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 16, 2023
Q1 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-5- 0.1% |
$1.07K - $1.23K
|
5.16K
$1.55M
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-6- 0.1% |
$1.28K - $1.47K
|
6.29K
$1.89M
|
|
May 04, 2023
Q1 2023
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-6- 0.42% |
$1.28K - $1.47K
|
1.41K
$424K
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-6- 0.56% |
$1.28K - $1.47K
|
1.06K
$318K
|
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-6- 0.19% |
$1.28K - $1.47K
|
3.22K
$967K
|
|
Jul 31, 2024
Q1 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-6- 0.04% |
$1.28K - $1.47K
|
15.8K
$4.76M
|
|
Apr 11, 2023
Q1 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-7- 0.26% |
$1.49K - $1.72K
|
2.68K
$806K
|
|
Apr 19, 2023
Q1 2023
|
Capital City Trust CO
|
SELL
|
- |
-7- 0.14% |
$1.49K - $1.72K
|
5.11K
$1.54M
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-7- 0.17% |
$1.49K - $1.72K
|
4.16K
$1.25M
|
|
Apr 21, 2023
Q1 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-7- 0.27% |
$1.49K - $1.72K
|
2.63K
$790K
|
|
May 09, 2023
Q1 2023
|
Souders Financial Advisors
|
SELL
|
- |
-7- 0.22% |
$1.49K - $1.72K
|
3.23K
$971K
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-7- 3.61% |
$1.49K - $1.72K
|
187
$56.2K
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-7- 3.48% |
$1.49K - $1.72K
|
194
$58.3K
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-7- 0.27% |
$1.49K - $1.72K
|
2.6K
$783K
|
|
Apr 20, 2023
Q1 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-9- 0.27% |
$1.92K - $2.21K
|
3.31K
$995K
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-9- 0.42% |
$1.92K - $2.21K
|
2.14K
$644K
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-10- 2.35% |
$2.13K - $2.45K
|
416
$125K
|
|
May 10, 2023
Q1 2023
|
Delaney Dennis R
Boston, MA |
SELL
|
- |
-10- 0.04% |
$2.13K - $2.45K
|
24K
$7.21M
|
|
May 10, 2023
Q1 2023
|
Dempze Nancy E
|
SELL
|
- |
-10- 0.05% |
$2.13K - $2.45K
|
18.5K
$5.57M
|
|
May 10, 2023
Q1 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-10- 0.66% |
$2.13K - $2.45K
|
1.51K
$453K
|
|
Nov 13, 2023
Q1 2023
|
Werlinich Asset Management, LLC
Stamford, CT |
SELL
|
- |
-10- 0.08% |
$2.13K - $2.45K
|
11.9K
$3.57M
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-11- 0.21% |
$2.35K - $2.7K
|
5.12K
$1.54M
|
|
May 15, 2023
Q1 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-11- 0.19% |
$2.35K - $2.7K
|
5.83K
$1.75M
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-12- 1.88% |
$2.56K - $2.94K
|
626
$188K
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-12- 0.27% |
$2.56K - $2.94K
|
4.44K
$1.34M
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-12- 36.36% |
$2.56K - $2.94K
|
21
$6.32K
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-13- 1.06% |
$2.77K - $3.19K
|
1.22K
$366K
|
|
May 15, 2023
Q1 2023
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-13- 0.17% |
$2.77K - $3.19K
|
7.45K
$2.24M
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-14- 0.87% |
$2.99K - $3.44K
|
1.6K
$481K
|
|
May 11, 2023
Q1 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-14- 1.32% |
$2.99K - $3.44K
|
1.05K
$315K
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-15- 0.22% |
$3.2K - $3.68K
|
6.87K
$2.07M
|
|
Apr 27, 2023
Q1 2023
|
Baker Chad R
Perrysburg, OH |
SELL
|
- |
-15- 0.04% |
$3.2K - $3.68K
|
41.5K
$12.5M
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-15- 0.97% |
$3.2K - $3.68K
|
1.53K
$461K
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-15- 18.75% |
$3.2K - $3.68K
|
65
$19.5K
|
|
May 12, 2023
Q1 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-15- 0.45% |
$3.2K - $3.68K
|
3.3K
$991K
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-15- 20.27% |
$3.2K - $3.68K
|
59
$17.7K
|
|
Apr 21, 2023
Q1 2023
|
Spring Capital Management, LLC
|
SELL
|
- |
-16- 0.08% |
$3.41K - $3.93K
|
20.4K
$6.13M
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-16- 6.69% |
$3.41K - $3.93K
|
223
$67.1K
|
|
Apr 06, 2023
Q1 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-17- 1.02% |
$3.62K - $4.17K
|
1.66K
$498K
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-18- 1.34% |
$3.84K - $4.42K
|
1.32K
$398K
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-18- 0.55% |
$3.84K - $4.42K
|
3.25K
$978K
|
|
May 15, 2023
Q1 2023
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-18- 1.2% |
$3.84K - $4.42K
|
1.49K
$447K
|
|
May 15, 2023
Q1 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-19- 1.87% |
$4.05K - $4.66K
|
997
$300K
|
|
May 15, 2023
Q1 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-19- 0.49% |
$4.05K - $4.66K
|
3.88K
$1.17M
|
|
Apr 11, 2023
Q1 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-20- 0.15% |
$4.26K - $4.91K
|
13.3K
$3.99M
|
|
May 02, 2023
Q1 2023
|
Abundance Wealth Counselors
|
SELL
|
- |
-20- 1.59% |
$4.26K - $4.91K
|
1.24K
$372K
|
|
May 02, 2023
Q1 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-20- 0.04% |
$4.26K - $4.91K
|
47.6K
$14.3M
|
|
Apr 10, 2023
Q1 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-21- 1.9% |
$4.48K - $5.15K
|
1.08K
$325K
|
|
Apr 19, 2023
Q1 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-21- 1.3% |
$4.48K - $5.15K
|
1.6K
$480K
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-21- 1.97% |
$4.48K - $5.15K
|
1.05K
$315K
|