Purchases and Sales Made in Q1 2025 in Automatic Data Processing Inc (ADP)
This table provides information about the institutional ownership of Automatic Data Processing Inc (ADP) during Q1 2025. 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 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
96New |
$27.5K - $30.6K
|
96
$29K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
94+ 1.58% |
$27K - $30K
|
6.03K
$1.82M
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
93+ 8.35% |
$26.7K - $29.6K
|
1.21K
$365K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
92+ 1.19% |
$26.4K - $29.3K
|
7.82K
$2.36M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
91+ 2.8% |
$26.1K - $29K
|
3.34K
$1.01M
|
|
|
Apr 04, 2025
Q1 2025
|
Exeter Financial, LLC
|
BUY
|
- |
90+ 0.66% |
$25.8K - $28.7K
|
13.7K
$4.14M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
90+ 3.03% |
$25.8K - $28.7K
|
3.06K
$926K
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
BUY
|
- |
90+ 7.3% |
$25.8K - $28.7K
|
1.32K
$400K
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
BUY
|
- |
90+ 3.8% |
$25.8K - $28.7K
|
2.46K
$742K
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
89+ 10.51% |
$25.5K - $28.4K
|
936
$283K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
88+ 3.59% |
$25.2K - $28K
|
2.54K
$766K
|
|
|
May 01, 2025
Q1 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
88+ 9.61% |
$25.2K - $28K
|
1K
$303K
|
|
|
May 08, 2025
Q1 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
88+ 8.33% |
$25.2K - $28K
|
1.15K
$346K
|
|
|
May 09, 2025
Q1 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
88+ 57.14% |
$25.2K - $28K
|
242
$73.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
86+ 6.46% |
$24.7K - $27.4K
|
1.42K
$428K
|
|
|
Apr 17, 2025
Q1 2025
|
Claris Advisors, LLC
|
BUY
|
- |
84+ 8.05% |
$24.1K - $26.8K
|
1.13K
$340K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
84+ 3.95% |
$24.1K - $26.8K
|
2.21K
$668K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
84+ 5.63% |
$24.1K - $26.8K
|
1.58K
$476K
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
83+ 5.25% |
$23.8K - $26.4K
|
1.66K
$503K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
83+ 5.63% |
$23.8K - $26.4K
|
1.56K
$470K
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
81+ 0.67% |
$23.2K - $25.8K
|
12.3K
$3.7M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
81+ 5.28% |
$23.2K - $25.8K
|
1.62K
$488K
|
|
|
Apr 17, 2025
Q1 2025
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
79+ 0.93% |
$22.7K - $25.2K
|
8.56K
$2.59M
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
78+ 4.73% |
$22.4K - $24.9K
|
1.73K
$522K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
78+ 2600.0% |
$22.4K - $24.9K
|
81
$24.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
76+ 1.33% |
$21.8K - $24.2K
|
5.81K
$1.76M
|
|
|
May 01, 2025
Q1 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
75+ 5.17% |
$21.5K - $23.9K
|
1.53K
$461K
|
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
75+ 20.6% |
$21.5K - $23.9K
|
439
$133K
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
75+ 4.63% |
$21.5K - $23.9K
|
1.7K
$512K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
75New |
$21.5K - $23.9K
|
75
$22.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
74+ 7.55% |
$21.2K - $23.6K
|
1.05K
$318K
|
|
|
Apr 23, 2025
Q1 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
74+ 0.41% |
$21.2K - $23.6K
|
18.1K
$5.47M
|
|
|
Apr 29, 2025
Q1 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
73+ 3.99% |
$20.9K - $23.3K
|
1.9K
$575K
|
|
|
May 07, 2025
Q1 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
73+ 0.64% |
$20.9K - $23.3K
|
11.5K
$3.49M
|
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
71+ 3.53% |
$20.4K - $22.6K
|
2.08K
$629K
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
69+ 7.06% |
$19.8K - $22K
|
1.05K
$316K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
68+ 0.69% |
$19.5K - $21.7K
|
9.99K
$3.02M
|
|
|
Apr 22, 2025
Q1 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
68+ 0.48% |
$19.5K - $21.7K
|
14.3K
$4.32M
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
68+ 4.91% |
$19.5K - $21.7K
|
1.45K
$439K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
68New |
$19.5K - $21.7K
|
68
$20.5K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
66+ 0.65% |
$18.9K - $21K
|
10.3K
$3.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
64+ 4.68% |
$18.4K - $20.4K
|
1.43K
$433K
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
61+ 5.62% |
$17.5K - $19.4K
|
1.15K
$347K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
61+ 4.39% |
$17.5K - $19.4K
|
1.45K
$438K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
61+ 25.96% |
$17.5K - $19.4K
|
296
$89.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
60+ 0.39% |
$17.2K - $19.1K
|
15.5K
$4.67M
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
58+ 0.36% |
$16.6K - $18.5K
|
16.1K
$4.85M
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
58+ 4.15% |
$16.6K - $18.5K
|
1.45K
$439K
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
57+ 3.19% |
$16.4K - $18.2K
|
1.85K
$557K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
56+ 0.22% |
$16.1K - $17.8K
|
26K
$7.84M
|