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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-4.51K- 2.94% |
$4.92K - $7.45K
|
149K
$292K
|
|
|
Aug 12, 2025
Q2 2025
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-212K- 4.37% |
$231K - $350K
|
4.64M
$9.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-68.9K- 81.09% |
$75.1K - $114K
|
16.1K
$31.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-9.5K- 1.48% |
$10.4K - $15.7K
|
634K
$1.24M
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-102K- 91.84% |
$111K - $168K
|
9.05K
$17.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Nuveen, LLC
Charlotte, NC |
SELL
|
- |
-153K- 38.95% |
$167K - $253K
|
240K
$471K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-50K- 57.92% |
$54.5K - $82.4K
|
36.3K
$71.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
75K+ 17.44% |
$81.8K - $124K
|
505K
$990K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
80+ 84.21% |
$87.2 - $132
|
175
$343
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-177- 73.75% |
$193 - $292
|
63
$123
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
SELL
|
- |
-30.8K- 1.74% |
$33.5K - $50.8K
|
1.74M
$3.41M
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-96.5K- 4.83% |
$105K - $159K
|
1.9M
$3.73M
|
|
|
Aug 08, 2025
Q2 2025
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-62.9K- 2.83% |
$68.6K - $104K
|
2.16M
$4.23M
|
|
|
Aug 08, 2025
Q2 2025
|
Oak Thistle LLC
|
BUY
|
- |
17.7KNew |
$19.3K - $29.2K
|
17.7K
$34.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.5KNew |
$12.5K - $19K
|
11.5K
$22.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
19.5KNew |
$21.2K - $32.1K
|
19.5K
$38.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-16.2K- 16.56% |
$17.6K - $26.7K
|
81.6K
$160K
|
|
|
Aug 07, 2025
Q2 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-3.6K- 15.7% |
$3.92K - $5.94K
|
19.3K
$37.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
31.2K+ 26.51% |
$34K - $51.5K
|
149K
$292K
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
1.16K+ 63.71% |
$1.27K - $1.92K
|
2.99K
$5.86K
|
|
|
Aug 05, 2025
Q2 2025
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
145K+ 69.05% |
$158K - $239K
|
355K
$696K
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-149- 8.42% |
$162 - $246
|
1.62K
$3.18K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
26.6KNew |
$29K - $43.8K
|
26.6K
$52.1K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
99.2K+ 114.07% |
$108K - $164K
|
186K
$365K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
4.46K+ 521.5% |
$4.87K - $7.37K
|
5.32K
$10.4K
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
10.1KNew |
$11K - $16.7K
|
10.1K
$19.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
66K+ 28.48% |
$72K - $109K
|
298K
$584K
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
20.9KNew |
$22.8K - $34.5K
|
20.9K
$40.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.38KNew |
$1.51K - $2.28K
|
1.38K
$2.71K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
10KNew |
$10.9K - $16.6K
|
10K
$19.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
5.07K+ 226.6% |
$5.53K - $8.36K
|
7.31K
$14.3K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
227New |
$247 - $375
|
227
$445
|
|
| Q1 2025 | |||||||
|
Sep 15, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-713K- 40.48% |
$1.06M - $2.07M
|
1.05M
$2.05M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
45.8K+ 19.87% |
$68.2K - $133K
|
276K
$541K
|
|
|
May 16, 2025
Q1 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
3.12K+ 27.47% |
$4.65K - $9.06K
|
14.5K
$28.4K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-360K- 43.38% |
$536K - $1.04M
|
470K
$921K
|
|
|
May 15, 2025
Q1 2025
|
Indaba Capital Management, L.P.
San Francisco, CA |
BUY
|
- |
981KNew |
$1.46M - $2.84M
|
981K
$1.92M
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-4.53K- 12.85% |
$6.74K - $13.1K
|
30.7K
$60.2K
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-29.8K- 71.1% |
$44.3K - $86.3K
|
12.1K
$23.7K
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
14.6K+ 15.29% |
$21.8K - $42.4K
|
110K
$216K
|
|
|
May 14, 2025
Q1 2025
|
Humankind Investments LLC
|
BUY
|
- |
2.75K+ 26.11% |
$4.1K - $7.97K
|
13.3K
$26K
|
|
|
May 14, 2025
Q1 2025
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-461K- 80.97% |
$688K - $1.34M
|
108K
$213K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
724New |
$1.08K - $2.1K
|
724
$1.42K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
401+ 3.9% |
$597 - $1.16K
|
10.7K
$20.9K
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
22.1K+ 15.49% |
$33K - $64.2K
|
165K
$324K
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-2.08K- 13.7% |
$3.11K - $6.04K
|
13.1K
$25.7K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
32New |
$47.7 - $92.8
|
32
$62.7
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
1New |
$1.49 - $2.9
|
1
$1.96
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-289K- 55.07% |
$431K - $839K
|
236K
$463K
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-34.4K- 15.58% |
$51.3K - $99.8K
|
186K
$365K
|
|