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 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
2.34K+ 3.61% |
$1.19M - $1.49M
|
67.3K
$27.7M
|
|
Feb 09, 2024
Q4 2023
|
Banco Santander, S.A.
|
BUY
|
- |
2.33K+ 3.25% |
$1.18M - $1.48M
|
74.1K
$30.6M
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.33K+ 57.04% |
$1.18M - $1.48M
|
6.41K
$2.64M
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
2.32K+ 3.98% |
$1.18M - $1.47M
|
60.6K
$25M
|
|
Jan 24, 2024
Q4 2023
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
2.31K+ 188.42% |
$1.17M - $1.46M
|
3.54K
$1.46M
|
|
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
2.29KNew |
$1.16M - $1.45M
|
2.29K
$943K
|
|
Mar 12, 2024
Q4 2023
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
2.29KNew |
$1.16M - $1.45M
|
2.29K
$942K
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.28K+ 114.95% |
$1.15M - $1.44M
|
4.26K
$1.75M
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
BUY
|
- |
2.25KNew |
$1.14M - $1.43M
|
2.25K
$928K
|
|
Mar 19, 2024
Q4 2023
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
2.24KNew |
$1.14M - $1.42M
|
2.24K
$925K
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.23K+ 8.72% |
$1.13M - $1.41M
|
27.8K
$11.4M
|
|
Feb 13, 2024
Q4 2023
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
2.22K+ 16.49% |
$1.13M - $1.41M
|
15.7K
$6.48M
|
|
Feb 12, 2024
Q4 2023
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
2.22KNew |
$1.13M - $1.41M
|
2.22K
$916K
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
2.22K+ 1.35% |
$1.12M - $1.41M
|
167K
$68.7M
|
|
Apr 02, 2024
Q4 2023
|
Promethos Capital, LLC
Boston, MA |
BUY
|
- |
2.21KNew |
$1.12M - $1.4M
|
2.21K
$912K
|
|
Feb 14, 2024
Q4 2023
|
Allen Investment Management LLC
|
BUY
|
- |
2.21K+ 8.75% |
$1.12M - $1.4M
|
27.5K
$11.3M
|
|
Jan 12, 2024
Q4 2023
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
2.21KNew |
$1.12M - $1.4M
|
2.21K
$909K
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.18K+ 1.44% |
$1.1M - $1.38M
|
153K
$63.1M
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
2.16K+ 772.14% |
$1.1M - $1.37M
|
2.44K
$1.01M
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.16KNew |
$1.09M - $1.37M
|
2.16K
$890K
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
BUY
|
- |
2.15K+ 7.53% |
$1.09M - $1.36M
|
30.7K
$12.6M
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
2.14K+ 20.86% |
$1.09M - $1.36M
|
12.4K
$5.12M
|
|
Sep 26, 2024
Q4 2023
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
2.14K+ 199.81% |
$1.09M - $1.36M
|
3.21K
$1.32M
|
|
Apr 17, 2025
Q4 2023
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
2.14KNew |
$1.08M - $1.36M
|
2.14K
$882K
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
2.14K+ 8.92% |
$1.08M - $1.35M
|
26.1K
$10.8M
|
|
Feb 06, 2024
Q4 2023
|
Lgt Group Foundation
|
BUY
|
- |
2.14K+ 1.6% |
$1.08M - $1.35M
|
135K
$55.8M
|
|
Oct 22, 2024
Q4 2023
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
2.13KNew |
$1.08M - $1.35M
|
2.13K
$879K
|
|
Jan 23, 2024
Q4 2023
|
Estate Counselors, LLC
|
BUY
|
- |
2.13KNew |
$1.08M - $1.35M
|
2.13K
$878K
|
|
Jan 24, 2024
Q4 2023
|
Retireful, LLC
|
BUY
|
- |
2.06KNew |
$1.04M - $1.3M
|
2.06K
$848K
|
|
Jan 31, 2024
Q4 2023
|
Geneva Partners, LLC
|
BUY
|
- |
2.05KNew |
$1.04M - $1.3M
|
2.05K
$843K
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
BUY
|
- |
2.05K+ 2.15% |
$1.04M - $1.3M
|
97K
$40M
|
|
Feb 08, 2024
Q4 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
2.04K+ 47.13% |
$1.03M - $1.29M
|
6.37K
$2.63M
|
|
Feb 05, 2024
Q4 2023
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
2.04KNew |
$1.03M - $1.29M
|
2.04K
$840K
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.04K+ 83.27% |
$1.03M - $1.29M
|
4.48K
$1.85M
|
|
Apr 22, 2024
Q4 2023
|
Caliber Wealth Management, LLC
|
BUY
|
- |
2.01KNew |
$1.02M - $1.28M
|
2.01K
$830K
|
|
Feb 05, 2024
Q4 2023
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
2K+ 100.0% |
$1.01M - $1.27M
|
4K
$1.65M
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
2KNew |
$1.01M - $1.27M
|
2K
$823K
|
|
Jan 30, 2024
Q4 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.97K+ 20.78% |
$999K - $1.25M
|
11.4K
$4.72M
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.96K+ 44.62% |
$994K - $1.24M
|
6.35K
$2.62M
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
BUY
|
- |
1.94K+ 25.26% |
$982K - $1.23M
|
9.6K
$3.96M
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.93K+ 2053.19% |
$979K - $1.22M
|
2.02K
$834K
|
|
Feb 13, 2024
Q4 2023
|
Platinum Investment Management LTD
Sydney Australia 2000, C3 |
BUY
|
- |
1.93K+ 12.51% |
$977K - $1.22M
|
17.3K
$7.14M
|
|
Feb 07, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
1.91K+ 274.61% |
$970K - $1.21M
|
2.61K
$1.08M
|
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
1.91K+ 274.61% |
$970K - $1.21M
|
2.61K
$1.08M
|
|
Feb 09, 2024
Q4 2023
|
Capital Management Associates
New York, NY |
BUY
|
- |
1.9KNew |
$963K - $1.2M
|
1.9K
$783K
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.89K+ 0.25% |
$956K - $1.19M
|
761K
$314M
|
|
Feb 13, 2024
Q4 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.88K+ 9.16% |
$951K - $1.19M
|
22.4K
$9.22M
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.86K+ 5.65% |
$943K - $1.18M
|
34.8K
$14.3M
|
|
Feb 14, 2024
Q4 2023
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
1.85KNew |
$940K - $1.17M
|
1.85K
$764K
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.85K+ 3.93% |
$938K - $1.17M
|
48.9K
$20.2M
|