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 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
288New |
$60.6K - $72.1K
|
288
$88K
|
|
|
Jan 26, 2024
Q4 2023
|
Reik & Co., LLC
|
SELL
|
- |
-550- 11.4% |
$116K - $138K
|
4.28K
$1.31M
|
|
|
Jan 24, 2024
Q4 2023
|
Boit C F David
Boston, MA |
BUY
|
- |
1.13K+ 5.29% |
$237K - $281K
|
22.4K
$6.84M
|
|
|
Jan 24, 2024
Q4 2023
|
Reliant Investment Management, LLC
|
BUY
|
- |
9+ 0.9% |
$1.89K - $2.25K
|
1.01K
$308K
|
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
9New |
$1.89K - $2.25K
|
9
$2.75K
|
|
|
Jan 24, 2024
Q4 2023
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-4.2K- 41.07% |
$884K - $1.05M
|
6.03K
$1.84M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-1.66K- 50.3% |
$349K - $415K
|
1.64K
$501K
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-42Closed |
$8.84K - $10.5K
|
0
$0
|
|
|
Jan 19, 2024
Q4 2023
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-3.29K- 80.11% |
$693K - $824K
|
818
$250K
|
|
|
Jan 19, 2024
Q4 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
281+ 11.67% |
$59.1K - $70.3K
|
2.69K
$821K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-8- 0.78% |
$1.68K - $2K
|
1.02K
$312K
|
|
|
Jan 18, 2024
Q4 2023
|
Ocean Capital Management, LLC
|
SELL
|
- |
-110- 4.97% |
$23.1K - $27.5K
|
2.11K
$643K
|
|
|
Jan 18, 2024
Q4 2023
|
Ams Capital Ltda
|
BUY
|
- |
13.9KNew |
$2.92M - $3.47M
|
13.9K
$4.24M
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
743+ 31.62% |
$156K - $186K
|
3.09K
$945K
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
593+ 145.7% |
$125K - $148K
|
1K
$306K
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
3.78KNew |
$795K - $946K
|
3.78K
$1.16M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
PUT |
200New |
$42.1K - $50K
|
200
$61.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
5+ 0.24% |
$1.05K - $1.25K
|
2.12K
$646K
|
|
|
Jan 11, 2024
Q4 2023
|
R.H. Dinel Investment Counsel, Inc.
|
SELL
|
- |
-850- 2.8% |
$179K - $213K
|
29.6K
$9.03M
|
|
|
Jan 11, 2024
Q4 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-100- 50.0% |
$21K - $25K
|
100
$30.6K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-754- 35.84% |
$159K - $189K
|
1.35K
$412K
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-23- 1.14% |
$4.84K - $5.75K
|
2K
$612K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
326+ 3.32% |
$68.6K - $81.6K
|
10.1K
$3.1M
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-1- 0.4% |
$210 - $250
|
250
$76.4K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.2K- 1.19% |
$253K - $301K
|
99.6K
$30.4M
|
|
|
Jan 08, 2024
Q4 2023
|
Curated Wealth Partners LLC
|
BUY
|
- |
78+ 6.57% |
$16.4K - $19.5K
|
1.27K
$386K
|
|
|
Jan 05, 2024
Q4 2023
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-64- 5.33% |
$13.5K - $16K
|
1.14K
$347K
|
|
| Q3 2023 | |||||||
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-42- 4.5% |
$9.19K - $10.7K
|
892
$273K
|
|
|
Nov 27, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-3.43K- 15.85% |
$749K - $876K
|
18.2K
$5.56M
|
|
|
Nov 17, 2023
Q3 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-306- 12.88% |
$66.9K - $78.3K
|
2.07K
$632K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-49- 6.31% |
$10.7K - $12.5K
|
728
$222K
|
|
|
Nov 15, 2023
Q3 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
888New |
$194K - $227K
|
888
$271K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-812- 7.02% |
$178K - $208K
|
10.8K
$3.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-100- 5.67% |
$21.9K - $25.6K
|
1.66K
$508K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$219 - $256
|
8.53K
$2.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
251+ 4.4% |
$54.9K - $64.2K
|
5.95K
$1.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
100New |
$21.9K - $25.6K
|
100
$30.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
513+ 9.54% |
$112K - $131K
|
5.89K
$1.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
124KNew |
$27.2M - $31.8M
|
124K
$38M
|
|
|
Nov 14, 2023
Q3 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
70.7K+ 353.68% |
$15.5M - $18.1M
|
90.7K
$27.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Summit Partners Public Asset Management, LLC
Boston, MA |
BUY
|
PUT |
10KNew |
$2.19M - $2.56M
|
10K
$3.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Ehp Funds Inc.
Toronto, Z4 |
SELL
|
- |
-10.5K- 88.99% |
$2.3M - $2.69M
|
1.3K
$397K
|
|
|
Nov 14, 2023
Q3 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-290- 2.13% |
$63.4K - $74.2K
|
13.3K
$4.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
1.15KNew |
$252K - $294K
|
1.15K
$351K
|
|
|
Nov 14, 2023
Q3 2023
|
Edentree Asset Management LTD
London, X0 |
SELL
|
- |
-2.5K- 83.33% |
$547K - $639K
|
500
$153K
|
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
39New |
$8.53K - $9.97K
|
39
$11.9K
|
|
|
Nov 14, 2023
Q3 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
12+ 1.29% |
$2.62K - $3.07K
|
943
$288K
|
|
|
Nov 14, 2023
Q3 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.67KNew |
$365K - $426K
|
1.67K
$509K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.46K- 1.64% |
$319K - $373K
|
87.6K
$26.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-322- 25.91% |
$70.4K - $82.4K
|
921
$281K
|
|