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 |
---|---|---|---|---|---|---|---|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-16- 94.12% |
$3.37K - $4K
|
1
$307
|
|
Feb 13, 2024
Q4 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-17- 0.42% |
$3.58K - $4.25K
|
4.06K
$1.25M
|
|
Jan 22, 2024
Q4 2023
|
Newton One Investments LLC
|
SELL
|
- |
-18- 16.82% |
$3.79K - $4.5K
|
89
$27.3K
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-18- 0.18% |
$3.79K - $4.5K
|
10.2K
$3.13M
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-18- 38.3% |
$3.79K - $4.5K
|
29
$8.9K
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-19- 0.45% |
$4K - $4.75K
|
4.16K
$1.28M
|
|
Jan 31, 2024
Q4 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-19- 0.67% |
$4K - $4.75K
|
2.82K
$864K
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
SELL
|
- |
-19- 0.08% |
$4K - $4.75K
|
22.9K
$7.03M
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
SELL
|
- |
-19- 1.47% |
$4K - $4.75K
|
1.27K
$390K
|
|
Feb 13, 2024
Q4 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-19- 1.83% |
$4K - $4.75K
|
1.02K
$314K
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-19- 0.25% |
$4K - $4.75K
|
7.44K
$2.28M
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-20- 0.45% |
$4.21K - $5K
|
4.46K
$1.37M
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-20- 0.9% |
$4.21K - $5K
|
2.21K
$678K
|
|
Feb 22, 2024
Q4 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-20- 0.26% |
$4.21K - $5K
|
7.71K
$2.36M
|
|
Feb 09, 2024
Q4 2023
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-21- 6.86% |
$4.42K - $5.25K
|
285
$87.5K
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-23- 1.14% |
$4.84K - $5.75K
|
2K
$615K
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-23- 2.46% |
$4.84K - $5.75K
|
912
$280K
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-23- 1.71% |
$4.84K - $5.75K
|
1.32K
$405K
|
|
Jan 10, 2024
Q4 2023
|
Insight Folios Inc
|
SELL
|
- |
-24- 1.67% |
$5.05K - $6K
|
1.41K
$432K
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-24- 0.38% |
$5.05K - $6K
|
6.3K
$1.93M
|
|
Jan 05, 2024
Q4 2023
|
Boltwood Capital Management
|
SELL
|
- |
-25- 0.65% |
$5.26K - $6.25K
|
3.84K
$1.18M
|
|
Jan 22, 2024
Q4 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-25- 1.64% |
$5.26K - $6.25K
|
1.5K
$460K
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-25- 0.14% |
$5.26K - $6.25K
|
17.4K
$5.33M
|
|
Feb 05, 2024
Q4 2023
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-25- 0.14% |
$5.26K - $6.25K
|
17.4K
$5.33M
|
|
Feb 05, 2024
Q4 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-25- 0.66% |
$5.26K - $6.25K
|
3.75K
$1.15M
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-25- 1.0% |
$5.26K - $6.25K
|
2.48K
$761K
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
SELL
|
- |
-25- 1.67% |
$5.26K - $6.25K
|
1.47K
$451K
|
|
Feb 08, 2024
Q4 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-25- 1.2% |
$5.26K - $6.25K
|
2.05K
$629K
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
SELL
|
- |
-25- 0.83% |
$5.26K - $6.25K
|
2.97K
$913K
|
|
Feb 12, 2024
Q4 2023
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-25- 2.82% |
$5.26K - $6.25K
|
860
$264K
|
|
Feb 13, 2024
Q4 2023
|
Alapocas Investment Partners, Inc.
Beverly, MA |
SELL
|
- |
-25- 0.32% |
$5.26K - $6.25K
|
7.69K
$2.36M
|
|
Feb 14, 2024
Q4 2023
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-25- 0.64% |
$5.26K - $6.25K
|
3.88K
$1.19M
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-26- 23.21% |
$5.47K - $6.5K
|
86
$26.4K
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-26- 0.05% |
$5.47K - $6.5K
|
51K
$15.7M
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-26- 0.39% |
$5.47K - $6.5K
|
6.67K
$2.05M
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-27- 0.65% |
$5.68K - $6.75K
|
4.12K
$1.26M
|
|
Jan 17, 2024
Q4 2023
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-28- 2.78% |
$5.89K - $7.01K
|
981
$301K
|
|
Jan 22, 2024
Q4 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-28- 2.74% |
$5.89K - $7.01K
|
995
$305K
|
|
Feb 13, 2024
Q4 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-28- 1.62% |
$5.89K - $7.01K
|
1.7K
$523K
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-28- 13.73% |
$5.89K - $7.01K
|
176
$54K
|
|
Feb 14, 2024
Q4 2023
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-29- 0.22% |
$6.1K - $7.26K
|
13.5K
$4.13M
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-30- 0.81% |
$6.31K - $7.51K
|
3.68K
$1.13M
|
|
Feb 14, 2024
Q4 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-30- 0.68% |
$6.31K - $7.51K
|
4.4K
$1.35M
|
|
Feb 15, 2024
Q4 2023
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-30- 1.88% |
$6.31K - $7.51K
|
1.56K
$480K
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-31- 1.9% |
$6.52K - $7.76K
|
1.6K
$492K
|
|
Jan 03, 2024
Q4 2023
|
Albert D Mason Inc
|
SELL
|
- |
-32- 0.3% |
$6.73K - $8.01K
|
10.6K
$3.25M
|
|
Feb 06, 2024
Q4 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-32- 0.39% |
$6.73K - $8.01K
|
8.22K
$2.52M
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-32- 0.89% |
$6.73K - $8.01K
|
3.55K
$1.09M
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-34- 1.35% |
$7.15K - $8.51K
|
2.48K
$762K
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-34- 89.47% |
$7.15K - $8.51K
|
4
$1.23K
|