Latest Institutional Purchases of Align Technology Inc (ALGN)
This list provides information on the latest institutional transactions involving Align Technology Inc (ALGN) 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 |
---|---|---|---|---|---|---|---|
Aug 09, 2023
Q2 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
622New |
$174K - $226K
|
622
$125K
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
591New |
$166K - $215K
|
591
$118K
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
569New |
$159K - $207K
|
569
$114K
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
234+ 32.68% |
$65.5K - $85K
|
950
$190K
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
199+ 0.54% |
$55.7K - $72.2K
|
36.7K
$7.36M
|
|
Aug 10, 2023
Q2 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
76New |
$21.3K - $27.6K
|
76
$15.2K
|
|
Sep 21, 2023
Q2 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
41New |
$11.5K - $14.9K
|
41
$8.22K
|
|
Aug 14, 2023
Q2 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
33New |
$9.24K - $12K
|
33
$6.62K
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
30+ 2.37% |
$8.4K - $10.9K
|
1.3K
$260K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
19New |
$5.32K - $6.9K
|
19
$3.81K
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
10New |
$2.8K - $3.63K
|
10
$2K
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
10New |
$2.8K - $3.63K
|
10
$2K
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
9New |
$2.52K - $3.27K
|
9
$1.8K
|
|
Jul 27, 2023
Q2 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
3New |
$840 - $1.09K
|
3
$601
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
2New |
$560 - $726
|
2
$401
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
BUY
|
- |
2+ 0.1% |
$560 - $726
|
2.1K
$422K
|
|
Q1 2023 | |||||||
May 12, 2023
Q1 2023
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
157KNew |
$33.4M - $56.6M
|
157K
$31.5M
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
CALL |
6KNew |
$1.27M - $2.16M
|
6K
$1.2M
|
|
May 15, 2023
Q1 2023
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
5.49KNew |
$1.17M - $1.98M
|
5.49K
$1.1M
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
5.44K+ 66.45% |
$1.16M - $1.96M
|
13.6K
$2.73M
|
|
May 15, 2023
Q1 2023
|
Morgens Waterfall Vintiadis & CO Inc
New York, NY |
BUY
|
- |
5.25KNew |
$1.11M - $1.89M
|
5.25K
$1.05M
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.52KNew |
$535K - $907K
|
2.52K
$505K
|
|
May 15, 2023
Q1 2023
|
Ascendant Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
2.5KNew |
$531K - $900K
|
2.5K
$501K
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.53KNew |
$325K - $552K
|
1.53K
$307K
|
|
Apr 20, 2023
Q1 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.06KNew |
$225K - $381K
|
1.06K
$212K
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
849New |
$180K - $306K
|
849
$170K
|
|
May 15, 2023
Q1 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
784New |
$166K - $282K
|
784
$157K
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
701+ 32.22% |
$149K - $252K
|
2.88K
$577K
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
700New |
$149K - $252K
|
700
$140K
|
|
May 15, 2023
Q1 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
700New |
$149K - $252K
|
700
$140K
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
639New |
$136K - $230K
|
639
$128K
|
|
May 10, 2023
Q1 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
614New |
$130K - $221K
|
614
$123K
|
|
May 01, 2023
Q1 2023
|
Dillon & Associates Inc
|
BUY
|
- |
330New |
$70.1K - $119K
|
330
$66.2K
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
250New |
$53.1K - $90K
|
250
$50.1K
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
212New |
$45K - $76.3K
|
212
$42.5K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
114New |
$24.2K - $41K
|
114
$22.9K
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
78+ 2.94% |
$16.6K - $28.1K
|
2.73K
$548K
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
71+ 4.78% |
$15.1K - $25.6K
|
1.56K
$312K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
54+ 22.22% |
$11.5K - $19.4K
|
297
$59.5K
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
45New |
$9.55K - $16.2K
|
45
$9.02K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
35New |
$7.43K - $12.6K
|
35
$7.02K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
32New |
$6.79K - $11.5K
|
32
$6.42K
|
|
May 04, 2023
Q1 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
30New |
$6.37K - $10.8K
|
30
$6.01K
|
|
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
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
18New |
$3.82K - $6.48K
|
18
$3.61K
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
10New |
$2.12K - $3.6K
|
10
$2K
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
9New |
$1.91K - $3.24K
|
9
$1.8K
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
7New |
$1.49K - $2.52K
|
7
$1.4K
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
6New |
$1.27K - $2.16K
|
6
$1.2K
|