Institutional Ownership Adaptive Biotechnologies Corp (ADPT)
This table provides information about the institutional ownership of Adaptive Biotechnologies Corp (ADPT). We have compiled data on the 202 institutions that hold shares in the stock, with a total of 146 Million shares, which have been reported (via 13F filing form) to have a value of $813 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
390
shares
|
$2,215
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
200
shares
|
$1,136
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
200
shares
|
$1,136
0.0% of portfolio
|
Q3 2023
Reduced 75.0%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
195
shares
|
$1,107
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
167
shares
|
$948
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
140
shares
|
$795
0.0% of portfolio
|
Q2 2024
Added 0.72%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
116
shares
|
$658
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
108
shares
|
$613
0.0% of portfolio
|
Q2 2022
Reduced 87.08%
|
|
|
Riggs Asset Managment Co. Inc.
|
Oct 24, 2024 Q3 2024 |
100
shares
|
$568
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
100
shares
|
$568
0.0% of portfolio
|
Q4 2019
Reduced 83.33%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
97
shares
|
$550
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
91
shares
|
$516
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
45
shares
|
$255
0.0% of portfolio
|
Q1 2024
Reduced 99.55%
|
|
|
Birch Capital Management, LLC
|
Oct 15, 2024 Q3 2024 |
40
shares
|
$227
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
35
shares
|
$198
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
28
shares
|
$159
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
25
shares
|
$142
0.0% of portfolio
|
Q2 2022
Reduced 72.83%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
24
shares
|
$136
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
23
shares
|
$130
0.0% of portfolio
|
Q3 2024
Reduced 52.08%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
21
shares
|
$119
0.0% of portfolio
|
Q3 2024
Reduced 36.36%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
11
shares
|
$62
0.0% of portfolio
|
Q4 2023
Reduced 78.85%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1
shares
|
$5
0.0% of portfolio
|
Q4 2023
Reduced 99.81%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|