Purchases and Sales Made in Q2 2023 in Autodesk, Inc. (ADSK)
This table provides information about the institutional ownership of Autodesk, Inc. (ADSK) during Q2 2023. The information is specifically focused on institutions that hold shares of Autodesk, Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-123- 8.69% |
$23.4K - $27.2K
|
1.29K
$318K
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-125- 11.75% |
$23.7K - $27.7K
|
939
$231K
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-129- 2.92% |
$24.5K - $28.6K
|
4.29K
$1.06M
|
|
Aug 11, 2023
Q2 2023
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-131- 12.82% |
$24.9K - $29K
|
891
$219K
|
|
Aug 10, 2023
Q2 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-133- 0.07% |
$25.3K - $29.5K
|
180K
$44.2M
|
|
Jul 11, 2023
Q2 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-134- 1.41% |
$25.4K - $29.7K
|
9.38K
$2.31M
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
SELL
|
- |
-134- 3.21% |
$25.4K - $29.7K
|
4.04K
$992K
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-135- 11.49% |
$25.6K - $29.9K
|
1.04K
$256K
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-139- 6.64% |
$26.4K - $30.8K
|
1.95K
$480K
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-141- 1.32% |
$26.8K - $31.2K
|
10.5K
$2.59M
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-143- 17.11% |
$27.2K - $31.7K
|
693
$170K
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-144- 23.34% |
$27.3K - $31.9K
|
473
$116K
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-144- 8.59% |
$27.3K - $31.9K
|
1.53K
$377K
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-145- 4.01% |
$27.5K - $32.1K
|
3.47K
$853K
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-149- 68.98% |
$28.3K - $33K
|
67
$16.5K
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-151- 9.62% |
$28.7K - $33.4K
|
1.42K
$349K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-163- 24.18% |
$31K - $36.1K
|
511
$126K
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-166- 9.0% |
$31.5K - $36.8K
|
1.68K
$413K
|
|
Aug 07, 2023
Q2 2023
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-170- 1.9% |
$32.3K - $37.6K
|
8.78K
$2.16M
|
|
Jul 14, 2023
Q2 2023
|
Everence Capital Management Inc
|
SELL
|
- |
-170- 4.08% |
$32.3K - $37.6K
|
4K
$982K
|
|
Aug 14, 2023
Q2 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-172- 14.61% |
$32.7K - $38.1K
|
1.01K
$247K
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-175- 4.58% |
$33.2K - $38.8K
|
3.64K
$896K
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-193- 27.49% |
$36.7K - $42.7K
|
509
$125K
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-193- 2.58% |
$36.7K - $42.7K
|
7.28K
$1.79M
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-194- 3.16% |
$36.8K - $43K
|
5.94K
$1.46M
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-197- 8.9% |
$37.4K - $43.6K
|
2.02K
$496K
|
|
Aug 08, 2023
Q2 2023
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-200- 6.66% |
$38K - $44.3K
|
2.8K
$689K
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-208- 10.92% |
$39.5K - $46.1K
|
1.7K
$417K
|
|
Aug 14, 2023
Q2 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-209- 0.69% |
$39.7K - $46.3K
|
30.2K
$7.43M
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-212- 14.97% |
$40.3K - $46.9K
|
1.2K
$296K
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-213- 7.51% |
$40.4K - $47.2K
|
2.62K
$645K
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-216- 3.68% |
$41K - $47.8K
|
5.65K
$1.39M
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-220- 5.14% |
$41.8K - $48.7K
|
4.06K
$998K
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-222- 18.0% |
$42.2K - $49.2K
|
1.01K
$249K
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-223- 13.98% |
$42.3K - $49.4K
|
1.37K
$337K
|
|
Aug 10, 2023
Q2 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-225- 9.9% |
$42.7K - $49.8K
|
2.05K
$503K
|
|
Aug 14, 2023
Q2 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-239- 11.52% |
$45.4K - $52.9K
|
1.84K
$451K
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-241- 0.13% |
$45.8K - $53.4K
|
184K
$45.2M
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-241- 1.36% |
$45.8K - $53.4K
|
17.4K
$4.29M
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-242- 0.55% |
$46K - $53.6K
|
43.4K
$10.7M
|
|
Aug 01, 2023
Q2 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-245- 2.98% |
$46.5K - $54.3K
|
7.97K
$1.96M
|
|
Jul 24, 2023
Q2 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-248- 15.92% |
$47.1K - $54.9K
|
1.31K
$322K
|
|
Jul 21, 2023
Q2 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-248- 3.27% |
$47.1K - $54.9K
|
7.33K
$1.8M
|
|
Jul 21, 2023
Q2 2023
|
Conning Inc.
|
SELL
|
- |
-250- 13.23% |
$47.5K - $55.4K
|
1.64K
$403K
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-251- 1.18% |
$47.7K - $55.6K
|
21.1K
$5.18M
|
|
Jul 25, 2023
Q2 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-252- 8.42% |
$47.9K - $55.8K
|
2.74K
$674K
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-260- 11.91% |
$49.4K - $57.6K
|
1.92K
$473K
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-280- 15.18% |
$53.2K - $62K
|
1.56K
$384K
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-281- 8.64% |
$53.4K - $62.2K
|
2.97K
$730K
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-286- 96.3% |
$54.3K - $63.3K
|
11
$2.7K
|