ADTRAN (ADTN) Institutional Ownership

$4.57
-0.18 (-3.79%)
(As of 04/25/2024 ET)

Institutional Ownership Changes (13F Filings) for ADTRAN (NASDAQ:ADTN)

Current
Institutional Ownership
Percentage
80.56%
Number of
Institutional Buyers
(last 12 months)
68
Total
Institutional Inflows
(last 12 months)
$118.65M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$50.48M
Get ADTN Insider Trade Alerts

Want to know when executives and insiders are buying or selling ADTRAN stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

ADTN Institutional Buying and Selling by Quarter

ADTRAN Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/19/2024 Kovack Advisors Inc.561,350$3.05M0.4%+29.7%0.709%
2/22/2024Sierra Summit Advisors LLC29,811$219K0.1%N/A0.038%
2/13/2024Aristides Capital LLC30,945$227K0.1%N/A0.039%
2/13/2024Keeley Teton Advisors LLC380,513$2.79M0.4%-6.0%0.483%
2/13/2024Campbell & CO Investment Adviser LLC69,117$507K0.0%N/A0.088%
2/12/2024RPO LLC11,503$84K0.1%N/A0.015%
2/12/2024Cape Investment Advisory Inc.3,615$27K0.0%N/A0.005%
2/9/2024Tieton Capital Management LLC141,749$1.04M0.6%-2.2%0.180%
2/9/2024Aigen Investment Management LP32,262$237K0.0%N/A0.041%
2/9/2024Dynamic Technology Lab Private Ltd41,675$306K0.0%N/A0.053%
2/8/2024First Eagle Investment Management LLC1,270,307$9.32M0.0%+11.7%1.614%
2/7/2024Principal Financial Group Inc.370,149$2.72M0.0%-3.2%0.470%
2/7/2024Jump Financial LLC77,186$567K0.0%-23.8%0.098%
2/7/2024 Counterpoint Mutual Funds LLC18,801$138K0.1%N/A0.024%
2/6/2024Charles Schwab Investment Management Inc.1,020,021$7.49M0.0%+11.8%1.296%
2/6/2024 Amalgamated Bank26,946$198K0.0%-9.7%0.034%
2/6/2024Swiss National Bank147,278$1.08M0.0%-9.5%0.187%
2/5/2024Victory Capital Management Inc.15,041$110K0.0%+28.4%0.019%
2/5/2024Russell Investments Group Ltd.175,097$1.29M0.0%-82.5%0.222%
2/5/2024White Pine Capital LLC53,402$392K0.2%N/A0.068%
2/2/2024 Kovack Advisors Inc.432,750$3.18M0.4%+157.9%0.550%
2/1/2024New York State Common Retirement Fund79,195$581K0.0%+13.7%0.101%
1/31/2024Federated Hermes Inc.1,139,408$8.36M0.0%N/A1.448%
1/30/2024Zurcher Kantonalbank Zurich Cantonalbank 10,441$77K0.0%-31.2%0.013%
1/30/2024Everence Capital Management Inc.33,940$249K0.0%+142.8%0.043%
1/29/2024 Louisiana State Employees Retirement System35,400$260K0.0%N/A0.045%
1/25/2024Nisa Investment Advisors LLC6,900$51K0.0%+20,809.1%0.009%
1/16/2024HB Wealth Management LLC45,208$332K0.0%-13.4%0.057%
1/12/2024SG Americas Securities LLC14,521$107K0.0%-69.1%0.018%
12/18/2023Vanguard Group Inc.8,917,398$73.39M0.0%-1.8%11.331%
12/6/2023Citigroup Inc.35,232$290K0.0%-44.3%0.045%
11/15/2023AWH Capital L.P.75,000$617K0.5%-72.7%0.095%
11/14/2023Caxton Associates LP143,854$1.18M0.2%+689.1%0.183%
11/14/2023B. Riley Asset Management LLC360,555$2.97M1.2%+17.3%0.458%
11/14/2023Trexquant Investment LP101,520$836K0.0%+71.7%0.129%
11/13/2023Connor Clark & Lunn Investment Management Ltd.16,638$137K0.0%N/A0.021%
11/13/2023Paradigm Capital Management Inc. NY673,900$5.55M0.3%+606.7%0.856%
11/13/2023Fuller & Thaler Asset Management Inc.2,114,716$17.40M0.1%-2.0%2.687%
11/13/2023WINTON GROUP Ltd18,397$151K0.0%+79.8%0.023%
11/13/2023Herald Investment Management Ltd400,000$3.29M0.7%+33.3%0.508%
Thousands of investors use this no cost solution | Do you? (Ad)

In today’s volatile markets we are all looking for the edge. But imagine tapping into a world where every investment move has the potential to be ahead of the curve. Most investors have heard of the publication Insider Financial. For nearly a decade, they've unlocked doors to opportunities tucked away from the public eye, guiding over a million investors with well researched information before it hits the mainstream media.

Simply tap here now to subscribe and start getting "Insider Financial Advantage"
11/13/2023PNC Financial Services Group Inc.12,933$106K0.0%+91.5%0.016%
11/9/2023William Blair Investment Management LLC2,405,839$19.80M0.1%+57.2%3.058%
11/9/2023Rhumbline Advisers230,833$1.90M0.0%-0.9%0.293%
11/9/2023Foundry Partners LLC319,991$2.63M0.2%-1.8%0.407%
11/9/2023Innovis Asset Management LLC25,104$207K0.1%-49.7%0.032%
11/9/2023Commonwealth of Pennsylvania Public School Empls Retrmt SYS47,326$389K0.0%-41.5%0.060%
11/9/2023Texas Permanent School Fund Corp59,631$491K0.0%-5.4%0.076%
11/8/2023Charles Schwab Investment Management Inc.912,428$7.51M0.0%+13.8%1.160%
11/8/2023Keeley Teton Advisors LLC404,935$3.33M0.5%+154.6%0.515%
11/8/2023Janney Montgomery Scott LLC149,780$1.23M0.0%+13.8%0.190%
11/8/2023First Eagle Investment Management LLC1,136,807$9.36M0.0%+51.0%1.445%
11/8/2023New York Life Investment Management LLC22,449$185K0.0%-13.6%0.029%
11/7/2023Quantbot Technologies LP47,692$393K0.0%N/A0.061%
11/7/2023New York State Common Retirement Fund69,652$573K0.0%+219.4%0.089%
11/7/2023Barclays PLC92,640$762K0.0%+88.4%0.118%
11/7/2023Jump Financial LLC101,346$834K0.0%+86.9%0.129%
11/3/2023NewSquare Capital LLC23,000$189K0.0%N/A0.029%
11/2/2023Principal Financial Group Inc.382,448$3.15M0.0%-6.1%0.486%
11/1/2023Tieton Capital Management LLC144,879$1.19M0.8%-4.8%0.184%
10/30/2023Yousif Capital Management LLC35,503$292K0.0%-7.1%0.045%
10/25/2023Zurcher Kantonalbank Zurich Cantonalbank15,185$125K0.0%+19.7%0.019%
10/24/2023Bank of New York Mellon Corp3,422,165$28.16M0.0%-7.1%4.349%
10/24/2023 Raymond James Financial Services Advisors Inc.14,420$119K0.0%N/A0.018%
10/24/2023 Maryland State Retirement & Pension System26,074$215K0.0%-6.5%0.033%
10/19/2023Handelsbanken Fonder AB13,900$114K0.0%N/A0.018%
10/16/2023 State of Alaska Department of Revenue44,075$362K0.0%-6.4%0.056%
10/13/2023SG Americas Securities LLC47,003$387K0.0%N/A0.060%
8/22/2023Comerica Bank327,195$3.45M0.0%N/A0.416%
8/14/2023B. Riley Asset Management LLC307,400$3.24M1.2%N/A0.391%
8/14/2023Paradigm Capital Management Inc. NY95,357$1.00M0.1%N/A0.121%
8/14/2023Schonfeld Strategic Advisors LLC1,436,750$15.13M0.1%-24.3%1.827%
8/14/2023Divisar Capital Management LLC1,173,036$12.35M2.6%N/A1.491%
8/14/2023Eqis Capital Management Inc.14,711$155K0.0%-23.1%0.019%
8/11/2023Trexquant Investment LP59,126$623K0.0%N/A0.075%
8/11/2023Penserra Capital Management LLC332,274$3.50M0.1%+90.1%0.422%
8/11/2023William Blair Investment Management LLC1,530,699$16.12M0.1%N/A1.946%
8/10/2023Optiver Holding B.V.4,697$49K0.0%-86.2%0.006%
8/10/2023Quadrant Capital Group LLC3,194$34K0.0%+686.7%0.004%
8/10/2023Russell Investments Group Ltd.579,403$6.10M0.0%+563.4%0.737%
8/9/2023Swiss National Bank162,678$1.71M0.0%+2.1%0.207%
8/9/2023Commonwealth of Pennsylvania Public School Empls Retrmt SYS80,907$852K0.0%+8.1%0.103%
8/8/2023Rhumbline Advisers232,890$2.45M0.0%+9.1%0.296%
8/7/2023Principal Financial Group Inc.407,171$4.29M0.0%-4.6%0.518%
8/7/2023Royce & Associates LP684,429$7.21M0.1%+1.5%0.870%
8/7/2023New York Life Investment Management LLC25,986$274K0.0%-13.9%0.033%
8/4/2023Lapides Asset Management LLC490,300$5.16M3.4%+43.9%0.623%
8/3/2023Innovis Asset Management LLC49,955$526K0.2%+107.4%0.064%
8/3/2023Bank of New York Mellon Corp3,684,534$38.80M0.0%+12.7%4.685%
8/2/2023Yousif Capital Management LLC38,213$402K0.0%-4.2%0.049%
8/1/2023Kornitzer Capital Management Inc. KS357,169$3.76M0.1%-34.1%0.454%
What is Medicare Supplement Insurance? (Ad)

Original Medicare helps covers a lot of hospital and medical services, but it still leaves some out- of- pocket medical costs to recipients. Make sure your family’s nest egg is protected from unpredictable medical expenses. Consider applying for a Medicare Supplement Insurance Plan that travels with you.

Learn More Here
7/31/2023Inspire Investing LLC29,722$313K0.0%+72.8%0.038%
7/28/2023KBC Group NV5,004$53K0.0%N/A0.006%
7/26/2023Janney Montgomery Scott LLC131,654$1.39M0.0%N/A0.167%
7/25/2023 State of Alaska Department of Revenue47,095$495K0.0%-2.7%0.060%
7/21/2023Creative Planning15,551$164K0.0%N/A0.020%
7/21/2023 Kovack Advisors Inc.92,200$971K0.1%N/A0.117%
7/18/2023 Louisiana State Employees Retirement System37,600$396K0.0%+14.3%0.048%
7/18/2023Rothschild Investment Corp IL42,000$442K0.0%N/A0.053%
7/12/2023Foundry Partners LLC325,981$3.43M0.2%+25.0%0.414%
7/10/2023 DNB Asset Management AS3,105,474$32.70M0.2%+11.2%3.948%
(Data available from 1/1/2016 forward)

ADTN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ADTN shares?

During the previous two years, 158 institutional investors and hedge funds held shares of ADTRAN. The most heavily invested institutionals were BlackRock Inc. ($226.57M), Vanguard Group Inc. ($73.39M), Westwood Holdings Group Inc. ($41.38M), Dimensional Fund Advisors LP ($38.20M), DNB Asset Management AS ($32.70M), Bank of New York Mellon Corp ($28.16M), and William Blair Investment Management LLC ($19.80M).Learn more on ADTN's institutional investors.

What percentage of ADTRAN stock is owned by institutional investors?

80.56% of ADTRAN stock is owned by institutional investors. Learn more on ADTN's institutional investor holdings.

Which institutional investors have been buying ADTRAN stock?

Of the 138 institutional investors that purchased ADTRAN stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: DnB Asset Management AS ($3.62M), BlackRock Inc. ($3.45M), William Blair Investment Management LLC ($2.41M), Divisar Capital Management LLC ($1.17M), Federated Hermes Inc. ($1.14M), Berry Street Capital Management LLP ($775K), and Paradigm Capital Management Inc. NY ($673.90K).

How much institutional buying is happening at ADTRAN?

Institutional investors have bought a total of 24,727,479 shares in the last 24 months. This purchase volume represents approximately $363.71M in transactions.

Which ADTRAN major shareholders have been selling company stock?

Of the 68 institutional investors that sold ADTRAN stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Victory Capital Management Inc. ($1.93M), Russell Investments Group Ltd. ($957.40K), Bernzott Capital Advisors ($879.97K), Hood River Capital Management LLC ($782.71K), Kornitzer Capital Management Inc. KS ($495.77K), Schonfeld Strategic Advisors LLC ($460.75K), and Bank of New York Mellon Corp ($409.43K).

How much institutional selling is happening at ADTRAN?

Institutional investors have sold a total of 8,885,467 shares in the last 24 months. This volume of shares sold represents approximately $134.68M in transactions.


This page (NASDAQ:ADTN) was last updated on 4/25/2024 by MarketBeat.com Staff

From Our Partners