Latest Institutional Transactions on Analog Devices Inc (ADI)
This table provides information on the latest institutional transactions involving Analog Devices Inc (ADI) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
280+ 235.29% |
$51.3K - $67.2K
|
399
$91.7K
|
|
|
Aug 01, 2024
Q2 2024
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
4.71KNew |
$864K - $1.13M
|
4.71K
$1.08M
|
|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
SELL
|
- |
-20- 8.4% |
$3.67K - $4.8K
|
218
$50.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-834- 8.35% |
$153K - $200K
|
9.15K
$2.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Connective Portfolio Management, LLC
|
BUY
|
- |
8KNew |
$1.47M - $1.92M
|
8K
$1.84M
|
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-1.21K- 52.13% |
$222K - $290K
|
1.11K
$255K
|
|
|
Jul 29, 2024
Q2 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
10+ 0.94% |
$1.83K - $2.4K
|
1.07K
$247K
|
|
|
Jul 26, 2024
Q2 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-55- 49.11% |
$10.1K - $13.2K
|
57
$13.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
34+ 59.65% |
$6.23K - $8.17K
|
91
$20.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-142- 11.86% |
$26K - $34.1K
|
1.06K
$243K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
506New |
$92.8K - $122K
|
506
$116K
|
|
|
Jul 23, 2024
Q2 2024
|
Bright Rock Capital Management, LLC
|
SELL
|
- |
-1.8K- 11.39% |
$330K - $432K
|
14K
$3.22M
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
378+ 29.05% |
$69.3K - $90.8K
|
1.68K
$386K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-24- 75.0% |
$4.4K - $5.76K
|
8
$1.84K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-65- 0.57% |
$11.9K - $15.6K
|
11.4K
$2.61M
|
|
|
Jul 19, 2024
Q2 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
1.21KNew |
$222K - $291K
|
1.21K
$278K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
15New |
$2.75K - $3.6K
|
15
$3.45K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
934New |
$171K - $224K
|
934
$215K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-613- 75.96% |
$112K - $147K
|
194
$44.6K
|
|
|
Jul 17, 2024
Q2 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
884New |
$162K - $212K
|
884
$203K
|
|
|
Jul 16, 2024
Q2 2024
|
Fcg Investment CO
Germantown, TN |
SELL
|
- |
-40- 2.18% |
$7.33K - $9.61K
|
1.8K
$414K
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-55- 22.0% |
$10.1K - $13.2K
|
195
$44.8K
|
|
|
Jul 16, 2024
Q2 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
64+ 4.07% |
$11.7K - $15.4K
|
1.64K
$377K
|
|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
743New |
$136K - $178K
|
743
$171K
|
|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
PUT |
200New |
$36.7K - $48K
|
200
$46K
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-2.34K- 67.26% |
$430K - $563K
|
1.14K
$262K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
57+ 1.62% |
$10.5K - $13.7K
|
3.57K
$822K
|
|
|
Jul 15, 2024
Q2 2024
|
Fulcrum Asset Management LLP
London, X0 |
SELL
|
- |
-10.1KClosed |
$1.86M - $2.43M
|
0
$0
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
1.01KNew |
$184K - $241K
|
1.01K
$231K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
BUY
|
- |
88+ 4.63% |
$16.1K - $21.1K
|
1.99K
$458K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1.99KNew |
$365K - $478K
|
1.99K
$458K
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-122- 4.54% |
$22.4K - $29.3K
|
2.56K
$589K
|
|
|
Jul 11, 2024
Q2 2024
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-414- 4.89% |
$75.9K - $99.4K
|
8.04K
$1.85M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
38New |
$6.97K - $9.13K
|
38
$8.74K
|
|
| Q1 2024 | |||||||
|
Dec 12, 2024
Q1 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-8.23KClosed |
$1.52M - $1.66M
|
0
$0
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
3.85KNew |
$711K - $775K
|
3.85K
$885K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
11.7K+ 30.09% |
$2.17M - $2.36M
|
50.8K
$11.7M
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
14New |
$2.59K - $2.82K
|
14
$3.22K
|
|
|
May 15, 2024
Q1 2024
|
D1 Capital Partners L.P.
New York, NY |
BUY
|
- |
299KNew |
$55.2M - $60.2M
|
299K
$68.8M
|
|
|
May 15, 2024
Q1 2024
|
Soros Capital Management LLC
New York, NY |
SELL
|
- |
-2.5K- 20.84% |
$462K - $503K
|
9.49K
$2.18M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
SELL
|
- |
-49- 1.66% |
$9.05K - $9.87K
|
2.9K
$666K
|
|
|
May 15, 2024
Q1 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
1.07KNew |
$198K - $215K
|
1.07K
$246K
|
|
|
May 15, 2024
Q1 2024
|
Davidson Kempner Capital Management LP
New York, NY |
BUY
|
- |
35.8KNew |
$6.61M - $7.21M
|
35.8K
$8.23M
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
435New |
$80.3K - $87.6K
|
435
$100K
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
30+ 3.75% |
$5.54K - $6.04K
|
830
$191K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
2.58K+ 59.14% |
$477K - $520K
|
6.95K
$1.6M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
82+ 0.16% |
$15.1K - $16.5K
|
50.5K
$11.6M
|
|
|
May 14, 2024
Q1 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
3.45KNew |
$637K - $695K
|
3.45K
$793K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
7New |
$1.29K - $1.41K
|
7
$1.61K
|
|
|
May 14, 2024
Q1 2024
|
Crestline Management, LP
Fort Worth, TX |
SELL
|
- |
-7.23K- 55.6% |
$1.33M - $1.46M
|
5.77K
$1.33M
|
|