Latest Institutional Transactions on Accolade, Inc. (ACCD)
This table provides information on the latest institutional transactions involving Accolade, Inc. (ACCD) 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 |
---|---|---|---|---|---|---|---|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
313New |
$0 - $4.01K
|
313
$2.16K
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-83- 75.45% |
$0 - $1.06K
|
27
$186
|
|
Q2 2022 | |||||||
Sep 21, 2023
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
10K+ 26.67% |
$52.8K - $189K
|
47.5K
$327K
|
|
Aug 15, 2022
Q2 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-441KClosed |
$2.33M - $8.33M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-81Closed |
$428 - $1.53K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Bamco Inc
New York, NY |
SELL
|
- |
-1.01MClosed |
$5.36M - $19.2M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Select Equity Group, L.P.
New York, NY |
SELL
|
- |
-26.2KClosed |
$138K - $495K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Revelation Capital Management, LLC
Sausalito, CA |
BUY
|
- |
58.1KNew |
$307K - $1.1M
|
58.1K
$400K
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-18Closed |
$95 - $340
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Atom Investors LP
Austin, TX |
BUY
|
- |
16.6KNew |
$87.6K - $314K
|
16.6K
$114K
|
|
Aug 15, 2022
Q2 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
11.7K+ 18.37% |
$61.5K - $220K
|
75.1K
$517K
|
|
Aug 15, 2022
Q2 2022
|
Apogem Capital LLC
New York, NY |
SELL
|
- |
-9.15K- 19.04% |
$48.3K - $173K
|
38.9K
$268K
|
|
Aug 15, 2022
Q2 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-166KClosed |
$875K - $3.13M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-26.4KClosed |
$140K - $499K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Perceptive Advisors LLC
New York, NY |
SELL
|
- |
-331KClosed |
$1.75M - $6.25M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Twinbeech Capital LP
Purchase, NY |
SELL
|
- |
-79.7KClosed |
$421K - $1.51M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-1.6M- 95.01% |
$8.46M - $30.3M
|
84.2K
$580K
|
|
Aug 15, 2022
Q2 2022
|
Bullseye Asset Management LLC
Denver, CO |
SELL
|
- |
-49.9KClosed |
$263K - $943K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-267KClosed |
$1.41M - $5.05M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-1.66KClosed |
$8.78K - $31.4K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-34.3KClosed |
$181K - $649K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
CALL |
5K+ 43.48% |
$26.4K - $94.5K
|
16.5K
$114K
|
|
Aug 12, 2022
Q2 2022
|
Rhenman & Partners Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-200KClosed |
$1.06M - $3.78M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-37Closed |
$195 - $699
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-94.9KClosed |
$501K - $1.79M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
SELL
|
- |
-206KClosed |
$1.09M - $3.9M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-55.7KClosed |
$294K - $1.05M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-180K- 99.46% |
$951K - $3.4M
|
970
$6.68K
|
|
Aug 11, 2022
Q2 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-300Closed |
$1.58K - $5.67K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
96.6K+ 411.84% |
$510K - $1.83M
|
120K
$827K
|
|
Aug 09, 2022
Q2 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
36.6KNew |
$193K - $691K
|
36.6K
$252K
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
43New |
$227 - $813
|
43
$296
|
|
Aug 05, 2022
Q2 2022
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
43.4KNew |
$229K - $820K
|
43.4K
$299K
|
|
Aug 04, 2022
Q2 2022
|
Td Asset Management Inc
|
SELL
|
- |
-22.3KClosed |
$118K - $422K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
101New |
$533 - $1.91K
|
101
$696
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-123Closed |
$649 - $2.32K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
BUY
|
- |
200+ 90.5% |
$1.06K - $3.78K
|
421
$2.9K
|
|
Aug 03, 2022
Q2 2022
|
Founders Circle Capital LLC
|
BUY
|
- |
43.4K+ 43.42% |
$229K - $821K
|
143K
$988K
|
|
Aug 02, 2022
Q2 2022
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-17.2KClosed |
$90.6K - $324K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Jennison Associates LLC
|
SELL
|
- |
-721KClosed |
$3.81M - $13.6M
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
1.5KNew |
$7.92K - $28.3K
|
1.5K
$10.3K
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
294New |
$1.55K - $5.56K
|
294
$2.03K
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
SELL
|
- |
-33- 1.79% |
$174 - $624
|
1.82K
$12.5K
|
|
Jul 27, 2022
Q2 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-70KClosed |
$370K - $1.32M
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Strs Ohio
|
BUY
|
- |
16.8K+ 1120.0% |
$88.7K - $318K
|
18.3K
$126K
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-151Closed |
$797 - $2.85K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
148+ 37.09% |
$781 - $2.8K
|
547
$3.77K
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-150Closed |
$792 - $2.84K
|
0
$0
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
24New |
$127 - $454
|
24
$165
|
|
Q1 2022 | |||||||
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-115KClosed |
$1.49M - $3.13M
|
0
$0
|