Purchases and Sales Made in Q1 2023 in Automatic Data Processing Inc (ADP)
This table provides information about the institutional ownership of Automatic Data Processing Inc (ADP) during Q1 2023. The information is specifically focused on institutions that hold shares of AUTOMATIC DATA PROCESSING INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
70+ 1.59% |
$14.9K - $17.2K
|
4.48K
$1.35M
|
|
|
May 09, 2023
Q1 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
69+ 1.07% |
$14.7K - $16.9K
|
6.52K
$1.96M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
68+ 0.67% |
$14.5K - $16.7K
|
10.2K
$3.06M
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
67+ 32.21% |
$14.3K - $16.4K
|
275
$82.7K
|
|
|
Apr 18, 2023
Q1 2023
|
Hudson Capital Management LLC
|
BUY
|
- |
65+ 0.28% |
$13.9K - $15.9K
|
23.4K
$7.05M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
65+ 1.9% |
$13.9K - $15.9K
|
3.48K
$1.05M
|
|
|
Apr 10, 2023
Q1 2023
|
Iam Advisory, LLC
|
BUY
|
- |
64+ 1.9% |
$13.6K - $15.7K
|
3.43K
$1.03M
|
|
|
Apr 19, 2023
Q1 2023
|
Gratus Capital LLC
|
BUY
|
- |
63+ 1.1% |
$13.4K - $15.5K
|
5.8K
$1.75M
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
63+ 1.29% |
$13.4K - $15.5K
|
4.95K
$1.49M
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
62+ 110.71% |
$13.2K - $15.2K
|
118
$35.5K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
62New |
$13.2K - $15.2K
|
62
$18.6K
|
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
62New |
$13.2K - $15.2K
|
62
$18.6K
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
62+ 1.75% |
$13.2K - $15.2K
|
3.6K
$1.08M
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
60+ 1.81% |
$12.8K - $14.7K
|
3.37K
$1.01M
|
|
|
May 04, 2023
Q1 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
60+ 6.12% |
$12.8K - $14.7K
|
1.04K
$313K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
60+ 0.88% |
$12.8K - $14.7K
|
6.84K
$2.06M
|
|
|
May 18, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
60+ 4.09% |
$12.8K - $14.7K
|
1.53K
$459K
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
58+ 1.67% |
$12.4K - $14.2K
|
3.52K
$1.06M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
57+ 1.29% |
$12.2K - $14K
|
4.49K
$1.35M
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
57+ 2.73% |
$12.2K - $14K
|
2.15K
$645K
|
|
|
May 15, 2023
Q1 2023
|
Spears Abacus Advisors LLC
|
BUY
|
- |
57+ 0.5% |
$12.2K - $14K
|
11.4K
$3.43M
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
56New |
$11.9K - $13.7K
|
56
$16.8K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
56+ 22.05% |
$11.9K - $13.7K
|
310
$93.2K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
56+ 8.58% |
$11.9K - $13.7K
|
709
$213K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
54New |
$11.5K - $13.2K
|
54
$16.2K
|
|
|
Apr 26, 2023
Q1 2023
|
Fruth Investment Management
|
BUY
|
- |
53+ 0.19% |
$11.3K - $13K
|
27.7K
$8.32M
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
BUY
|
- |
53+ 0.31% |
$11.3K - $13K
|
17.4K
$5.24M
|
|
|
May 02, 2023
Q1 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
53+ 0.19% |
$11.3K - $13K
|
27.5K
$8.26M
|
|
|
Apr 11, 2023
Q1 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
52+ 2.55% |
$11.1K - $12.8K
|
2.09K
$628K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
52+ 1.43% |
$11.1K - $12.8K
|
3.7K
$1.11M
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
52+ 8.13% |
$11.1K - $12.8K
|
692
$208K
|
|
|
May 03, 2023
Q1 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
51+ 0.3% |
$10.9K - $12.5K
|
16.9K
$5.09M
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
51+ 3.18% |
$10.9K - $12.5K
|
1.66K
$498K
|
|
|
Apr 19, 2023
Q1 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
50+ 1.2% |
$10.7K - $12.3K
|
4.21K
$1.26M
|
|
|
Apr 28, 2023
Q1 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
50+ 16.67% |
$10.7K - $12.3K
|
350
$105K
|
|
|
May 09, 2023
Q1 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
50+ 2.17% |
$10.7K - $12.3K
|
2.35K
$707K
|
|
|
May 12, 2023
Q1 2023
|
Credit Agricole S A
|
BUY
|
- |
50+ 18.32% |
$10.7K - $12.3K
|
323
$97.1K
|
|
|
May 15, 2023
Q1 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
50+ 1.63% |
$10.7K - $12.3K
|
3.13K
$940K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
48+ 1.7% |
$10.2K - $11.8K
|
2.88K
$865K
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
48+ 0.04% |
$10.2K - $11.8K
|
113K
$34.1M
|
|
|
Apr 13, 2023
Q1 2023
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
47+ 1.99% |
$10K - $11.5K
|
2.41K
$725K
|
|
|
Apr 17, 2023
Q1 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
46+ 1.11% |
$9.81K - $11.3K
|
4.18K
$1.26M
|
|
|
May 05, 2023
Q1 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
45+ 3.24% |
$9.59K - $11K
|
1.44K
$432K
|
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
44+ 1.08% |
$9.38K - $10.8K
|
4.13K
$1.24M
|
|
|
May 12, 2023
Q1 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
44+ 2.1% |
$9.38K - $10.8K
|
2.14K
$642K
|
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
44+ 0.96% |
$9.38K - $10.8K
|
4.62K
$1.39M
|
|
|
Apr 21, 2023
Q1 2023
|
Eads & Heald Wealth Management
|
BUY
|
- |
42+ 0.4% |
$8.96K - $10.3K
|
10.6K
$3.17M
|
|
|
May 12, 2023
Q1 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
42+ 4.45% |
$8.96K - $10.3K
|
985
$296K
|
|
|
May 02, 2023
Q1 2023
|
Heritage Investment Group, Inc.
|
BUY
|
- |
41+ 1.9% |
$8.74K - $10.1K
|
2.2K
$662K
|
|
|
Apr 20, 2023
Q1 2023
|
Well Done, LLC
|
BUY
|
- |
40+ 2.55% |
$8.53K - $9.81K
|
1.61K
$483K
|