 1.59% |
$15.2K - $19K
|
1.92K
$851K
|
|
|
Feb 05, 2024
Q4 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
30+ 6.88% |
$15.2K - $19K
|
466
$207K
|
|
|
Feb 05, 2024
Q4 2023
|
Field & Main Bank
|
BUY
|
- |
30+ 0.77% |
$15.2K - $19K
|
3.95K
$1.75M
|