Latest Institutional Transactions on Illumina, Inc. (ILMN)
This table provides information on the latest institutional transactions involving Illumina, Inc. (ILMN) 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 |
---|---|---|---|---|---|---|---|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-4- 10.53% |
$516 - $770
|
34
$4.91K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
3New |
$387 - $577
|
3
$433
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-3- 0.9% |
$387 - $577
|
330
$47.6K
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-12- 34.29% |
$1.55K - $2.31K
|
23
$3.32K
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-36.7K- 93.96% |
$4.73M - $7.06M
|
2.36K
$341K
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
3New |
$387 - $577
|
3
$433
|
|
Nov 02, 2023
Q3 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
66+ 1.08% |
$8.51K - $12.7K
|
6.15K
$888K
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-9- 45.0% |
$1.16K - $1.73K
|
11
$1.59K
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
1+ 0.85% |
$129 - $192
|
118
$17K
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
921+ 65.65% |
$119K - $177K
|
2.32K
$335K
|
|
Nov 01, 2023
Q3 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-288- 3.52% |
$37.1K - $55.4K
|
7.9K
$1.14M
|
|
Oct 31, 2023
Q3 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-140- 3.12% |
$18K - $26.9K
|
4.35K
$627K
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
21+ 1.13% |
$2.71K - $4.04K
|
1.89K
$272K
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
190+ 7.0% |
$24.5K - $36.6K
|
2.9K
$419K
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-20- 95.24% |
$2.58K - $3.85K
|
1
$144
|
|
Oct 27, 2023
Q3 2023
|
Australian Super Pty LTD
|
BUY
|
- |
231+ 5.18% |
$29.8K - $44.5K
|
4.69K
$677K
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
22New |
$2.84K - $4.23K
|
22
$3.18K
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
SELL
|
- |
-36- 1.9% |
$4.64K - $6.93K
|
1.86K
$269K
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-2.52K- 53.31% |
$325K - $486K
|
2.21K
$319K
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
7New |
$902 - $1.35K
|
7
$1.01K
|
|
Oct 25, 2023
Q3 2023
|
Crown Wealth Group, LLC
|
SELL
|
- |
-234- 12.74% |
$30.2K - $45K
|
1.6K
$231K
|
|
Oct 25, 2023
Q3 2023
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-29- 19.46% |
$3.74K - $5.58K
|
120
$17.3K
|
|
Oct 25, 2023
Q3 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
432+ 5.25% |
$55.7K - $83.1K
|
8.66K
$1.25M
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
126+ 8.58% |
$16.2K - $24.2K
|
1.6K
$230K
|
|
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
BUY
|
- |
186+ 33.82% |
$24K - $35.8K
|
736
$106K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
100New |
$12.9K - $19.2K
|
100
$14.4K
|
|
Oct 24, 2023
Q3 2023
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
45+ 2.67% |
$5.8K - $8.66K
|
1.73K
$250K
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-10- 0.65% |
$1.29K - $1.92K
|
1.54K
$222K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
7New |
$902 - $1.35K
|
7
$1.01K
|
|
Oct 17, 2023
Q3 2023
|
Baker Chad R
Perrysburg, OH |
SELL
|
- |
-10K- 43.93% |
$1.29M - $1.93M
|
12.8K
$1.85M
|
|
Oct 17, 2023
Q3 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
320+ 5.95% |
$41.3K - $61.6K
|
5.7K
$823K
|
|
Oct 17, 2023
Q3 2023
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-22- 0.17% |
$2.84K - $4.23K
|
12.9K
$1.86M
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
12.9KNew |
$1.66M - $2.48M
|
12.9K
$1.86M
|
|
Oct 12, 2023
Q3 2023
|
Polianta LTD
|
BUY
|
- |
7.6KNew |
$980K - $1.46M
|
7.6K
$1.1M
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
44+ 2.86% |
$5.67K - $8.47K
|
1.59K
$229K
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
3New |
$387 - $577
|
3
$433
|
|
Oct 10, 2023
Q3 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-232- 4.08% |
$29.9K - $44.6K
|
5.45K
$787K
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
SELL
|
- |
-3- 37.5% |
$387 - $577
|
5
$722
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
97New |
$12.5K - $18.7K
|
97
$14K
|
|
Oct 05, 2023
Q3 2023
|
Sarasin & Partners LLP
|
SELL
|
- |
-127K- 22.97% |
$16.4M - $24.4M
|
426K
$61.5M
|
|
Oct 05, 2023
Q3 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-610- 43.88% |
$78.6K - $117K
|
780
$113K
|
|
Q2 2023 | |||||||
Sep 06, 2024
Q2 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-1.23KClosed |
$225K - $285K
|
0
$0
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-13.7KClosed |
$2.51M - $3.18M
|
0
$0
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-9.28K- 53.71% |
$1.7M - $2.16M
|
8K
$1.15M
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
3.5KNew |
$642K - $814K
|
3.5K
$505K
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
16New |
$2.93K - $3.72K
|
16
$2.31K
|
|
Aug 21, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-2.99K- 69.25% |
$549K - $696K
|
1.33K
$192K
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
30New |
$5.5K - $6.98K
|
30
$4.33K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
5New |
$917 - $1.16K
|
5
$722
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-725- 98.77% |
$133K - $169K
|
9
$1.3K
|