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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2024
Q4 2023
|
Mcrae Capital Management Inc
|
BUY
|
- |
3+ 0.14% |
$631 - $751
|
2.14K
$664K
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
3+ 0.24% |
$631 - $751
|
1.24K
$386K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3+ 0.69% |
$631 - $751
|
436
$135K
|
|
|
Jan 17, 2024
Q4 2023
|
Rede Wealth, LLC
|
BUY
|
- |
2+ 0.07% |
$421 - $500
|
2.78K
$861K
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
2+ 0.22% |
$421 - $500
|
918
$285K
|
|
|
Jan 22, 2024
Q4 2023
|
Welch Group, LLC
|
BUY
|
- |
2+ 0.12% |
$421 - $500
|
1.71K
$531K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
2+ 0.02% |
$421 - $500
|
12.4K
$3.86M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
2+ 0.0% |
$421 - $500
|
64.3K
$19.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Carson Advisory Inc.
|
BUY
|
- |
2+ 0.2% |
$421 - $500
|
1.01K
$314K
|
|
|
Feb 07, 2024
Q4 2023
|
Horan Securities, Inc.
|
BUY
|
- |
2+ 0.13% |
$421 - $500
|
1.5K
$466K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2+ 0.42% |
$421 - $500
|
479
$149K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
2New |
$421 - $500
|
2
$620
|
|
|
Jan 08, 2024
Q4 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
1+ 0.09% |
$210 - $250
|
1.16K
$360K
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$210 - $250
|
3.68K
$1.14M
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.32% |
$210 - $250
|
317
$98.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.43% |
$210 - $250
|
232
$72K
|
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
1+ 0.02% |
$210 - $250
|
4.62K
$1.43M
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
1+ 0.47% |
$210 - $250
|
213
$66.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1+ 0.42% |
$210 - $250
|
238
$73.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1+ 0.32% |
$210 - $250
|
311
$96.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
1+ 0.07% |
$210 - $250
|
1.36K
$423K
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.92% |
$210 - $250
|
110
$34.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1New |
$210 - $250
|
1
$310
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1+ 0.04% |
$210 - $250
|
2.39K
$740K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1+ 0.09% |
$210 - $250
|
1.07K
$330K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1+ 0.72% |
$210 - $250
|
139
$43.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.02% |
$210 - $250
|
5.83K
$1.81M
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.7% |
$210 - $250
|
144
$44.7K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-1- 0.4% |
$210 - $250
|
250
$77.6K
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-1- 0.02% |
$210 - $250
|
4.43K
$1.37M
|
|
|
Feb 09, 2024
Q4 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-1- 0.02% |
$210 - $250
|
4.85K
$1.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-1- 0.91% |
$210 - $250
|
109
$33.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2- 0.54% |
$421 - $500
|
367
$114K
|
|
|
Feb 09, 2024
Q4 2023
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-2- 0.2% |
$421 - $500
|
997
$309K
|
|
|
Feb 14, 2024
Q4 2023
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-2- 0.03% |
$421 - $500
|
7.24K
$2.24M
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2- 1.16% |
$421 - $500
|
171
$53K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-2- 2.33% |
$421 - $500
|
84
$26.1K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-3- 2.75% |
$631 - $751
|
106
$32.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.34% |
$631 - $751
|
869
$270K
|
|
|
Jan 12, 2024
Q4 2023
|
Iam Advisory, LLC
|
SELL
|
- |
-3- 0.08% |
$631 - $751
|
3.69K
$1.15M
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 0.59% |
$631 - $751
|
509
$158K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-3- 1.18% |
$631 - $751
|
251
$77.9K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
SELL
|
- |
-4- 0.43% |
$841 - $1K
|
927
$288K
|
|
|
Feb 05, 2024
Q4 2023
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-4- 0.35% |
$841 - $1K
|
1.13K
$350K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-4- 1.23% |
$841 - $1K
|
320
$99.3K
|
|
|
Jan 11, 2024
Q4 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-5- 0.18% |
$1.05K - $1.25K
|
2.76K
$857K
|
|
|
Jan 31, 2024
Q4 2023
|
Davidson Trust CO
|
SELL
|
- |
-5- 0.05% |
$1.05K - $1.25K
|
9.76K
$3.03M
|
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-5- 0.47% |
$1.05K - $1.25K
|
1.05K
$327K
|
|
|
Feb 07, 2024
Q4 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-5- 0.47% |
$1.05K - $1.25K
|
1.06K
$328K
|
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-5- 0.04% |
$1.05K - $1.25K
|
12.4K
$3.86M
|