Latest Institutional Transactions on Align Technology Inc (ALGN)
This table provides information on the latest institutional transactions involving Align Technology Inc (ALGN) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
15+ 35.71% |
$4.47K - $5.78K
|
57
$11.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
658New |
$196K - $254K
|
658
$132K
|
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-1.31K- 79.37% |
$391K - $506K
|
341
$68.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-500- 26.32% |
$149K - $193K
|
1.4K
$281K
|
|
|
Nov 07, 2023
Q3 2023
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
598+ 47.24% |
$178K - $230K
|
1.86K
$374K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2- 0.18% |
$596 - $771
|
1.12K
$225K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
21.7KNew |
$6.46M - $8.36M
|
21.7K
$4.35M
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
30+ 1.09% |
$8.94K - $11.6K
|
2.79K
$559K
|
|
|
Nov 06, 2023
Q3 2023
|
F
|
BUY
|
- |
1.74K+ 38.39% |
$520K - $672K
|
6.29K
$1.26M
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-113- 21.24% |
$33.7K - $43.5K
|
419
$84K
|
|
|
Nov 03, 2023
Q3 2023
|
Stf Management LP
Frisco, TX |
BUY
|
- |
1.24KNew |
$369K - $477K
|
1.24K
$248K
|
|
|
Nov 02, 2023
Q3 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
831New |
$248K - $320K
|
831
$167K
|
|
|
Nov 02, 2023
Q3 2023
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
161+ 30.96% |
$48K - $62K
|
681
$137K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
38New |
$11.3K - $14.6K
|
38
$7.62K
|
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.01KNew |
$300K - $388K
|
1.01K
$202K
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-157- 10.2% |
$46.8K - $60.5K
|
1.38K
$277K
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2.02KNew |
$602K - $778K
|
2.02K
$405K
|
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.08KNew |
$618K - $800K
|
2.08K
$416K
|
|
|
Oct 27, 2023
Q3 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
4+ 44.44% |
$1.19K - $1.54K
|
13
$2.61K
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-10- 33.33% |
$2.98K - $3.85K
|
20
$4.01K
|
|
|
Oct 26, 2023
Q3 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.67KNew |
$496K - $642K
|
1.67K
$334K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
938+ 29.76% |
$280K - $361K
|
4.09K
$820K
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-22- 2.32% |
$6.56K - $8.48K
|
926
$186K
|
|
|
Oct 25, 2023
Q3 2023
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
39KNew |
$11.6M - $15M
|
39K
$7.82M
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
194+ 7.48% |
$57.8K - $74.8K
|
2.79K
$559K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
15+ 83.33% |
$4.47K - $5.78K
|
33
$6.62K
|
|
|
Oct 24, 2023
Q3 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
1KNew |
$298K - $385K
|
1K
$200K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
28New |
$8.34K - $10.8K
|
28
$5.61K
|
|
|
Oct 19, 2023
Q3 2023
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-479- 26.99% |
$143K - $185K
|
1.3K
$260K
|
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
6+ 0.71% |
$1.79K - $2.31K
|
851
$171K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1New |
$298 - $385
|
1
$200
|
|
|
Oct 17, 2023
Q3 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-9- 0.64% |
$2.68K - $3.47K
|
1.4K
$280K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
7New |
$2.09K - $2.7K
|
7
$1.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
425New |
$127K - $164K
|
425
$85.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
271New |
$80.8K - $104K
|
271
$54.3K
|
|
|
Oct 05, 2023
Q3 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-4- 0.65% |
$1.19K - $1.54K
|
612
$123K
|
|
| Q2 2023 | |||||||
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-25.6K- 97.79% |
$7.17M - $9.3M
|
578
$116K
|
|
|
Feb 02, 2024
Q2 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.42KClosed |
$397K - $514K
|
0
$0
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-2.41K- 33.54% |
$674K - $874K
|
4.77K
$956K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-3- 7.69% |
$840 - $1.09K
|
36
$7.22K
|
|
|
Sep 21, 2023
Q2 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
41New |
$11.5K - $14.9K
|
41
$8.22K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
19New |
$5.32K - $6.9K
|
19
$3.81K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-57- 8.44% |
$16K - $20.7K
|
618
$124K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
2New |
$560 - $726
|
2
$401
|
|
|
Aug 15, 2023
Q2 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
1.39KNew |
$390K - $505K
|
1.39K
$279K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
10New |
$2.8K - $3.63K
|
10
$2K
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
591New |
$166K - $215K
|
591
$118K
|
|
|
Aug 14, 2023
Q2 2023
|
Laurion Capital Management LP
New York, NY |
BUY
|
PUT |
20.8KNew |
$5.83M - $7.55M
|
20.8K
$4.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
33New |
$9.24K - $12K
|
33
$6.62K
|
|
|
Aug 14, 2023
Q2 2023
|
Sio Capital Management, LLC
New York, NY |
BUY
|
PUT |
34.5KNew |
$9.66M - $12.5M
|
34.5K
$6.92M
|
|