Purchases and Sales Made in Q4 2023 in Automatic Data Processing Inc (ADP)
This table provides information about the institutional ownership of Automatic Data Processing Inc (ADP) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
851+ 5.95% |
$179K - $213K
|
15.1K
$4.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
840New |
$177K - $210K
|
840
$255K
|
|
|
Jan 31, 2024
Q4 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
823+ 1.17% |
$173K - $206K
|
71.3K
$21.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
822+ 6.47% |
$173K - $206K
|
13.5K
$4.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
790+ 1.65% |
$166K - $198K
|
48.6K
$14.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
774+ 11.11% |
$163K - $194K
|
7.74K
$2.35M
|
|
|
Jan 30, 2024
Q4 2023
|
Suncoast Equity Management
|
BUY
|
- |
767+ 0.8% |
$161K - $192K
|
97K
$29.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
766+ 6.87% |
$161K - $192K
|
11.9K
$3.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
760+ 65.74% |
$160K - $190K
|
1.92K
$581K
|
|
|
Jan 22, 2024
Q4 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
750+ 1.5% |
$158K - $188K
|
50.8K
$15.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
747+ 19.82% |
$157K - $187K
|
4.52K
$1.37M
|
|
|
Feb 01, 2024
Q4 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
745+ 9.05% |
$157K - $186K
|
8.98K
$2.73M
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
743+ 31.62% |
$156K - $186K
|
3.09K
$939K
|
|
|
Feb 13, 2024
Q4 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
729+ 57.9% |
$153K - $182K
|
1.99K
$603K
|
|
|
Feb 13, 2024
Q4 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
723+ 3.87% |
$152K - $181K
|
19.4K
$5.89M
|
|
|
Feb 02, 2024
Q4 2023
|
Sycomore Asset Management
|
BUY
|
- |
719+ 12.83% |
$151K - $180K
|
6.33K
$1.92M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
712New |
$150K - $178K
|
712
$216K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
705New |
$148K - $176K
|
705
$214K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
704+ 406.94% |
$148K - $176K
|
877
$266K
|
|
|
Feb 12, 2024
Q4 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
700+ 34.08% |
$147K - $175K
|
2.75K
$836K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
698+ 2.58% |
$147K - $175K
|
27.7K
$8.42M
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
691+ 211.96% |
$145K - $173K
|
1.02K
$309K
|
|
|
Feb 23, 2024
Q4 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
687New |
$145K - $172K
|
687
$208K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
685New |
$144K - $171K
|
685
$208K
|
|
|
Feb 01, 2024
Q4 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
671+ 0.35% |
$141K - $168K
|
191K
$57.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
670+ 1.44% |
$141K - $168K
|
47.3K
$14.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
669New |
$141K - $167K
|
669
$203K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
667+ 55.17% |
$140K - $167K
|
1.88K
$569K
|
|
|
Jan 31, 2024
Q4 2023
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
659+ 0.4% |
$139K - $165K
|
165K
$50.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
653+ 0.34% |
$137K - $163K
|
191K
$58M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
645New |
$136K - $161K
|
645
$196K
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
624New |
$131K - $156K
|
624
$189K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
620+ 21.31% |
$130K - $155K
|
3.53K
$1.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Railway Pension Investments LTD
London, X0 |
BUY
|
- |
600+ 0.54% |
$126K - $150K
|
112K
$34.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
600New |
$126K - $150K
|
600
$182K
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
600+ 0.84% |
$126K - $150K
|
71.8K
$21.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Mjp Associates Inc
|
BUY
|
- |
597+ 60.49% |
$126K - $149K
|
1.58K
$481K
|
|
|
Jan 22, 2024
Q4 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
596+ 2.82% |
$125K - $149K
|
21.7K
$6.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
593+ 145.7% |
$125K - $148K
|
1K
$303K
|
|
|
Feb 06, 2024
Q4 2023
|
Centric Wealth Management
|
BUY
|
- |
589+ 7.65% |
$124K - $147K
|
8.29K
$2.52M
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
585+ 6.98% |
$123K - $146K
|
8.96K
$2.72M
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
580+ 5.56% |
$122K - $145K
|
11K
$3.34M
|
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
577+ 2.36% |
$121K - $144K
|
25K
$7.58M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
573+ 4.62% |
$121K - $143K
|
13K
$3.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
570+ 7.86% |
$120K - $143K
|
7.83K
$2.38M
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
566+ 32.57% |
$119K - $142K
|
2.3K
$699K
|
|
|
Feb 13, 2024
Q4 2023
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
564+ 1.22% |
$119K - $141K
|
46.9K
$14.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
563+ 0.63% |
$118K - $141K
|
90.6K
$27.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
561+ 57.84% |
$118K - $140K
|
1.53K
$465K
|
|
|
Jan 30, 2024
Q4 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
560+ 1.3% |
$118K - $140K
|
43.6K
$13.2M
|