Purchases and Sales Made in Q3 2023 in Takeda Pharmaceutical CO LTD (TAK)
This table provides information about the institutional ownership of Takeda Pharmaceutical CO LTD (TAK) during Q3 2023. The information is specifically focused on institutions that hold shares of TAKEDA PHARMACEUTICAL CO LTD.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
883+ 5.68% |
$13.3K - $14.4K
|
16.4K
$219K
|
|
|
Nov 06, 2023
Q3 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
870+ 1.39% |
$13.1K - $14.2K
|
63.6K
$849K
|
|
|
Oct 31, 2023
Q3 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
851+ 0.69% |
$12.8K - $13.9K
|
125K
$1.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
834+ 3.37% |
$12.5K - $13.6K
|
25.5K
$341K
|
|
|
Oct 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
831+ 7.61% |
$12.5K - $13.6K
|
11.8K
$157K
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
830+ 4.44% |
$12.5K - $13.5K
|
19.5K
$261K
|
|
|
Oct 31, 2023
Q3 2023
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
800+ 32.0% |
$12K - $13.1K
|
3.3K
$44.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
738+ 0.35% |
$11.1K - $12K
|
214K
$2.85M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
733+ 1077.94% |
$11K - $12K
|
801
$10.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
705+ 6.84% |
$10.6K - $11.5K
|
11K
$147K
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
587+ 5.7% |
$8.82K - $9.58K
|
10.9K
$145K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
585+ 5.15% |
$8.79K - $9.55K
|
12K
$160K
|
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
575+ 1.0% |
$8.64K - $9.38K
|
57.9K
$773K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
552+ 8.35% |
$8.3K - $9.01K
|
7.16K
$95.6K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
552+ 8.35% |
$8.3K - $9.01K
|
7.16K
$95.6K
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
503+ 175.87% |
$7.56K - $8.21K
|
789
$10.5K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
500+ 104.6% |
$7.52K - $8.16K
|
978
$13.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
458New |
$6.88K - $7.47K
|
458
$6.11K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
446+ 17.09% |
$6.7K - $7.28K
|
3.06K
$40.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
421+ 1.17% |
$6.33K - $6.87K
|
36.3K
$484K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
383+ 21.02% |
$5.76K - $6.25K
|
2.21K
$29.4K
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
337+ 11.09% |
$5.07K - $5.5K
|
3.38K
$45.1K
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
336+ 0.5% |
$5.05K - $5.48K
|
67.4K
$900K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
334+ 12.99% |
$5.02K - $5.45K
|
2.91K
$38.8K
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
323+ 2.94% |
$4.85K - $5.27K
|
11.3K
$151K
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
BUY
|
- |
291+ 1.04% |
$4.37K - $4.75K
|
28.3K
$377K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
221New |
$3.32K - $3.61K
|
221
$2.95K
|
|
|
Nov 13, 2023
Q3 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
220+ 1.44% |
$3.31K - $3.59K
|
15.5K
$206K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
167+ 13.2% |
$2.51K - $2.73K
|
1.43K
$19.1K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
137+ 1.62% |
$2.06K - $2.24K
|
8.61K
$115K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
128+ 2.14% |
$1.92K - $2.09K
|
6.12K
$81.6K
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
114New |
$1.71K - $1.86K
|
114
$1.52K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
105+ 111.7% |
$1.58K - $1.71K
|
199
$2.66K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
100New |
$1.5K - $1.63K
|
100
$1.34K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
84+ 27.72% |
$1.26K - $1.37K
|
387
$5.17K
|
|
|
Nov 01, 2023
Q3 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
79New |
$1.19K - $1.29K
|
79
$1.05K
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
76+ 0.72% |
$1.14K - $1.24K
|
10.6K
$142K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
76+ 0.57% |
$1.14K - $1.24K
|
13.4K
$179K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
75+ 10.43% |
$1.13K - $1.22K
|
794
$10.6K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
52+ 5.79% |
$782 - $849
|
950
$12.7K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
51+ 0.82% |
$767 - $832
|
6.24K
$83.3K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
50New |
$752 - $816
|
50
$668
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
33+ 8.51% |
$496 - $539
|
421
$5.62K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
18New |
$271 - $294
|
18
$240
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
11+ 0.15% |
$165 - $180
|
7.42K
$99.1K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5+ 4.76% |
$75.1 - $81.6
|
110
$1.47K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
4New |
$60.1 - $65.3
|
4
$53.4
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2+ 0.6% |
$30.1 - $32.6
|
334
$4.46K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
1+ 0.0% |
$15 - $16.3
|
71.5K
$955K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-32- 2.05% |
$481 - $522
|
1.53K
$20.5K
|