Institutional Ownership Adaptive Biotechnologies Corp (ADPT)
This table provides information about the institutional ownership of Adaptive Biotechnologies Corp (ADPT). We have compiled data on the 224 institutions that hold shares in the stock, with a total of 146 Million shares, which have been reported (via 13F filing form) to have a value of $1.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
200
shares
|
$1,512
0.0% of portfolio
|
Q3 2023
Reduced 75.0%
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
195
shares
|
$1,474
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
167
shares
|
$1,262
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
108
shares
|
$816
0.0% of portfolio
|
Q2 2022
Reduced 87.08%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
100
shares
|
$756
0.0% of portfolio
|
Q4 2019
Reduced 83.33%
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
100
shares
|
$756
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
86
shares
|
$650
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
81
shares
|
$612
0.0% of portfolio
|
Q4 2024
Reduced 97.21%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
45
shares
|
$340
0.0% of portfolio
|
Q1 2024
Reduced 99.55%
|
|
|
Birch Capital Management, LLC
|
Jan 07, 2025 Q4 2024 |
40
shares
|
$302
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
35
shares
|
$264
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
28
shares
|
$211
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
28
shares
|
$211
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
25
shares
|
$189
0.0% of portfolio
|
Q2 2022
Reduced 72.83%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
24
shares
|
$181
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
23
shares
|
$173
0.0% of portfolio
|
Q4 2024
Added 9.52%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
23
shares
|
$173
0.0% of portfolio
|
Q3 2024
Reduced 52.08%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
11
shares
|
$83
0.0% of portfolio
|
Q4 2023
Reduced 78.85%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
1
shares
|
$7
0.0% of portfolio
|
Q4 2023
Reduced 99.81%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|