Purchases and Sales Made in Q4 2023 in Takeda Pharmaceutical CO LTD (TAK)
This table provides information about the institutional ownership of Takeda Pharmaceutical CO LTD (TAK) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
135+ 9.43% |
$1.8K - $2.08K
|
1.57K
$20.5K
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
126New |
$1.68K - $1.94K
|
126
$1.65K
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
107New |
$1.43K - $1.65K
|
107
$1.4K
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
100New |
$1.34K - $1.54K
|
100
$1.31K
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
85+ 7.37% |
$1.14K - $1.31K
|
1.24K
$16.2K
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
76+ 0.55% |
$1.02K - $1.17K
|
13.9K
$182K
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
57New |
$762 - $880
|
57
$747
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
55+ 3.42% |
$735 - $849
|
1.66K
$21.8K
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
52New |
$695 - $802
|
52
$681
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
45New |
$601 - $694
|
45
$590
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
31+ 6.87% |
$414 - $478
|
482
$6.31K
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
25New |
$334 - $386
|
25
$328
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
24+ 30.38% |
$321 - $370
|
103
$1.35K
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
22+ 0.36% |
$294 - $339
|
6.14K
$80.4K
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
15New |
$200 - $231
|
15
$197
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
11+ 10.0% |
$147 - $170
|
121
$1.59K
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4+ 0.26% |
$53.4 - $61.7
|
1.54K
$20.1K
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1- 0.28% |
$13.4 - $15.4
|
352
$4.61K
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-31- 3.9% |
$414 - $478
|
763
$10K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-37- 13.65% |
$494 - $571
|
234
$3.07K
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-40- 0.31% |
$534 - $617
|
12.9K
$170K
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-67- 0.31% |
$895 - $1.03K
|
21.5K
$282K
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-75- 51.72% |
$1K - $1.16K
|
70
$917
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-76- 63.33% |
$1.02K - $1.17K
|
44
$576
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-105- 52.76% |
$1.4K - $1.62K
|
94
$1.23K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-117- 31.97% |
$1.56K - $1.81K
|
249
$3.26K
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-126- 0.49% |
$1.68K - $1.94K
|
25.5K
$334K
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-141- 42.22% |
$1.88K - $2.18K
|
193
$2.53K
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-148- 0.96% |
$1.98K - $2.28K
|
15.3K
$200K
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-171- 1.99% |
$2.28K - $2.64K
|
8.44K
$111K
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-183- 27.52% |
$2.44K - $2.82K
|
482
$6.31K
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-207- 1.86% |
$2.77K - $3.19K
|
10.9K
$143K
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-265- 0.46% |
$3.54K - $4.09K
|
57.6K
$755K
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-276- 12.47% |
$3.69K - $4.26K
|
1.94K
$25.4K
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-313- 74.35% |
$4.18K - $4.83K
|
108
$1.41K
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
SELL
|
- |
-313- 0.65% |
$4.18K - $4.83K
|
47.8K
$626K
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-315- 68.48% |
$4.21K - $4.86K
|
145
$1.9K
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-388- 13.35% |
$5.18K - $5.99K
|
2.52K
$33K
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-425- 20.84% |
$5.68K - $6.56K
|
1.61K
$21.1K
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-443- 2.32% |
$5.92K - $6.84K
|
18.6K
$244K
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-465- 21.09% |
$6.21K - $7.17K
|
1.74K
$22.8K
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-500- 51.12% |
$6.68K - $7.72K
|
478
$6.26K
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-503- 63.75% |
$6.72K - $7.76K
|
286
$3.75K
|
|
Feb 13, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-528- 2.24% |
$7.05K - $8.15K
|
23.1K
$302K
|
|
Apr 25, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-528- 2.24% |
$7.05K - $8.15K
|
23.1K
$302K
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-619- 1.71% |
$8.27K - $9.55K
|
35.7K
$467K
|
|
Feb 14, 2024
Q4 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-670- 20.9% |
$8.95K - $10.3K
|
2.54K
$33.2K
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-690- 2.8% |
$9.22K - $10.6K
|
23.9K
$314K
|
|
Jul 16, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-695- 19.47% |
$9.29K - $10.7K
|
2.88K
$37.7K
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-729- 21.59% |
$9.74K - $11.2K
|
2.65K
$34.7K
|