Institutional Ownership Adtran Inc (ADTN)
This table provides information about the institutional ownership of Adtran Inc (ADTN). We have compiled data on the 171 institutions that hold shares in the stock, with a total of 56.6 Million shares, which have been reported (via 13F filing form) to have a value of $504 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nisa Investment Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
363
shares
|
$3,230
0.0% of portfolio
|
Q4 2024
Added 32.97%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
300
shares
|
$2,670
0.0% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
275
shares
|
$2,447
0.0% of portfolio
|
Q4 2024
Added 20.61%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
255
shares
|
$2,269
0.0% of portfolio
|
Q1 2025
Added 27.5%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
188
shares
|
$1,673
0.0% of portfolio
|
Q3 2024
Reduced 89.53%
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
112
shares
|
$996
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
108
shares
|
$961
0.0% of portfolio
|
Q2 2024
Added 30.12%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
67
shares
|
$596
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
37
shares
|
$329
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
36
shares
|
$320
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
12
shares
|
$106
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
10
shares
|
$89
0.0% of portfolio
|
Q4 2024
Reduced 73.68%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
2
shares
|
$17
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
1
shares
|
$8
0.0% of portfolio
|
Q4 2023
Reduced 99.77%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|