Purchases and Sales Made in Q4 2023 in Align Technology Inc (ALGN)
This table provides information about the institutional ownership of Align Technology Inc (ALGN) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2024
Q4 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
8+ 2.16% |
$1.47K - $2.4K
|
379
$76K
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet North America Advisors Sa
|
BUY
|
- |
7+ 0.1% |
$1.28K - $2.1K
|
7.32K
$1.47M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
7+ 12.5% |
$1.28K - $2.1K
|
63
$12.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
6+ 3.0% |
$1.1K - $1.8K
|
206
$41.3K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
6+ 18.18% |
$1.1K - $1.8K
|
39
$7.82K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
6New |
$1.1K - $1.8K
|
6
$1.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
6+ 7.41% |
$1.1K - $1.8K
|
87
$17.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
5+ 5.21% |
$916 - $1.5K
|
101
$20.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
4New |
$733 - $1.2K
|
4
$802
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
4+ 4.4% |
$733 - $1.2K
|
95
$19K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
4+ 8.0% |
$733 - $1.2K
|
54
$10.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
4+ 0.62% |
$733 - $1.2K
|
653
$131K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
3+ 18.75% |
$550 - $899
|
19
$3.81K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
3New |
$550 - $899
|
3
$601
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
3+ 0.21% |
$550 - $899
|
1.41K
$283K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2New |
$366 - $600
|
2
$401
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2+ 1.79% |
$366 - $600
|
114
$22.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1+ 0.83% |
$183 - $300
|
121
$24.3K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 50.0% |
$183 - $300
|
3
$601
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1+ 0.09% |
$183 - $300
|
1.11K
$223K
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
1+ 0.01% |
$183 - $300
|
8.89K
$1.78M
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
1+ 0.07% |
$183 - $300
|
1.4K
$281K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1+ 0.36% |
$183 - $300
|
282
$56.5K
|
|
|
Feb 28, 2025
Q4 2023
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 20.0% |
$183 - $300
|
4
$802
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-1- 0.04% |
$183 - $300
|
2.35K
$470K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-1- 0.01% |
$183 - $300
|
14.7K
$2.95M
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1- 3.45% |
$183 - $300
|
28
$5.61K
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-2- 0.07% |
$366 - $600
|
2.7K
$541K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-3- 15.79% |
$550 - $899
|
16
$3.21K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-4- 0.89% |
$733 - $1.2K
|
447
$89.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-4- 5.19% |
$733 - $1.2K
|
73
$14.6K
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-6- 0.73% |
$1.1K - $1.8K
|
811
$163K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-7- 3.7% |
$1.28K - $2.1K
|
182
$36.5K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-7- 21.21% |
$1.28K - $2.1K
|
26
$5.21K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-8- 88.89% |
$1.47K - $2.4K
|
1
$200
|
|
|
Feb 05, 2024
Q4 2023
|
Emerald Advisers, LLC
|
SELL
|
- |
-8- 0.62% |
$1.47K - $2.4K
|
1.28K
$256K
|
|
|
Feb 09, 2024
Q4 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-10- 1.08% |
$1.83K - $3K
|
912
$183K
|
|
|
Feb 05, 2024
Q4 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-12- 1.01% |
$2.2K - $3.6K
|
1.18K
$236K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-13- 44.83% |
$2.38K - $3.9K
|
16
$3.21K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-13- 3.65% |
$2.38K - $3.9K
|
343
$68.8K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-13- 3.65% |
$2.38K - $3.9K
|
343
$68.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-14- 4.38% |
$2.56K - $4.2K
|
306
$61.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-14- 1.25% |
$2.56K - $4.2K
|
1.11K
$223K
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-15- 1.0% |
$2.75K - $4.5K
|
1.49K
$299K
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-15- 0.3% |
$2.75K - $4.5K
|
5.01K
$1M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-15- 0.68% |
$2.75K - $4.5K
|
2.2K
$441K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-15- 88.24% |
$2.75K - $4.5K
|
2
$401
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-15- 7.32% |
$2.75K - $4.5K
|
190
$38.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-16- 66.67% |
$2.93K - $4.8K
|
8
$1.6K
|