Purchases and Sales Made in Q3 2024 in Automatic Data Processing Inc (ADP)
This table provides information about the institutional ownership of Automatic Data Processing Inc (ADP) during Q3 2024. 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 29, 2024
Q3 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
12+ 0.6% |
$2.8K - $3.35K
|
2.02K
$593K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
11+ 0.4% |
$2.57K - $3.07K
|
2.74K
$805K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
11+ 0.17% |
$2.57K - $3.07K
|
6.63K
$1.95M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
11+ 0.45% |
$2.57K - $3.07K
|
2.47K
$725K
|
|
|
Oct 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
11+ 0.08% |
$2.57K - $3.07K
|
13K
$3.82M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
11+ 0.87% |
$2.57K - $3.07K
|
1.28K
$377K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
BUY
|
- |
11+ 0.35% |
$2.57K - $3.07K
|
3.18K
$937K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
10+ 0.37% |
$2.33K - $2.79K
|
2.69K
$792K
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
9+ 0.45% |
$2.1K - $2.52K
|
2K
$587K
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
9+ 0.58% |
$2.1K - $2.52K
|
1.56K
$459K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
9+ 1.24% |
$2.1K - $2.52K
|
734
$216K
|
|
|
Oct 25, 2024
Q3 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
9+ 0.49% |
$2.1K - $2.52K
|
1.85K
$543K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
9New |
$2.1K - $2.52K
|
9
$2.65K
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
9+ 0.55% |
$2.1K - $2.52K
|
1.65K
$484K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
9+ 0.17% |
$2.1K - $2.52K
|
5.39K
$1.59M
|
|
|
Oct 04, 2024
Q3 2024
|
Jvl Associates LLC
|
BUY
|
- |
8+ 0.9% |
$1.87K - $2.24K
|
898
$264K
|
|
|
Oct 08, 2024
Q3 2024
|
Sl Advisors, LLC
|
BUY
|
- |
8+ 0.35% |
$1.87K - $2.24K
|
2.31K
$679K
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
8+ 0.37% |
$1.87K - $2.24K
|
2.15K
$633K
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
8+ 0.41% |
$1.87K - $2.24K
|
1.95K
$572K
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
8New |
$1.87K - $2.24K
|
8
$2.35K
|
|
|
Nov 06, 2024
Q3 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
8+ 0.64% |
$1.87K - $2.24K
|
1.26K
$372K
|
|
|
Nov 12, 2024
Q3 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
8+ 0.01% |
$1.87K - $2.24K
|
54.5K
$16M
|
|
|
Nov 14, 2024
Q3 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
8+ 0.77% |
$1.87K - $2.24K
|
1.05K
$308K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
7+ 0.34% |
$1.63K - $1.96K
|
2.07K
$609K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
7+ 6.09% |
$1.63K - $1.96K
|
122
$35.9K
|
|
|
Nov 05, 2024
Q3 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
7+ 0.54% |
$1.63K - $1.96K
|
1.29K
$380K
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
7+ 0.76% |
$1.63K - $1.96K
|
924
$272K
|
|
|
Nov 14, 2024
Q3 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
7+ 0.5% |
$1.63K - $1.96K
|
1.4K
$411K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
7+ 23.33% |
$1.63K - $1.96K
|
37
$10.9K
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
7+ 0.45% |
$1.63K - $1.96K
|
1.56K
$459K
|
|
|
Oct 21, 2024
Q3 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
6+ 0.34% |
$1.4K - $1.68K
|
1.79K
$526K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
6New |
$1.4K - $1.68K
|
6
$1.77K
|
|
|
Oct 30, 2024
Q3 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
6+ 0.38% |
$1.4K - $1.68K
|
1.61K
$472K
|
|
|
Oct 30, 2024
Q3 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
6+ 0.64% |
$1.4K - $1.68K
|
947
$279K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
6+ 0.12% |
$1.4K - $1.68K
|
4.95K
$1.46M
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
6+ 0.48% |
$1.4K - $1.68K
|
1.25K
$369K
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
6+ 0.11% |
$1.4K - $1.68K
|
5.32K
$1.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
6+ 0.35% |
$1.4K - $1.68K
|
1.74K
$512K
|
|
|
Oct 07, 2024
Q3 2024
|
Iam Advisory, LLC
|
BUY
|
- |
5+ 0.13% |
$1.17K - $1.4K
|
3.72K
$1.09M
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
5+ 0.4% |
$1.17K - $1.4K
|
1.26K
$372K
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
5+ 0.06% |
$1.17K - $1.4K
|
8.53K
$2.51M
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
5+ 0.58% |
$1.17K - $1.4K
|
867
$255K
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
5+ 0.13% |
$1.17K - $1.4K
|
3.97K
$1.17M
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
5+ 0.09% |
$1.17K - $1.4K
|
5.39K
$1.59M
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
5+ 0.05% |
$1.17K - $1.4K
|
10.7K
$3.16M
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
5+ 0.08% |
$1.17K - $1.4K
|
6.3K
$1.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5+ 0.41% |
$1.17K - $1.4K
|
1.23K
$363K
|
|
|
Nov 15, 2024
Q3 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
5+ 0.55% |
$1.17K - $1.4K
|
913
$269K
|
|
|
Feb 27, 2025
Q3 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
5+ 15.63% |
$1.17K - $1.4K
|
37
$10.9K
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
4+ 0.15% |
$934 - $1.12K
|
2.73K
$804K
|