Purchases and Sales Made in Q2 2023 in Automatic Data Processing Inc (ADP)
This table provides information about the institutional ownership of Automatic Data Processing Inc (ADP) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2023
Q2 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
59+ 0.38% |
$12.3K - $13.1K
|
15.4K
$5M
|
|
|
Jul 31, 2023
Q2 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
58+ 2.17% |
$12.1K - $12.8K
|
2.73K
$886K
|
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
58+ 2.67% |
$12.1K - $12.8K
|
2.23K
$724K
|
|
|
Jul 31, 2023
Q2 2023
|
Hilton Capital Management, LLC
|
BUY
|
- |
56+ 5.28% |
$11.7K - $12.4K
|
1.12K
$362K
|
|
|
Aug 14, 2023
Q2 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
56+ 1.39% |
$11.7K - $12.4K
|
4.08K
$1.32M
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
56New |
$11.7K - $12.4K
|
56
$18.2K
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
55+ 1.31% |
$11.5K - $12.2K
|
4.26K
$1.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
55+ 0.41% |
$11.5K - $12.2K
|
13.5K
$4.37M
|
|
|
Jul 12, 2023
Q2 2023
|
Cardinal Capital Management
|
BUY
|
- |
54+ 0.13% |
$11.3K - $12K
|
40.3K
$13.1M
|
|
|
Jul 21, 2023
Q2 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
54+ 1.55% |
$11.3K - $12K
|
3.54K
$1.15M
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
53+ 28.04% |
$11.1K - $11.7K
|
242
$78.4K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
BUY
|
- |
52+ 4.02% |
$10.9K - $11.5K
|
1.35K
$436K
|
|
|
Jul 14, 2023
Q2 2023
|
Five Oceans Advisors
|
BUY
|
- |
50+ 2.95% |
$10.4K - $11.1K
|
1.75K
$566K
|
|
|
Jul 31, 2023
Q2 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
50+ 14.29% |
$10.4K - $11.1K
|
400
$130K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
50+ 2.25% |
$10.4K - $11.1K
|
2.28K
$737K
|
|
|
Aug 14, 2023
Q2 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
50+ 0.01% |
$10.4K - $11.1K
|
358K
$116M
|
|
|
Aug 02, 2023
Q2 2023
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
49+ 1.65% |
$10.2K - $10.8K
|
3.02K
$978K
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
48+ 0.57% |
$10K - $10.6K
|
8.53K
$2.77M
|
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
48+ 1.04% |
$10K - $10.6K
|
4.67K
$1.51M
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
47+ 117.5% |
$9.82K - $10.4K
|
87
$28.2K
|
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
46+ 3.31% |
$9.61K - $10.2K
|
1.44K
$465K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
43New |
$8.99K - $9.52K
|
43
$13.9K
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
42New |
$8.78K - $9.3K
|
42
$13.6K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
41+ 6.1% |
$8.57K - $9.07K
|
713
$231K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
41+ 0.38% |
$8.57K - $9.07K
|
10.7K
$3.48M
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
41+ 23.16% |
$8.57K - $9.07K
|
218
$70.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
41+ 4.23% |
$8.57K - $9.07K
|
1.01K
$328K
|
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
BUY
|
- |
40+ 0.3% |
$8.36K - $8.85K
|
13.4K
$4.33M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
40+ 0.66% |
$8.36K - $8.85K
|
6.1K
$1.98M
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
39+ 1.56% |
$8.15K - $8.63K
|
2.54K
$825K
|
|
|
Jul 13, 2023
Q2 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
38+ 0.26% |
$7.94K - $8.41K
|
14.4K
$4.68M
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
37+ 0.74% |
$7.73K - $8.19K
|
5.06K
$1.64M
|
|
|
Jul 13, 2023
Q2 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
35+ 3.37% |
$7.31K - $7.75K
|
1.08K
$348K
|
|
|
Aug 09, 2023
Q2 2023
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
35+ 0.8% |
$7.31K - $7.75K
|
4.41K
$1.43M
|
|
|
Feb 13, 2024
Q2 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
35+ 6.28% |
$7.31K - $7.75K
|
592
$192K
|
|
|
Jul 12, 2023
Q2 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
34+ 0.17% |
$7.11K - $7.52K
|
19.9K
$6.45M
|
|
|
Jul 21, 2023
Q2 2023
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
34+ 1.26% |
$7.11K - $7.52K
|
2.74K
$888K
|
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
34+ 0.77% |
$7.11K - $7.52K
|
4.48K
$1.45M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
34New |
$7.11K - $7.52K
|
34
$11K
|
|
|
Jul 06, 2023
Q2 2023
|
Impac Tfolio, LLC
|
BUY
|
- |
33+ 2.99% |
$6.9K - $7.3K
|
1.14K
$369K
|
|
|
Jul 21, 2023
Q2 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
33+ 0.06% |
$6.9K - $7.3K
|
52.4K
$17M
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
33+ 1.87% |
$6.9K - $7.3K
|
1.8K
$582K
|
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
32+ 1.61% |
$6.69K - $7.08K
|
2.02K
$655K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
31+ 4.48% |
$6.48K - $6.86K
|
723
$234K
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
31+ 1.44% |
$6.48K - $6.86K
|
2.18K
$708K
|
|
|
Aug 11, 2023
Q2 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
31+ 0.58% |
$6.48K - $6.86K
|
5.36K
$1.74M
|
|
|
Jul 14, 2023
Q2 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
30+ 2.05% |
$6.27K - $6.64K
|
1.5K
$485K
|
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
29+ 0.68% |
$6.06K - $6.42K
|
4.27K
$1.38M
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
29+ 0.46% |
$6.06K - $6.42K
|
6.32K
$2.05M
|
|
|
Jul 26, 2023
Q2 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
28+ 1.39% |
$5.85K - $6.2K
|
2.04K
$662K
|