Purchases and Sales Made in Q3 2023 in Autodesk, Inc. (ADSK)
This table provides information about the institutional ownership of Autodesk, Inc. (ADSK) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
10+ 2.05% |
$1.99K - $2.22K
|
497
$122K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10+ 0.15% |
$1.99K - $2.22K
|
6.8K
$1.67M
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
10+ 12.2% |
$1.99K - $2.22K
|
92
$22.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
10+ 2.19% |
$1.99K - $2.22K
|
466
$115K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
10+ 2.19% |
$1.99K - $2.22K
|
466
$115K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
10New |
$1.99K - $2.22K
|
10
$2.46K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
10New |
$1.99K - $2.22K
|
10
$2.46K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
9+ 5.81% |
$1.79K - $2K
|
164
$40.3K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
8+ 10.26% |
$1.59K - $1.78K
|
86
$21.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Salvus Wealth Management, LLC
|
BUY
|
- |
8+ 0.49% |
$1.59K - $1.78K
|
1.65K
$405K
|
|
|
Nov 14, 2023
Q3 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
8New |
$1.59K - $1.78K
|
8
$1.97K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
8New |
$1.59K - $1.78K
|
8
$1.97K
|
|
|
Oct 27, 2023
Q3 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
8+ 0.89% |
$1.59K - $1.78K
|
907
$223K
|
|
|
Oct 24, 2023
Q3 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
6+ 0.4% |
$1.19K - $1.33K
|
1.52K
$373K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6New |
$1.19K - $1.33K
|
6
$1.47K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
5New |
$994 - $1.11K
|
5
$1.23K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
4+ 3.33% |
$795 - $889
|
124
$30.5K
|
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
4+ 0.19% |
$795 - $889
|
2.12K
$520K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 12.12% |
$795 - $889
|
37
$9.1K
|
|
|
Nov 06, 2023
Q3 2023
|
Assenagon Asset Management S.A.
|
BUY
|
- |
3+ 0.01% |
$596 - $667
|
23.8K
$5.86M
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
3+ 0.59% |
$596 - $667
|
512
$126K
|
|
|
Oct 31, 2023
Q3 2023
|
Optas, LLC
|
BUY
|
- |
2+ 0.13% |
$397 - $444
|
1.55K
$382K
|
|
|
Oct 20, 2023
Q3 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
2+ 22.22% |
$397 - $444
|
11
$2.7K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
2+ 1.71% |
$397 - $444
|
119
$29.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2+ 5.88% |
$397 - $444
|
36
$8.85K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
2+ 2.63% |
$397 - $444
|
78
$19.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
2+ 0.05% |
$397 - $444
|
4.31K
$1.06M
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
1+ 0.57% |
$199 - $222
|
175
$43K
|
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
BUY
|
- |
1New |
$199 - $222
|
1
$246
|
|
|
Oct 16, 2023
Q3 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
1+ 0.08% |
$199 - $222
|
1.31K
$322K
|
|
|
Oct 10, 2023
Q3 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1- 0.06% |
$199 - $222
|
1.74K
$429K
|
|
|
Oct 25, 2023
Q3 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-1- 10.0% |
$199 - $222
|
9
$2.21K
|
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-1- 0.03% |
$199 - $222
|
3.05K
$749K
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1- 0.02% |
$199 - $222
|
5.37K
$1.32M
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
SELL
|
- |
-2- 1.36% |
$397 - $444
|
145
$35.6K
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
SELL
|
- |
-2- 1.61% |
$397 - $444
|
122
$30K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-3- 5.17% |
$596 - $667
|
55
$13.5K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-4- 0.89% |
$795 - $889
|
447
$110K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-4- 12.12% |
$795 - $889
|
29
$7.13K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-4- 0.07% |
$795 - $889
|
5.64K
$1.39M
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-5- 0.33% |
$994 - $1.11K
|
1.53K
$375K
|
|
|
Nov 03, 2023
Q3 2023
|
Camden Capital, LLC
|
SELL
|
- |
-5- 0.39% |
$994 - $1.11K
|
1.28K
$315K
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-6- 1.44% |
$1.19K - $1.33K
|
410
$101K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-6- 4.2% |
$1.19K - $1.33K
|
137
$33.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-7- 4.67% |
$1.39K - $1.56K
|
143
$35.2K
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-7- 0.36% |
$1.39K - $1.56K
|
1.93K
$475K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-7- 5.83% |
$1.39K - $1.56K
|
113
$27.8K
|
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-7- 1.4% |
$1.39K - $1.56K
|
492
$121K
|
|
|
Oct 30, 2023
Q3 2023
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-8- 0.55% |
$1.59K - $1.78K
|
1.44K
$355K
|