Latest Institutional Transactions on Advantage Solutions Inc. (ADV)
This table provides information on the latest institutional transactions involving Advantage Solutions Inc. (ADV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
22.1K+ 15.49% |
$33K - $64.2K
|
165K
$262K
|
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
73K+ 3.4% |
$109K - $212K
|
2.22M
$3.53M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
724New |
$1.08K - $2.1K
|
724
$1.15K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-42.2K- 4.77% |
$62.9K - $122K
|
843K
$1.34M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-20.5K- 8.04% |
$30.5K - $59.3K
|
234K
$372K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
401+ 3.9% |
$597 - $1.16K
|
10.7K
$17K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-1.6K- 46.7% |
$2.39K - $4.64K
|
1.83K
$2.9K
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-88.9K- 12.13% |
$132K - $258K
|
644K
$1.02M
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-34.4K- 15.58% |
$51.3K - $99.8K
|
186K
$296K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-6.75K- 7.25% |
$10.1K - $19.6K
|
86.3K
$137K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-289K- 55.07% |
$431K - $839K
|
236K
$375K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
99+ 70.21% |
$148 - $287
|
240
$382
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
32.2K+ 12.25% |
$48K - $93.5K
|
295K
$470K
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
393KNew |
$586K - $1.14M
|
393K
$625K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
120New |
$179 - $348
|
120
$191
|
|
|
May 09, 2025
Q1 2025
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
57.5K+ 37.7% |
$85.7K - $167K
|
210K
$334K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-285K- 44.47% |
$425K - $828K
|
356K
$567K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-45.3K- 2.22% |
$67.5K - $131K
|
2M
$3.18M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
409K+ 63.92% |
$609K - $1.19M
|
1.05M
$1.67M
|
|
|
May 08, 2025
Q1 2025
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-57.5K- 41.58% |
$85.7K - $167K
|
80.8K
$128K
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-6.9K- 23.13% |
$10.3K - $20K
|
22.9K
$36.5K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
24.3K+ 40.12% |
$36.2K - $70.5K
|
84.9K
$135K
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
118KNew |
$176K - $342K
|
118K
$187K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-38.1K- 78.04% |
$56.8K - $111K
|
10.7K
$17.1K
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
70K+ 19.44% |
$104K - $203K
|
430K
$684K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
382+ 80.59% |
$569 - $1.11K
|
856
$1.36K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-4.96K- 15.22% |
$7.39K - $14.4K
|
27.6K
$43.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-320- 15.31% |
$477 - $928
|
1.77K
$2.81K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
2.04K+ 3.43% |
$3.04K - $5.92K
|
61.6K
$97.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
14.2KNew |
$21.2K - $41.2K
|
14.2K
$22.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
600+ 19.67% |
$894 - $1.74K
|
3.65K
$5.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
3.23K+ 9.58% |
$4.81K - $9.36K
|
36.9K
$58.7K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
16.8KNew |
$25.1K - $48.8K
|
16.8K
$26.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-6.28K- 13.04% |
$9.36K - $18.2K
|
41.9K
$66.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
724New |
$1.08K - $2.1K
|
724
$1.15K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1KNew |
$1.49K - $2.9K
|
1K
$1.59K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
95New |
$142 - $276
|
95
$151
|
|
|
Apr 08, 2025
Q1 2025
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
29.7KNew |
$44.2K - $86.1K
|
29.7K
$47.2K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
61New |
$90.9 - $177
|
61
$97
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-9.48K- 7.87% |
$27.6K - $35.3K
|
111K
$176K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
9.24K+ 6.02% |
$26.9K - $34.5K
|
163K
$259K
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
243New |
$707 - $906
|
243
$386
|
|
|
Feb 14, 2025
Q4 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
2.75KNew |
$8.01K - $10.3K
|
2.75K
$4.38K
|
|
|
Feb 14, 2025
Q4 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-6.01K- 18.09% |
$17.5K - $22.4K
|
27.2K
$43.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-8.17K- 34.33% |
$23.8K - $30.5K
|
15.6K
$24.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-146K- 34.59% |
$426K - $546K
|
277K
$440K
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-4.53K- 21.62% |
$13.2K - $16.9K
|
16.4K
$26.1K
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
33.8KNew |
$98.4K - $126K
|
33.8K
$53.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Aristeia Capital LLC
Greenwich, CT |
SELL
|
- |
-117K- 83.15% |
$339K - $435K
|
23.6K
$37.6K
|
|