Institutional Ownership Adtran Inc (ADTN)
This table provides information about the institutional ownership of Adtran Inc (ADTN). We have compiled data on the 212 institutions that hold shares in the stock, with a total of 56.4 Million shares, which have been reported (via 13F filing form) to have a value of $570 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
1,153
shares
|
$12,037
0.0% of portfolio
|
Q3 2024
Reduced 4.87%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
1,150
shares
|
$12,006
0.0% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
948
shares
|
$9,897
0.0% of portfolio
|
Q2 2025
Reduced 29.67%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
630
shares
|
$6,577
0.0% of portfolio
|
Q2 2025
Reduced 2.93%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Aug 05, 2025 Q2 2025 |
615
shares
|
$6,420
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
580
shares
|
$6,055
0.0% of portfolio
|
Q2 2025
Added 314.29%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
507
shares
|
$5,293
0.0% of portfolio
|
Q2 2025
Added 45.27%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
480
shares
|
$5,011
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
364
shares
|
$3,800
0.0% of portfolio
|
Q2 2025
Reduced 60.9%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
290
shares
|
$3,027
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
262
shares
|
$2,735
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
260
shares
|
$2,714
0.0% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
228
shares
|
$2,380
0.0% of portfolio
|
Q2 2025
Reduced 17.09%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
188
shares
|
$1,962
0.0% of portfolio
|
Q3 2024
Reduced 89.53%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
180
shares
|
$1,879
0.0% of portfolio
|
Q2 2025
Reduced 86.75%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
151
shares
|
$1,576
0.0% of portfolio
|
Q1 2025
Added 71.59%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
108
shares
|
$1,127
0.0% of portfolio
|
Q2 2024
Added 30.12%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
86
shares
|
$897
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
67
shares
|
$699
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
60
shares
|
$626
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Jul 31, 2025 Q2 2025 |
46
shares
|
$480
0.0% of portfolio
|
Q2 2025
Added 17.95%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
34
shares
|
$354
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
12
shares
|
$125
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
3
shares
|
$31
0.0% of portfolio
|
Q2 2025
Reduced 91.67%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
1
shares
|
$10
0.0% of portfolio
|
Q4 2023
Reduced 99.77%
|