Latest Institutional Transactions on Automatic Data Processing Inc (ADP)
This table provides information on the latest institutional transactions involving Automatic Data Processing Inc (ADP) 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 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
30+ 1.41% |
$8.4K - $9.24K
|
2.16K
$653K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-167- 26.81% |
$46.8K - $51.4K
|
456
$138K
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
1.74KNew |
$487K - $535K
|
1.74K
$525K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.09% |
$280 - $308
|
1.08K
$327K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
139New |
$38.9K - $42.8K
|
139
$42K
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-160- 2.14% |
$44.8K - $49.3K
|
7.32K
$2.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-15- 2.07% |
$4.2K - $4.62K
|
709
$214K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
100+ 6.2% |
$28K - $30.8K
|
1.71K
$518K
|
|
|
Jan 24, 2025
Q4 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-100- 0.92% |
$28K - $30.8K
|
10.8K
$3.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
205New |
$57.4K - $63.1K
|
205
$61.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
1.1KNew |
$308K - $339K
|
1.1K
$332K
|
|
|
Jan 24, 2025
Q4 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-56- 3.55% |
$15.7K - $17.2K
|
1.52K
$460K
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
SELL
|
- |
-163- 9.54% |
$45.7K - $50.2K
|
1.55K
$467K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
714New |
$200K - $220K
|
714
$216K
|
|
|
Jan 23, 2025
Q4 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
200+ 25.91% |
$56K - $61.6K
|
972
$294K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
33New |
$9.24K - $10.2K
|
33
$9.97K
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-400- 9.23% |
$112K - $123K
|
3.93K
$1.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
SELL
|
- |
-282- 3.38% |
$79K - $86.8K
|
8.07K
$2.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
SELL
|
- |
-255- 26.87% |
$71.4K - $78.5K
|
694
$210K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
201KNew |
$56.2M - $61.8M
|
201K
$60.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-180- 7.29% |
$50.4K - $55.4K
|
2.29K
$691K
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
1.09KNew |
$305K - $336K
|
1.09K
$329K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
12+ 0.27% |
$3.36K - $3.7K
|
4.46K
$1.35M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
CALL |
100New |
$28K - $30.8K
|
100
$30.2K
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-10- 0.38% |
$2.8K - $3.08K
|
2.62K
$793K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1+ 0.27% |
$280 - $308
|
377
$114K
|
|
|
Jan 21, 2025
Q4 2024
|
Tran Capital Management, L.P.
|
SELL
|
- |
-1.4K- 26.31% |
$393K - $432K
|
3.93K
$1.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
61+ 8.2% |
$17.1K - $18.8K
|
805
$243K
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-110- 3.29% |
$30.8K - $33.9K
|
3.24K
$978K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
30+ 2.94% |
$8.4K - $9.24K
|
1.05K
$317K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
700New |
$196K - $216K
|
700
$211K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
1.07K+ 42.68% |
$299K - $329K
|
3.57K
$1.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
20New |
$5.6K - $6.16K
|
20
$6.04K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
10+ 3.7% |
$2.8K - $3.08K
|
280
$84.6K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-40- 0.3% |
$11.2K - $12.3K
|
13.3K
$4.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
7.1KNew |
$1.99M - $2.19M
|
7.1K
$2.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-11- 1.14% |
$3.08K - $3.39K
|
955
$289K
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
1.43KNew |
$400K - $440K
|
1.43K
$432K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-847- 9.6% |
$237K - $261K
|
7.97K
$2.41M
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
6+ 0.07% |
$1.68K - $1.85K
|
8.5K
$2.57M
|
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
1KNew |
$280K - $308K
|
1K
$302K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
126New |
$35.3K - $38.8K
|
126
$38.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-544- 19.67% |
$152K - $168K
|
2.22K
$671K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
1.98KNew |
$555K - $610K
|
1.98K
$598K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
SELL
|
- |
-897- 41.68% |
$251K - $276K
|
1.26K
$379K
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
324+ 15.75% |
$90.7K - $99.8K
|
2.38K
$719K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
43New |
$12K - $13.2K
|
43
$13K
|
|
|
Jan 15, 2025
Q4 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-10- 1.18% |
$2.8K - $3.08K
|
839
$253K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
22+ 2.74% |
$6.16K - $6.78K
|
824
$249K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-125- 5.77% |
$35K - $38.5K
|
2.04K
$616K
|