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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
39+ 2.76% |
$8.32K - $9.57K
|
1.45K
$436K
|
|
|
Apr 24, 2023
Q1 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
39+ 0.81% |
$8.32K - $9.57K
|
4.87K
$1.47M
|
|
|
May 08, 2023
Q1 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
38+ 0.67% |
$8.1K - $9.32K
|
5.74K
$1.73M
|
|
|
Apr 25, 2023
Q1 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
37+ 0.26% |
$7.89K - $9.08K
|
14.4K
$4.33M
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
37+ 17.21% |
$7.89K - $9.08K
|
252
$75.8K
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
37+ 1.69% |
$7.89K - $9.08K
|
2.23K
$669K
|
|
|
Apr 17, 2023
Q1 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
36+ 0.27% |
$7.68K - $8.83K
|
13.4K
$4.03M
|
|
|
Apr 27, 2023
Q1 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
35+ 1.41% |
$7.46K - $8.59K
|
2.52K
$756K
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
34+ 0.06% |
$7.25K - $8.34K
|
59.3K
$17.8M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
34+ 3.87% |
$7.25K - $8.34K
|
912
$274K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
34+ 1.51% |
$7.25K - $8.34K
|
2.28K
$686K
|
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
33+ 1.04% |
$7.04K - $8.1K
|
3.19K
$961K
|
|
|
Dec 14, 2023
Q1 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
33+ 10.03% |
$7.04K - $8.1K
|
362
$109K
|
|
|
Apr 07, 2023
Q1 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
32+ 0.2% |
$6.82K - $7.85K
|
16.3K
$4.89M
|
|
|
May 03, 2023
Q1 2023
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
32+ 0.92% |
$6.82K - $7.85K
|
3.51K
$1.06M
|
|
|
May 15, 2023
Q1 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
32+ 1.81% |
$6.82K - $7.85K
|
1.8K
$543K
|
|
|
Apr 10, 2023
Q1 2023
|
Thomasville National Bank
|
BUY
|
- |
31+ 2.16% |
$6.61K - $7.61K
|
1.47K
$441K
|
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
30+ 1.96% |
$6.4K - $7.36K
|
1.56K
$468K
|
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
30+ 0.41% |
$6.4K - $7.36K
|
7.29K
$2.19M
|
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
BUY
|
- |
29+ 2.48% |
$6.18K - $7.12K
|
1.2K
$361K
|
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
BUY
|
- |
29+ 3.07% |
$6.18K - $7.12K
|
975
$293K
|
|
|
May 11, 2023
Q1 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
29New |
$6.18K - $7.12K
|
29
$8.72K
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
29+ 223.08% |
$6.18K - $7.12K
|
42
$12.6K
|
|
|
Apr 24, 2023
Q1 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
28+ 1.25% |
$5.97K - $6.87K
|
2.27K
$683K
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
28+ 0.67% |
$5.97K - $6.87K
|
4.21K
$1.27M
|
|
|
May 11, 2023
Q1 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
28+ 0.54% |
$5.97K - $6.87K
|
5.24K
$1.58M
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
27+ 0.14% |
$5.76K - $6.62K
|
19.8K
$5.95M
|
|
|
Apr 25, 2023
Q1 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
27+ 1.67% |
$5.76K - $6.62K
|
1.64K
$494K
|
|
|
Apr 25, 2023
Q1 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
27+ 0.04% |
$5.76K - $6.62K
|
69.4K
$20.9M
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
27+ 0.2% |
$5.76K - $6.62K
|
13.3K
$4.01M
|
|
|
May 04, 2023
Q1 2023
|
Patron Partners, LLC
|
BUY
|
- |
27+ 0.93% |
$5.76K - $6.62K
|
2.92K
$878K
|
|
|
May 10, 2023
Q1 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
26+ 0.05% |
$5.54K - $6.38K
|
55.8K
$16.8M
|
|
|
Apr 17, 2023
Q1 2023
|
Burns J W & CO Inc
|
BUY
|
- |
25+ 0.66% |
$5.33K - $6.13K
|
3.84K
$1.16M
|
|
|
Apr 21, 2023
Q1 2023
|
West Oak Capital, LLC
|
BUY
|
- |
25+ 0.15% |
$5.33K - $6.13K
|
16.7K
$5.02M
|
|
|
May 04, 2023
Q1 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
25+ 0.46% |
$5.33K - $6.13K
|
5.48K
$1.65M
|
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
24+ 2.73% |
$5.12K - $5.89K
|
904
$272K
|
|
|
Apr 26, 2023
Q1 2023
|
Bull Street Advisors, LLC
|
BUY
|
- |
24+ 0.17% |
$5.12K - $5.89K
|
13.8K
$4.15M
|
|
|
Apr 28, 2023
Q1 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
24+ 2.08% |
$5.12K - $5.89K
|
1.18K
$354K
|
|
|
May 08, 2023
Q1 2023
|
Camden National Bank
Camden, ME |
BUY
|
- |
24+ 1.8% |
$5.12K - $5.89K
|
1.36K
$408K
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
23+ 0.36% |
$4.9K - $5.64K
|
6.34K
$1.91M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
23+ 0.18% |
$4.9K - $5.64K
|
13K
$3.92M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
23+ 3.67% |
$4.9K - $5.64K
|
650
$195K
|
|
|
Apr 26, 2023
Q1 2023
|
Cubic Asset Management, LLC
|
BUY
|
- |
22+ 1.56% |
$4.69K - $5.4K
|
1.43K
$430K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
21New |
$4.48K - $5.15K
|
21
$6.32K
|
|
|
Apr 06, 2023
Q1 2023
|
Veracity Capital LLC
|
BUY
|
- |
20+ 1.47% |
$4.26K - $4.91K
|
1.38K
$416K
|
|
|
Apr 20, 2023
Q1 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
19+ 1.66% |
$4.05K - $4.66K
|
1.17K
$351K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
19+ 0.32% |
$4.05K - $4.66K
|
5.98K
$1.8M
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
18+ 3.14% |
$3.84K - $4.42K
|
592
$178K
|
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
18+ 0.21% |
$3.84K - $4.42K
|
8.48K
$2.55M
|
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
BUY
|
- |
15+ 0.39% |
$3.2K - $3.68K
|
3.86K
$1.16M
|