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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
10New |
$3.21K - $3.92K
|
10
$4.33K
|
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
53New |
$17K - $20.8K
|
53
$23K
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
SELL
|
- |
-298- 33.33% |
$95.5K - $117K
|
596
$258K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
29+ 69.05% |
$9.3K - $11.4K
|
71
$30.7K
|
|
|
May 09, 2023
Q1 2023
|
Evolutionary Tree Capital Management, LLC
Alexandria, VA |
BUY
|
- |
565New |
$181K - $222K
|
565
$245K
|
|
|
May 09, 2023
Q1 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
588New |
$188K - $231K
|
588
$255K
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
78+ 25.41% |
$25K - $30.6K
|
385
$167K
|
|
|
May 08, 2023
Q1 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
551New |
$177K - $216K
|
551
$239K
|
|
|
May 04, 2023
Q1 2023
|
Portman Square Capital LLP
London, X0 |
SELL
|
PUT |
-7.6K- 44.19% |
$2.44M - $2.98M
|
9.6K
$4.16M
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
9New |
$2.88K - $3.53K
|
9
$3.9K
|
|
|
May 04, 2023
Q1 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
23+ 2.33% |
$7.37K - $9.02K
|
1.01K
$437K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-504- 41.08% |
$162K - $198K
|
723
$313K
|
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
679New |
$218K - $266K
|
679
$294K
|
|
|
May 03, 2023
Q1 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
110+ 3.29% |
$35.3K - $43.1K
|
3.46K
$1.5M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
1.36K+ 63.55% |
$435K - $533K
|
3.5K
$1.51M
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2New |
$641 - $784
|
2
$866
|
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-15- 0.75% |
$4.81K - $5.88K
|
2K
$864K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
14+ 35.0% |
$4.49K - $5.49K
|
54
$23.4K
|
|
|
May 02, 2023
Q1 2023
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
200New |
$64.1K - $78.4K
|
200
$86.6K
|
|
|
May 02, 2023
Q1 2023
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-35- 3.08% |
$11.2K - $13.7K
|
1.1K
$477K
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-3- 3.53% |
$962 - $1.18K
|
82
$35.5K
|
|
|
Apr 26, 2023
Q1 2023
|
Groesbeck Investment Management Corp
|
SELL
|
- |
-50- 4.71% |
$16K - $19.6K
|
1.01K
$438K
|
|
|
Apr 26, 2023
Q1 2023
|
Employees Retirement System Of Texas
|
SELL
|
- |
-54.5K- 86.54% |
$17.5M - $21.4M
|
8.48K
$3.67M
|
|
|
Apr 26, 2023
Q1 2023
|
New Jersey Better Educational Savings Trust
|
BUY
|
- |
540New |
$173K - $212K
|
540
$234K
|
|
|
Apr 25, 2023
Q1 2023
|
Ako Capital
Ako Capital LLP | London, X0
|
SELL
|
- |
-442K- 67.11% |
$142M - $173M
|
217K
$93.8M
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
3New |
$962 - $1.18K
|
3
$1.3K
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
8New |
$2.56K - $3.14K
|
8
$3.46K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-65- 6.4% |
$20.8K - $25.5K
|
950
$411K
|
|
|
Apr 21, 2023
Q1 2023
|
James Hambro & Partners
|
SELL
|
- |
-63- 7.33% |
$20.2K - $24.7K
|
797
$345K
|
|
|
Apr 21, 2023
Q1 2023
|
West Oak Capital, LLC
|
BUY
|
- |
40+ 53.33% |
$12.8K - $15.7K
|
115
$49.8K
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
2.85KNew |
$914K - $1.12M
|
2.85K
$1.23M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
10New |
$3.21K - $3.92K
|
10
$4.33K
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
586New |
$188K - $230K
|
586
$254K
|
|
|
Apr 20, 2023
Q1 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
1.05KNew |
$336K - $411K
|
1.05K
$453K
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
BUY
|
- |
25+ 0.23% |
$8.01K - $9.81K
|
10.9K
$4.72M
|
|
|
Apr 19, 2023
Q1 2023
|
Carderock Capital Management Inc
|
SELL
|
- |
-2.24K- 99.56% |
$718K - $879K
|
10
$4.33K
|
|
|
Apr 18, 2023
Q1 2023
|
Vantage Investment Partners, LLC
|
BUY
|
- |
400+ 14.28% |
$128K - $157K
|
3.2K
$1.39M
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
23+ 1.47% |
$7.37K - $9.02K
|
1.58K
$686K
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
SELL
|
- |
-80- 11.11% |
$25.6K - $31.4K
|
640
$277K
|
|
|
Apr 14, 2023
Q1 2023
|
Sara Bay Financial
|
SELL
|
- |
-79- 6.37% |
$25.3K - $31K
|
1.16K
$503K
|
|
|
Apr 13, 2023
Q1 2023
|
Addison Capital CO
|
SELL
|
- |
-49- 8.05% |
$15.7K - $19.2K
|
560
$243K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
12+ 0.85% |
$3.85K - $4.71K
|
1.42K
$616K
|
|
|
Apr 10, 2023
Q1 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-55- 3.85% |
$17.6K - $21.6K
|
1.38K
$595K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
107+ 0.67% |
$34.3K - $42K
|
16.1K
$6.97M
|
|
| Q4 2022 | |||||||
|
Jan 11, 2024
Q4 2022
|
Whitford Management LLC
New York, NY |
BUY
|
- |
165+ 8.98% |
$46.5K - $57.1K
|
2K
$867K
|
|
|
May 17, 2023
Q4 2022
|
Double Line ETF Adviser LP
Tampa, FL |
SELL
|
- |
-522- 15.17% |
$147K - $181K
|
2.92K
$1.26M
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
17New |
$4.79K - $5.88K
|
17
$7.36K
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
240New |
$67.6K - $83K
|
240
$104K
|
|
|
Feb 23, 2023
Q4 2022
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
2.26KNew |
$637K - $783K
|
2.26K
$980K
|
|
|
Feb 23, 2023
Q4 2022
|
Chelsea Counsel CO
|
BUY
|
- |
10New |
$2.82K - $3.46K
|
10
$4.33K
|
|