Latest Institutional Transactions on Adobe Inc. (ADBE)
This table provides information on the latest institutional transactions involving Adobe Inc. (ADBE) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-12.8K- 34.71% |
$5.6M - $7.08M
|
24.1K
$11M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
298+ 12.97% |
$130K - $165K
|
2.6K
$1.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
5.3KNew |
$2.32M - $2.93M
|
5.3K
$2.42M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-46- 8.86% |
$20.1K - $25.4K
|
473
$216K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-35- 24.82% |
$15.3K - $19.4K
|
106
$48.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
SELL
|
- |
-154- 15.11% |
$67.4K - $85.2K
|
865
$395K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-132- 9.61% |
$57.7K - $73K
|
1.24K
$568K
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
2.93K+ 24.15% |
$1.28M - $1.62M
|
15K
$6.87M
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
67+ 16.92% |
$29.3K - $37K
|
463
$212K
|
|
|
Jan 21, 2025
Q4 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
3+ 0.13% |
$1.31K - $1.66K
|
2.38K
$1.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-223- 2.86% |
$97.5K - $123K
|
7.59K
$3.47M
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-272- 15.45% |
$119K - $150K
|
1.49K
$680K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-35- 0.28% |
$15.3K - $19.4K
|
12.5K
$5.73M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.72K+ 35.33% |
$1.62M - $2.05M
|
14.2K
$6.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-254- 10.43% |
$111K - $140K
|
2.18K
$997K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
436+ 6.13% |
$191K - $241K
|
7.55K
$3.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
794+ 8.04% |
$347K - $439K
|
10.7K
$4.88M
|
|
|
Jan 21, 2025
Q4 2024
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
43New |
$18.8K - $23.8K
|
43
$19.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
SELL
|
- |
-141- 16.91% |
$61.7K - $78K
|
693
$317K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-3.31K- 1.53% |
$1.45M - $1.83M
|
212K
$97M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-562- 3.54% |
$246K - $311K
|
15.3K
$7.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-30- 6.44% |
$13.1K - $16.6K
|
436
$199K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-9- 15.0% |
$3.94K - $4.98K
|
51
$23.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-85- 3.96% |
$37.2K - $47K
|
2.06K
$943K
|
|
|
Jan 21, 2025
Q4 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-65- 4.74% |
$28.4K - $35.9K
|
1.31K
$596K
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-2.52K- 26.21% |
$1.1M - $1.39M
|
7.08K
$3.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
52+ 10.63% |
$22.7K - $28.8K
|
541
$247K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-233- 2.83% |
$102K - $129K
|
7.99K
$3.65M
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
SELL
|
- |
-13- 2.8% |
$5.69K - $7.19K
|
452
$207K
|
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
BUY
|
- |
1.26K+ 11.28% |
$549K - $694K
|
12.4K
$5.66M
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
529New |
$231K - $293K
|
529
$242K
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
366+ 71.35% |
$160K - $202K
|
879
$402K
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
500+ 38.46% |
$219K - $276K
|
1.8K
$823K
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-289- 4.99% |
$126K - $160K
|
5.5K
$2.52M
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
751+ 5.96% |
$328K - $415K
|
13.3K
$6.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Ttp Investments, Inc.
|
SELL
|
- |
-3- 0.65% |
$1.31K - $1.66K
|
461
$211K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
416+ 12.98% |
$182K - $230K
|
3.62K
$1.66M
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
106+ 2.24% |
$46.4K - $58.6K
|
4.84K
$2.21M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
120+ 2.72% |
$52.5K - $66.4K
|
4.53K
$2.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Asio Capital, LLC
|
BUY
|
- |
1.94K+ 18.26% |
$850K - $1.07M
|
12.6K
$5.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
149+ 3.01% |
$65.2K - $82.4K
|
5.09K
$2.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-21- 3.19% |
$9.19K - $11.6K
|
637
$291K
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
258+ 17.79% |
$113K - $143K
|
1.71K
$781K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
123+ 3.08% |
$53.8K - $68K
|
4.12K
$1.88M
|
|
|
Jan 21, 2025
Q4 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
65+ 3.44% |
$28.4K - $35.9K
|
1.95K
$893K
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-52- 6.27% |
$22.7K - $28.8K
|
777
$355K
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-137- 14.53% |
$59.9K - $75.8K
|
806
$368K
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
585New |
$256K - $323K
|
585
$267K
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
141+ 0.54% |
$61.7K - $78K
|
26.1K
$11.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
140+ 24.73% |
$61.2K - $77.4K
|
706
$323K
|