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 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-754- 35.84% |
$159K - $189K
|
1.35K
$408K
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-23- 1.14% |
$4.84K - $5.75K
|
2K
$605K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
326+ 3.32% |
$68.6K - $81.6K
|
10.1K
$3.06M
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-1- 0.4% |
$210 - $250
|
250
$75.5K
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.2K- 1.19% |
$253K - $301K
|
99.6K
$30.1M
|
|
Jan 08, 2024
Q4 2023
|
Curated Wealth Partners LLC
|
BUY
|
- |
78+ 6.57% |
$16.4K - $19.5K
|
1.27K
$382K
|
|
Jan 05, 2024
Q4 2023
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-64- 5.33% |
$13.5K - $16K
|
1.14K
$343K
|
|
Q3 2023 | |||||||
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-42- 4.5% |
$9.19K - $10.7K
|
892
$269K
|
|
Nov 17, 2023
Q3 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-306- 12.88% |
$66.9K - $78.3K
|
2.07K
$625K
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-49- 6.31% |
$10.7K - $12.5K
|
728
$220K
|
|
Nov 15, 2023
Q3 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
888New |
$194K - $227K
|
888
$268K
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-812- 7.02% |
$178K - $208K
|
10.8K
$3.25M
|
|
Nov 14, 2023
Q3 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-100- 5.67% |
$21.9K - $25.6K
|
1.66K
$503K
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$219 - $256
|
8.53K
$2.58M
|
|
Nov 14, 2023
Q3 2023
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
251+ 4.4% |
$54.9K - $64.2K
|
5.95K
$1.8M
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
513+ 9.54% |
$112K - $131K
|
5.89K
$1.78M
|
|
Nov 14, 2023
Q3 2023
|
Summit Partners Public Asset Management, LLC
Boston, MA |
BUY
|
PUT |
10KNew |
$2.19M - $2.56M
|
10K
$3.02M
|
|
Nov 14, 2023
Q3 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-290- 2.13% |
$63.4K - $74.2K
|
13.3K
$4.02M
|
|
Nov 14, 2023
Q3 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
1.15KNew |
$252K - $294K
|
1.15K
$347K
|
|
Nov 14, 2023
Q3 2023
|
Edentree Asset Management LTD
London, X0 |
SELL
|
- |
-2.5K- 83.33% |
$547K - $639K
|
500
$151K
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
39New |
$8.53K - $9.97K
|
39
$11.8K
|
|
Nov 14, 2023
Q3 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
12+ 1.29% |
$2.62K - $3.07K
|
943
$285K
|
|
Nov 14, 2023
Q3 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.67KNew |
$365K - $426K
|
1.67K
$504K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.46K- 1.64% |
$319K - $373K
|
87.6K
$26.5M
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-322- 25.91% |
$70.4K - $82.4K
|
921
$278K
|
|
Nov 13, 2023
Q3 2023
|
Himension Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
2.61KNew |
$571K - $667K
|
2.61K
$788K
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
24.2KNew |
$5.3M - $6.2M
|
24.2K
$7.32M
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
881+ 21.37% |
$193K - $225K
|
5K
$1.51M
|
|
Nov 13, 2023
Q3 2023
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-100- 5.51% |
$21.9K - $25.6K
|
1.72K
$518K
|
|
Nov 13, 2023
Q3 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
20.1K+ 2178.27% |
$4.41M - $5.15M
|
21.1K
$6.37M
|
|
Nov 13, 2023
Q3 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-131- 7.08% |
$28.7K - $33.5K
|
1.72K
$519K
|
|
Nov 13, 2023
Q3 2023
|
Hilton Capital Management, LLC
|
SELL
|
- |
-47- 4.21% |
$10.3K - $12K
|
1.07K
$323K
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-3.03K- 73.94% |
$663K - $775K
|
1.07K
$323K
|
|
Nov 13, 2023
Q3 2023
|
Lowell Blake & Associates Inc.
Boston, MA |
BUY
|
- |
1.07KNew |
$234K - $274K
|
1.07K
$323K
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-370- 13.78% |
$80.9K - $94.6K
|
2.32K
$700K
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
4.32KNew |
$945K - $1.11M
|
4.32K
$1.31M
|
|
Nov 13, 2023
Q3 2023
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
5.46KNew |
$1.19M - $1.4M
|
5.46K
$1.65M
|
|
Nov 13, 2023
Q3 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-60- 32.43% |
$13.1K - $15.3K
|
125
$37.8K
|
|
Nov 13, 2023
Q3 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
1.24KNew |
$271K - $317K
|
1.24K
$375K
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
160+ 3.38% |
$35K - $40.9K
|
4.89K
$1.48M
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-10Closed |
$2.19K - $2.56K
|
0
$0
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
42New |
$9.19K - $10.7K
|
42
$12.7K
|
|
Nov 13, 2023
Q3 2023
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-128- 12.74% |
$28K - $32.7K
|
877
$265K
|
|
Nov 13, 2023
Q3 2023
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
14.3KNew |
$3.12M - $3.64M
|
14.3K
$4.31M
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
6.09K+ 315.42% |
$1.33M - $1.56M
|
8.03K
$2.42M
|
|
Nov 09, 2023
Q3 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-300- 5.24% |
$65.6K - $76.7K
|
5.43K
$1.64M
|
|
Nov 09, 2023
Q3 2023
|
Rollins Financial
|
BUY
|
- |
2.96KNew |
$647K - $757K
|
2.96K
$894K
|
|
Nov 09, 2023
Q3 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
360+ 50.07% |
$78.7K - $92.1K
|
1.08K
$326K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
21+ 0.19% |
$4.59K - $5.37K
|
11K
$3.33M
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
3.82KNew |
$836K - $977K
|
3.82K
$1.15M
|