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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
BUY
|
- |
43+ 2.3% |
$9.41K - $11K
|
1.91K
$623K
|
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
BUY
|
- |
42+ 3.09% |
$9.19K - $10.7K
|
1.4K
$456K
|
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
42+ 0.84% |
$9.19K - $10.7K
|
5.03K
$1.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
42New |
$9.19K - $10.7K
|
42
$13.7K
|
|
|
Oct 11, 2023
Q3 2023
|
Marotta Asset Management
|
BUY
|
- |
41+ 3.03% |
$8.97K - $10.5K
|
1.4K
$454K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
41+ 34.75% |
$8.97K - $10.5K
|
159
$51.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
39New |
$8.53K - $9.97K
|
39
$12.7K
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
BUY
|
- |
38+ 1.38% |
$8.31K - $9.72K
|
2.79K
$910K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
38+ 0.3% |
$8.31K - $9.72K
|
12.7K
$4.12M
|
|
|
Nov 06, 2023
Q3 2023
|
Washington Trust Bank
|
BUY
|
- |
38+ 1.29% |
$8.31K - $9.72K
|
2.99K
$973K
|
|
|
Nov 07, 2023
Q3 2023
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
37+ 1.1% |
$8.09K - $9.46K
|
3.41K
$1.11M
|
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
BUY
|
- |
37+ 0.36% |
$8.09K - $9.46K
|
10.4K
$3.4M
|
|
|
Oct 16, 2023
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
36+ 1.54% |
$7.87K - $9.21K
|
2.37K
$771K
|
|
|
Nov 13, 2023
Q3 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
35+ 0.25% |
$7.66K - $8.95K
|
14K
$4.54M
|
|
|
Nov 06, 2023
Q3 2023
|
Alapocas Investment Partners, Inc.
Beverly, MA |
BUY
|
- |
34+ 0.44% |
$7.44K - $8.7K
|
7.72K
$2.51M
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
34+ 3.45% |
$7.44K - $8.7K
|
1.02K
$332K
|
|
|
Oct 30, 2023
Q3 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
33+ 0.78% |
$7.22K - $8.44K
|
4.27K
$1.39M
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
33+ 15.07% |
$7.22K - $8.44K
|
252
$82K
|
|
|
Oct 19, 2023
Q3 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
30+ 0.61% |
$6.56K - $7.67K
|
4.93K
$1.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
30+ 0.29% |
$6.56K - $7.67K
|
10.5K
$3.42M
|
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
BUY
|
- |
30+ 0.72% |
$6.56K - $7.67K
|
4.22K
$1.37M
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
29+ 1.62% |
$6.34K - $7.42K
|
1.82K
$593K
|
|
|
Oct 27, 2023
Q3 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
28+ 0.77% |
$6.12K - $7.16K
|
3.64K
$1.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
27+ 3.06% |
$5.91K - $6.91K
|
908
$296K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
27New |
$5.91K - $6.91K
|
27
$8.79K
|
|
|
Oct 25, 2023
Q3 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
26+ 2.42% |
$5.69K - $6.65K
|
1.1K
$358K
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
26+ 1.93% |
$5.69K - $6.65K
|
1.37K
$447K
|
|
|
Oct 18, 2023
Q3 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
25+ 0.57% |
$5.47K - $6.39K
|
4.4K
$1.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
25+ 0.3% |
$5.47K - $6.39K
|
8.38K
$2.73M
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Securities, Inc.
|
BUY
|
- |
23+ 1.56% |
$5.03K - $5.88K
|
1.5K
$489K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
22+ 28.21% |
$4.81K - $5.63K
|
100
$32.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
22+ 1.91% |
$4.81K - $5.63K
|
1.17K
$382K
|
|
|
May 28, 2025
Q3 2023
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
22+ 1.36% |
$4.81K - $5.63K
|
1.64K
$533K
|
|
|
Oct 19, 2023
Q3 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
21+ 1.35% |
$4.59K - $5.37K
|
1.57K
$512K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
21+ 0.19% |
$4.59K - $5.37K
|
11K
$3.59M
|
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
21+ 0.15% |
$4.59K - $5.37K
|
13.8K
$4.48M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
20+ 0.22% |
$4.37K - $5.12K
|
9.01K
$2.93M
|
|
|
Oct 23, 2023
Q3 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
20+ 0.34% |
$4.37K - $5.12K
|
5.83K
$1.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
20+ 0.98% |
$4.37K - $5.12K
|
2.05K
$669K
|
|
|
Oct 10, 2023
Q3 2023
|
Mjp Associates Inc
|
BUY
|
- |
18+ 1.86% |
$3.94K - $4.6K
|
987
$321K
|
|
|
Oct 20, 2023
Q3 2023
|
West Branch Capital LLC
|
BUY
|
- |
18+ 0.45% |
$3.94K - $4.6K
|
3.99K
$1.3M
|
|
|
Oct 05, 2023
Q3 2023
|
Life Pro Asset Management
|
BUY
|
- |
17+ 0.62% |
$3.72K - $4.35K
|
2.77K
$902K
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
BUY
|
- |
17+ 0.38% |
$3.72K - $4.35K
|
4.47K
$1.45M
|
|
|
Oct 19, 2023
Q3 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
16+ 0.26% |
$3.5K - $4.09K
|
6.23K
$2.03M
|
|
|
Oct 31, 2023
Q3 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
16+ 0.57% |
$3.5K - $4.09K
|
2.83K
$920K
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
16+ 0.95% |
$3.5K - $4.09K
|
1.7K
$554K
|
|
|
Nov 03, 2023
Q3 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
15+ 0.29% |
$3.28K - $3.84K
|
5.24K
$1.71M
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
15+ 0.04% |
$3.28K - $3.84K
|
37.1K
$12.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
15+ 0.93% |
$3.28K - $3.84K
|
1.63K
$532K
|
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
15+ 0.81% |
$3.28K - $3.84K
|
1.87K
$608K
|