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 |
---|---|---|---|---|---|---|---|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
502New |
$255K - $294K
|
502
$231K
|
|
Oct 15, 2024
Q3 2024
|
626 Financial, LLC
|
SELL
|
- |
-16- 3.64% |
$8.13K - $9.38K
|
423
$194K
|
|
Oct 15, 2024
Q3 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
17+ 3.13% |
$8.64K - $9.97K
|
560
$257K
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
423New |
$215K - $248K
|
423
$194K
|
|
Oct 11, 2024
Q3 2024
|
Martin Capital Advisors, LLP
|
BUY
|
- |
36+ 1.72% |
$18.3K - $21.1K
|
2.13K
$976K
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
25+ 5.14% |
$12.7K - $14.7K
|
511
$235K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-2- 0.27% |
$1.02K - $1.17K
|
751
$345K
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.93KNew |
$979K - $1.13M
|
1.93K
$885K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
41.2K+ 33.27% |
$21M - $24.2M
|
165K
$75.8M
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
437New |
$222K - $256K
|
437
$201K
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
SELL
|
- |
-9- 1.51% |
$4.57K - $5.28K
|
586
$269K
|
|
Oct 11, 2024
Q3 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
13+ 3.44% |
$6.61K - $7.63K
|
391
$180K
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
702+ 125.58% |
$357K - $412K
|
1.26K
$579K
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
7.17K+ 52.35% |
$3.64M - $4.21M
|
20.9K
$9.58M
|
|
Oct 10, 2024
Q3 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
PUT |
900New |
$457K - $528K
|
900
$413K
|
|
Oct 10, 2024
Q3 2024
|
Covea Finance
|
BUY
|
- |
5.3K+ 7.73% |
$2.69M - $3.11M
|
73.9K
$33.9M
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2+ 0.5% |
$1.02K - $1.17K
|
401
$184K
|
|
Oct 10, 2024
Q3 2024
|
Meyer Handelman CO
|
SELL
|
- |
-6- 0.24% |
$3.05K - $3.52K
|
2.5K
$1.15M
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
700New |
$356K - $411K
|
700
$321K
|
|
Oct 10, 2024
Q3 2024
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-17- 0.47% |
$8.64K - $9.97K
|
3.57K
$1.64M
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 09, 2024
Q3 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
35+ 2.03% |
$17.8K - $20.5K
|
1.76K
$808K
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
579New |
$294K - $340K
|
579
$266K
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
75+ 5.2% |
$38.1K - $44K
|
1.52K
$697K
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
3.37KNew |
$1.71M - $1.98M
|
3.37K
$1.55M
|
|
Oct 09, 2024
Q3 2024
|
Profit Investment Management, LLC
|
BUY
|
- |
858+ 157.14% |
$436K - $503K
|
1.4K
$645K
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1.88K- 53.08% |
$954K - $1.1M
|
1.66K
$762K
|
|
Oct 09, 2024
Q3 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-40- 3.83% |
$20.3K - $23.5K
|
1.01K
$462K
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
3New |
$1.52K - $1.76K
|
3
$1.38K
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
902New |
$458K - $529K
|
902
$414K
|
|
Oct 08, 2024
Q3 2024
|
Reliant Investment Management, LLC
|
SELL
|
- |
-2- 0.03% |
$1.02K - $1.17K
|
7.84K
$3.6M
|
|
Oct 08, 2024
Q3 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
50+ 31.65% |
$25.4K - $29.3K
|
208
$95.5K
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
156+ 20.61% |
$79.3K - $91.5K
|
913
$419K
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-29- 6.46% |
$14.7K - $17K
|
420
$193K
|
|
Oct 08, 2024
Q3 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-253- 33.6% |
$129K - $148K
|
500
$230K
|
|
Oct 07, 2024
Q3 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
14+ 3.19% |
$7.11K - $8.21K
|
453
$208K
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
4+ 1.0% |
$2.03K - $2.35K
|
403
$185K
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
12+ 2.68% |
$6.1K - $7.04K
|
459
$211K
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
SELL
|
- |
-17- 22.08% |
$8.64K - $9.97K
|
60
$27.6K
|
|
Oct 07, 2024
Q3 2024
|
Trium Capital LLP
London, X0 |
SELL
|
- |
-537- 6.24% |
$273K - $315K
|
8.08K
$3.71M
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
24+ 3.02% |
$12.2K - $14.1K
|
820
$377K
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
147+ 9.3% |
$74.7K - $86.2K
|
1.73K
$794K
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
52+ 7.84% |
$26.4K - $30.5K
|
715
$328K
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
10+ 2.37% |
$5.08K - $5.87K
|
432
$198K
|
|
Oct 07, 2024
Q3 2024
|
New England Research & Management, Inc.
|
BUY
|
- |
110+ 14.19% |
$55.9K - $64.5K
|
885
$406K
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
866New |
$440K - $508K
|
866
$398K
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-5- 0.18% |
$2.54K - $2.93K
|
2.7K
$1.24M
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-21- 13.29% |
$10.7K - $12.3K
|
137
$62.9K
|
|
Oct 04, 2024
Q3 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-5- 0.47% |
$2.54K - $2.93K
|
1.07K
$491K
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-35- 1.15% |
$17.8K - $20.5K
|
3K
$1.38M
|