United Capital Financial Advisers, LLC Autodesk, Inc. Transaction History

United Capital Financial Advisers, LLC

$19.9 Billion
Q3 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Autodesk, Inc. stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 6,968 shares of ADSK stock, worth $1.71 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,968

Previous 6,800 2.47%

Holding current value

$1.71 Million

Previous $1.68 Million 1.78%

% of portfolio

0.01%

Previous 0.01%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$245.83 - $245.83 $41,299 - $41,299	168 Added 2.47%	6,968 $1.71 Million
Q2 2024 Aug 14, 2024	BUY	$199.93 - $259.44 $6,197 - $8,042	31 Added 0.46%	6,800 $1.68 Million
Q1 2024 May 15, 2024	SELL	$227.19 - $266.68 $76,790 - $90,137	-338 Reduced 4.76%	6,769 $1.76 Million
Q4 2023 Feb 14, 2024	BUY	$195.15 - $245.11 $448,649 - $563,507	2,299 Added 47.82%	7,107 $1.73 Million
Q3 2023 Nov 14, 2023	SELL	$198.7 - $222.2 $539,470 - $603,273	-2,715 Reduced 36.09%	4,808 $994,000
Q2 2023 Aug 14, 2023	SELL	$189.9 - $221.43 $171,669 - $200,172	-904 Reduced 10.73%	7,523 $1.54 Million
Q1 2023 Aug 14, 2023	BUY	$182.07 - $229.28 $164,591 - $207,269	904 Added 12.02%	8,427 $1.75 Million
Q1 2023 May 15, 2023	SELL	$182.07 - $229.28 $103,597 - $130,460	-569 Reduced 6.33%	8,427 $1.75 Million
Q4 2022 Feb 14, 2023	SELL	$181.9 - $232.3 $101,864 - $130,088	-560 Reduced 5.86%	8,996 $1.68 Million
Q3 2022 Nov 14, 2022	BUY	$170.95 - $234.04 $46,156 - $63,190	270 Added 2.91%	9,556 $1.79 Million
Q2 2022 Aug 11, 2022	SELL	$164.31 - $218.77 $52,250 - $69,568	-318 Reduced 3.31%	9,286 $1.6 Million
Q1 2022 May 16, 2022	SELL	$188.7 - $283.72 $30,569 - $45,962	-162 Reduced 1.66%	9,604 $2.06 Million
Q4 2021 Feb 14, 2022	SELL	$249.68 - $333.64 $238,694 - $318,959	-956 Reduced 8.92%	9,766 $2.75 Million
Q3 2021 Nov 15, 2021	SELL	$279.35 - $342.27 $154,201 - $188,933	-552 Reduced 4.9%	10,722 $3.06 Million
Q2 2021 Aug 13, 2021	SELL	$269.54 - $300.16 $268,461 - $298,959	-996 Reduced 8.12%	11,274 $3.29 Million
Q1 2021 May 14, 2021	SELL	$253.1 - $320.13 $201,214 - $254,503	-795 Reduced 6.08%	12,270 $3.4 Million
Q4 2020 Feb 17, 2021	SELL	$225.56 - $305.34 $479,991 - $649,763	-2,128 Reduced 14.01%	13,065 $3.99 Million
Q3 2020 Nov 13, 2020	BUY	$220.96 - $261.35 $196,212 - $232,078	888 Added 6.21%	15,193 $3.51 Million
Q2 2020 Aug 13, 2020	SELL	$137.05 - $241.62 $121,426 - $214,075	-886 Reduced 5.83%	14,305 $3.42 Million
Q1 2020 May 15, 2020	SELL	$136.0 - $210.76 $421,600 - $653,356	-3,100 Reduced 16.95%	15,191 $2.37 Million
Q4 2019 Feb 14, 2020	BUY	$139.67 - $185.38 $184,643 - $245,072	1,322 Added 7.79%	18,291 $3.36 Million
Q3 2019 Nov 14, 2019	SELL	$140.08 - $174.19 $549,954 - $683,869	-3,926 Reduced 18.79%	16,969 $2.51 Million
Q2 2019 Aug 13, 2019	BUY	$154.82 - $178.21 $30,809 - $35,463	199 Added 0.96%	20,895 $3.4 Million
Q1 2019 May 14, 2019	SELL	$121.85 - $164.28 $379,684 - $511,896	-3,116 Reduced 13.09%	20,696 $3.23 Million
Q4 2018 Feb 14, 2019	BUY	$118.32 - $155.5 $42,121 - $55,358	356 Added 1.52%	23,812 $3.06 Million
Q3 2018 Nov 14, 2018	BUY	$127.0 - $157.2 $148,082 - $183,295	1,166 Added 5.23%	23,456 $3.66 Million
Q2 2018 Aug 14, 2018	BUY	$122.75 - $141.26 $178,478 - $205,392	1,454 Added 6.98%	22,290 $2.92 Million
Q1 2018 May 15, 2018	SELL	$104.81 - $139.36 $111,203 - $147,860	-1,061 Reduced 4.85%	20,836 $2.62 Million
Q4 2017 Feb 13, 2018	SELL	$103.8 - $130.24 $55,844 - $70,069	-538 Reduced 2.4%	21,897 $2.3 Million
Q3 2017 Nov 14, 2017	SELL	$104.98 - $116.48 $95,321 - $105,763	-908 Reduced 3.89%	22,435 $2.52 Million
Q2 2017 Aug 14, 2017	BUY	N/A	23,343	23,343 $2.35 Million

Others Institutions Holding ADSK

# of Institutions

1,347

Shares Held

183M

Call Options Held

2.07M

Put Options Held

2.47M

View Full List

About Autodesk, Inc.

Ticker ADSK
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 215,859,008
Market Cap $53.1B
Description
Autodesk, Inc. provides 3D design, engineering, and entertainment software and services worldwide. The company offers AutoCAD Civil 3D, a surveying, design, analysis, and documentation solution for civil engineering, including land development, transportation, and environmental projects; BIM 360, a construction management cloud-based software; A...

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United Capital Financial Advisers, LLC Autodesk, Inc. Transaction History