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 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
BUY
|
- |
1.51K+ 17.2% |
$331K - $387K
|
10.3K
$3.13M
|
|
Nov 08, 2023
Q3 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
1.48K+ 4.62% |
$324K - $379K
|
33.6K
$10.2M
|
|
Nov 13, 2023
Q3 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
1.41KNew |
$309K - $361K
|
1.41K
$429K
|
|
Oct 10, 2023
Q3 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
1.41K+ 21.68% |
$308K - $360K
|
7.9K
$2.4M
|
|
Nov 01, 2023
Q3 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
1.4K+ 6.95% |
$306K - $358K
|
21.5K
$6.54M
|
|
Nov 09, 2023
Q3 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
1.4K+ 4.01% |
$306K - $358K
|
36.3K
$11M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.4K+ 3.26% |
$306K - $358K
|
44.3K
$13.4M
|
|
Nov 14, 2023
Q3 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
1.39K+ 25.89% |
$304K - $356K
|
6.77K
$2.05M
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.38K+ 77.83% |
$301K - $352K
|
3.14K
$954K
|
|
Nov 14, 2023
Q3 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
1.37KNew |
$300K - $351K
|
1.37K
$416K
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
1.36KNew |
$298K - $348K
|
1.36K
$413K
|
|
Nov 02, 2023
Q3 2023
|
Empirical Finance, LLC
|
BUY
|
- |
1.35K+ 10.26% |
$296K - $346K
|
14.5K
$4.41M
|
|
Nov 02, 2023
Q3 2023
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
1.35KNew |
$295K - $345K
|
1.35K
$409K
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.34K+ 4.12% |
$293K - $343K
|
33.9K
$10.3M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.34K+ 6.48% |
$292K - $342K
|
21.9K
$6.66M
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.32K+ 2.85% |
$289K - $338K
|
47.6K
$14.5M
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
1.31KNew |
$287K - $335K
|
1.31K
$398K
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.31K+ 4.89% |
$286K - $335K
|
28.1K
$8.52M
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.31K+ 3.26% |
$286K - $334K
|
41.3K
$12.6M
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.3K+ 0.3% |
$285K - $333K
|
442K
$134M
|
|
Nov 09, 2023
Q3 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
1.28KNew |
$281K - $328K
|
1.28K
$389K
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.28K+ 128.89% |
$279K - $326K
|
2.27K
$688K
|
|
Dec 06, 2023
Q3 2023
|
Financial Insights, Inc.
|
BUY
|
- |
1.27K+ 56.03% |
$278K - $325K
|
3.53K
$1.07M
|
|
Nov 01, 2023
Q3 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
1.27K+ 1.1% |
$277K - $324K
|
117K
$35.4M
|
|
Nov 08, 2023
Q3 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
1.26KNew |
$275K - $321K
|
1.26K
$382K
|
|
Nov 14, 2023
Q3 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.24KNew |
$272K - $318K
|
1.24K
$377K
|
|
Nov 13, 2023
Q3 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
1.24KNew |
$271K - $317K
|
1.24K
$376K
|
|
Oct 20, 2023
Q3 2023
|
Wendell David Associates Inc
|
BUY
|
- |
1.23K+ 0.66% |
$269K - $315K
|
188K
$57.1M
|
|
Nov 13, 2023
Q3 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
1.23KNew |
$269K - $314K
|
1.23K
$373K
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.21K+ 28.0% |
$264K - $309K
|
5.52K
$1.68M
|
|
Oct 23, 2023
Q3 2023
|
Curated Wealth Partners LLC
|
BUY
|
- |
1.19KNew |
$260K - $304K
|
1.19K
$360K
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
1.18K+ 6.33% |
$257K - $301K
|
19.8K
$6M
|
|
Dec 04, 2023
Q3 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.18KNew |
$257K - $301K
|
1.18K
$357K
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.16K+ 404.2% |
$253K - $296K
|
1.44K
$438K
|
|
Oct 11, 2023
Q3 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
1.15KNew |
$252K - $295K
|
1.15K
$350K
|
|
Nov 14, 2023
Q3 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
1.15KNew |
$252K - $294K
|
1.15K
$349K
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
1.13K+ 17.96% |
$248K - $290K
|
7.44K
$2.26M
|
|
Oct 10, 2023
Q3 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
1.13K+ 90.3% |
$246K - $288K
|
2.37K
$720K
|
|
Oct 26, 2023
Q3 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1.11KNew |
$242K - $283K
|
1.11K
$336K
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
1.1KNew |
$241K - $281K
|
1.1K
$334K
|
|
Nov 13, 2023
Q3 2023
|
Capital Counsel LLC
New York, NY |
BUY
|
- |
1.1K+ 0.16% |
$240K - $281K
|
670K
$203M
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.08K+ 64.3% |
$236K - $276K
|
2.76K
$837K
|
|
Nov 13, 2023
Q3 2023
|
Lowell Blake & Associates Inc.
Boston, MA |
BUY
|
- |
1.07KNew |
$234K - $274K
|
1.07K
$325K
|
|
Oct 30, 2023
Q3 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
1.07K+ 229.4% |
$234K - $273K
|
1.54K
$466K
|
|
May 21, 2024
Q3 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
1.07K+ 229.4% |
$234K - $273K
|
1.54K
$466K
|
|
Nov 13, 2023
Q3 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
1.07K+ 5.73% |
$234K - $273K
|
19.7K
$5.98M
|
|
Oct 27, 2023
Q3 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
1.04KNew |
$228K - $266K
|
1.04K
$316K
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.02K+ 15.62% |
$224K - $261K
|
7.57K
$2.3M
|
|
Nov 09, 2023
Q3 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
1.02K+ 14.14% |
$223K - $261K
|
8.24K
$2.5M
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.02KNew |
$223K - $261K
|
1.02K
$309K
|