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
|
Monte Financial Group, LLC
|
BUY
|
- |
4+ 0.03% |
$875 - $1.02K
|
15.7K
$5.11M
|
|
|
Nov 06, 2023
Q3 2023
|
Souders Financial Advisors
|
BUY
|
- |
4+ 0.13% |
$875 - $1.02K
|
3.15K
$1.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
4+ 11.76% |
$875 - $1.02K
|
38
$12.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
4+ 0.27% |
$875 - $1.02K
|
1.48K
$481K
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
4+ 0.11% |
$875 - $1.02K
|
3.73K
$1.21M
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4+ 0.23% |
$875 - $1.02K
|
1.74K
$566K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
3+ 2.83% |
$656 - $767
|
109
$35.5K
|
|
|
Oct 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
3+ 0.04% |
$656 - $767
|
7.63K
$2.48M
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3+ 0.02% |
$656 - $767
|
17.4K
$5.66M
|
|
|
Oct 17, 2023
Q3 2023
|
Mcrae Capital Management Inc
|
BUY
|
- |
3+ 0.14% |
$656 - $767
|
2.14K
$696K
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3+ 0.2% |
$656 - $767
|
1.49K
$486K
|
|
|
Oct 31, 2023
Q3 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
3+ 0.24% |
$656 - $767
|
1.24K
$404K
|
|
|
Nov 02, 2023
Q3 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
3+ 0.3% |
$656 - $767
|
999
$325K
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
3+ 2.16% |
$656 - $767
|
142
$46.2K
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3+ 0.17% |
$656 - $767
|
1.74K
$565K
|
|
|
Nov 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
3+ 0.06% |
$656 - $767
|
4.83K
$1.57M
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3+ 0.63% |
$656 - $767
|
477
$155K
|
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
3+ 0.11% |
$656 - $767
|
2.8K
$911K
|
|
|
Nov 14, 2023
Q3 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
3+ 0.19% |
$656 - $767
|
1.59K
$519K
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2+ 0.09% |
$437 - $512
|
2.27K
$738K
|
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2+ 0.65% |
$437 - $512
|
310
$101K
|
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
2+ 0.85% |
$437 - $512
|
237
$77.2K
|
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2+ 0.46% |
$437 - $512
|
433
$141K
|
|
|
Nov 14, 2023
Q3 2023
|
360 Financial, Inc.
|
BUY
|
- |
2+ 0.05% |
$437 - $512
|
4.41K
$1.44M
|
|
|
Jan 12, 2024
Q3 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
2+ 0.06% |
$437 - $512
|
3.22K
$1.05M
|
|
|
Oct 10, 2023
Q3 2023
|
Ims Capital Management
|
BUY
|
- |
1+ 0.01% |
$219 - $256
|
8.61K
$2.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
1+ 0.04% |
$219 - $256
|
2.68K
$873K
|
|
|
Oct 10, 2023
Q3 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$219 - $256
|
3.68K
$1.2M
|
|
|
Oct 12, 2023
Q3 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
1+ 0.01% |
$219 - $256
|
10.1K
$3.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
BUY
|
- |
1+ 0.4% |
$219 - $256
|
251
$81.7K
|
|
|
Oct 19, 2023
Q3 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
1+ 0.03% |
$219 - $256
|
3.59K
$1.17M
|
|
|
Oct 19, 2023
Q3 2023
|
Core Alternative Capital
|
BUY
|
- |
1+ 0.36% |
$219 - $256
|
276
$89.8K
|
|
|
Oct 19, 2023
Q3 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
1+ 0.06% |
$219 - $256
|
1.66K
$539K
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.38% |
$219 - $256
|
263
$85.6K
|
|
|
Nov 02, 2023
Q3 2023
|
William Allan, LLC
|
BUY
|
- |
1+ 0.0% |
$219 - $256
|
21.7K
$7.06M
|
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 0.68% |
$219 - $256
|
149
$48.5K
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1+ 0.04% |
$219 - $256
|
2.38K
$776K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
1+ 0.05% |
$219 - $256
|
2.11K
$687K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.18% |
$219 - $256
|
546
$178K
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1+ 0.1% |
$219 - $256
|
1K
$327K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$219 - $256
|
8.53K
$2.78M
|
|
|
Feb 08, 2024
Q3 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1+ 0.02% |
$219 - $256
|
5.21K
$1.7M
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.7% |
$219 - $256
|
143
$46.6K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 1.54% |
$219 - $256
|
66
$21.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-1- 0.09% |
$219 - $256
|
1.16K
$378K
|
|
|
Oct 24, 2023
Q3 2023
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-1- 0.17% |
$219 - $256
|
586
$191K
|
|
|
Nov 02, 2023
Q3 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-1- -0.0% |
$219 - $256
|
168K
$54.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Forbes J M & CO LLP
|
SELL
|
- |
-1- 0.01% |
$219 - $256
|
10.2K
$3.32M
|
|
|
Aug 28, 2024
Q3 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1- 0.08% |
$219 - $256
|
1.18K
$383K
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-2- 0.87% |
$437 - $512
|
229
$74.5K
|