Purchases and Sales Made in Q1 2024 in Adobe Inc. (ADBE)
This table provides information about the institutional ownership of Adobe Inc. (ADBE) during Q1 2024. The information is specifically focused on institutions that hold shares of ADOBE INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
308+ 75.68% |
$152K - $196K
|
715
$323K
|
|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
307+ 16.29% |
$151K - $195K
|
2.19K
$989K
|
|
|
Apr 23, 2024
Q1 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
306+ 4.64% |
$151K - $194K
|
6.9K
$3.11M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
303+ 20.09% |
$149K - $192K
|
1.81K
$817K
|
|
|
Apr 11, 2024
Q1 2024
|
Congress Asset Management CO
|
BUY
|
- |
302+ 0.13% |
$149K - $192K
|
239K
$108M
|
|
|
May 15, 2024
Q1 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
302+ 3.99% |
$149K - $192K
|
7.87K
$3.55M
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
300+ 11.72% |
$148K - $190K
|
2.86K
$1.29M
|
|
|
May 13, 2024
Q1 2024
|
Puzo Michael J
|
BUY
|
- |
299+ 88.46% |
$147K - $190K
|
637
$287K
|
|
|
May 08, 2024
Q1 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
298+ 4.05% |
$147K - $189K
|
7.65K
$3.45M
|
|
|
May 02, 2024
Q1 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
297+ 39.03% |
$146K - $189K
|
1.06K
$477K
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
296+ 3.37% |
$146K - $188K
|
9.08K
$4.1M
|
|
|
Sep 06, 2024
Q1 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
294+ 29.52% |
$145K - $187K
|
1.29K
$582K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
292+ 49.32% |
$144K - $185K
|
884
$399K
|
|
|
May 03, 2024
Q1 2024
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
290+ 8.61% |
$143K - $184K
|
3.66K
$1.65M
|
|
|
May 02, 2024
Q1 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
289+ 19.92% |
$142K - $183K
|
1.74K
$785K
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
288+ 41.14% |
$142K - $183K
|
988
$446K
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
287+ 35.09% |
$141K - $182K
|
1.11K
$498K
|
|
|
Apr 15, 2024
Q1 2024
|
Security National Bank
|
BUY
|
- |
286+ 2.14% |
$141K - $182K
|
13.7K
$6.16M
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
283+ 0.53% |
$139K - $180K
|
53.4K
$24.1M
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
281+ 3.45% |
$138K - $178K
|
8.42K
$3.8M
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
281+ 31.02% |
$138K - $178K
|
1.19K
$535K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
278New |
$137K - $176K
|
278
$125K
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
277+ 3.57% |
$136K - $176K
|
8.05K
$3.63M
|
|
|
Nov 06, 2024
Q1 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
277+ 24.95% |
$136K - $176K
|
1.39K
$626K
|
|
|
Apr 19, 2024
Q1 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
276+ 22.64% |
$136K - $175K
|
1.5K
$674K
|
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
BUY
|
- |
272+ 13.98% |
$134K - $173K
|
2.22K
$1M
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
272+ 38.91% |
$134K - $173K
|
971
$438K
|
|
|
Apr 17, 2024
Q1 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
271+ 3.06% |
$133K - $172K
|
9.12K
$4.12M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
270+ 6.99% |
$133K - $171K
|
4.14K
$1.87M
|
|
|
May 16, 2024
Q1 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
270+ 14.96% |
$133K - $171K
|
2.08K
$936K
|
|
|
Apr 29, 2024
Q1 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
269+ 61.84% |
$132K - $171K
|
704
$318K
|
|
|
May 13, 2024
Q1 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
269+ 25.0% |
$132K - $171K
|
1.35K
$607K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
267+ 18.2% |
$131K - $169K
|
1.73K
$782K
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
265+ 5.3% |
$131K - $168K
|
5.26K
$2.37M
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
BUY
|
- |
264+ 11.63% |
$130K - $168K
|
2.53K
$1.14M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
264+ 1.68% |
$130K - $168K
|
16K
$7.2M
|
|
|
Apr 11, 2024
Q1 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
263+ 55.37% |
$130K - $167K
|
738
$333K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
260+ 4.99% |
$128K - $165K
|
5.47K
$2.47M
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
260+ 3.07% |
$128K - $165K
|
8.72K
$3.93M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
259+ 8.73% |
$128K - $164K
|
3.23K
$1.45M
|
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
259+ 18.67% |
$128K - $164K
|
1.65K
$743K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
258+ 3.18% |
$127K - $164K
|
8.38K
$3.78M
|
|
|
May 01, 2024
Q1 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
256+ 23.25% |
$126K - $162K
|
1.36K
$612K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
254+ 69.21% |
$125K - $161K
|
621
$280K
|
|
|
Apr 05, 2024
Q1 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
252+ 2.48% |
$124K - $160K
|
10.4K
$4.7M
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
252+ 31.7% |
$124K - $160K
|
1.05K
$472K
|
|
|
May 14, 2024
Q1 2024
|
1623 Capital LLC
Alexandria, VA |
BUY
|
- |
250+ 1.03% |
$123K - $159K
|
24.5K
$11M
|
|
|
Jan 10, 2025
Q1 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
250+ 24.13% |
$123K - $159K
|
1.29K
$580K
|
|
|
May 01, 2024
Q1 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
249+ 11.29% |
$123K - $158K
|
2.45K
$1.11M
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
247+ 37.6% |
$122K - $157K
|
904
$408K
|