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
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
63+ 4.21% |
$11.5K - $18.9K
|
1.56K
$333K
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
57+ 5.18% |
$10.4K - $17.1K
|
1.16K
$247K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
55+ 4.83% |
$10.1K - $16.5K
|
1.19K
$255K
|
|
|
Feb 01, 2024
Q4 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
53+ 3.31% |
$9.71K - $15.9K
|
1.65K
$353K
|
|
|
Feb 09, 2024
Q4 2023
|
Davidson Investment Advisors
|
BUY
|
- |
51+ 0.14% |
$9.34K - $15.3K
|
36.7K
$7.84M
|
|
|
Jan 31, 2024
Q4 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
50+ 6.21% |
$9.16K - $15K
|
855
$183K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
45+ 2.77% |
$8.24K - $13.5K
|
1.67K
$356K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
42+ 3.27% |
$7.69K - $12.6K
|
1.33K
$283K
|
|
|
Feb 01, 2024
Q4 2023
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
41+ 3.64% |
$7.51K - $12.3K
|
1.17K
$249K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
40New |
$7.33K - $12K
|
40
$8.54K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
37+ 84.09% |
$6.78K - $11.1K
|
81
$17.3K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
36+ 12.59% |
$6.6K - $10.8K
|
322
$68.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
35New |
$6.41K - $10.5K
|
35
$7.47K
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
34+ 0.27% |
$6.23K - $10.2K
|
12.5K
$2.66M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
33+ 19.19% |
$6.05K - $9.89K
|
205
$43.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
33New |
$6.05K - $9.89K
|
33
$7.05K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
32New |
$5.86K - $9.59K
|
32
$6.83K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
32New |
$5.86K - $9.59K
|
32
$6.83K
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
29+ 3.3% |
$5.31K - $8.69K
|
909
$194K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
28+ 13.27% |
$5.13K - $8.39K
|
239
$51K
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
BUY
|
- |
22+ 146.67% |
$4.03K - $6.59K
|
37
$7.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
22New |
$4.03K - $6.59K
|
22
$4.7K
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
22+ 2.38% |
$4.03K - $6.59K
|
946
$202K
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
21+ 0.51% |
$3.85K - $6.29K
|
4.14K
$884K
|
|
|
Feb 08, 2024
Q4 2023
|
Close Asset Management LTD
|
BUY
|
- |
20New |
$3.66K - $6K
|
20
$4.27K
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
20New |
$3.66K - $6K
|
20
$4.27K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
18+ 1.78% |
$3.3K - $5.4K
|
1.03K
$220K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
17New |
$3.11K - $5.1K
|
17
$3.63K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
17New |
$3.11K - $5.1K
|
17
$3.63K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
16New |
$2.93K - $4.8K
|
16
$3.42K
|
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
16+ 1.59% |
$2.93K - $4.8K
|
1.02K
$219K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
16New |
$2.93K - $4.8K
|
16
$3.42K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
15+ 13.39% |
$2.75K - $4.5K
|
127
$27.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
15New |
$2.75K - $4.5K
|
15
$3.2K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
15+ 36.59% |
$2.75K - $4.5K
|
56
$12K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
14+ 73.68% |
$2.56K - $4.2K
|
33
$7.05K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
14New |
$2.56K - $4.2K
|
14
$2.99K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
14+ 1.36% |
$2.56K - $4.2K
|
1.04K
$223K
|
|
|
Jan 22, 2024
Q4 2023
|
Piscataqua Savings Bank
|
BUY
|
- |
13+ 1.22% |
$2.38K - $3.9K
|
1.08K
$230K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
12New |
$2.2K - $3.6K
|
12
$2.56K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
10New |
$1.83K - $3K
|
10
$2.14K
|
|
|
Feb 13, 2024
Q4 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
10+ 16.67% |
$1.83K - $3K
|
70
$14.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
9+ 0.4% |
$1.65K - $2.7K
|
2.26K
$481K
|
|
|
Jan 16, 2024
Q4 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
8+ 2.16% |
$1.47K - $2.4K
|
379
$80.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
8New |
$1.47K - $2.4K
|
8
$1.71K
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet North America Advisors Sa
|
BUY
|
- |
7+ 0.1% |
$1.28K - $2.1K
|
7.32K
$1.56M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
7+ 12.5% |
$1.28K - $2.1K
|
63
$13.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
6+ 7.41% |
$1.1K - $1.8K
|
87
$18.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
6New |
$1.1K - $1.8K
|
6
$1.28K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
6+ 3.0% |
$1.1K - $1.8K
|
206
$44K
|