Purchases and Sales Made in Q3 2023 in Align Technology Inc (ALGN)
This table provides information about the institutional ownership of Align Technology Inc (ALGN) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1New |
$298 - $385
|
1
$170
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
1+ 3.13% |
$298 - $385
|
33
$5.62K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1- 0.53% |
$298 - $385
|
189
$32.2K
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1- 5.56% |
$298 - $385
|
17
$2.9K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-1- 5.0% |
$298 - $385
|
19
$3.24K
|
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-1- 0.07% |
$298 - $385
|
1.41K
$240K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1- 1.75% |
$298 - $385
|
56
$9.54K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2- 0.18% |
$596 - $771
|
1.12K
$191K
|
|
|
Oct 19, 2023
Q3 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-3- 0.22% |
$894 - $1.16K
|
1.35K
$230K
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-3- 10.0% |
$894 - $1.16K
|
27
$4.6K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3- 23.08% |
$894 - $1.16K
|
10
$1.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-4- 0.25% |
$1.19K - $1.54K
|
1.57K
$268K
|
|
|
Nov 09, 2023
Q3 2023
|
Wms Partners, LLC
|
SELL
|
- |
-4- 0.08% |
$1.19K - $1.54K
|
5.02K
$856K
|
|
|
Oct 05, 2023
Q3 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-4- 0.65% |
$1.19K - $1.54K
|
612
$104K
|
|
|
Oct 31, 2023
Q3 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-4- 0.43% |
$1.19K - $1.54K
|
922
$157K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4- 0.13% |
$1.19K - $1.54K
|
3.14K
$536K
|
|
|
Oct 11, 2023
Q3 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-5- 1.33% |
$1.49K - $1.93K
|
371
$63.2K
|
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-5- 0.48% |
$1.49K - $1.93K
|
1.04K
$176K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-6- 5.88% |
$1.79K - $2.31K
|
96
$16.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-6- 0.44% |
$1.79K - $2.31K
|
1.37K
$234K
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-6- 0.43% |
$1.79K - $2.31K
|
1.38K
$235K
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-7- 0.5% |
$2.09K - $2.7K
|
1.38K
$235K
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-8- 0.84% |
$2.38K - $3.08K
|
941
$160K
|
|
|
Oct 17, 2023
Q3 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-9- 0.64% |
$2.68K - $3.47K
|
1.4K
$238K
|
|
|
Nov 09, 2023
Q3 2023
|
Scout Investments, Inc.
|
SELL
|
- |
-9- 0.12% |
$2.68K - $3.47K
|
7.34K
$1.25M
|
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-9- 0.24% |
$2.68K - $3.47K
|
3.81K
$649K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-9- 11.11% |
$2.68K - $3.47K
|
72
$12.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-9- 50.0% |
$2.68K - $3.47K
|
9
$1.53K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-10- 11.49% |
$2.98K - $3.85K
|
77
$13.1K
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-10- 33.33% |
$2.98K - $3.85K
|
20
$3.41K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-10- 18.18% |
$2.98K - $3.85K
|
45
$7.67K
|
|
|
Nov 14, 2023
Q3 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-10- 8.06% |
$2.98K - $3.85K
|
114
$19.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-11- 1.56% |
$3.28K - $4.24K
|
694
$118K
|
|
|
Nov 14, 2023
Q3 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-11- 1.25% |
$3.28K - $4.24K
|
867
$148K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-13- 7.03% |
$3.87K - $5.01K
|
172
$29.3K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-17- 0.2% |
$5.07K - $6.55K
|
8.63K
$1.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-20- 0.7% |
$5.96K - $7.71K
|
2.82K
$480K
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-20- 2.81% |
$5.96K - $7.71K
|
693
$118K
|
|
|
Oct 26, 2023
Q3 2023
|
Emerald Advisers, LLC
|
SELL
|
- |
-21- 1.61% |
$6.26K - $8.09K
|
1.29K
$219K
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-22- 2.32% |
$6.56K - $8.48K
|
926
$158K
|
|
|
Nov 08, 2023
Q3 2023
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-23- 1.38% |
$6.85K - $8.86K
|
1.65K
$280K
|
|
|
Oct 19, 2023
Q3 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-24- 2.68% |
$7.15K - $9.25K
|
872
$149K
|
|
|
Sep 26, 2024
Q3 2023
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-25- 0.68% |
$7.45K - $9.63K
|
3.63K
$618K
|
|
|
Oct 24, 2023
Q3 2023
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-26- 0.86% |
$7.75K - $10K
|
3K
$512K
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-26- 2.49% |
$7.75K - $10K
|
1.02K
$174K
|
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-29- 0.61% |
$8.64K - $11.2K
|
4.7K
$801K
|
|
|
Oct 11, 2023
Q3 2023
|
First Bank & Trust
|
SELL
|
- |
-29- 0.64% |
$8.64K - $11.2K
|
4.48K
$764K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-31- 43.06% |
$9.24K - $11.9K
|
41
$6.99K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-33- 26.61% |
$9.83K - $12.7K
|
91
$15.5K
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-34- 0.29% |
$10.1K - $13.1K
|
11.8K
$2.01M
|