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 11, 2024
Q4 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
11+ 2.47% |
$5.58K - $6.97K
|
457
$203K
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
11+ 0.52% |
$5.58K - $6.97K
|
2.13K
$945K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
11+ 0.6% |
$5.58K - $6.97K
|
1.86K
$826K
|
|
Jan 16, 2024
Q4 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
11+ 2.1% |
$5.58K - $6.97K
|
534
$237K
|
|
Jan 17, 2024
Q4 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
11+ 0.08% |
$5.58K - $6.97K
|
13.2K
$5.86M
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
11+ 0.26% |
$5.58K - $6.97K
|
4.26K
$1.89M
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
11+ 1.41% |
$5.58K - $6.97K
|
792
$352K
|
|
Jan 22, 2024
Q4 2023
|
Trust CO Of Oklahoma
|
BUY
|
- |
11+ 0.52% |
$5.58K - $6.97K
|
2.13K
$948K
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
11+ 0.65% |
$5.58K - $6.97K
|
1.72K
$762K
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
11+ 6.21% |
$5.58K - $6.97K
|
188
$83.5K
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
11+ 157.14% |
$5.58K - $6.97K
|
18
$8K
|
|
May 14, 2024
Q4 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
11+ 0.42% |
$5.58K - $6.97K
|
2.65K
$1.18M
|
|
Jan 10, 2024
Q4 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
10+ 4.93% |
$5.07K - $6.34K
|
213
$94.6K
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
10+ 1.63% |
$5.07K - $6.34K
|
622
$276K
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
10New |
$5.07K - $6.34K
|
10
$4.44K
|
|
Jan 31, 2024
Q4 2023
|
Martin Capital Advisors, LLP
|
BUY
|
- |
10+ 0.49% |
$5.07K - $6.34K
|
2.05K
$911K
|
|
Feb 07, 2024
Q4 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
10+ 0.46% |
$5.07K - $6.34K
|
2.19K
$975K
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
10+ 2.99% |
$5.07K - $6.34K
|
344
$153K
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
10+ 1.21% |
$5.07K - $6.34K
|
837
$372K
|
|
Feb 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
10+ 9.09% |
$5.07K - $6.34K
|
120
$53.3K
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
10+ 0.15% |
$5.07K - $6.34K
|
6.55K
$2.91M
|
|
Feb 14, 2024
Q4 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
10+ 0.54% |
$5.07K - $6.34K
|
1.86K
$826K
|
|
Jan 08, 2024
Q4 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
9+ 2.11% |
$4.56K - $5.7K
|
435
$193K
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
9+ 56.25% |
$4.56K - $5.7K
|
25
$11.1K
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
9+ 0.77% |
$4.56K - $5.7K
|
1.18K
$525K
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
9+ 0.46% |
$4.56K - $5.7K
|
1.97K
$875K
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
9+ 1.05% |
$4.56K - $5.7K
|
864
$384K
|
|
Feb 05, 2024
Q4 2023
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
9+ 1.01% |
$4.56K - $5.7K
|
899
$399K
|
|
Feb 06, 2024
Q4 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
9+ 0.96% |
$4.56K - $5.7K
|
951
$423K
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
9+ 1.69% |
$4.56K - $5.7K
|
543
$241K
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
9New |
$4.56K - $5.7K
|
9
$4K
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
8+ 0.36% |
$4.06K - $5.07K
|
2.26K
$1M
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
8+ 2.31% |
$4.06K - $5.07K
|
354
$157K
|
|
Jan 17, 2024
Q4 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
8+ 1.45% |
$4.06K - $5.07K
|
559
$248K
|
|
Jan 31, 2024
Q4 2023
|
Lafayette Investments, Inc.
|
BUY
|
- |
8+ 1.57% |
$4.06K - $5.07K
|
519
$231K
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
8+ 0.57% |
$4.06K - $5.07K
|
1.42K
$631K
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
8+ 0.18% |
$4.06K - $5.07K
|
4.43K
$1.97M
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
8New |
$4.06K - $5.07K
|
8
$3.55K
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
8+ 7.84% |
$4.06K - $5.07K
|
110
$48.9K
|
|
Jan 08, 2024
Q4 2023
|
Salvus Wealth Management, LLC
|
BUY
|
- |
7+ 0.6% |
$3.55K - $4.44K
|
1.18K
$523K
|
|
Jan 11, 2024
Q4 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
7+ 1.0% |
$3.55K - $4.44K
|
707
$314K
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
7+ 0.95% |
$3.55K - $4.44K
|
746
$331K
|
|
Jan 25, 2024
Q4 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
7+ 0.84% |
$3.55K - $4.44K
|
839
$373K
|
|
Feb 06, 2024
Q4 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
7+ 0.78% |
$3.55K - $4.44K
|
908
$403K
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
7New |
$3.55K - $4.44K
|
7
$3.11K
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
7+ 12.07% |
$3.55K - $4.44K
|
65
$28.9K
|
|
Jan 10, 2024
Q4 2023
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
6+ 0.47% |
$3.04K - $3.8K
|
1.28K
$569K
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
6+ 18.75% |
$3.04K - $3.8K
|
38
$16.9K
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
6+ 0.08% |
$3.04K - $3.8K
|
7.97K
$3.54M
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
6+ 0.5% |
$3.04K - $3.8K
|
1.22K
$540K
|