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 13, 2024
Q4 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
100+ 9.12% |
$21K - $25K
|
1.2K
$367K
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
100+ 0.36% |
$21K - $25K
|
27.6K
$8.46M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
98+ 1.23% |
$20.6K - $24.5K
|
8.08K
$2.48M
|
|
|
Jan 23, 2024
Q4 2023
|
Corundum Group, Inc.
|
BUY
|
- |
97+ 3.97% |
$20.4K - $24.3K
|
2.54K
$779K
|
|
|
Feb 08, 2024
Q4 2023
|
Pacific Global Investment Management CO
|
BUY
|
- |
96+ 4.64% |
$20.2K - $24K
|
2.17K
$665K
|
|
|
Feb 02, 2024
Q4 2023
|
Ghe, LLC
|
BUY
|
- |
94+ 0.55% |
$19.8K - $23.5K
|
17.3K
$5.32M
|
|
|
Jan 23, 2024
Q4 2023
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
93+ 3.9% |
$19.6K - $23.3K
|
2.48K
$761K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
93+ 4.33% |
$19.6K - $23.3K
|
2.24K
$687K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
90New |
$18.9K - $22.5K
|
90
$27.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
90+ 3.0% |
$18.9K - $22.5K
|
3.09K
$948K
|
|
|
Feb 14, 2024
Q4 2023
|
Becker Capital Management Inc
|
BUY
|
- |
90+ 3.89% |
$18.9K - $22.5K
|
2.4K
$738K
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
89+ 2.48% |
$18.7K - $22.3K
|
3.68K
$1.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
85+ 5.64% |
$17.9K - $21.3K
|
1.59K
$488K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
83+ 21.28% |
$17.5K - $20.8K
|
473
$145K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
82New |
$17.3K - $20.5K
|
82
$25.2K
|
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
82+ 7.47% |
$17.3K - $20.5K
|
1.18K
$362K
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
81+ 1.48% |
$17K - $20.3K
|
5.54K
$1.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
79+ 4.81% |
$16.6K - $19.8K
|
1.72K
$529K
|
|
|
Feb 09, 2024
Q4 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
79+ 0.9% |
$16.6K - $19.8K
|
8.89K
$2.73M
|
|
|
Jan 08, 2024
Q4 2023
|
Curated Wealth Partners LLC
|
BUY
|
- |
78+ 6.57% |
$16.4K - $19.5K
|
1.27K
$388K
|
|
|
Jan 24, 2024
Q4 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
77+ 1.76% |
$16.2K - $19.3K
|
4.45K
$1.37M
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
77+ 5.87% |
$16.2K - $19.3K
|
1.39K
$426K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
77New |
$16.2K - $19.3K
|
77
$23.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
76+ 1.89% |
$16K - $19K
|
4.1K
$1.26M
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
76+ 0.26% |
$16K - $19K
|
29.1K
$8.92M
|
|
|
Jan 31, 2024
Q4 2023
|
Tanager Wealth Management LLP
|
BUY
|
- |
76+ 7.5% |
$16K - $19K
|
1.09K
$335K
|
|
|
Feb 12, 2024
Q4 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
72+ 0.2% |
$15.1K - $18K
|
36.4K
$11.2M
|
|
|
Jan 09, 2024
Q4 2023
|
Farmers Trust CO
|
BUY
|
- |
71+ 3.81% |
$14.9K - $17.8K
|
1.94K
$594K
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
69+ 4.79% |
$14.5K - $17.3K
|
1.51K
$464K
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
67+ 0.18% |
$14.1K - $16.8K
|
37K
$11.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
66+ 6.59% |
$13.9K - $16.5K
|
1.07K
$328K
|
|
|
Feb 28, 2024
Q4 2023
|
University Of Texas
|
BUY
|
- |
66New |
$13.9K - $16.5K
|
66
$20.3K
|
|
|
Aug 29, 2024
Q4 2023
|
University Of Texas
|
BUY
|
- |
66New |
$13.9K - $16.5K
|
66
$20.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
65+ 0.51% |
$13.7K - $16.3K
|
12.7K
$3.91M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
63+ 4.1% |
$13.3K - $15.8K
|
1.6K
$490K
|
|
|
Feb 12, 2024
Q4 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
62+ 7.01% |
$13K - $15.5K
|
946
$290K
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
61+ 1.18% |
$12.8K - $15.3K
|
5.21K
$1.6M
|
|
|
Jan 08, 2024
Q4 2023
|
Tealwood Asset Management Inc
|
BUY
|
- |
60+ 0.64% |
$12.6K - $15K
|
9.4K
$2.88M
|
|
|
Jan 22, 2024
Q4 2023
|
Berkshire Bank
|
BUY
|
- |
60+ 1.5% |
$12.6K - $15K
|
4.06K
$1.24M
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
60+ 1.61% |
$12.6K - $15K
|
3.79K
$1.16M
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
58+ 2.07% |
$12.2K - $14.5K
|
2.86K
$877K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
58+ 2.66% |
$12.2K - $14.5K
|
2.24K
$688K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
57+ 3.35% |
$12K - $14.3K
|
1.76K
$540K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
56+ 0.32% |
$11.8K - $14K
|
17.3K
$5.31M
|
|
|
Jan 11, 2024
Q4 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
55+ 1.12% |
$11.6K - $13.8K
|
4.98K
$1.53M
|
|
|
Jan 30, 2024
Q4 2023
|
Saybrook Capital
|
BUY
|
- |
55+ 0.07% |
$11.6K - $13.8K
|
78.5K
$24.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
54+ 1.59% |
$11.4K - $13.5K
|
3.45K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
54New |
$11.4K - $13.5K
|
54
$16.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
53+ 0.27% |
$11.1K - $13.3K
|
19.4K
$5.94M
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
BUY
|
- |
52+ 5.26% |
$10.9K - $13K
|
1.04K
$319K
|