Purchases and Sales Made in Q4 2023 in Align Technology Inc (ALGN)
This table provides information about the institutional ownership of Align Technology Inc (ALGN) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
315New |
$57.7K - $94.4K
|
315
$67.3K
|
|
Feb 09, 2024
Q4 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
315+ 18.69% |
$57.7K - $94.4K
|
2K
$427K
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
314New |
$57.5K - $94.1K
|
314
$67K
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
313+ 19.23% |
$57.3K - $93.8K
|
1.94K
$414K
|
|
Feb 14, 2024
Q4 2023
|
Fjarde Ap Fonden
|
BUY
|
- |
300+ 2.5% |
$55K - $89.9K
|
12.3K
$2.63M
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
294+ 1.12% |
$53.9K - $88.1K
|
26.6K
$5.67M
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
282New |
$51.7K - $84.5K
|
282
$60.2K
|
|
Jan 30, 2024
Q4 2023
|
Granite Shares Advisors LLC
|
BUY
|
- |
276+ 14.7% |
$50.6K - $82.7K
|
2.15K
$460K
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
268+ 0.26% |
$49.1K - $80.3K
|
102K
$21.7M
|
|
Jan 30, 2024
Q4 2023
|
Slow Capital, Inc.
|
BUY
|
- |
262+ 2.82% |
$48K - $78.5K
|
9.54K
$2.04M
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
249+ 19.18% |
$45.6K - $74.6K
|
1.55K
$330K
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
248+ 3.53% |
$45.4K - $74.3K
|
7.27K
$1.55M
|
|
Feb 14, 2024
Q4 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
246+ 0.46% |
$45.1K - $73.7K
|
53.7K
$11.5M
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
242+ 9.71% |
$44.3K - $72.5K
|
2.73K
$584K
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
226+ 73.38% |
$41.4K - $67.7K
|
534
$114K
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
224+ 9.88% |
$41K - $67.1K
|
2.49K
$532K
|
|
Jan 24, 2024
Q4 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
215+ 1.51% |
$39.4K - $64.4K
|
14.4K
$3.08M
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
200+ 4.5% |
$36.6K - $60K
|
4.64K
$991K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
199+ 143.17% |
$36.5K - $59.7K
|
338
$72.2K
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
174+ 0.0% |
$31.9K - $52.2K
|
8.35M
$1.78B
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
168+ 66.4% |
$30.8K - $50.4K
|
421
$89.9K
|
|
Feb 02, 2024
Q4 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
167+ 8.59% |
$30.6K - $50.1K
|
2.11K
$450K
|
|
Jan 25, 2024
Q4 2023
|
Equitable Trust CO
|
BUY
|
- |
165+ 10.09% |
$30.2K - $49.5K
|
1.8K
$385K
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
156+ 5.05% |
$28.6K - $46.8K
|
3.25K
$693K
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
153+ 23.32% |
$28K - $45.9K
|
809
$173K
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
BUY
|
- |
150+ 0.76% |
$27.5K - $45K
|
20K
$4.27M
|
|
Feb 14, 2024
Q4 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
148+ 17.07% |
$27.1K - $44.4K
|
1.02K
$217K
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
142+ 568.0% |
$26K - $42.6K
|
167
$35.7K
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
138+ 97.18% |
$25.3K - $41.4K
|
280
$59.8K
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
131+ 6.92% |
$24K - $39.3K
|
2.02K
$432K
|
|
Jan 30, 2024
Q4 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
125+ 61.58% |
$22.9K - $37.5K
|
328
$70K
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
122New |
$22.4K - $36.6K
|
122
$26K
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
122+ 12.62% |
$22.4K - $36.6K
|
1.09K
$233K
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
106+ 41.25% |
$19.4K - $31.8K
|
363
$77.5K
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
105+ 1.56% |
$19.2K - $31.5K
|
6.83K
$1.46M
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
102+ 3.27% |
$18.7K - $30.6K
|
3.22K
$687K
|
|
Jan 29, 2024
Q4 2023
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
100+ 0.29% |
$18.3K - $30K
|
34.8K
$7.44M
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.76% |
$18.3K - $30K
|
13.3K
$2.84M
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
BUY
|
- |
97+ 5.43% |
$17.8K - $29.1K
|
1.88K
$402K
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
90+ 12.4% |
$16.5K - $27K
|
816
$174K
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
89New |
$16.3K - $26.7K
|
89
$19K
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
89+ 4.18% |
$16.3K - $26.7K
|
2.22K
$474K
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
89+ 4.18% |
$16.3K - $26.7K
|
2.22K
$474K
|
|
Jul 01, 2024
Q4 2023
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
76New |
$13.9K - $22.8K
|
76
$16.2K
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
75New |
$13.7K - $22.5K
|
75
$16K
|
|
Jan 24, 2024
Q4 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
75+ 1.94% |
$13.7K - $22.5K
|
3.95K
$843K
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
70New |
$12.8K - $21K
|
70
$14.9K
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
67+ 9.87% |
$12.3K - $20.1K
|
746
$159K
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
67+ 48.2% |
$12.3K - $20.1K
|
206
$44K
|
|
Feb 06, 2024
Q4 2023
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
65New |
$11.9K - $19.5K
|
65
$13.9K
|