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 24, 2023
Q3 2023
|
Capital Advisors Inc
|
BUY
|
- |
14+ 0.26% |
$3.06K - $3.58K
|
5.32K
$1.73M
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
14+ 1.36% |
$3.06K - $3.58K
|
1.05K
$341K
|
|
Nov 08, 2023
Q3 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
14+ 0.4% |
$3.06K - $3.58K
|
3.56K
$1.16M
|
|
Nov 08, 2023
Q3 2023
|
Tanager Wealth Management LLP
|
BUY
|
- |
14+ 1.4% |
$3.06K - $3.58K
|
1.01K
$330K
|
|
May 28, 2025
Q3 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
14+ 0.81% |
$3.06K - $3.58K
|
1.75K
$570K
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
13+ 3.45% |
$2.84K - $3.32K
|
390
$127K
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
13+ 1.04% |
$2.84K - $3.32K
|
1.26K
$411K
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
13+ 0.15% |
$2.84K - $3.32K
|
8.42K
$2.74M
|
|
Nov 14, 2023
Q3 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
13+ 1.26% |
$2.84K - $3.32K
|
1.04K
$339K
|
|
Oct 23, 2023
Q3 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
12+ 0.09% |
$2.62K - $3.07K
|
13.3K
$4.33M
|
|
Oct 25, 2023
Q3 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
12+ 1.19% |
$2.62K - $3.07K
|
1.02K
$333K
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
12+ 4.96% |
$2.62K - $3.07K
|
254
$82.7K
|
|
Nov 13, 2023
Q3 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
12+ 0.58% |
$2.62K - $3.07K
|
2.08K
$675K
|
|
Nov 14, 2023
Q3 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
12+ 1.29% |
$2.62K - $3.07K
|
943
$307K
|
|
Oct 17, 2023
Q3 2023
|
Five Oceans Advisors
|
BUY
|
- |
10+ 0.57% |
$2.19K - $2.56K
|
1.76K
$572K
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
10+ 0.64% |
$2.19K - $2.56K
|
1.58K
$514K
|
|
Oct 31, 2023
Q3 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
10+ 0.54% |
$2.19K - $2.56K
|
1.86K
$605K
|
|
Nov 08, 2023
Q3 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
10+ 1.29% |
$2.19K - $2.56K
|
784
$255K
|
|
May 07, 2025
Q3 2023
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
10+ 0.11% |
$2.19K - $2.56K
|
8.73K
$2.84M
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
9+ 0.28% |
$1.97K - $2.3K
|
3.25K
$1.06M
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
BUY
|
- |
9+ 0.56% |
$1.97K - $2.3K
|
1.61K
$523K
|
|
Oct 24, 2023
Q3 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
9+ 0.58% |
$1.97K - $2.3K
|
1.57K
$512K
|
|
Nov 03, 2023
Q3 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
9+ 0.99% |
$1.97K - $2.3K
|
920
$299K
|
|
Nov 13, 2023
Q3 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
9+ 0.91% |
$1.97K - $2.3K
|
999
$325K
|
|
Oct 13, 2023
Q3 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
8+ 0.44% |
$1.75K - $2.05K
|
1.81K
$590K
|
|
Oct 13, 2023
Q3 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
8+ 0.73% |
$1.75K - $2.05K
|
1.11K
$360K
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
8+ 1.59% |
$1.75K - $2.05K
|
512
$167K
|
|
Oct 27, 2023
Q3 2023
|
Sanchez Wealth Management Group
|
BUY
|
- |
8+ 0.64% |
$1.75K - $2.05K
|
1.26K
$411K
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
8+ 133.33% |
$1.75K - $2.05K
|
14
$4.56K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
8New |
$1.75K - $2.05K
|
8
$2.6K
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
8+ 0.13% |
$1.75K - $2.05K
|
6.33K
$2.06M
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
8+ 1.24% |
$1.75K - $2.05K
|
655
$213K
|
|
Jul 31, 2024
Q3 2023
|
First American Bank
Dundee, IL |
BUY
|
- |
8+ 0.05% |
$1.75K - $2.05K
|
16K
$5.2M
|
|
Oct 13, 2023
Q3 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
7+ 0.4% |
$1.53K - $1.79K
|
1.76K
$573K
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
7+ 2.19% |
$1.53K - $1.79K
|
326
$106K
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
BUY
|
- |
7+ 0.18% |
$1.53K - $1.79K
|
3.86K
$1.26M
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
7+ 1.5% |
$1.53K - $1.79K
|
474
$154K
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
7+ 5.11% |
$1.53K - $1.79K
|
144
$46.9K
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
7+ 3.5% |
$1.53K - $1.79K
|
207
$67.4K
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
6+ 1.08% |
$1.31K - $1.53K
|
563
$183K
|
|
Oct 30, 2023
Q3 2023
|
Bull Street Advisors, LLC
|
BUY
|
- |
6+ 0.04% |
$1.31K - $1.53K
|
13.8K
$4.48M
|
|
Oct 10, 2023
Q3 2023
|
Vigilare Wealth Management
|
BUY
|
- |
5+ 0.3% |
$1.09K - $1.28K
|
1.67K
$542K
|
|
Oct 16, 2023
Q3 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
5+ 0.54% |
$1.09K - $1.28K
|
925
$301K
|
|
Oct 18, 2023
Q3 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
5+ 0.3% |
$1.09K - $1.28K
|
1.7K
$552K
|
|
Nov 13, 2023
Q3 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
5+ 0.12% |
$1.09K - $1.28K
|
4.08K
$1.33M
|
|
Nov 14, 2023
Q3 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
5+ 0.26% |
$1.09K - $1.28K
|
1.95K
$636K
|
|
Nov 14, 2023
Q3 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
5+ 0.54% |
$1.09K - $1.28K
|
927
$302K
|
|
Nov 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
5+ 0.57% |
$1.09K - $1.28K
|
885
$288K
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
4+ 0.38% |
$875 - $1.02K
|
1.04K
$340K
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
4+ 0.43% |
$875 - $1.02K
|
935
$304K
|