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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Harding Loevner LP
Bridgewater, NJ |
SELL
|
- |
-561K- 96.72% |
$119M - $202M
|
19K
$3.82M
|
|
|
May 15, 2023
Q1 2023
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-8- 0.84% |
$1.7K - $2.88K
|
950
$190K
|
|
|
May 15, 2023
Q1 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
CALL |
-50KClosed |
$10.6M - $18M
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
700New |
$149K - $252K
|
700
$140K
|
|
|
May 15, 2023
Q1 2023
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
CALL |
-1.1KClosed |
$234K - $396K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-535- 26.82% |
$114K - $193K
|
1.46K
$293K
|
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.53KNew |
$325K - $552K
|
1.53K
$307K
|
|
|
May 12, 2023
Q1 2023
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
157KNew |
$33.4M - $56.6M
|
157K
$31.5M
|
|
|
May 12, 2023
Q1 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-1.71K- 73.19% |
$362K - $614K
|
625
$125K
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-9- 2.21% |
$1.91K - $3.24K
|
399
$80K
|
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
849New |
$180K - $306K
|
849
$170K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.52KNew |
$535K - $907K
|
2.52K
$505K
|
|
|
May 12, 2023
Q1 2023
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-113K- 54.9% |
$24M - $40.7M
|
92.8K
$18.6M
|
|
|
May 11, 2023
Q1 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-3- 23.08% |
$637 - $1.08K
|
10
$2K
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
250New |
$53.1K - $90K
|
250
$50.1K
|
|
|
May 10, 2023
Q1 2023
|
Tekla Capital Management LLC
|
SELL
|
- |
-43.9K- 86.37% |
$9.32M - $15.8M
|
6.93K
$1.39M
|
|
|
May 10, 2023
Q1 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
614New |
$130K - $221K
|
614
$123K
|
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-6.18K- 75.28% |
$1.31M - $2.22M
|
2.03K
$407K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
35New |
$7.43K - $12.6K
|
35
$7.02K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 100.0% |
$425 - $720
|
4
$802
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
71+ 4.78% |
$15.1K - $25.6K
|
1.56K
$312K
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
45New |
$9.55K - $16.2K
|
45
$9.02K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
5New |
$1.06K - $1.8K
|
5
$1K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
18New |
$3.82K - $6.48K
|
18
$3.61K
|
|
|
May 04, 2023
Q1 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
30New |
$6.37K - $10.8K
|
30
$6.01K
|
|
|
May 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-900- 57.14% |
$191K - $324K
|
675
$135K
|
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-137- 95.8% |
$29.1K - $49.3K
|
6
$1.2K
|
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
639New |
$136K - $230K
|
639
$128K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-20- 4.26% |
$4.25K - $7.2K
|
450
$90.2K
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
701+ 32.22% |
$149K - $252K
|
2.88K
$577K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-19- 10.5% |
$4.03K - $6.84K
|
162
$32.5K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
7New |
$1.49K - $2.52K
|
7
$1.4K
|
|
|
May 01, 2023
Q1 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-3.62K- 39.54% |
$768K - $1.3M
|
5.53K
$1.11M
|
|
|
May 01, 2023
Q1 2023
|
Dillon & Associates Inc
|
BUY
|
- |
330New |
$70.1K - $119K
|
330
$66.2K
|
|
|
May 01, 2023
Q1 2023
|
Performa LTD (Us), LLC
|
SELL
|
- |
-41- 91.11% |
$8.7K - $14.8K
|
4
$802
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
9New |
$1.91K - $3.24K
|
9
$1.8K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
114New |
$24.2K - $41K
|
114
$22.9K
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-31- 4.29% |
$6.58K - $11.2K
|
691
$139K
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
6New |
$1.27K - $2.16K
|
6
$1.2K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-4- 7.84% |
$849 - $1.44K
|
47
$9.42K
|
|
|
Apr 20, 2023
Q1 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.06KNew |
$225K - $381K
|
1.06K
$212K
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
212New |
$45K - $76.3K
|
212
$42.5K
|
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
29+ 7.04% |
$6.16K - $10.4K
|
441
$88.4K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
24+ 1.47% |
$5.09K - $8.64K
|
1.65K
$332K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1- 25.0% |
$212 - $360
|
3
$601
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
5.44K+ 66.45% |
$1.16M - $1.96M
|
13.6K
$2.73M
|
|
| Q4 2022 | |||||||
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.23KClosed |
$390K - $513K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-4Closed |
$698 - $920
|
0
$0
|
|
|
May 24, 2023
Q4 2022
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
4.95KNew |
$864K - $1.14M
|
4.95K
$993K
|
|
|
May 15, 2023
Q4 2022
|
Comgest Global Investors S.A.S.
|
SELL
|
- |
-12.8K- 3.5% |
$2.24M - $2.95M
|
353K
$70.8M
|
|