Latest Institutional Transactions on Autodesk, Inc. (ADSK)
This table provides information on the latest institutional transactions involving Autodesk, Inc. (ADSK) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
18+ 0.52% |
$3.28K - $4.13K
|
3.47K
$852K
|
|
May 04, 2023
Q1 2023
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
980New |
$178K - $225K
|
980
$241K
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
SELL
|
- |
-104- 7.37% |
$18.9K - $23.8K
|
1.31K
$321K
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
5New |
$910 - $1.15K
|
5
$1.23K
|
|
May 03, 2023
Q1 2023
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
1.23KNew |
$224K - $283K
|
1.23K
$303K
|
|
May 03, 2023
Q1 2023
|
Fithian, LLC
New York, NY |
BUY
|
- |
5.41K+ 121.0% |
$985K - $1.24M
|
9.88K
$2.43M
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-42- 11.97% |
$7.65K - $9.63K
|
309
$76K
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
20New |
$3.64K - $4.59K
|
20
$4.92K
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
2+ 7.69% |
$364 - $459
|
28
$6.88K
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
84+ 1.5% |
$15.3K - $19.3K
|
5.7K
$1.4M
|
|
Apr 28, 2023
Q1 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.03KNew |
$188K - $237K
|
1.03K
$254K
|
|
Apr 26, 2023
Q1 2023
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
70.4KNew |
$12.8M - $16.1M
|
70.4K
$17.3M
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-8- 5.1% |
$1.46K - $1.83K
|
149
$36.6K
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
13New |
$2.37K - $2.98K
|
13
$3.2K
|
|
Apr 24, 2023
Q1 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-1.93K- 66.3% |
$352K - $443K
|
982
$241K
|
|
Apr 24, 2023
Q1 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
91+ 7.71% |
$16.6K - $20.9K
|
1.27K
$313K
|
|
Apr 20, 2023
Q1 2023
|
Counterpoint Mutual Funds LLC
|
SELL
|
- |
-885- 68.02% |
$161K - $203K
|
416
$102K
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
BUY
|
- |
1.08KNew |
$197K - $248K
|
1.08K
$266K
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-4- 0.07% |
$728 - $917
|
5.48K
$1.35M
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-148- 12.68% |
$26.9K - $33.9K
|
1.02K
$251K
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
50+ 1.51% |
$9.1K - $11.5K
|
3.37K
$828K
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-60- 5.17% |
$10.9K - $13.8K
|
1.1K
$271K
|
|
Apr 07, 2023
Q1 2023
|
Sycomore Asset Management
|
SELL
|
- |
-1.78K- 12.69% |
$324K - $408K
|
12.2K
$3.01M
|
|
Apr 05, 2023
Q1 2023
|
Dash Acquisitions Inc.
|
BUY
|
- |
276+ 18.44% |
$50.3K - $63.3K
|
1.77K
$436K
|
|
Q4 2022 | |||||||
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-9Closed |
$1.64K - $2.09K
|
0
$0
|
|
Sep 05, 2023
Q4 2022
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
1.3KNew |
$236K - $302K
|
1.3K
$320K
|
|
May 17, 2023
Q4 2022
|
Double Line ETF Adviser LP
Tampa, FL |
SELL
|
- |
-259- 16.07% |
$47.1K - $60.2K
|
1.35K
$333K
|
|
Mar 24, 2023
Q4 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
1.43KNew |
$260K - $332K
|
1.43K
$351K
|
|
Feb 15, 2023
Q4 2022
|
Chimera Capital Management LLC
New York, NY |
BUY
|
- |
3.29KNew |
$598K - $764K
|
3.29K
$809K
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
44New |
$8K - $10.2K
|
44
$10.8K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-1.37K- 97.09% |
$248K - $317K
|
41
$10.1K
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-7.96K- 55.88% |
$1.45M - $1.85M
|
6.28K
$1.54M
|
|
Feb 14, 2023
Q4 2022
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-278- 12.92% |
$50.6K - $64.6K
|
1.87K
$460K
|
|
Feb 14, 2023
Q4 2022
|
Icon Advisers Inc
Greenwood Village, CO |
SELL
|
- |
-1.7K- 10.49% |
$309K - $395K
|
14.5K
$3.56M
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-13- 0.17% |
$2.36K - $3.02K
|
7.81K
$1.92M
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
8New |
$1.46K - $1.86K
|
8
$1.97K
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
7New |
$1.27K - $1.63K
|
7
$1.72K
|
|
Feb 14, 2023
Q4 2022
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
702+ 5.98% |
$128K - $163K
|
12.4K
$3.06M
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
41+ 0.44% |
$7.46K - $9.52K
|
9.38K
$2.31M
|
|
Feb 14, 2023
Q4 2022
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
3.47KNew |
$630K - $805K
|
3.47K
$852K
|
|
Feb 14, 2023
Q4 2022
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
510+ 36.96% |
$92.8K - $118K
|
1.89K
$465K
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
81New |
$14.7K - $18.8K
|
81
$19.9K
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-1.19K- 12.42% |
$217K - $277K
|
8.41K
$2.07M
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
SELL
|
PUT |
-8K- 31.62% |
$1.46M - $1.86M
|
17.3K
$4.25M
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
9.38KNew |
$1.71M - $2.18M
|
9.38K
$2.31M
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
5New |
$910 - $1.16K
|
5
$1.23K
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
26.3KNew |
$4.78M - $6.11M
|
26.3K
$6.46M
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-16- 0.19% |
$2.91K - $3.72K
|
8.49K
$2.09M
|
|
Feb 13, 2023
Q4 2022
|
George Kaiser Family Foundation
|
BUY
|
- |
227+ 2.94% |
$41.3K - $52.7K
|
7.94K
$1.95M
|
|
Feb 13, 2023
Q4 2022
|
Valiant Capital Management, L.P.
San Francisco, CA |
SELL
|
- |
-95.7K- 54.95% |
$17.4M - $22.2M
|
78.4K
$19.3M
|