Latest Institutional Transactions on Advantage Solutions Inc. (ADV)
This table provides information on the latest institutional transactions involving Advantage Solutions Inc. (ADV) 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 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-1.83K- 84.89% |
$2K - $3.02K
|
326
$375
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.55KNew |
$6.05K - $9.16K
|
5.55K
$6.38K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
12.5K+ 74.27% |
$13.6K - $20.6K
|
29.3K
$33.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-102K- 91.84% |
$111K - $168K
|
9.05K
$10.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-177- 73.75% |
$193 - $292
|
63
$72.4
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
80+ 84.21% |
$87.2 - $132
|
175
$201
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
75K+ 17.44% |
$81.8K - $124K
|
505K
$581K
|
|
|
Aug 08, 2025
Q2 2025
|
Oak Thistle LLC
|
BUY
|
- |
17.7KNew |
$19.3K - $29.2K
|
17.7K
$20.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.5KNew |
$12.5K - $19K
|
11.5K
$13.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
26.6KNew |
$29K - $43.8K
|
26.6K
$30.6K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
99.2K+ 114.07% |
$108K - $164K
|
186K
$214K
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
20.9KNew |
$22.8K - $34.5K
|
20.9K
$24K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.38KNew |
$1.51K - $2.28K
|
1.38K
$1.59K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
227New |
$247 - $375
|
227
$261
|
|
| Q1 2025 | |||||||
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
45.8K+ 19.87% |
$68.2K - $133K
|
276K
$317K
|
|
|
May 16, 2025
Q1 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
3.12K+ 27.47% |
$4.65K - $9.06K
|
14.5K
$16.7K
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-29.8K- 71.1% |
$44.3K - $86.3K
|
12.1K
$13.9K
|
|
|
May 15, 2025
Q1 2025
|
Indaba Capital Management, L.P.
San Francisco, CA |
BUY
|
- |
981KNew |
$1.46M - $2.84M
|
981K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-360K- 43.38% |
$536K - $1.04M
|
470K
$540K
|
|
|
May 14, 2025
Q1 2025
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-461K- 80.97% |
$688K - $1.34M
|
108K
$125K
|
|
|
May 14, 2025
Q1 2025
|
Humankind Investments LLC
|
BUY
|
- |
2.75K+ 26.11% |
$4.1K - $7.97K
|
13.3K
$15.3K
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
14.6K+ 15.29% |
$21.8K - $42.4K
|
110K
$127K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
724New |
$1.08K - $2.1K
|
724
$833
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
401+ 3.9% |
$597 - $1.16K
|
10.7K
$12.3K
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-2.08K- 13.7% |
$3.11K - $6.04K
|
13.1K
$15.1K
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
1New |
$1.49 - $2.9
|
1
$1.15
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-34.4K- 15.58% |
$51.3K - $99.8K
|
186K
$214K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
120New |
$179 - $348
|
120
$138
|
|
|
May 08, 2025
Q1 2025
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-57.5K- 41.58% |
$85.7K - $167K
|
80.8K
$92.9K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-4.96K- 15.22% |
$7.39K - $14.4K
|
27.6K
$31.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
2.04K+ 3.43% |
$3.04K - $5.92K
|
61.6K
$70.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
14.2KNew |
$21.2K - $41.2K
|
14.2K
$16.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
600+ 19.67% |
$894 - $1.74K
|
3.65K
$4.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
3.23K+ 9.58% |
$4.81K - $9.36K
|
36.9K
$42.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
724New |
$1.08K - $2.1K
|
724
$833
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1KNew |
$1.49K - $2.9K
|
1K
$1.15K
|
|
|
Apr 08, 2025
Q1 2025
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
29.7KNew |
$44.2K - $86.1K
|
29.7K
$34.1K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
61New |
$90.9 - $177
|
61
$70.1
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-146K- 34.59% |
$426K - $546K
|
277K
$318K
|
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
700+ 4.37% |
$2.04K - $2.61K
|
16.7K
$19.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
2.75KNew |
$8.01K - $10.3K
|
2.75K
$3.17K
|
|
|
Feb 14, 2025
Q4 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-6.01K- 18.09% |
$17.5K - $22.4K
|
27.2K
$31.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
243New |
$707 - $906
|
243
$279
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-4.53K- 21.62% |
$13.2K - $16.9K
|
16.4K
$18.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
16.1KNew |
$46.9K - $60.2K
|
16.1K
$18.6K
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
33.8KNew |
$98.4K - $126K
|
33.8K
$38.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
11.5KNew |
$33.5K - $43K
|
11.5K
$13.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-152- 0.19% |
$442 - $567
|
79.2K
$91.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
16.4KNew |
$47.7K - $61.2K
|
16.4K
$18.9K
|
|