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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
1.6KNew |
$337K - $400K
|
1.6K
$483K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
82New |
$17.3K - $20.5K
|
82
$24.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
234+ 23.88% |
$49.2K - $58.5K
|
1.21K
$367K
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-100- 71.94% |
$21K - $25K
|
39
$11.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
20+ 10.0% |
$4.21K - $5K
|
220
$66.5K
|
|
|
Feb 09, 2024
Q4 2023
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.73K+ 163.91% |
$784K - $933K
|
6K
$1.81M
|
|
|
Feb 09, 2024
Q4 2023
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-2- 0.2% |
$421 - $500
|
997
$301K
|
|
|
Feb 09, 2024
Q4 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-777- 13.35% |
$163K - $194K
|
5.05K
$1.52M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
7+ 1.07% |
$1.47K - $1.75K
|
662
$200K
|
|
|
Feb 08, 2024
Q4 2023
|
Pacific Global Investment Management CO
|
BUY
|
- |
96+ 4.64% |
$20.2K - $24K
|
2.17K
$654K
|
|
|
Feb 08, 2024
Q4 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-12- 1.31% |
$2.52K - $3K
|
901
$272K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
122+ 0.7% |
$25.7K - $30.5K
|
17.5K
$5.28M
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
19+ 17.59% |
$4K - $4.75K
|
127
$38.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-261- 3.34% |
$54.9K - $65.3K
|
7.56K
$2.28M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
1.22K+ 20266.67% |
$256K - $304K
|
1.22K
$369K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
669New |
$141K - $167K
|
669
$202K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
7New |
$1.47K - $1.75K
|
7
$2.11K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
450New |
$94.7K - $113K
|
450
$136K
|
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-5- 0.47% |
$1.05K - $1.25K
|
1.05K
$318K
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-4.4K- 4.79% |
$926K - $1.1M
|
87.5K
$26.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Wedgewood Investors Inc
|
SELL
|
- |
-50- 5.04% |
$10.5K - $12.5K
|
943
$285K
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
987New |
$208K - $247K
|
987
$298K
|
|
|
Feb 02, 2024
Q4 2023
|
Sycomore Asset Management
|
BUY
|
- |
719+ 12.83% |
$151K - $180K
|
6.33K
$1.91M
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
192+ 3.98% |
$40.4K - $48K
|
5.02K
$1.52M
|
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
BUY
|
- |
1.82KNew |
$383K - $455K
|
1.82K
$550K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
176New |
$37K - $44K
|
176
$53.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
6.5KNew |
$1.37M - $1.62M
|
6.5K
$1.96M
|
|
|
Feb 01, 2024
Q4 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-100- 1.74% |
$21K - $25K
|
5.66K
$1.71M
|
|
|
Feb 01, 2024
Q4 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
745+ 9.05% |
$157K - $186K
|
8.98K
$2.71M
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1New |
$210 - $250
|
1
$302
|
|
|
Jan 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
SELL
|
- |
-464- 21.32% |
$97.6K - $116K
|
1.71K
$517K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
93+ 4.33% |
$19.6K - $23.3K
|
2.24K
$676K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
873+ 5.22% |
$184K - $218K
|
17.6K
$5.32M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
108+ 5.93% |
$22.7K - $27K
|
1.93K
$583K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
288New |
$60.6K - $72.1K
|
288
$87K
|
|
|
Jan 24, 2024
Q4 2023
|
Boit C F David
Boston, MA |
BUY
|
- |
1.13K+ 5.29% |
$237K - $281K
|
22.4K
$6.77M
|
|
|
Jan 24, 2024
Q4 2023
|
Reliant Investment Management, LLC
|
BUY
|
- |
9+ 0.9% |
$1.89K - $2.25K
|
1.01K
$305K
|
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
9New |
$1.89K - $2.25K
|
9
$2.72K
|
|
|
Jan 24, 2024
Q4 2023
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-4.2K- 41.07% |
$884K - $1.05M
|
6.03K
$1.82M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-1.66K- 50.3% |
$349K - $415K
|
1.64K
$495K
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-42Closed |
$8.84K - $10.5K
|
0
$0
|
|
|
Jan 19, 2024
Q4 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
281+ 11.67% |
$59.1K - $70.3K
|
2.69K
$812K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-8- 0.78% |
$1.68K - $2K
|
1.02K
$309K
|
|
|
Jan 18, 2024
Q4 2023
|
Ocean Capital Management, LLC
|
SELL
|
- |
-110- 4.97% |
$23.1K - $27.5K
|
2.11K
$636K
|
|
|
Jan 18, 2024
Q4 2023
|
Ams Capital Ltda
|
BUY
|
- |
13.9KNew |
$2.92M - $3.47M
|
13.9K
$4.2M
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
743+ 31.62% |
$156K - $186K
|
3.09K
$934K
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
3.78KNew |
$795K - $946K
|
3.78K
$1.14M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
PUT |
200New |
$42.1K - $50K
|
200
$60.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
5+ 0.24% |
$1.05K - $1.25K
|
2.12K
$639K
|
|
|
Jan 11, 2024
Q4 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-100- 50.0% |
$21K - $25K
|
100
$30.2K
|