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Advantage Solutions (ADV) Institutional Ownership

Advantage Solutions logo
$2.52 +0.09 (+3.70%)
As of 01/17/2025 04:00 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Advantage Solutions (NASDAQ:ADV)

Current
Institutional Ownership
Percentage
49.82%
Number of
Institutional Buyers
(last 12 months)
44
Total
Institutional Inflows
(last 12 months)
$49.84M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$7.32M
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ADV Institutional Buying and Selling by Quarter

Advantage Solutions Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 Inspire Investing LLC138,031$403K0.0%+12.6%0.043%
1/17/2025 SG Americas Securities LLC48,178$141K0.0%+22.5%0.015%
12/26/2024JPMorgan Chase & Co.323,374$1.11M0.0%+116.8%0.101%
12/19/2024Principal Financial Group Inc.55,207$189K0.0%+14.8%0.017%
11/19/2024Barclays PLC166,024$570K0.0%+318.7%0.052%
11/16/2024Geode Capital Management LLC2,148,036$7.37M0.0%-18.9%0.670%
11/15/2024Barclays PLC166,024$570K0.0%+318.7%0.052%
11/15/2024Y Intercept Hong Kong Ltd15,889$54K0.0%N/A0.005%
11/15/2024XTX Topco Ltd62,292$214K0.0%N/A0.019%
11/15/2024Jane Street Group LLC604,588$2.07M0.0%+29.1%0.189%
11/15/2024State Street Corp2,139,955$7.34M0.0%-0.9%0.668%
11/15/2024Prentice Capital Management LP86,305$296K0.7%-49.0%0.027%
11/15/2024Paloma Partners Management Co22,400$77K0.0%N/A0.007%
11/14/2024Verition Fund Management LLC24,016$82K0.0%-32.8%0.007%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC194,941$669K0.0%+23.1%0.061%
11/13/2024The Manufacturers Life Insurance Company44,846$154K0.0%-19.3%0.014%
11/12/2024Charles Schwab Investment Management Inc.678,742$2.33M0.0%-12.9%0.212%
11/9/2024Intech Investment Management LLC28,859$99K0.0%N/A0.009%
11/6/2024Empowered Funds LLC1,617,758$5.55M0.1%+13.9%0.505%
10/31/2024Principal Financial Group Inc.55,207$189K0.0%+14.8%0.017%
10/11/2024Creative Planning23,812$82K0.0%N/A0.007%
10/10/2024 Inspire Investing LLC122,625$421K0.0%N/A0.038%
10/3/2024 SG Americas Securities LLC39,329$135K0.0%+103.6%0.012%
8/16/2024Algert Global LLC11,286$36K0.0%N/A0.004%
8/15/2024Susquehanna Portfolio Strategies LLC11,436$37K0.0%-71.5%0.004%
8/15/2024The Manufacturers Life Insurance Company55,592$179K0.0%+22.0%0.017%
8/15/2024AQR Capital Management LLC333,534$1.07M0.0%+88.1%0.104%
8/14/2024Atairos Partners GP Inc.10,985,759$35.37M100.0%+121.0%3.410%
8/14/2024Aristeia Capital L.L.C.87,931$283K0.0%N/A0.027%
8/14/2024Marshall Wace LLP565,096$1.82M0.0%-16.3%0.175%
8/14/2024CVC Management Holdings II Ltd.81,610,235$262.79M23.9%+1.1%25.331%
8/14/2024ProShare Advisors LLC11,645$37K0.0%-25.4%0.004%
8/12/2024Hsbc Holdings PLC99,786$321K0.0%N/A0.031%
8/9/2024Renaissance Technologies LLC632,800$2.04M0.0%-14.3%0.196%
8/9/2024Dimensional Fund Advisors LP3,407,224$10.97M0.0%+68.8%1.058%
8/8/2024Oppenheimer Asset Management Inc.34,628$112K0.0%+22.9%0.011%
8/8/2024Federated Hermes Inc.18,164$58K0.0%-20.7%0.006%
8/8/2024American Century Companies Inc.143,234$461K0.0%+9.1%0.044%
8/1/2024Rhumbline Advisers149,818$482K0.0%+11.3%0.047%
7/29/2024Principal Financial Group Inc.48,093$155K0.0%+11.9%0.015%
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7/29/2024Zurcher Kantonalbank Zurich Cantonalbank26,183$84K0.0%+46.1%0.008%
7/26/2024Allspring Global Investments Holdings LLC9,683$31K0.0%N/A0.003%
7/26/2024Bank of New York Mellon Corp579,116$1.87M0.0%+24.7%0.180%
7/12/2024 SG Americas Securities LLC19,320$62K0.0%-45.8%0.006%
6/13/2024Mosaic Family Wealth Partners LLC270,000$1.17M0.2%+5.9%0.084%
5/17/2024Innealta Capital LLC22,299$97K0.0%N/A0.007%
5/16/2024California State Teachers Retirement System112,148$486K0.0%+11.1%0.035%
5/16/2024Ancora Advisors LLC806,062$3.49M0.1%-17.0%0.252%
5/16/2024Kennedy Capital Management LLC767,053$3.32M0.1%-15.4%0.239%
5/16/2024Kent Lake Capital LLC1,465,876$6.35M2.8%-9.2%0.457%
5/15/2024Atairos Partners GP Inc.4,971,442$21.53M100.0%+16.9%1.551%
5/15/2024Price T Rowe Associates Inc. MD25,007$109K0.0%+22.4%0.008%
5/10/2024Acadian Asset Management LLC6,763$29K0.0%N/A0.002%
5/10/2024Vanguard Group Inc.8,371,726$36.25M0.0%+1.2%2.613%
5/7/2024Susquehanna Portfolio Strategies LLC40,141$174K0.0%-29.6%0.013%
5/7/2024Swiss National Bank225,576$977K0.0%+17.6%0.070%
5/7/2024Oppenheimer Asset Management Inc.28,179$122K0.0%-17.8%0.009%
5/7/2024 SG Americas Securities LLC35,642$154K0.0%-27.7%0.011%
5/7/2024Empowered Funds LLC1,218,062$5.27M0.1%+18.5%0.380%
4/30/2024Caprock Group LLC12,482$54K0.0%-33.3%0.004%
4/29/2024Principal Financial Group Inc.42,986$186K0.0%+293.0%0.013%
3/25/2024Quadrature Capital Ltd15,222$55K0.0%N/A0.005%
2/14/2024Atairos Partners GP Inc.4,253,728$15.40M100.0%+114.7%1.303%
2/14/2024Kent Lake Capital LLC1,615,260$5.85M2.3%+1.0%0.495%
2/14/2024BlackBarn Capital Partners LP816,606$2.96M1.1%N/A0.250%
2/14/2024CastleKnight Management LP2,709,411$9.81M0.5%-12.5%0.830%
2/13/2024Tower Research Capital LLC TRC18,316$66K0.0%+499.9%0.006%
2/12/2024Contrarian Capital Management L.L.C.1,269,631$4.60M1.1%+2.0%0.389%
2/9/2024Dynamic Technology Lab Private Ltd15,714$57K0.0%N/A0.005%
2/7/2024Counterpoint Mutual Funds LLC25,569$93K0.0%-44.2%0.008%
2/6/2024LSV Asset Management198,300$718K0.0%N/A0.061%
2/6/2024Los Angeles Capital Management LLC128,980$467K0.0%+20.2%0.040%
2/6/2024Swiss National Bank191,876$695K0.0%-10.2%0.059%
2/5/2024Victory Capital Management Inc.14,056$51K0.0%N/A0.004%
2/2/2024Bailard Inc.76,000$275K0.0%-8.2%0.023%
2/1/2024New York State Common Retirement Fund36,931$134K0.0%+323.5%0.011%
1/31/2024Federated Hermes Inc.23,405$85K0.0%-15.0%0.007%
1/30/2024Zurcher Kantonalbank Zurich Cantonalbank37,924$137K0.0%+42.0%0.012%
1/30/2024Strs Ohio74,300$268K0.0%-16.0%0.023%
1/29/2024Mosaic Family Wealth Partners LLC255,000$923K0.2%+13.3%0.078%
1/25/2024Allspring Global Investments Holdings LLC84,561$306K0.0%-33.8%0.026%
1/18/2024Caprock Group LLC18,702$68K0.0%+49.8%0.006%
1/12/2024 SG Americas Securities LLC49,288$178K0.0%+25.8%0.015%
1/11/2024Pasadena Private Wealth LLC111,872$405K0.1%-12.2%0.034%
1/5/2024 BancFirst Trust & Investment Management15,000$58K0.0%+50.0%0.005%
12/18/2023Vanguard Group Inc.8,228,477$23.37M0.0%+2.6%2.521%
11/15/2023Kennedy Capital Management LLC728,991$2.07M0.1%N/A0.225%
11/15/2023Kent Lake Capital LLC1,600,000$4.54M1.7%+84.8%0.493%
11/14/2023Ancora Advisors LLC678,140$1.93M0.1%+546.4%0.209%
11/13/2023Connor Clark & Lunn Investment Management Ltd.345,873$982K0.0%-10.8%0.107%
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This secret document contains stunning details about Donald Trump’s very first order of business… the minute he steps back into the White House. Because if what’s in this leaked document is even half true (and trust me, it comes from a very, very credible source)...

I put all the details together for you here — but please hurry. 
11/13/2023Baupost Group LLC MA6,153,982$17.48M0.3%-42.2%1.896%
11/13/2023Algert Global LLC55,760$158K0.0%N/A0.017%
11/8/2023Swiss National Bank213,776$607K0.0%N/A0.066%
11/7/2023Barclays PLC43,262$122K0.0%+150.5%0.013%
11/7/2023Jump Financial LLC63,000$179K0.0%+213.7%0.019%
11/7/2023Arizona State Retirement System27,689$79K0.0%N/A0.009%
11/2/2023Principal Financial Group Inc.12,185$35K0.0%N/A0.004%
10/31/2023Levin Capital Strategies L.P.200,000$568K0.1%+66.7%0.062%
10/27/2023Allspring Global Investments Holdings LLC127,788$363K0.0%-51.3%0.039%
10/25/2023Zurcher Kantonalbank Zurich Cantonalbank26,715$76K0.0%N/A0.008%
(Data available from 1/1/2016 forward)

ADV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ADV shares?

During the previous two years, 74 institutional investors and hedge funds held shares of Advantage Solutions. The most heavily invested institutionals were CVC Management Holdings II Ltd. ($262.79M), Vanguard Group Inc. ($36.25M), Atairos Partners GP Inc. ($35.37M), Baupost Group LLC MA ($17.48M), Dimensional Fund Advisors LP ($10.97M), CastleKnight Management LP ($9.81M), and Geode Capital Management LLC ($7.37M).Learn more on ADV's institutional investors.

What percentage of Advantage Solutions stock is owned by institutional investors?

49.82% of Advantage Solutions stock is owned by institutional investors. Learn more on ADV's institutional investor holdings.

Which institutional investors have been buying Advantage Solutions stock?

Of the 63 institutional investors that purchased Advantage Solutions stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Atairos Partners GP Inc. ($9.00M), Kent Lake Capital LLC ($1.62M), CastleKnight Management LP ($1.49M), Dimensional Fund Advisors LP ($1.39M), CVC Management Holdings II Ltd. ($902.42K), BlackBarn Capital Partners LP ($816.61K), and Kennedy Capital Management LLC ($728.99K).

How much institutional buying is happening at Advantage Solutions?

Institutional investors have bought a total of 22,888,704 shares in the last 24 months. This purchase volume represents approximately $70.19M in transactions.

Which Advantage Solutions major shareholders have been selling company stock?

Of the 31 institutional investors that sold Advantage Solutions stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Baupost Group LLC MA ($4.85M), Geode Capital Management LLC ($501.48K), CastleKnight Management LP ($387.28K), Allspring Global Investments Holdings LLC ($321.23K), Prentice Capital Management LP ($177.62K), Ancora Advisors LLC ($165.58K), and Kent Lake Capital LLC ($149.38K).

How much institutional selling is happening at Advantage Solutions?

Institutional investors have sold a total of 7,461,138 shares in the last 24 months. This volume of shares sold represents approximately $22.41M in transactions.


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This page (NASDAQ:ADV) was last updated on 1/21/2025 by MarketBeat.com Staff
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