Purchases and Sales Made in Q2 2023 in Align Technology Inc (ALGN)
This table provides information about the institutional ownership of Align Technology Inc (ALGN) during Q2 2023. The information is specifically focused on institutions that hold shares of ALIGN TECHNOLOGY INC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 11, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
85+ 3.39% |
$23.8K - $30.9K
|
2.59K
$596K
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
80+ 18.22% |
$22.4K - $29K
|
519
$119K
|
|
Aug 10, 2023
Q2 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
76New |
$21.3K - $27.6K
|
76
$17.5K
|
|
Aug 14, 2023
Q2 2023
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
75+ 1.52% |
$21K - $27.2K
|
5.02K
$1.15M
|
|
Aug 14, 2023
Q2 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
64New |
$17.9K - $23.2K
|
64
$14.7K
|
|
Aug 11, 2023
Q2 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
60New |
$16.8K - $21.8K
|
60
$13.8K
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
56+ 2.52% |
$15.7K - $20.3K
|
2.28K
$522K
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
56New |
$15.7K - $20.3K
|
56
$12.9K
|
|
Aug 10, 2023
Q2 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
50+ 0.85% |
$14K - $18.2K
|
5.95K
$1.37M
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
47+ 61.04% |
$13.2K - $17.1K
|
124
$28.5K
|
|
Jul 17, 2023
Q2 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
47+ 0.16% |
$13.2K - $17.1K
|
29.3K
$6.72M
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
46+ 3.43% |
$12.9K - $16.7K
|
1.39K
$319K
|
|
Jul 17, 2023
Q2 2023
|
Riverview Trust CO
|
BUY
|
- |
46+ 5.71% |
$12.9K - $16.7K
|
851
$195K
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
46+ 5.34% |
$12.9K - $16.7K
|
907
$208K
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
45+ 5.11% |
$12.6K - $16.3K
|
926
$213K
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
44+ 1.68% |
$12.3K - $16K
|
2.67K
$612K
|
|
Aug 29, 2023
Q2 2023
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
43+ 3.8% |
$12K - $15.6K
|
1.17K
$270K
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
42+ 140.0% |
$11.8K - $15.2K
|
72
$16.5K
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
42+ 0.09% |
$11.8K - $15.2K
|
46.9K
$10.8M
|
|
Sep 21, 2023
Q2 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
41New |
$11.5K - $14.9K
|
41
$9.42K
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
39+ 2.21% |
$10.9K - $14.2K
|
1.8K
$414K
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
35New |
$9.8K - $12.7K
|
35
$8.04K
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
BUY
|
- |
33+ 3.57% |
$9.24K - $12K
|
957
$220K
|
|
Aug 14, 2023
Q2 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
33New |
$9.24K - $12K
|
33
$7.58K
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
30+ 2.37% |
$8.4K - $10.9K
|
1.3K
$298K
|
|
Jul 20, 2023
Q2 2023
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
30+ 6.12% |
$8.4K - $10.9K
|
520
$119K
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
30+ 3.1% |
$8.4K - $10.9K
|
998
$229K
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
28+ 103.7% |
$7.84K - $10.2K
|
55
$12.6K
|
|
Aug 07, 2023
Q2 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
26+ 2.68% |
$7.28K - $9.44K
|
997
$229K
|
|
Aug 04, 2023
Q2 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
25+ 0.42% |
$7K - $9.08K
|
5.91K
$1.36M
|
|
Aug 14, 2023
Q2 2023
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
22New |
$6.16K - $7.99K
|
22
$5.05K
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
21+ 1.55% |
$5.88K - $7.62K
|
1.38K
$316K
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
21+ 10.14% |
$5.88K - $7.62K
|
228
$52.4K
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
20New |
$5.6K - $7.26K
|
20
$4.59K
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
19+ 2.9% |
$5.32K - $6.9K
|
675
$155K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
19New |
$5.32K - $6.9K
|
19
$4.36K
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
BUY
|
- |
18New |
$5.04K - $6.54K
|
18
$4.13K
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
18New |
$5.04K - $6.54K
|
18
$4.13K
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
18+ 0.15% |
$5.04K - $6.54K
|
11.7K
$2.7M
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
BUY
|
- |
17+ 1.01% |
$4.76K - $6.17K
|
1.69K
$389K
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
16New |
$4.48K - $5.81K
|
16
$3.67K
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
16New |
$4.48K - $5.81K
|
16
$3.67K
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
16+ 2.3% |
$4.48K - $5.81K
|
713
$164K
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
15+ 1.21% |
$4.2K - $5.45K
|
1.25K
$287K
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
15+ 13.51% |
$4.2K - $5.45K
|
126
$28.9K
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
15+ 2.16% |
$4.2K - $5.45K
|
711
$163K
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
15+ 0.37% |
$4.2K - $5.45K
|
4.12K
$946K
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
14New |
$3.92K - $5.08K
|
14
$3.22K
|
|
Aug 08, 2023
Q2 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
14+ 0.87% |
$3.92K - $5.08K
|
1.62K
$371K
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
13+ 0.76% |
$3.64K - $4.72K
|
1.72K
$394K
|