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 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
46+ 2.99% |
$10.7K - $11.8K
|
1.58K
$478K
|
|
|
May 02, 2024
Q1 2024
|
Patron Partners, LLC
|
BUY
|
- |
44+ 1.64% |
$10.2K - $11.3K
|
2.73K
$826K
|
|
|
May 14, 2024
Q1 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
44+ 2.04% |
$10.2K - $11.3K
|
2.2K
$664K
|
|
|
Apr 15, 2024
Q1 2024
|
Papp L Roy & Associates
|
BUY
|
- |
43+ 0.45% |
$10K - $11K
|
9.56K
$2.89M
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
43+ 0.78% |
$10K - $11K
|
5.58K
$1.69M
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
40+ 14.93% |
$9.3K - $10.2K
|
308
$93.1K
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
39+ 1.64% |
$9.07K - $9.98K
|
2.42K
$731K
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
39+ 3.81% |
$9.07K - $9.98K
|
1.06K
$321K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
39+ 2.42% |
$9.07K - $9.98K
|
1.65K
$499K
|
|
|
Apr 22, 2024
Q1 2024
|
Signature Wealth Management Group
|
BUY
|
- |
39+ 2.82% |
$9.07K - $9.98K
|
1.42K
$430K
|
|
|
May 15, 2024
Q1 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
39+ 3.86% |
$9.07K - $9.98K
|
1.05K
$317K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
38+ 0.91% |
$8.84K - $9.72K
|
4.19K
$1.27M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
38+ 0.55% |
$8.84K - $9.72K
|
6.94K
$2.1M
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
37+ 0.34% |
$8.6K - $9.47K
|
11.1K
$3.34M
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
37+ 0.7% |
$8.6K - $9.47K
|
5.29K
$1.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
36+ 0.57% |
$8.37K - $9.21K
|
6.33K
$1.91M
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
36New |
$8.37K - $9.21K
|
36
$10.9K
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
35+ 2.55% |
$8.14K - $8.96K
|
1.41K
$426K
|
|
|
May 06, 2024
Q1 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
35+ 0.42% |
$8.14K - $8.96K
|
8.47K
$2.56M
|
|
|
May 13, 2024
Q1 2024
|
Dempze Nancy E
|
BUY
|
- |
35+ 0.2% |
$8.14K - $8.96K
|
17.8K
$5.37M
|
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
34+ 12.19% |
$7.91K - $8.7K
|
313
$94.6K
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
33+ 3.56% |
$7.67K - $8.44K
|
960
$290K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
33+ 5.9% |
$7.67K - $8.44K
|
592
$179K
|
|
|
May 08, 2024
Q1 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
33+ 3.93% |
$7.67K - $8.44K
|
873
$264K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
33+ 0.56% |
$7.67K - $8.44K
|
5.92K
$1.79M
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
33New |
$7.67K - $8.44K
|
33
$9.97K
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
BUY
|
- |
30+ 1.52% |
$6.98K - $7.68K
|
2.01K
$607K
|
|
|
Apr 19, 2024
Q1 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
30+ 3.4% |
$6.98K - $7.68K
|
913
$276K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
30+ 0.73% |
$6.98K - $7.68K
|
4.13K
$1.25M
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
29+ 1.84% |
$6.74K - $7.42K
|
1.61K
$485K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
29+ 1.04% |
$6.74K - $7.42K
|
2.81K
$849K
|
|
|
Apr 15, 2024
Q1 2024
|
Iam Advisory, LLC
|
BUY
|
- |
28+ 0.76% |
$6.51K - $7.16K
|
3.72K
$1.12M
|
|
|
Apr 18, 2024
Q1 2024
|
Mcrae Capital Management Inc
|
BUY
|
- |
28+ 1.31% |
$6.51K - $7.16K
|
2.17K
$655K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
28+ 1.17% |
$6.51K - $7.16K
|
2.41K
$729K
|
|
|
May 15, 2024
Q1 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
28+ 0.19% |
$6.51K - $7.16K
|
14.9K
$4.49M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
27+ 5.56% |
$6.28K - $6.91K
|
513
$155K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
27+ 0.18% |
$6.28K - $6.91K
|
15.1K
$4.57M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
26+ 0.22% |
$6.05K - $6.65K
|
11.7K
$3.55M
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
26+ 0.64% |
$6.05K - $6.65K
|
4.09K
$1.23M
|
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
BUY
|
- |
25+ 0.92% |
$5.81K - $6.4K
|
2.76K
$833K
|
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
25+ 312.5% |
$5.81K - $6.4K
|
33
$9.97K
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
25+ 1.18% |
$5.81K - $6.4K
|
2.14K
$645K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
25+ 0.34% |
$5.81K - $6.4K
|
7.27K
$2.2M
|
|
|
May 08, 2024
Q1 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
25+ 2.22% |
$5.81K - $6.4K
|
1.15K
$348K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
24+ 1.39% |
$5.58K - $6.14K
|
1.75K
$529K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
24New |
$5.58K - $6.14K
|
24
$7.25K
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
BUY
|
- |
23+ 255.56% |
$5.35K - $5.89K
|
32
$9.67K
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
23+ 1.28% |
$5.35K - $5.89K
|
1.82K
$550K
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
23+ 1.23% |
$5.35K - $5.89K
|
1.9K
$574K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
22+ 0.17% |
$5.12K - $5.63K
|
13.2K
$3.98M
|