Purchases and Sales Made in Q1 2024 in Automatic Data Processing Inc (ADP)
This table provides information about the institutional ownership of Automatic Data Processing Inc (ADP) during Q1 2024. 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 09, 2024
Q1 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
64+ 0.5% |
$14.9K - $16.4K
|
12.7K
$3.81M
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
63+ 3.1% |
$14.6K - $16.1K
|
2.1K
$626K
|
|
|
May 15, 2024
Q1 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
63+ 5.56% |
$14.6K - $16.1K
|
1.2K
$357K
|
|
|
Apr 29, 2024
Q1 2024
|
Ghe, LLC
|
BUY
|
- |
61+ 0.35% |
$14.2K - $15.6K
|
17.4K
$5.19M
|
|
|
May 14, 2024
Q1 2024
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
61+ 0.31% |
$14.2K - $15.6K
|
20K
$5.96M
|
|
|
Apr 10, 2024
Q1 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
60+ 1.92% |
$14K - $15.4K
|
3.18K
$950K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
60+ 2.42% |
$14K - $15.4K
|
2.54K
$760K
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
BUY
|
- |
60+ 1.09% |
$14K - $15.4K
|
5.58K
$1.67M
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
BUY
|
- |
60+ 5.92% |
$14K - $15.4K
|
1.07K
$321K
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
59+ 3.36% |
$13.7K - $15.1K
|
1.82K
$543K
|
|
|
May 15, 2024
Q1 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
58+ 3.5% |
$13.5K - $14.8K
|
1.72K
$513K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
56+ 14.4% |
$13K - $14.3K
|
445
$133K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
55+ 4.36% |
$12.8K - $14.1K
|
1.32K
$393K
|
|
|
May 08, 2024
Q1 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
55New |
$12.8K - $14.1K
|
55
$16.4K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
55+ 61.11% |
$12.8K - $14.1K
|
145
$43.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
54+ 3.95% |
$12.6K - $13.8K
|
1.42K
$424K
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
54+ 1.99% |
$12.6K - $13.8K
|
2.77K
$829K
|
|
|
Apr 09, 2024
Q1 2024
|
Farmers Trust CO
|
BUY
|
- |
53+ 2.74% |
$12.3K - $13.6K
|
1.99K
$594K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
53+ 1.87% |
$12.3K - $13.6K
|
2.88K
$861K
|
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
53+ 0.28% |
$12.3K - $13.6K
|
19.1K
$5.7M
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
52+ 0.36% |
$12.1K - $13.3K
|
14.4K
$4.29M
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
51+ 17.0% |
$11.9K - $13K
|
351
$105K
|
|
|
May 03, 2024
Q1 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
51+ 0.97% |
$11.9K - $13K
|
5.28K
$1.58M
|
|
|
Apr 15, 2024
Q1 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
50+ 3.34% |
$11.6K - $12.8K
|
1.55K
$462K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
50New |
$11.6K - $12.8K
|
50
$14.9K
|
|
|
May 10, 2024
Q1 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
50+ 2.02% |
$11.6K - $12.8K
|
2.52K
$753K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
50+ 1.8% |
$11.6K - $12.8K
|
2.83K
$844K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
50+ 11.74% |
$11.6K - $12.8K
|
476
$142K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
49+ 10.04% |
$11.4K - $12.5K
|
537
$160K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
49+ 10.36% |
$11.4K - $12.5K
|
522
$156K
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
48+ 5.33% |
$11.2K - $12.3K
|
949
$284K
|
|
|
Apr 25, 2024
Q1 2024
|
Members Trust CO
|
BUY
|
- |
48+ 2.64% |
$11.2K - $12.3K
|
1.87K
$558K
|
|
|
Apr 23, 2024
Q1 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
47+ 4.83% |
$10.9K - $12K
|
1.02K
$305K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
46+ 2.09% |
$10.7K - $11.8K
|
2.25K
$671K
|
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
46+ 1.98% |
$10.7K - $11.8K
|
2.37K
$707K
|
|
|
Apr 30, 2024
Q1 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
46+ 3.95% |
$10.7K - $11.8K
|
1.21K
$362K
|
|
|
May 08, 2024
Q1 2024
|
Marco Investment Management LLC
|
BUY
|
- |
46+ 3.27% |
$10.7K - $11.8K
|
1.45K
$434K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
46+ 0.22% |
$10.7K - $11.8K
|
21.3K
$6.37M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
46+ 2.99% |
$10.7K - $11.8K
|
1.58K
$473K
|
|
|
May 02, 2024
Q1 2024
|
Patron Partners, LLC
|
BUY
|
- |
44+ 1.64% |
$10.2K - $11.3K
|
2.73K
$816K
|
|
|
May 14, 2024
Q1 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
44+ 2.04% |
$10.2K - $11.3K
|
2.2K
$656K
|
|
|
Apr 15, 2024
Q1 2024
|
Papp L Roy & Associates
|
BUY
|
- |
43+ 0.45% |
$10K - $11K
|
9.56K
$2.86M
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
43+ 0.78% |
$10K - $11K
|
5.58K
$1.67M
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
40+ 14.93% |
$9.3K - $10.2K
|
308
$92K
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
39+ 1.64% |
$9.07K - $9.98K
|
2.42K
$722K
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
39+ 3.81% |
$9.07K - $9.98K
|
1.06K
$317K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
39+ 2.42% |
$9.07K - $9.98K
|
1.65K
$493K
|
|
|
Apr 22, 2024
Q1 2024
|
Signature Wealth Management Group
|
BUY
|
- |
39+ 2.82% |
$9.07K - $9.98K
|
1.42K
$425K
|
|
|
May 15, 2024
Q1 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
39+ 3.86% |
$9.07K - $9.98K
|
1.05K
$314K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
38+ 0.91% |
$8.84K - $9.72K
|
4.19K
$1.25M
|