Purchases and Sales Made in Q3 2023 in Automatic Data Processing Inc (ADP)
This table provides information about the institutional ownership of Automatic Data Processing Inc (ADP) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
BUY
|
- |
72+ 0.81% |
$15.7K - $18.4K
|
8.97K
$2.92M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
71+ 3.61% |
$15.5K - $18.2K
|
2.04K
$663K
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
70+ 3.9% |
$15.3K - $17.9K
|
1.87K
$607K
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
70+ 5.19% |
$15.3K - $17.9K
|
1.42K
$462K
|
|
|
Nov 06, 2023
Q3 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
70+ 0.86% |
$15.3K - $17.9K
|
8.26K
$2.69M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
69+ 1.16% |
$15.1K - $17.6K
|
6.02K
$1.96M
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
69+ 43.4% |
$15.1K - $17.6K
|
228
$74.2K
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
68+ 1.01% |
$14.9K - $17.4K
|
6.78K
$2.21M
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
68+ 1.6% |
$14.9K - $17.4K
|
4.33K
$1.41M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
67+ 0.24% |
$14.7K - $17.1K
|
27.6K
$8.98M
|
|
|
Oct 19, 2023
Q3 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
66+ 0.29% |
$14.4K - $16.9K
|
23K
$7.49M
|
|
|
Oct 23, 2023
Q3 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
65+ 1.27% |
$14.2K - $16.6K
|
5.2K
$1.69M
|
|
|
Nov 02, 2023
Q3 2023
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
62+ 5.8% |
$13.6K - $15.9K
|
1.13K
$368K
|
|
|
Oct 13, 2023
Q3 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
61+ 2.46% |
$13.3K - $15.6K
|
2.54K
$827K
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
60+ 1.07% |
$13.1K - $15.3K
|
5.68K
$1.85M
|
|
|
Nov 13, 2023
Q3 2023
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
60+ 1.56% |
$13.1K - $15.3K
|
3.91K
$1.27M
|
|
|
Oct 19, 2023
Q3 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
58+ 2.62% |
$12.7K - $14.8K
|
2.27K
$740K
|
|
|
Nov 03, 2023
Q3 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
58+ 0.51% |
$12.7K - $14.8K
|
11.5K
$3.74M
|
|
|
Oct 12, 2023
Q3 2023
|
Heartland Bank & Trust CO
|
BUY
|
- |
55+ 1.29% |
$12K - $14.1K
|
4.31K
$1.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
55+ 1.15% |
$12K - $14.1K
|
4.83K
$1.57M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Architects, LLC
|
BUY
|
- |
55+ 1.71% |
$12K - $14.1K
|
3.26K
$1.06M
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
54+ 3.16% |
$11.8K - $13.8K
|
1.76K
$573K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
54+ 3.16% |
$11.8K - $13.8K
|
1.76K
$573K
|
|
|
Oct 27, 2023
Q3 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
53+ 5.24% |
$11.6K - $13.6K
|
1.06K
$346K
|
|
|
Nov 14, 2023
Q3 2023
|
Garner Asset Management Corp
|
BUY
|
- |
52+ 1.47% |
$11.4K - $13.3K
|
3.59K
$1.17M
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
51+ 1.98% |
$11.2K - $13K
|
2.62K
$854K
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
51+ 1.44% |
$11.2K - $13K
|
3.59K
$1.17M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
51+ 0.6% |
$11.2K - $13K
|
8.5K
$2.77M
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
51+ 4.85% |
$11.2K - $13K
|
1.1K
$359K
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
51+ 0.49% |
$11.2K - $13K
|
10.5K
$3.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
51+ 2.27% |
$11.2K - $13K
|
2.3K
$747K
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
51+ 1.98% |
$11.2K - $13K
|
2.62K
$854K
|
|
|
Oct 31, 2023
Q3 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
50+ 0.61% |
$10.9K - $12.8K
|
8.24K
$2.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
50+ 24.88% |
$10.9K - $12.8K
|
251
$81.7K
|
|
|
Oct 30, 2023
Q3 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
49+ 4.9% |
$10.7K - $12.5K
|
1.05K
$341K
|
|
|
Nov 07, 2023
Q3 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
49+ 0.74% |
$10.7K - $12.5K
|
6.71K
$2.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Distillate Capital Partners LLC
|
BUY
|
- |
49New |
$10.7K - $12.5K
|
49
$16K
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
49+ 0.43% |
$10.7K - $12.5K
|
11.4K
$3.71M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
48+ 0.7% |
$10.5K - $12.3K
|
6.89K
$2.24M
|
|
|
Nov 07, 2023
Q3 2023
|
Patron Partners, LLC
|
BUY
|
- |
48+ 1.78% |
$10.5K - $12.3K
|
2.74K
$893K
|
|
|
Oct 10, 2023
Q3 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
47+ 335.71% |
$10.3K - $12K
|
61
$19.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
47+ 2.07% |
$10.3K - $12K
|
2.32K
$756K
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
46+ 1.12% |
$10.1K - $11.8K
|
4.15K
$1.35M
|
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
45+ 0.55% |
$9.84K - $11.5K
|
8.29K
$2.7M
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
45+ 0.24% |
$9.84K - $11.5K
|
19.1K
$6.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
45+ 0.43% |
$9.84K - $11.5K
|
10.4K
$3.4M
|
|
|
May 20, 2024
Q3 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
45+ 0.43% |
$9.84K - $11.5K
|
10.4K
$3.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
44+ 0.7% |
$9.62K - $11.3K
|
6.3K
$2.05M
|
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
BUY
|
- |
43+ 0.19% |
$9.41K - $11K
|
22.5K
$7.34M
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
43+ 4.12% |
$9.41K - $11K
|
1.09K
$354K
|