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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
4.41KNew |
$965K - $1.13M
|
4.41K
$1.33M
|
|
|
Nov 07, 2023
Q3 2023
|
Impax Asset Management Group PLC
|
SELL
|
- |
-103- 1.81% |
$22.5K - $26.3K
|
5.6K
$1.69M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
446KNew |
$97.6M - $114M
|
446K
$135M
|
|
|
Nov 06, 2023
Q3 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-700- 21.24% |
$153K - $179K
|
2.6K
$784K
|
|
|
Nov 06, 2023
Q3 2023
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-224- 19.23% |
$49K - $57.3K
|
941
$284K
|
|
|
Nov 06, 2023
Q3 2023
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
1.63KNew |
$357K - $417K
|
1.63K
$493K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
8New |
$1.75K - $2.05K
|
8
$2.42K
|
|
|
Nov 03, 2023
Q3 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-110- 5.18% |
$24.1K - $28.1K
|
2.01K
$608K
|
|
|
Nov 03, 2023
Q3 2023
|
Daniels&Tansey,Llp
|
SELL
|
- |
-5- 0.45% |
$1.09K - $1.28K
|
1.12K
$337K
|
|
|
Nov 03, 2023
Q3 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
896New |
$196K - $229K
|
896
$271K
|
|
|
Nov 03, 2023
Q3 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-1.94K- 37.22% |
$423K - $495K
|
3.26K
$986K
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-75- 18.75% |
$16.4K - $19.2K
|
325
$98.2K
|
|
|
Nov 02, 2023
Q3 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-200- 17.32% |
$43.7K - $51.2K
|
955
$289K
|
|
|
Nov 01, 2023
Q3 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
1.53KNew |
$334K - $391K
|
1.53K
$462K
|
|
|
Oct 30, 2023
Q3 2023
|
Dock Street Asset Management Inc
|
SELL
|
- |
-256- 19.6% |
$56K - $65.5K
|
1.05K
$317K
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
839New |
$184K - $215K
|
839
$253K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
69+ 43.4% |
$15.1K - $17.6K
|
228
$68.9K
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
80New |
$17.5K - $20.5K
|
80
$24.2K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-374- 1.14% |
$81.8K - $95.7K
|
32.6K
$9.84M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
477+ 2.0% |
$104K - $122K
|
24.3K
$7.34M
|
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
BUY
|
- |
7+ 0.18% |
$1.53K - $1.79K
|
3.86K
$1.17M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
878New |
$192K - $225K
|
878
$265K
|
|
|
Oct 25, 2023
Q3 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
26+ 2.42% |
$5.69K - $6.65K
|
1.1K
$333K
|
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
1.1KNew |
$241K - $281K
|
1.1K
$332K
|
|
|
Oct 24, 2023
Q3 2023
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
900New |
$197K - $230K
|
900
$272K
|
|
|
Oct 23, 2023
Q3 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-495- 7.3% |
$108K - $127K
|
6.29K
$1.9M
|
|
|
Oct 23, 2023
Q3 2023
|
Toews Corp
|
BUY
|
- |
3.2KNew |
$700K - $818K
|
3.2K
$967K
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-2- 0.87% |
$437 - $512
|
229
$69.2K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-140- 50.0% |
$30.6K - $35.8K
|
140
$42.3K
|
|
|
Oct 19, 2023
Q3 2023
|
Retireful, LLC
|
BUY
|
- |
6.14KNew |
$1.34M - $1.57M
|
6.14K
$1.86M
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-914- 3.1% |
$200K - $234K
|
28.6K
$8.64M
|
|
|
Oct 18, 2023
Q3 2023
|
Keudell
|
SELL
|
- |
-7- 0.43% |
$1.53K - $1.79K
|
1.64K
$495K
|
|
|
Oct 17, 2023
Q3 2023
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
974New |
$213K - $249K
|
974
$294K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
186+ 15.49% |
$40.7K - $47.6K
|
1.39K
$419K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-5- 0.31% |
$1.09K - $1.28K
|
1.6K
$483K
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
10.8KNew |
$2.36M - $2.77M
|
10.8K
$3.27M
|
|
|
Oct 11, 2023
Q3 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
8.65K+ 33257.69% |
$1.89M - $2.21M
|
8.67K
$2.62M
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
435New |
$95.1K - $111K
|
435
$131K
|
|
|
Oct 10, 2023
Q3 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
47+ 335.71% |
$10.3K - $12K
|
61
$18.4K
|
|
|
Oct 04, 2023
Q3 2023
|
Bromfield Sneider Wealth Advisors
|
SELL
|
- |
-65- 26.42% |
$14.2K - $16.6K
|
181
$54.7K
|
|
| Q2 2023 | |||||||
|
Apr 09, 2024
Q2 2023
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-46- 1.69% |
$9.61K - $10.2K
|
2.67K
$808K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-28.7K- 53.35% |
$6M - $6.36M
|
25.1K
$7.59M
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
272New |
$56.8K - $60.2K
|
272
$82.2K
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
26.3K+ 247.81% |
$5.5M - $5.83M
|
37K
$11.2M
|
|
|
Aug 23, 2023
Q2 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
1.3KNew |
$272K - $288K
|
1.3K
$393K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
387New |
$80.9K - $85.7K
|
387
$117K
|
|
|
Aug 14, 2023
Q2 2023
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-64- 0.58% |
$13.4K - $14.2K
|
11K
$3.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
6.22K+ 498.08% |
$1.3M - $1.38M
|
7.47K
$2.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
3KNew |
$627K - $664K
|
3K
$906K
|
|
|
Aug 14, 2023
Q2 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
94KNew |
$19.6M - $20.8M
|
94K
$28.4M
|
|