Latest Institutional Purchases of Advantage Solutions Inc. (ADV)
This list provides information on the latest institutional transactions involving Advantage Solutions Inc. (ADV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
686+ 0.46% |
$892 - $1.34K
|
150K
$172K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
611+ 11.48% |
$794 - $1.2K
|
5.93K
$6.82K
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
342+ 3.41% |
$445 - $670
|
10.4K
$11.9K
|
|
|
Nov 10, 2025
Q3 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
277New |
$360 - $543
|
277
$319
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
200+ 12.34% |
$260 - $392
|
1.82K
$2.09K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
181New |
$235 - $355
|
181
$208
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
160New |
$208 - $314
|
160
$184
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
157New |
$204 - $308
|
157
$181
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
85+ 0.8% |
$111 - $167
|
10.7K
$12.3K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
24New |
$31.2 - $47
|
24
$27.6
|
|
|
Nov 14, 2025
Q3 2025
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
5+ 0.06% |
$6.5 - $9.8
|
7.76K
$8.92K
|
|
| Q2 2025 | |||||||
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
99.2K+ 114.07% |
$108K - $164K
|
186K
$214K
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
75K+ 17.44% |
$81.8K - $124K
|
505K
$581K
|
|
|
Aug 14, 2025
Q2 2025
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
44.4KNew |
$48.4K - $73.3K
|
44.4K
$51.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
37KNew |
$40.3K - $61K
|
37K
$42.5K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
33.4K+ 241.48% |
$36.4K - $55.1K
|
47.2K
$54.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
26.6KNew |
$29K - $43.8K
|
26.6K
$30.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
23.8KNew |
$25.9K - $39.2K
|
23.8K
$27.3K
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
20.9KNew |
$22.8K - $34.5K
|
20.9K
$24K
|
|
|
Aug 08, 2025
Q2 2025
|
Oak Thistle LLC
|
BUY
|
- |
17.7KNew |
$19.3K - $29.2K
|
17.7K
$20.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
17.3KNew |
$18.8K - $28.5K
|
17.3K
$19.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
12.5K+ 74.27% |
$13.6K - $20.6K
|
29.3K
$33.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.5KNew |
$12.5K - $19K
|
11.5K
$13.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
8.06K+ 17.4% |
$8.78K - $13.3K
|
54.4K
$62.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.55KNew |
$6.05K - $9.16K
|
5.55K
$6.38K
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
4.97K+ 30.74% |
$5.42K - $8.21K
|
21.2K
$24.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
4.36KNew |
$4.75K - $7.2K
|
4.36K
$5.02K
|
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
BUY
|
- |
2.55KNew |
$2.78K - $4.21K
|
2.55K
$2.94K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.38KNew |
$1.51K - $2.28K
|
1.38K
$1.59K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
227New |
$247 - $375
|
227
$261
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
80+ 84.21% |
$87.2 - $132
|
175
$201
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Indaba Capital Management, L.P.
San Francisco, CA |
BUY
|
- |
981KNew |
$1.46M - $2.84M
|
981K
$1.13M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
45.8K+ 19.87% |
$68.2K - $133K
|
276K
$317K
|
|
|
Apr 08, 2025
Q1 2025
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
29.7KNew |
$44.2K - $86.1K
|
29.7K
$34.1K
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
14.6K+ 15.29% |
$21.8K - $42.4K
|
110K
$127K
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
14.2KNew |
$21.2K - $41.2K
|
14.2K
$16.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
3.23K+ 9.58% |
$4.81K - $9.36K
|
36.9K
$42.5K
|
|
|
May 16, 2025
Q1 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
3.12K+ 27.47% |
$4.65K - $9.06K
|
14.5K
$16.7K
|
|
|
May 14, 2025
Q1 2025
|
Humankind Investments LLC
|
BUY
|
- |
2.75K+ 26.11% |
$4.1K - $7.97K
|
13.3K
$15.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
2.04K+ 3.43% |
$3.04K - $5.92K
|
61.6K
$70.8K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1KNew |
$1.49K - $2.9K
|
1K
$1.15K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
724New |
$1.08K - $2.1K
|
724
$833
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
724New |
$1.08K - $2.1K
|
724
$833
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
600+ 19.67% |
$894 - $1.74K
|
3.65K
$4.2K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
401+ 3.9% |
$597 - $1.16K
|
10.7K
$12.3K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
120New |
$179 - $348
|
120
$138
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
61New |
$90.9 - $177
|
61
$70.1
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
1New |
$1.49 - $2.9
|
1
$1.15
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
350KNew |
$1.02M - $1.31M
|
350K
$403K
|
|