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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
27+ 2.05% |
$5.64K - $5.98K
|
1.34K
$437K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
27+ 1.86% |
$5.64K - $5.98K
|
1.48K
$481K
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
27+ 1.18% |
$5.64K - $5.98K
|
2.31K
$752K
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
27+ 45.76% |
$5.64K - $5.98K
|
86
$28K
|
|
|
May 07, 2025
Q2 2023
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
27+ 0.31% |
$5.64K - $5.98K
|
8.72K
$2.84M
|
|
|
Jul 13, 2023
Q2 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
26+ 0.85% |
$5.43K - $5.75K
|
3.1K
$1.01M
|
|
|
Jul 28, 2023
Q2 2023
|
William Allan, LLC
|
BUY
|
- |
26+ 0.12% |
$5.43K - $5.75K
|
21.7K
$7.06M
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
26+ 1.42% |
$5.43K - $5.75K
|
1.86K
$606K
|
|
|
Jul 31, 2023
Q2 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
26+ 1.14% |
$5.43K - $5.75K
|
2.3K
$748K
|
|
|
Aug 07, 2023
Q2 2023
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
BUY
|
- |
25+ 0.15% |
$5.22K - $5.53K
|
17.2K
$5.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
25+ 0.51% |
$5.22K - $5.53K
|
4.9K
$1.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
24+ 0.92% |
$5.02K - $5.31K
|
2.64K
$858K
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
24+ 184.62% |
$5.02K - $5.31K
|
37
$12K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
23+ 2.56% |
$4.81K - $5.09K
|
923
$300K
|
|
|
Jul 19, 2023
Q2 2023
|
Chicago Trust CO Na
|
BUY
|
- |
22+ 0.17% |
$4.6K - $4.87K
|
12.6K
$4.11M
|
|
|
Aug 07, 2023
Q2 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
21+ 0.34% |
$4.39K - $4.65K
|
6.26K
$2.04M
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
21+ 5.28% |
$4.39K - $4.65K
|
419
$136K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
21+ 4.01% |
$4.39K - $4.65K
|
545
$177K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
20+ 1.96% |
$4.18K - $4.43K
|
1.04K
$340K
|
|
|
Jul 18, 2023
Q2 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
20+ 1.53% |
$4.18K - $4.43K
|
1.32K
$431K
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
20+ 0.05% |
$4.18K - $4.43K
|
37.1K
$12.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
20+ 0.9% |
$4.18K - $4.43K
|
2.25K
$731K
|
|
|
Feb 11, 2025
Q2 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
20+ 1.53% |
$4.18K - $4.43K
|
1.32K
$431K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
19+ 6.33% |
$3.97K - $4.21K
|
319
$104K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
19+ 0.42% |
$3.97K - $4.21K
|
4.53K
$1.48M
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
19+ 0.02% |
$3.97K - $4.21K
|
84.2K
$27.4M
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
BUY
|
- |
18+ 1.48% |
$3.76K - $3.98K
|
1.23K
$401K
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
18+ 1.78% |
$3.76K - $3.98K
|
1.03K
$335K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
17+ 1.0% |
$3.55K - $3.76K
|
1.72K
$559K
|
|
|
Jul 24, 2023
Q2 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
17+ 0.48% |
$3.55K - $3.76K
|
3.59K
$1.17M
|
|
|
Jul 25, 2023
Q2 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
17+ 0.39% |
$3.55K - $3.76K
|
4.38K
$1.42M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
17+ 0.14% |
$3.55K - $3.76K
|
12.5K
$4.06M
|
|
|
Jul 20, 2023
Q2 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
16+ 0.57% |
$3.34K - $3.54K
|
2.81K
$915K
|
|
|
Jul 27, 2023
Q2 2023
|
Exeter Financial, LLC
|
BUY
|
- |
16+ 0.12% |
$3.34K - $3.54K
|
13.3K
$4.34M
|
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
15+ 0.69% |
$3.13K - $3.32K
|
2.18K
$710K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
15+ 0.13% |
$3.13K - $3.32K
|
11.2K
$3.64M
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
15+ 1.48% |
$3.13K - $3.32K
|
1.03K
$335K
|
|
|
Jul 17, 2023
Q2 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
14+ 1.26% |
$2.93K - $3.1K
|
1.13K
$367K
|
|
|
Sep 21, 2023
Q2 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
14New |
$2.93K - $3.1K
|
14
$4.56K
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
13+ 1.31% |
$2.72K - $2.88K
|
1.01K
$328K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
13+ 0.39% |
$2.72K - $2.88K
|
3.33K
$1.08M
|
|
|
Aug 10, 2023
Q2 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
13+ 0.27% |
$2.72K - $2.88K
|
4.88K
$1.59M
|
|
|
Jul 13, 2023
Q2 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
12+ 0.44% |
$2.51K - $2.66K
|
2.75K
$894K
|
|
|
Jul 14, 2023
Q2 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
12+ 0.69% |
$2.51K - $2.66K
|
1.75K
$571K
|
|
|
Aug 07, 2023
Q2 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
12+ 0.59% |
$2.51K - $2.66K
|
2.06K
$672K
|
|
|
Aug 11, 2023
Q2 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
12+ 0.57% |
$2.51K - $2.66K
|
2.12K
$689K
|
|
|
Jul 20, 2023
Q2 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
11+ 0.6% |
$2.3K - $2.43K
|
1.85K
$602K
|
|
|
Aug 07, 2023
Q2 2023
|
Rede Wealth, LLC
|
BUY
|
- |
11+ 0.38% |
$2.3K - $2.43K
|
2.91K
$948K
|
|
|
Sep 13, 2023
Q2 2023
|
Ims Capital Management
|
BUY
|
- |
11+ 0.13% |
$2.3K - $2.43K
|
8.61K
$2.8M
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
11+ 20.37% |
$2.3K - $2.43K
|
65
$21.2K
|