Purchases and Sales Made in Q2 2024 in Automatic Data Processing Inc (ADP)
This table provides information about the institutional ownership of Automatic Data Processing Inc (ADP) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.32% |
$237 - $254
|
318
$104K
|
|
Aug 14, 2024
Q2 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
1+ 0.05% |
$237 - $254
|
2K
$651K
|
|
Aug 14, 2024
Q2 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
1+ 0.02% |
$237 - $254
|
6.05K
$1.97M
|
|
Oct 18, 2024
Q2 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
1+ 0.11% |
$237 - $254
|
924
$301K
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1- 0.29% |
$237 - $254
|
338
$110K
|
|
Jul 11, 2024
Q2 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-1- 0.08% |
$237 - $254
|
1.26K
$409K
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1- 0.03% |
$237 - $254
|
3.68K
$1.2M
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-1- 0.81% |
$237 - $254
|
122
$39.7K
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 0.16% |
$237 - $254
|
609
$198K
|
|
Aug 13, 2024
Q2 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-1- 0.02% |
$237 - $254
|
4.84K
$1.58M
|
|
Aug 13, 2024
Q2 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-1- 33.33% |
$237 - $254
|
2
$651
|
|
Aug 14, 2024
Q2 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-1- 0.1% |
$237 - $254
|
1.04K
$338K
|
|
Jul 12, 2024
Q2 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-2- 0.21% |
$475 - $508
|
970
$316K
|
|
Jul 18, 2024
Q2 2024
|
Insight Folios Inc
|
SELL
|
- |
-2- 0.17% |
$475 - $508
|
1.2K
$389K
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-2- 0.03% |
$475 - $508
|
6.29K
$2.05M
|
|
Aug 09, 2024
Q2 2024
|
Capital City Trust CO
|
SELL
|
- |
-2- 0.05% |
$475 - $508
|
4.23K
$1.38M
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-2- -0.0% |
$475 - $508
|
41.3K
$13.4M
|
|
Aug 14, 2024
Q2 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
SELL
|
- |
-2- 0.4% |
$475 - $508
|
499
$162K
|
|
Jul 26, 2024
Q2 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-3- 0.12% |
$712 - $762
|
2.42K
$788K
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-3- 0.31% |
$712 - $762
|
960
$313K
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-3- 23.08% |
$712 - $762
|
10
$3.26K
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-4- 3.36% |
$949 - $1.02K
|
115
$37.4K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4- 0.23% |
$949 - $1.02K
|
1.71K
$555K
|
|
Jul 31, 2024
Q2 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-4- 0.17% |
$949 - $1.02K
|
2.39K
$779K
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-4- 5.48% |
$949 - $1.02K
|
69
$22.5K
|
|
Aug 12, 2024
Q2 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-4- 0.21% |
$949 - $1.02K
|
1.95K
$633K
|
|
Jul 12, 2024
Q2 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5- 0.49% |
$1.19K - $1.27K
|
1.01K
$329K
|
|
Jul 16, 2024
Q2 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-5- 0.07% |
$1.19K - $1.27K
|
7.63K
$2.48M
|
|
Jul 16, 2024
Q2 2024
|
Farmers Trust CO
|
SELL
|
- |
-5- 0.25% |
$1.19K - $1.27K
|
1.98K
$646K
|
|
Jul 22, 2024
Q2 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-5- 62.5% |
$1.19K - $1.27K
|
3
$977
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-5- 2.26% |
$1.19K - $1.27K
|
216
$70.3K
|
|
Aug 14, 2024
Q2 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-5- 0.08% |
$1.19K - $1.27K
|
6.14K
$2M
|
|
Aug 14, 2024
Q2 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-5- 0.12% |
$1.19K - $1.27K
|
4.19K
$1.36M
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-6- 0.17% |
$1.42K - $1.52K
|
3.53K
$1.15M
|
|
Aug 13, 2024
Q2 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-6- 0.07% |
$1.42K - $1.52K
|
8.18K
$2.66M
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-6- 0.52% |
$1.42K - $1.52K
|
1.15K
$375K
|
|
Apr 22, 2025
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-6- 0.12% |
$1.42K - $1.52K
|
4.96K
$1.61M
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-7- 0.12% |
$1.66K - $1.78K
|
5.94K
$1.93M
|
|
Jul 16, 2024
Q2 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-7- 0.07% |
$1.66K - $1.78K
|
10.4K
$3.4M
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-7- 0.8% |
$1.66K - $1.78K
|
871
$284K
|
|
Aug 13, 2024
Q2 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-7- 0.03% |
$1.66K - $1.78K
|
22K
$7.16M
|
|
Jul 12, 2024
Q2 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-8- 0.22% |
$1.9K - $2.03K
|
3.64K
$1.18M
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-8- 2.09% |
$1.9K - $2.03K
|
375
$122K
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-9- 0.51% |
$2.14K - $2.29K
|
1.74K
$567K
|
|
Jul 25, 2024
Q2 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-9- 0.81% |
$2.14K - $2.29K
|
1.1K
$358K
|
|
Sep 16, 2024
Q2 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-9- 0.55% |
$2.14K - $2.29K
|
1.62K
$527K
|
|
Jul 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-10- 0.13% |
$2.37K - $2.54K
|
7.95K
$2.59M
|
|
Jul 12, 2024
Q2 2024
|
Exeter Financial, LLC
|
SELL
|
- |
-10- 0.07% |
$2.37K - $2.54K
|
13.5K
$4.4M
|
|
Jul 12, 2024
Q2 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-10- 0.27% |
$2.37K - $2.54K
|
3.71K
$1.21M
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-10- 0.55% |
$2.37K - $2.54K
|
1.79K
$584K
|