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 |
---|---|---|---|---|---|---|---|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
18+ 0.94% |
$4.19K - $4.61K
|
1.94K
$578K
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
18+ 0.23% |
$4.19K - $4.61K
|
7.9K
$2.36M
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
18+ 1.69% |
$4.19K - $4.61K
|
1.08K
$324K
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
18+ 360.0% |
$4.19K - $4.61K
|
23
$6.87K
|
|
May 15, 2024
Q1 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
18+ 1.76% |
$4.19K - $4.61K
|
1.04K
$311K
|
|
Apr 22, 2024
Q1 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
17+ 0.6% |
$3.95K - $4.35K
|
2.86K
$854K
|
|
Apr 23, 2024
Q1 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
17+ 0.09% |
$3.95K - $4.35K
|
19.7K
$5.9M
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
16+ 0.09% |
$3.72K - $4.09K
|
17K
$5.07M
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
16+ 0.24% |
$3.72K - $4.09K
|
6.78K
$2.03M
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
BUY
|
- |
16+ 0.67% |
$3.72K - $4.09K
|
2.42K
$722K
|
|
May 13, 2024
Q1 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
16+ 0.18% |
$3.72K - $4.09K
|
8.91K
$2.66M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
16+ 0.12% |
$3.72K - $4.09K
|
13K
$3.89M
|
|
May 15, 2024
Q1 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
16+ 1.25% |
$3.72K - $4.09K
|
1.3K
$388K
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
14+ 0.84% |
$3.26K - $3.58K
|
1.69K
$504K
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
14+ 7.0% |
$3.26K - $3.58K
|
214
$63.9K
|
|
May 14, 2024
Q1 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
14+ 1.52% |
$3.26K - $3.58K
|
937
$280K
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
13+ 0.5% |
$3.02K - $3.33K
|
2.61K
$780K
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
13+ 0.17% |
$3.02K - $3.33K
|
7.86K
$2.35M
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
12+ 0.43% |
$2.79K - $3.07K
|
2.8K
$837K
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
12+ 0.38% |
$2.79K - $3.07K
|
3.18K
$949K
|
|
May 02, 2024
Q1 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
12+ 0.51% |
$2.79K - $3.07K
|
2.35K
$701K
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
12+ 0.44% |
$2.79K - $3.07K
|
2.72K
$814K
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
12+ 0.28% |
$2.79K - $3.07K
|
4.24K
$1.27M
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
12+ 0.66% |
$2.79K - $3.07K
|
1.84K
$550K
|
|
Apr 22, 2024
Q1 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
11+ 0.59% |
$2.56K - $2.81K
|
1.88K
$562K
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
11New |
$2.56K - $2.81K
|
11
$3.29K
|
|
Apr 17, 2024
Q1 2024
|
Northstar Group, Inc.
|
BUY
|
- |
10+ 0.06% |
$2.33K - $2.56K
|
15.9K
$4.76M
|
|
Apr 19, 2024
Q1 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
10+ 0.24% |
$2.33K - $2.56K
|
4.13K
$1.23M
|
|
May 06, 2024
Q1 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
10+ 0.63% |
$2.33K - $2.56K
|
1.59K
$475K
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
10+ 0.42% |
$2.33K - $2.56K
|
2.4K
$716K
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
10+ 55.56% |
$2.33K - $2.56K
|
28
$8.37K
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
9+ 0.56% |
$2.09K - $2.3K
|
1.61K
$480K
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
9+ 0.06% |
$2.09K - $2.3K
|
14.5K
$4.33M
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
8+ 0.41% |
$1.86K - $2.05K
|
1.98K
$591K
|
|
Apr 17, 2024
Q1 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
8+ 0.44% |
$1.86K - $2.05K
|
1.83K
$546K
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
8+ 1.38% |
$1.86K - $2.05K
|
586
$175K
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
8+ 0.12% |
$1.86K - $2.05K
|
6.41K
$1.92M
|
|
May 07, 2024
Q1 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
8+ 0.63% |
$1.86K - $2.05K
|
1.28K
$382K
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
8+ 2.18% |
$1.86K - $2.05K
|
375
$112K
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
8+ 0.17% |
$1.86K - $2.05K
|
4.72K
$1.41M
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
8+ 0.11% |
$1.86K - $2.05K
|
6.99K
$2.09M
|
|
Apr 15, 2024
Q1 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
7+ 0.17% |
$1.63K - $1.79K
|
4.24K
$1.27M
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
7+ 0.73% |
$1.63K - $1.79K
|
963
$288K
|
|
Apr 22, 2024
Q1 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
7+ 0.4% |
$1.63K - $1.79K
|
1.78K
$530K
|
|
Apr 30, 2024
Q1 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
7+ 0.52% |
$1.63K - $1.79K
|
1.36K
$407K
|
|
Apr 23, 2024
Q1 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
6+ 0.65% |
$1.4K - $1.54K
|
936
$280K
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
6+ 0.17% |
$1.4K - $1.54K
|
3.54K
$1.06M
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
6+ 20.69% |
$1.4K - $1.54K
|
35
$10.5K
|
|
May 13, 2024
Q1 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
6+ 0.35% |
$1.4K - $1.54K
|
1.71K
$511K
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
6+ 85.71% |
$1.4K - $1.54K
|
13
$3.88K
|