Purchases and Sales Made in Q4 2023 in Autodesk, Inc. (ADSK)
This table provides information about the institutional ownership of Autodesk, Inc. (ADSK) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
55+ 1.69% |
$10.7K - $13.5K
|
3.31K
$813K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
55+ 550.0% |
$10.7K - $13.5K
|
65
$16K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
54+ 0.92% |
$10.5K - $13.2K
|
5.89K
$1.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
54+ 2.69% |
$10.5K - $13.2K
|
2.06K
$506K
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
51+ 3.39% |
$9.95K - $12.5K
|
1.56K
$382K
|
|
|
Jan 08, 2024
Q4 2023
|
Curbstone Financial Management Corp
|
BUY
|
- |
50+ 0.51% |
$9.76K - $12.3K
|
9.76K
$2.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
50+ 1.07% |
$9.76K - $12.3K
|
4.71K
$1.16M
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
50New |
$9.76K - $12.3K
|
50
$12.3K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
50+ 76.92% |
$9.76K - $12.3K
|
115
$28.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
49+ 4.91% |
$9.56K - $12K
|
1.05K
$257K
|
|
|
Jan 30, 2024
Q4 2023
|
Goodman Advisory Group, LLC
|
BUY
|
- |
49+ 0.43% |
$9.56K - $12K
|
11.4K
$2.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
49+ 3.74% |
$9.56K - $12K
|
1.36K
$334K
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
49+ 4.09% |
$9.56K - $12K
|
1.25K
$307K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
47+ 130.56% |
$9.17K - $11.5K
|
83
$20.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
45+ 3.72% |
$8.78K - $11K
|
1.26K
$309K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
45New |
$8.78K - $11K
|
45
$11.1K
|
|
|
Jan 11, 2024
Q4 2023
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
44+ 0.38% |
$8.59K - $10.8K
|
11.8K
$2.89M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
43New |
$8.39K - $10.5K
|
43
$10.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
42New |
$8.2K - $10.3K
|
42
$10.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
42+ 21.54% |
$8.2K - $10.3K
|
237
$58.3K
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
42+ 0.04% |
$8.2K - $10.3K
|
110K
$27M
|
|
|
Jan 02, 2024
Q4 2023
|
Impac Tfolio, LLC
|
BUY
|
- |
41+ 3.85% |
$8K - $10K
|
1.11K
$272K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
40+ 0.52% |
$7.81K - $9.8K
|
7.68K
$1.89M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
40+ 66.67% |
$7.81K - $9.8K
|
100
$24.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
39+ 3.38% |
$7.61K - $9.56K
|
1.19K
$293K
|
|
|
Jan 29, 2024
Q4 2023
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
38+ 2.63% |
$7.42K - $9.31K
|
1.48K
$364K
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
37+ 1.44% |
$7.22K - $9.07K
|
2.61K
$641K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
37+ 127.59% |
$7.22K - $9.07K
|
66
$16.2K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
37+ 0.51% |
$7.22K - $9.07K
|
7.24K
$1.78M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
36+ 11.36% |
$7.03K - $8.82K
|
353
$86.8K
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
35+ 0.58% |
$6.83K - $8.58K
|
6.05K
$1.49M
|
|
|
Jan 22, 2024
Q4 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
35+ 3.5% |
$6.83K - $8.58K
|
1.04K
$254K
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
35+ 0.34% |
$6.83K - $8.58K
|
10.5K
$2.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
34+ 0.05% |
$6.64K - $8.33K
|
62K
$15.2M
|
|
|
Mar 21, 2024
Q4 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
30New |
$5.85K - $7.35K
|
30
$7.37K
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
29New |
$5.66K - $7.11K
|
29
$7.13K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
29+ 0.51% |
$5.66K - $7.11K
|
5.67K
$1.39M
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
27+ 2.22% |
$5.27K - $6.62K
|
1.24K
$305K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
23New |
$4.49K - $5.64K
|
23
$5.65K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
22+ 11.0% |
$4.29K - $5.39K
|
222
$54.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
21New |
$4.1K - $5.15K
|
21
$5.16K
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
BUY
|
- |
20+ 0.05% |
$3.9K - $4.9K
|
42.7K
$10.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
20+ 0.3% |
$3.9K - $4.9K
|
6.77K
$1.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
20+ 1.71% |
$3.9K - $4.9K
|
1.19K
$292K
|
|
|
Feb 13, 2024
Q4 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
20+ 0.24% |
$3.9K - $4.9K
|
8.51K
$2.09M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
20+ 0.94% |
$3.9K - $4.9K
|
2.14K
$527K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
20+ 1.32% |
$3.9K - $4.9K
|
1.53K
$377K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
20New |
$3.9K - $4.9K
|
20
$4.92K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
20+ 2.05% |
$3.9K - $4.9K
|
994
$244K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
18New |
$3.51K - $4.41K
|
18
$4.42K
|