 |
| 02-Feb-10 | Reiterated |
Brean Murray |
Buy |
$48 → $45 |
|
| 11-Sep-09 | Reiterated |
Brean Murray |
Buy |
$42 → $44 |
|
| 29-Apr-09 | Reiterated |
Brean Murray |
Buy |
$28 → $36 |
|
| 22-Apr-09 | Downgrade |
Deutsche Securities |
Buy → Hold |
$32 |
|
| 04-Feb-09 | Reiterated |
Wedbush Morgan |
Hold |
$23 → $25 |
|
| 04-Feb-09 | Reiterated |
Needham |
Buy |
$30 → $33 |
|
| 30-Jan-09 | Reiterated |
Brean Murray |
Buy |
$35 → $28 |
|
| 19-Dec-08 | Initiated |
Wedbush Morgan |
Hold |
$23 |
|
| 29-Oct-08 | Reiterated |
Needham |
Buy |
$60 → $30 |
|
| 07-Oct-08 | Reiterated |
JMP Securities |
Mkt Outperform |
$63 → $48 |
|
| 06-May-08 | Upgrade |
Needham |
Buy → Strong Buy |
$65 |
|
| 06-Feb-08 | Upgrade |
Deutsche Securities |
Hold → Buy |
|
|
| 25-Oct-07 | Reiterated |
JMP Securities |
Strong Buy |
$56 → $63 |
|
| 25-Oct-07 | Reiterated |
Brean Murray |
Buy |
$50 → $60 |
|
| 09-Oct-07 | Initiated |
Deutsche Securities |
Hold |
$51 |
|
| 24-Sep-07 | Reiterated |
JMP Securities |
Strong Buy |
$42 → $56 |
|
| 08-Aug-07 | Reiterated |
Brean Murray |
Buy |
$42 → $48 |
|
| 29-Jan-07 | Initiated |
Brean Murray |
Buy |
$42 |
|
|
|
| 03-Feb-10 03:01PM | Nuance A Favorite With FBR Capital Markets Senior Vice President: Great Cost Structure And Next-Gen Technology Seen As Key Points Wall Street Transcript |
| 09:10AM | Advent Software Unveils 2010 Trends for Trading and Order Management Industry Marketwire |
| 02-Feb-10 09:23AM | New Star Analyst Rankings for Advent Software, Inc. StarMine |
| 01-Feb-10 10:41PM | Advent Software, Inc. Q4 2009 Earnings Call Transcript at Seeking Alpha |
| 07:48PM | [video] Tupperware Parties On Wall Street at Forbes.com |
| 06:05PM | Advent Software posts $18M profit in Q4 at bizjournals.com |
| 05:10PM | Advent Software Q4 Misses; Outlook Also Weak; Shrs Fall at Barrons.com |
| 04:34PM | ADVENT SOFTWARE INC /DE/ Files SEC form 8-K, Results of Operations and Financial Condition, Financial Statements and EDGAR Online |
| 04:16PM | InPlay: Advent Software misses by $0.02, reports revs in-line Briefing.com |
| 04:15PM | Advent Software Reports Fourth Quarter and Fiscal Year 2009 Results Marketwire |
| 26-Jan-10 09:10AM | Advent Software Announces Release of Axys(R) 3.8 Marketwire |
| 19-Jan-10 05:16PM | Advent Software Earnings Call scheduled for Mon, Feb 1 CCBN |
| 04:15PM | Advent to Host Q4 2009 Earnings Call on Monday, February 1, 2010 Business Wire |
| 13-Jan-10 09:10AM | Evercore Selects Advent's Wealth Management Platform to Support Growth Marketwire |
| 31-Dec-09 05:20PM | ADVENT SOFTWARE INC /DE/ Files SEC form 8-K, Other Events EDGAR Online |
| 15-Dec-09 09:10AM | Advent's Moxy(R) Streamlines Trading Workflow for Knightsbridge Marketwire |
| 10-Dec-09 09:10AM | Advent's Moxy(R) Enables $22 Billion First Trust Advisors to Manage Growth Marketwire |
| 08-Dec-09 09:10AM | Stralem Takes Full Advantage of Integrated Performance Analytics Capabilities in Advent Portfolio Exchange(R) Marketwire |
| 01-Dec-09 08:00AM | Advent Expands Presence in Asia Pacific With Beijing Office Marketwire |
| 19-Nov-09 09:10AM | Advent Expands Its Outsourcing Service With Morningstar and Global Industry Classification Standard (GICS) Agreements Marketwire |
| 17-Nov-09 09:10AM | Advent Introduces Index Data Service for Advent Portfolio Exchange(R) Clients Marketwire |
| 13-Nov-09 04:16PM | ADVENT SOFTWARE INC /DE/ Files SEC form 8-K, Change in Directors or Principal Officers, Amendments to Articles of Inc EDGAR Online |
| 09:10AM | Advent's Geneva(R) Receives Top Honors From Buy-Side Technology for Third Consecutive Year Marketwire |
| 09:05AM | ADVENT SOFTWARE INC /DE/ Financials EDGAR Online Financials |
| 11-Nov-09 09:10AM | Advent Teams With Virtus Partners to Provide Fully Automated Loan Data to Geneva(R) Clients Marketwire |
| 09-Nov-09 02:50PM | ADVENT SOFTWARE INC /DE/ Files SEC form 10-Q, Quarterly Report EDGAR Online |
| 05-Nov-09 09:10AM | Advent Recognized Among Top Global Financial Technology Providers in FinTech 100 Ranking Marketwire |
| 29-Oct-09 09:10AM | Abu Dhabi Islamic Bank Selects Advent's Wealth Management Solution Marketwire |
| 27-Oct-09 10:24PM | Advent Software, Inc. Q3 2009 Earnings Call Transcript at Seeking Alpha |
| 05:00PM | Advent Software Earnings Call scheduled for 5:00 pm ET today CCBN |
| 04:29PM | ADVENT SOFTWARE INC /DE/ Files SEC form 8-K, Results of Operations and Financial Condition, Financial Statements and EDGAR Online |
| 04:20PM | More Than 500 Clients Worldwide Rely on Advent Portfolio Exchange(R) Marketwire |
| 04:15PM | Advent Software Announces 2009 Third Quarter Results PR Newswire |
| 07:07AM | Q3 2009 Advent Software Earnings Release - After Market Close CCBN |
| 13-Oct-09 04:15PM | Advent to Host Q3 2009 Earnings Call on Tuesday, October 27, 2009 PR Newswire |
| 07-Oct-09 04:12PM | ADVENT SOFTWARE INC /DE/ Files SEC form 8-K, Completion of Acquisition or Disposition of Assets, Costs Associated wit EDGAR Online |
| 09:10AM | Geneva(R) Clients Leverage Advent Hosting Providers for Complete Implementation and Support Services Marketwire |
| 06-Oct-09 04:16PM | ADVENT SOFTWARE INC /DE/ Files SEC form 8-K, Entry into a Material Definitive Agreement, Financial Statements and Exh EDGAR Online |
| 05-Oct-09 09:10AM | Advent Software to Host Industry Panel on Changing Due Diligence Environment in Canada Marketwire |
| 01-Oct-09 04:10PM | Advent Software Completes Sale of MicroEdge Subsidiary to Vista Equity Partners Marketwire |
| 30-Sep-09 09:10AM | Advent Introduces Forecasting and Revenue Sharing Functionality Into Advent Revenue Center(R) 3.0 Marketwire |
| 28-Sep-09 09:10AM | Spears Abacus Advisors Selects Advent Portfolio Exchange(R) for Its Integrated Performance Analytics Capabilities Marketwire |
| 16-Sep-09 10:37AM | Advent Announces Alliance With Chicago Clearing Corporation Marketwire |
| 10-Sep-09 08:05AM | Advent Software names CFO at bizjournals.com |
| 06:01AM | ADVENT SOFTWARE INC /DE/ Files SEC form 8-K/A, Change in Directors or Principal Officers, Financial Statements and Ex EDGAR Online |
| 09-Sep-09 06:06PM | Advent promotes Cox to Chief Financial Officer AP |
| 04:45PM | ADVENT SOFTWARE INC /DE/ Files SEC form 8-K, Change in Directors or Principal Officers, Financial Statements and Exhi EDGAR Online |
| 04:45PM | Advent Software Appoints James Cox as Chief Financial Officer Marketwire |
| 08-Sep-09 05:07PM | Advent Software to Host Annual Analyst and Investor Event Marketwire |
| 01-Sep-09 09:10AM | Advent's Product Suite Provides Klingenstein, Fields & Co., L.L.C. With Comprehensive Front- to Back-Office Platform Marketwire |
| 25-Aug-09 11:34AM | China Digital TV Holding Co. CFO Interview: Mason Liang Xu Wall Street Transcript |
| 18-Aug-09 09:10AM | Advent Announces Alliance With Thomson Reuters to Deliver Pricing and Reference Data to Geneva(R) Clients Marketwire |
| 06-Aug-09 02:40PM | ADVENT SOFTWARE INC /DE/ Files SEC form 10-Q, Quarterly Report EDGAR Online |
| 04-Aug-09 09:10AM | More Than 400 Firms Leverage Advent(R) Outsourcing Services to Reduce Costs, Manage Risk and Improve Client Service Marketwire |
| 31-Jul-09 06:16AM | Zacks #1 Rank Additions for Friday Zacks.com |
| 29-Jul-09 09:10AM | Advent Software Expands Global Presence With Hong Kong Office Marketwire +5.49% |
| 28-Jul-09 05:57PM | UPDATE - Advent Q2 beats Street; to sell MicroEdge unit at Reuters |
| 05:00PM | Advent Software Earnings Call scheduled for 5:00 pm ET today CCBN |
| 04:31PM | ADVENT SOFTWARE INC /DE/ Files SEC form 8-K, Results of Operations and Financial Condition, Financial Statements and EDGAR Online |
| 04:23PM | Advent Software Sees Strong Momentum Behind Tamale RMS(R) Marketwire |
| 04:20PM | Advent Software Announces 2009 Second Quarter Results PR Newswire |
| 04:15PM | Advent Software Enters Into Definitive Agreement for Sale of MicroEdge Subsidiary to Vista Equity Partners Marketwire |
| 07:07AM | Q2 2009 Advent Software Earnings Release - After Market Close CCBN |
| 21-Jul-09 09:10AM | 70 Percent of the World's Largest RIA Firms Choose Advent Software Marketwire |
| 20-Jul-09 05:13PM | ADVENT SOFTWARE INC /DE/ Files SEC form 8-K/A, Change in Directors or Principal Officers EDGAR Online |
| 14-Jul-09 04:36PM | Advent to Host Q2 2009 Earnings Call on Tuesday, July 28, 2009 PR Newswire |
| 07-Jul-09 11:30AM | MicroEdge Releases GIFTS Plus Pack Version 5 Business Wire |
| 06-Jul-09 03:36PM | Top Tech Short-Squeeze Plays at TheStreet.com |
| 01-Jul-09 09:00AM | Advent Software Recognized for 'Best Portfolio Management System' Marketwire |
| 23-Jun-09 09:00AM | Advent Announces Moxy(R) Post-Trade Agreement With Ancerno Marketwire |
| 09:00AM | Advent Continues to Expand Trading Suite With Critical Tools for Moxy(R) Clients Marketwire |
| 09-Jun-09 03:48PM | Advent Software Speaking at Investment Counsel Association of Canada Forum Marketwire |
| 09:15AM | 400 Clients Worldwide Leverage Advent Portfolio Exchange(R) to Increase Operational Efficiencies and Enhance Client Service Marketwire |
| 08:00AM | Advent Software Deploys Cloud Computing From Salesforce.com Throughout the Enterprise PR Newswire |
| 08-Jun-09 01:00PM | MicroEdge Announces Availability of FIMS CRM Business Wire |
| 10:00AM | G2 Systems Named to Advent Software's Alliance Partner Program Business Wire |
| 04-Jun-09 07:15AM | Multi-Family Office in India Selects Advent Software's Integrated Solution Marketwire |
| 28-May-09 09:15AM | Advent Named 'Best Technology Provider' and 'Global Securities Services Technology Vendor of the Year' Marketwire |
| 20-May-09 08:00AM | InfoHedge Authorized as Hosting Implementation Services Provider for Advent's Geneva Business Wire |
| 19-May-09 09:00AM | Advent Software Expands Its Canadian Custodian Network with Penson Financial Services Canada Business Wire |
| 18-May-09 11:30AM | MicroEdge Announces Release of IGAM 4 for GIFTS Business Wire |
| 13-May-09 06:41PM | Advent Works On Shaping A Better Base Investor's Business Daily -8.15% |
| 07-May-09 12:59PM | ADVENT SOFTWARE INC /DE/ Files SEC form 10-Q, Quarterly Report EDGAR Online |
| 06-May-09 09:15AM | Advent Software Awarded 'Best Places to Work' Designation Marketwire |
| 29-Apr-09 09:15AM | $21 Billion Munder Capital Turns to Advent Portfolio Exchange(R) for Its Fixed-Income Capabilities Marketwire |
| 28-Apr-09 07:28PM | Advent Software, Inc. Q1 2009 Earnings Call Transcript at Seeking Alpha |
| 07:05PM | Advent earnings rise 136% at bizjournals.com |
| 05:00PM | Advent Software Earnings Call scheduled for 5:00 pm ET today CCBN |
| 04:46PM | ADVENT SOFTWARE INC /DE/ Files SEC form 8-K, Results of Operations and Financial Condition, Financial Statements and EDGAR Online |
| 04:15PM | Advent Software Announces 2009 First Quarter Results PR Newswire |
| 07:07AM | Q1 2009 Advent Software Earnings Release - After Market Close CCBN |
| 22-Apr-09 06:44PM | Portfolio Software Still A Hot Seller Despite Sinking Stock Market Investor's Business Daily |
| 02:36PM | Movers roundup: MGM Mirage, Ingersoll-Rand AP |
| 12:54PM | Advent Software dips after Deutsche Bank downgrade AP |
| 09:15AM | HBMJ Consulting Designated as One of Advent's Premier Consulting Partners Marketwire |
| 02:25AM | Advent Software downgraded by Deutsche Securities Briefing.com |
| 14-Apr-09 05:00PM | Advent to Host Q1 2009 Earnings Call on Tuesday, April 28, 2009 PR Newswire |
| 09:15AM | Independent Advisor Turns to Advent Software to Outsource Operations Marketwire |
| 01:00AM | Sales at the Expense of Profits Doesn't Work Zacks.com |
| 09-Apr-09 09:15AM | Advent Achieves Certification Under Prestigious Service Capability & Performance Standards for Fourth Straight Year Marketwire +7.96% |
|
|
| Advent Software, Inc. provides integrated software solutions for automating and integrating data and work flows across investment management organizations, as well as the information flows between the investment management organization and external parties in the United States and internationally. The company develops, markets, and sells stand-alone and client/server software products, data and data interfaces, and related maintenance and services that automate, integrate, and support the functions of the front, middle, and back offices of investment management organizations. It also sells software and services for grant management, matching gifts, and volunteer tracking for the grantmaking community. In addition, the company provides professional services, such as consulting, project management, implementation, integration, custom report writing, and training. Its clients include asset managers, registered investment advisors, prime brokers, fund administrators, hedge funds, family offices, and banks and trusts, as well as corporations, foundations, and non-profit organizations that provide grants to non-profit organizations. Advent Software, Inc. was founded in 1983 and is headquartered in San Francisco, California. |
|
| Insider Trading |
Relationship |
Date |
Transaction |
Cost |
#Shares |
Value ($) |
#Shares Total |
SEC Form 4 |
| Manfredi Christine S | Director | Nov 19 | Buy | 39.26 | 1,000 | 39,260 | 5,500 | Nov 20 01:53 PM | | Hess David Peter | President | Nov 17 | Option Exercise | 18.96 | 1,500 | 28,440 | 14,344 | Nov 18 11:18 AM | | Hess David Peter | President | Nov 17 | Sale | 40.49 | 1,500 | 60,736 | 12,844 | Nov 18 11:18 AM | | Hess David Peter | President | Nov 03 | Option Exercise | 17.32 | 8,881 | 153,841 | 15,136 | Nov 05 01:08 PM | | Hess David Peter | President | Nov 03 | Sale | 37.97 | 8,881 | 337,178 | 12,844 | Nov 05 01:08 PM | | AUKEN WENDELL G VAN III | Director | Oct 28 | Option Exercise | 28.31 | 6,000 | 169,878 | 19,310 | Oct 30 04:14 PM | | CHANG LILY | EVP & CTO | Sep 08 | Option Exercise | 17.87 | 45,124 | 806,513 | 54,732 | Sep 10 07:34 PM | | CHANG LILY | EVP & CTO | Sep 08 | Sale | 38.83 | 38,404 | 1,491,316 | 26,328 | Sep 10 07:34 PM | | Brennan John P | SVP, Human Resources | Aug 27 | Sale | 38.10 | 4,600 | 175,261 | 5,306 | Aug 31 04:55 PM | | Hess David Peter | President | Aug 06 | Sale | 37.44 | 3,657 | 136,913 | 12,844 | Aug 10 08:06 PM | | AUKEN WENDELL G VAN III | Director | Aug 03 | Sale | 36.95 | 2,100 | 77,595 | 13,310 | Aug 03 05:47 PM | | AUKEN WENDELL G VAN III | Director | Jul 31 | Sale | 36.89 | 5,900 | 217,677 | 15,410 | Aug 03 05:47 PM | | CHANG LILY | EVP & CTO | Apr 09 | Option Exercise | 21.38 | 33,883 | 724,249 | 56,611 | Apr 09 08:39 PM | | CHANG LILY | EVP & CTO | Mar 24 | Option Exercise | 21.38 | 33,000 | 705,375 | 49,458 | Mar 26 12:33 PM |
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