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 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-13- 0.22% |
$2.84K - $3.32K
|
5.86K
$1.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-13- 0.74% |
$2.84K - $3.32K
|
1.74K
$565K
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
SELL
|
- |
-14- 0.4% |
$3.06K - $3.58K
|
3.52K
$1.15M
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
SELL
|
- |
-14- 0.42% |
$3.06K - $3.58K
|
3.29K
$1.07M
|
|
|
Oct 24, 2023
Q3 2023
|
First United Bank & Trust
|
SELL
|
- |
-14- 1.07% |
$3.06K - $3.58K
|
1.29K
$420K
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-14- 0.69% |
$3.06K - $3.58K
|
2K
$652K
|
|
|
Nov 08, 2023
Q3 2023
|
Tealwood Asset Management Inc
|
SELL
|
- |
-14- 0.15% |
$3.06K - $3.58K
|
9.34K
$3.04M
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-14- 6.42% |
$3.06K - $3.58K
|
204
$66.4K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-15- 7.61% |
$3.28K - $3.84K
|
182
$59.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-15- 0.55% |
$3.28K - $3.84K
|
2.7K
$879K
|
|
|
Nov 13, 2023
Q3 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-15- 0.53% |
$3.28K - $3.84K
|
2.82K
$918K
|
|
|
Nov 13, 2023
Q3 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-15- 0.69% |
$3.28K - $3.84K
|
2.15K
$701K
|
|
|
Nov 13, 2023
Q3 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-15- 0.38% |
$3.28K - $3.84K
|
3.98K
$1.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-15- 1.25% |
$3.28K - $3.84K
|
1.19K
$386K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-16- 0.38% |
$3.5K - $4.09K
|
4.14K
$1.35M
|
|
|
Oct 10, 2023
Q3 2023
|
Renaissance Investment Group LLC
|
SELL
|
- |
-17- 0.25% |
$3.72K - $4.35K
|
6.83K
$2.22M
|
|
|
Oct 10, 2023
Q3 2023
|
Woodstock Corp
|
SELL
|
- |
-17- 0.03% |
$3.72K - $4.35K
|
61.8K
$20.1M
|
|
|
Oct 16, 2023
Q3 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-17- 0.28% |
$3.72K - $4.35K
|
6.11K
$1.99M
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-17- 0.71% |
$3.72K - $4.35K
|
2.38K
$775K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-18- 0.42% |
$3.94K - $4.6K
|
4.26K
$1.39M
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-18- 0.72% |
$3.94K - $4.6K
|
2.49K
$812K
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-19- 0.11% |
$4.16K - $4.86K
|
17.1K
$5.58M
|
|
|
Nov 02, 2023
Q3 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-19- 0.23% |
$4.16K - $4.86K
|
8.26K
$2.69M
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-19- 0.15% |
$4.16K - $4.86K
|
12.4K
$4.05M
|
|
|
Nov 08, 2023
Q3 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-19- 1.84% |
$4.16K - $4.86K
|
1.01K
$329K
|
|
|
Oct 10, 2023
Q3 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-20- 1.64% |
$4.37K - $5.12K
|
1.2K
$390K
|
|
|
Oct 17, 2023
Q3 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-20- 1.51% |
$4.37K - $5.12K
|
1.3K
$424K
|
|
|
Oct 25, 2023
Q3 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-20- 0.31% |
$4.37K - $5.12K
|
6.43K
$2.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-20- 1.46% |
$4.37K - $5.12K
|
1.35K
$440K
|
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-20- 0.27% |
$4.37K - $5.12K
|
7.46K
$2.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-20- 0.22% |
$4.37K - $5.12K
|
8.92K
$2.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-20- 0.43% |
$4.37K - $5.12K
|
4.63K
$1.51M
|
|
|
Feb 11, 2025
Q3 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-20- 1.51% |
$4.37K - $5.12K
|
1.3K
$424K
|
|
|
Nov 14, 2023
Q3 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-21- 0.87% |
$4.59K - $5.37K
|
2.4K
$780K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-22- 5.63% |
$4.81K - $5.63K
|
369
$120K
|
|
|
Nov 13, 2023
Q3 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-22- 1.26% |
$4.81K - $5.63K
|
1.73K
$563K
|
|
|
Oct 24, 2023
Q3 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-23- 0.15% |
$5.03K - $5.88K
|
15.1K
$4.93M
|
|
|
Oct 30, 2023
Q3 2023
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-24- 1.71% |
$5.25K - $6.14K
|
1.38K
$450K
|
|
|
Nov 07, 2023
Q3 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-24- 0.73% |
$5.25K - $6.14K
|
3.28K
$1.07M
|
|
|
Oct 18, 2023
Q3 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-25- 0.21% |
$5.47K - $6.39K
|
12.1K
$3.95M
|
|
|
Oct 19, 2023
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-25- 1.04% |
$5.47K - $6.39K
|
2.37K
$773K
|
|
|
Oct 26, 2023
Q3 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-25- 0.43% |
$5.47K - $6.39K
|
5.76K
$1.87M
|
|
|
Oct 27, 2023
Q3 2023
|
Patten & Patten Inc
|
SELL
|
- |
-25- 0.4% |
$5.47K - $6.39K
|
6.27K
$2.04M
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-25- 0.64% |
$5.47K - $6.39K
|
3.86K
$1.26M
|
|
|
Nov 07, 2023
Q3 2023
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-25- 0.04% |
$5.47K - $6.39K
|
59K
$19.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-25- 0.29% |
$5.47K - $6.39K
|
8.71K
$2.83M
|
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-25- 10.16% |
$5.47K - $6.39K
|
221
$71.9K
|
|
|
Jan 16, 2024
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-25- 1.04% |
$5.47K - $6.39K
|
2.37K
$773K
|
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-26- 1.42% |
$5.69K - $6.65K
|
1.81K
$588K
|
|
|
Nov 09, 2023
Q3 2023
|
Wms Partners, LLC
|
SELL
|
- |
-26- 0.86% |
$5.69K - $6.65K
|
2.98K
$970K
|