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 |
---|---|---|---|---|---|---|---|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
1.13KNew |
$221K - $277K
|
1.13K
$278K
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.12K+ 4.24% |
$219K - $275K
|
27.6K
$6.78M
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.12K+ 56.37% |
$218K - $274K
|
3.1K
$763K
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.12K+ 2.26% |
$218K - $274K
|
50.4K
$12.4M
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.12K+ 16.39% |
$218K - $274K
|
7.93K
$1.95M
|
|
Mar 11, 2024
Q4 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
1.1K+ 42.99% |
$215K - $270K
|
3.67K
$902K
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.09KNew |
$212K - $266K
|
1.09K
$267K
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.08K+ 34.76% |
$211K - $264K
|
4.18K
$1.03M
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.07K+ 25.13% |
$209K - $263K
|
5.34K
$1.31M
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.06KNew |
$207K - $260K
|
1.06K
$261K
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1.05KNew |
$205K - $258K
|
1.05K
$259K
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
BUY
|
- |
1.05K+ 40.76% |
$205K - $257K
|
3.63K
$891K
|
|
Jan 11, 2024
Q4 2023
|
Ziegler Capital Management, LLC
|
BUY
|
- |
1.04K+ 1.23% |
$204K - $256K
|
86K
$21.1M
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.04KNew |
$203K - $255K
|
1.04K
$255K
|
|
Feb 05, 2024
Q4 2023
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
1.03KNew |
$201K - $253K
|
1.03K
$254K
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
1.02KNew |
$199K - $250K
|
1.02K
$251K
|
|
Feb 14, 2024
Q4 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
1.01KNew |
$198K - $249K
|
1.01K
$249K
|
|
Jan 09, 2024
Q4 2023
|
Gateway Investment Advisers LLC
|
BUY
|
- |
1.01K+ 5.03% |
$197K - $248K
|
21.1K
$5.18M
|
|
Feb 12, 2024
Q4 2023
|
Pacific Heights Asset Management LLC
|
BUY
|
- |
1K+ 1.45% |
$195K - $245K
|
70K
$17.2M
|
|
Feb 02, 2024
Q4 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
1KNew |
$195K - $245K
|
1K
$246K
|
|
Feb 14, 2024
Q4 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
1K+ 33.33% |
$195K - $245K
|
4K
$983K
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
997New |
$195K - $244K
|
997
$245K
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
977New |
$191K - $239K
|
977
$240K
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
976+ 20.25% |
$190K - $239K
|
5.8K
$1.42M
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
975New |
$190K - $239K
|
975
$240K
|
|
Feb 07, 2024
Q4 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
974New |
$190K - $239K
|
974
$239K
|
|
Feb 13, 2024
Q4 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
970New |
$189K - $238K
|
970
$238K
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
956+ 15.93% |
$187K - $234K
|
6.96K
$1.71M
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
952New |
$186K - $233K
|
952
$234K
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
945New |
$184K - $232K
|
945
$232K
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
920New |
$180K - $226K
|
920
$226K
|
|
Jan 17, 2024
Q4 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
920New |
$180K - $226K
|
920
$226K
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
919New |
$179K - $225K
|
919
$226K
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
919+ 15.77% |
$179K - $225K
|
6.75K
$1.66M
|
|
Jan 30, 2024
Q4 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
919New |
$179K - $225K
|
919
$226K
|
|
Feb 13, 2024
Q4 2023
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
918+ 14.75% |
$179K - $225K
|
7.14K
$1.76M
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
912New |
$178K - $224K
|
912
$224K
|
|
Feb 14, 2024
Q4 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
910New |
$178K - $223K
|
910
$224K
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
904New |
$176K - $222K
|
904
$222K
|
|
Feb 12, 2024
Q4 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
903+ 17.53% |
$176K - $221K
|
6.05K
$1.49M
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
902New |
$176K - $221K
|
902
$222K
|
|
Jan 22, 2024
Q4 2023
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
901+ 7.04% |
$176K - $221K
|
13.7K
$3.37M
|
|
Jan 10, 2024
Q4 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
900New |
$176K - $221K
|
900
$221K
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
895New |
$175K - $219K
|
895
$220K
|
|
Feb 12, 2024
Q4 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
889+ 67.66% |
$173K - $218K
|
2.2K
$542K
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
878New |
$171K - $215K
|
878
$216K
|
|
Feb 12, 2024
Q4 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
874+ 31.21% |
$171K - $214K
|
3.67K
$903K
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
874+ 8.3% |
$171K - $214K
|
11.4K
$2.8M
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
872New |
$170K - $214K
|
872
$214K
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
870+ 120.0% |
$170K - $213K
|
1.6K
$392K
|