Purchases and Sales Made in Q3 2023 in Align Technology Inc (ALGN)
This table provides information about the institutional ownership of Align Technology Inc (ALGN) during Q3 2023. The information is specifically focused on institutions that hold shares of ALIGN TECHNOLOGY INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
25+ 2.22% |
$7.45K - $9.63K
|
1.15K
$183K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
25+ 3.95% |
$7.45K - $9.63K
|
658
$105K
|
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
BUY
|
- |
25+ 1.82% |
$7.45K - $9.63K
|
1.4K
$223K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
24New |
$7.15K - $9.25K
|
24
$3.81K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
23+ 1.01% |
$6.85K - $8.86K
|
2.3K
$365K
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
22+ 4.33% |
$6.56K - $8.48K
|
530
$84.2K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
19+ 6.31% |
$5.66K - $7.32K
|
320
$50.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
19+ 35.85% |
$5.66K - $7.32K
|
72
$11.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
16+ 1.08% |
$4.77K - $6.16K
|
1.5K
$237K
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
15+ 5.45% |
$4.47K - $5.78K
|
290
$46.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
15+ 35.71% |
$4.47K - $5.78K
|
57
$9.06K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
15+ 83.33% |
$4.47K - $5.78K
|
33
$5.24K
|
|
|
Nov 14, 2023
Q3 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
14+ 0.3% |
$4.17K - $5.39K
|
4.69K
$745K
|
|
|
Nov 01, 2023
Q3 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
14+ 1.57% |
$4.17K - $5.39K
|
906
$144K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
13+ 2.5% |
$3.87K - $5.01K
|
532
$84.5K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
13+ 81.25% |
$3.87K - $5.01K
|
29
$4.61K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
12+ 37.5% |
$3.58K - $4.62K
|
44
$6.99K
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
11+ 78.57% |
$3.28K - $4.24K
|
25
$3.97K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
10New |
$2.98K - $3.85K
|
10
$1.59K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
9+ 1.65% |
$2.68K - $3.47K
|
553
$87.8K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
9New |
$2.68K - $3.47K
|
9
$1.43K
|
|
|
Nov 01, 2023
Q3 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
8+ 0.08% |
$2.38K - $3.08K
|
10.2K
$1.62M
|
|
|
Oct 25, 2023
Q3 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
8+ 0.68% |
$2.38K - $3.08K
|
1.19K
$189K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
8+ 1.2% |
$2.38K - $3.08K
|
677
$108K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
8+ 800.0% |
$2.38K - $3.08K
|
9
$1.43K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
7+ 5.19% |
$2.09K - $2.7K
|
142
$22.6K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
7New |
$2.09K - $2.7K
|
7
$1.11K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
7+ 0.51% |
$2.09K - $2.7K
|
1.37K
$218K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
6+ 0.07% |
$1.79K - $2.31K
|
8.87K
$1.41M
|
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
6+ 0.71% |
$1.79K - $2.31K
|
851
$135K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
6+ 1.35% |
$1.79K - $2.31K
|
451
$71.6K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
4+ 0.4% |
$1.19K - $1.54K
|
1.01K
$161K
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
4+ 7.55% |
$1.19K - $1.54K
|
57
$9.06K
|
|
|
Oct 27, 2023
Q3 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
4+ 44.44% |
$1.19K - $1.54K
|
13
$2.07K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
4+ 7.55% |
$1.19K - $1.54K
|
57
$9.06K
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3New |
$894 - $1.16K
|
3
$477
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
3+ 0.85% |
$894 - $1.16K
|
356
$56.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
3+ 18.75% |
$894 - $1.16K
|
19
$3.02K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.42% |
$894 - $1.16K
|
721
$115K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
3+ 0.85% |
$894 - $1.16K
|
356
$56.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
2+ 1.98% |
$596 - $771
|
103
$16.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2+ 0.2% |
$596 - $771
|
1K
$159K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2New |
$596 - $771
|
2
$318
|
|
|
Nov 13, 2023
Q3 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
2New |
$596 - $771
|
2
$318
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
2+ 1.54% |
$596 - $771
|
132
$21K
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2+ 0.5% |
$596 - $771
|
402
$63.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
1+ 1.05% |
$298 - $385
|
96
$15.3K
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
1+ 3.13% |
$298 - $385
|
33
$5.24K
|
|
|
Nov 07, 2023
Q3 2023
|
2 Xideas Ag
Pfaffikon, V8 |
BUY
|
- |
1+ 0.0% |
$298 - $385
|
34.9K
$5.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
1+ 0.04% |
$298 - $385
|
2.25K
$357K
|