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 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
563+ 0.63% |
$118K - $141K
|
90.6K
$27.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
561+ 57.84% |
$118K - $140K
|
1.53K
$469K
|
|
|
Jan 30, 2024
Q4 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
560+ 1.3% |
$118K - $140K
|
43.6K
$13.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
553+ 0.45% |
$116K - $138K
|
124K
$37.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
550New |
$116K - $138K
|
550
$168K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
538+ 52.59% |
$113K - $135K
|
1.56K
$478K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
533+ 1.8% |
$112K - $133K
|
30.1K
$9.21M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
533+ 23.76% |
$112K - $133K
|
2.78K
$850K
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
526+ 1.12% |
$111K - $132K
|
47.3K
$14.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Coho Partners, Ltd.
|
BUY
|
- |
507+ 4.24% |
$107K - $127K
|
12.5K
$3.82M
|
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
502+ 29.77% |
$106K - $126K
|
2.19K
$670K
|
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
500+ 0.4% |
$105K - $125K
|
127K
$38.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
494+ 5.92% |
$104K - $124K
|
8.84K
$2.71M
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
483+ 4.6% |
$102K - $121K
|
11K
$3.37M
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
479+ 5.43% |
$101K - $120K
|
9.29K
$2.85M
|
|
|
Feb 23, 2024
Q4 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
476+ 5.69% |
$100K - $119K
|
8.84K
$2.71M
|
|
|
Feb 12, 2024
Q4 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
474+ 6.52% |
$99.7K - $119K
|
7.75K
$2.37M
|
|
|
Jan 16, 2024
Q4 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
473+ 0.61% |
$99.5K - $118K
|
78.6K
$24.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
466+ 1.24% |
$98K - $117K
|
38K
$11.6M
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
464New |
$97.6K - $116K
|
464
$142K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
464New |
$97.6K - $116K
|
464
$142K
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
463+ 21.8% |
$97.4K - $116K
|
2.59K
$792K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
455+ 1.48% |
$95.7K - $114K
|
31.1K
$9.53M
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
450New |
$94.7K - $113K
|
450
$138K
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
BUY
|
- |
447+ 25.54% |
$94K - $112K
|
2.2K
$673K
|
|
|
May 10, 2024
Q4 2023
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
440+ 0.09% |
$92.6K - $110K
|
503K
$154M
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
438New |
$92.1K - $110K
|
438
$134K
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
438+ 6.54% |
$92.1K - $110K
|
7.13K
$2.18M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
436+ 5.37% |
$91.7K - $109K
|
8.56K
$2.62M
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
430+ 43.0% |
$90.5K - $108K
|
1.43K
$438K
|
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
429+ 0.95% |
$90.2K - $107K
|
45.5K
$13.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
429+ 2.73% |
$90.2K - $107K
|
16.1K
$4.94M
|
|
|
Jan 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
423+ 69.34% |
$89K - $106K
|
1.03K
$316K
|
|
|
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
BUY
|
- |
422+ 30.67% |
$88.8K - $106K
|
1.8K
$551K
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
421+ 34.94% |
$88.6K - $105K
|
1.63K
$498K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
412+ 2.02% |
$86.7K - $103K
|
20.8K
$6.36M
|
|
|
Jan 11, 2024
Q4 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
411+ 3.62% |
$86.5K - $103K
|
11.8K
$3.6M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
401+ 13.88% |
$84.4K - $100K
|
3.29K
$1.01M
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
400New |
$84.1K - $100K
|
400
$122K
|
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
400+ 7.31% |
$84.1K - $100K
|
5.87K
$1.8M
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
396+ 5.78% |
$83.3K - $99.1K
|
7.25K
$2.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
386+ 3.16% |
$81.2K - $96.6K
|
12.6K
$3.85M
|
|
|
Jan 16, 2024
Q4 2023
|
Exeter Financial, LLC
|
BUY
|
- |
380+ 2.92% |
$79.9K - $95.1K
|
13.4K
$4.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
377+ 207.14% |
$79.3K - $94.3K
|
559
$171K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
372+ 3.68% |
$78.3K - $93.1K
|
10.5K
$3.21M
|
|
|
Jan 04, 2024
Q4 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
369+ 4.45% |
$77.6K - $92.3K
|
8.66K
$2.65M
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
368+ 18.22% |
$77.4K - $92.1K
|
2.39K
$731K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
361+ 5.24% |
$75.9K - $90.3K
|
7.25K
$2.22M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
355+ 23.79% |
$74.7K - $88.8K
|
1.85K
$566K
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
351+ 15.05% |
$73.8K - $87.8K
|
2.68K
$822K
|