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 |
---|---|---|---|---|---|---|---|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
503+ 13.06% |
$98.2K - $123K
|
4.36K
$1.07M
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
775New |
$151K - $190K
|
775
$191K
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-1K- 16.67% |
$195K - $245K
|
5K
$1.23M
|
|
Jan 11, 2024
Q4 2023
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-2.21KClosed |
$431K - $541K
|
0
$0
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
83New |
$16.2K - $20.3K
|
83
$20.4K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-71- 1.39% |
$13.9K - $17.4K
|
5.03K
$1.24M
|
|
Q3 2023 | |||||||
Nov 21, 2023
Q3 2023
|
Spears Abacus Advisors LLC
|
BUY
|
- |
41+ 0.11% |
$8.15K - $9.11K
|
38.7K
$9.52M
|
|
Nov 16, 2023
Q3 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-30- 16.67% |
$5.96K - $6.67K
|
150
$36.9K
|
|
Nov 15, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.63K- 26.12% |
$323K - $362K
|
4.6K
$1.13M
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-1.35K- 8.58% |
$268K - $300K
|
14.4K
$3.53M
|
|
Nov 14, 2023
Q3 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-24- 1.07% |
$4.77K - $5.33K
|
2.22K
$546K
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
268+ 9.62% |
$53.3K - $59.5K
|
3.06K
$751K
|
|
Nov 14, 2023
Q3 2023
|
Summit Partners Public Asset Management, LLC
Boston, MA |
BUY
|
PUT |
10KNew |
$1.99M - $2.22M
|
10K
$2.46M
|
|
Nov 14, 2023
Q3 2023
|
Aristides Capital LLC
Ottawa Hills, OH |
SELL
|
- |
-2.15K- 53.68% |
$427K - $477K
|
1.85K
$456K
|
|
Nov 14, 2023
Q3 2023
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-4.82K- 78.48% |
$958K - $1.07M
|
1.32K
$325K
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-9- 25.0% |
$1.79K - $2K
|
27
$6.64K
|
|
Nov 14, 2023
Q3 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
19.1KNew |
$3.8M - $4.25M
|
19.1K
$4.7M
|
|
Nov 14, 2023
Q3 2023
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
2.04KNew |
$405K - $453K
|
2.04K
$501K
|
|
Nov 14, 2023
Q3 2023
|
Wallace Capital Management Inc.
Dallas, TX |
SELL
|
- |
-1.6K- 61.54% |
$318K - $356K
|
1K
$246K
|
|
Nov 14, 2023
Q3 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
8New |
$1.59K - $1.78K
|
8
$1.97K
|
|
Nov 14, 2023
Q3 2023
|
Matrix Capital Management Company, LP
Waltham, MA |
BUY
|
- |
295K+ 247.9% |
$58.6M - $65.5M
|
414K
$102M
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
977New |
$194K - $217K
|
977
$240K
|
|
Nov 13, 2023
Q3 2023
|
Himension Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
1.41KNew |
$280K - $313K
|
1.41K
$347K
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
1.8KNew |
$358K - $400K
|
1.8K
$442K
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
9.69KNew |
$1.93M - $2.15M
|
9.69K
$2.38M
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-23- 13.86% |
$4.57K - $5.11K
|
143
$35.2K
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-153- 10.18% |
$30.4K - $34K
|
1.35K
$332K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
172+ 124.64% |
$34.2K - $38.2K
|
310
$76.2K
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
8New |
$1.59K - $1.78K
|
8
$1.97K
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-8.54K- 51.07% |
$1.7M - $1.9M
|
8.18K
$2.01M
|
|
Nov 09, 2023
Q3 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-442- 26.29% |
$87.8K - $98.2K
|
1.24K
$305K
|
|
Nov 09, 2023
Q3 2023
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
5.08KNew |
$1.01M - $1.13M
|
5.08K
$1.25M
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-447- 25.65% |
$88.8K - $99.3K
|
1.3K
$319K
|
|
Nov 09, 2023
Q3 2023
|
Econ Financial Services Corp
|
BUY
|
- |
3.78KNew |
$751K - $840K
|
3.78K
$930K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
28+ 30.43% |
$5.56K - $6.22K
|
120
$29.5K
|
|
Nov 07, 2023
Q3 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
1.52KNew |
$302K - $338K
|
1.52K
$374K
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
357+ 2.23% |
$70.9K - $79.3K
|
16.4K
$4.02M
|
|
Nov 07, 2023
Q3 2023
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
1.06K+ 37.18% |
$210K - $235K
|
3.91K
$960K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
91.7KNew |
$18.2M - $20.4M
|
91.7K
$22.5M
|
|
Nov 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-39- 1.22% |
$7.75K - $8.67K
|
3.15K
$775K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
10New |
$1.99K - $2.22K
|
10
$2.46K
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
10New |
$1.99K - $2.22K
|
10
$2.46K
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-50- 58.82% |
$9.94K - $11.1K
|
35
$8.6K
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
970New |
$193K - $216K
|
970
$238K
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.8K+ 29.03% |
$358K - $400K
|
8K
$1.97M
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
3.19K+ 104.8% |
$634K - $709K
|
6.23K
$1.53M
|
|
Oct 30, 2023
Q3 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-118- 5.41% |
$23.4K - $26.2K
|
2.07K
$508K
|
|
Oct 27, 2023
Q3 2023
|
Patten & Patten Inc
|
SELL
|
- |
-250- 13.13% |
$49.7K - $55.6K
|
1.65K
$407K
|
|
Oct 27, 2023
Q3 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-8- 22.22% |
$1.59K - $1.78K
|
28
$6.88K
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-182- 12.26% |
$36.2K - $40.4K
|
1.3K
$320K
|