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 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.52K+ 22.21% |
$319K - $380K
|
8.35K
$2.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.5K+ 27.96% |
$315K - $375K
|
6.85K
$2.08M
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
1.5K+ 1.69% |
$315K - $374K
|
90.1K
$27.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Close Asset Management LTD
|
BUY
|
- |
1.49KNew |
$313K - $373K
|
1.49K
$452K
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1.47K+ 10.52% |
$309K - $368K
|
15.4K
$4.68M
|
|
|
Feb 01, 2024
Q4 2023
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
1.46KNew |
$307K - $365K
|
1.46K
$443K
|
|
|
Feb 21, 2024
Q4 2023
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
1.44KNew |
$304K - $361K
|
1.44K
$438K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
1.43K+ 4.54% |
$302K - $359K
|
33K
$10M
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.43K+ 2.64% |
$300K - $357K
|
55.4K
$16.8M
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.42KNew |
$299K - $355K
|
1.42K
$431K
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.4K+ 27.9% |
$295K - $351K
|
6.43K
$1.95M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.4K+ 140.62% |
$295K - $351K
|
2.4K
$728K
|
|
|
Jul 01, 2024
Q4 2023
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
1.4KNew |
$293K - $349K
|
1.4K
$423K
|
|
|
Feb 14, 2024
Q4 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
1.39K+ 8.9% |
$292K - $347K
|
17K
$5.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.38KNew |
$290K - $345K
|
1.38K
$418K
|
|
|
Feb 14, 2024
Q4 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
1.37K+ 3.95% |
$287K - $342K
|
36K
$10.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.36KNew |
$285K - $339K
|
1.36K
$412K
|
|
|
Feb 12, 2024
Q4 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
1.35K+ 7.68% |
$285K - $339K
|
19K
$5.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.31K+ 23.35% |
$276K - $328K
|
6.94K
$2.11M
|
|
|
Mar 19, 2024
Q4 2023
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
1.31KNew |
$275K - $327K
|
1.31K
$397K
|
|
|
Feb 13, 2024
Q4 2023
|
Broderick Brian C
|
BUY
|
- |
1.31K+ 2.35% |
$275K - $327K
|
56.9K
$17.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.28K+ 1.88% |
$269K - $320K
|
69.4K
$21.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.27K+ 0.56% |
$267K - $318K
|
229K
$69.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.26K+ 55.27% |
$265K - $315K
|
3.53K
$1.07M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
1.25K+ 6.53% |
$263K - $313K
|
20.4K
$6.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
BUY
|
- |
1.23KNew |
$258K - $307K
|
1.23K
$372K
|
|
|
Jan 08, 2024
Q4 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
1.22KNew |
$257K - $306K
|
1.22K
$371K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.22K+ 12.29% |
$256K - $305K
|
11.1K
$3.38M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
1.22K+ 20266.67% |
$256K - $304K
|
1.22K
$371K
|
|
|
Feb 08, 2024
Q4 2023
|
Long Road Investment Counsel, LLC
|
BUY
|
- |
1.21K+ 2.31% |
$255K - $303K
|
53.7K
$16.3M
|
|
|
Apr 02, 2024
Q4 2023
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
1.2KNew |
$253K - $300K
|
1.2K
$365K
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1.2K+ 25.27% |
$252K - $300K
|
5.94K
$1.8M
|
|
|
Feb 13, 2024
Q4 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
1.2K+ 1597.33% |
$252K - $300K
|
1.27K
$386K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
1.18KNew |
$248K - $294K
|
1.18K
$357K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.18K+ 13.96% |
$247K - $294K
|
9.59K
$2.91M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
1.17K+ 5.69% |
$246K - $292K
|
21.7K
$6.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
1.16KNew |
$244K - $290K
|
1.16K
$352K
|
|
|
Feb 14, 2024
Q4 2023
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
1.16KNew |
$243K - $289K
|
1.16K
$351K
|
|
|
Feb 14, 2024
Q4 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
1.15K+ 3.42% |
$242K - $287K
|
34.7K
$10.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
1.14KNew |
$239K - $285K
|
1.14K
$345K
|
|
|
Feb 01, 2024
Q4 2023
|
Brendel Financial Advisors LLC
|
BUY
|
- |
1.13KNew |
$238K - $283K
|
1.13K
$343K
|
|
|
Feb 01, 2024
Q4 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
1.13KNew |
$237K - $282K
|
1.13K
$342K
|
|
|
Feb 14, 2024
Q4 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
1.13KNew |
$237K - $282K
|
1.13K
$342K
|
|
|
Jan 24, 2024
Q4 2023
|
Boit C F David
Boston, MA |
BUY
|
- |
1.13K+ 5.29% |
$237K - $281K
|
22.4K
$6.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.13KNew |
$237K - $281K
|
1.13K
$342K
|
|
|
Jan 23, 2024
Q4 2023
|
Oak Asset Management, LLC
|
BUY
|
- |
1.1K+ 70.19% |
$230K - $274K
|
2.66K
$806K
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
BUY
|
- |
1.09K+ 51.88% |
$229K - $273K
|
3.19K
$969K
|
|
|
Nov 13, 2024
Q4 2023
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
1.09KNew |
$229K - $272K
|
1.09K
$330K
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
1.09KNew |
$229K - $272K
|
1.09K
$330K
|
|
|
Jan 23, 2024
Q4 2023
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
1.07KNew |
$225K - $267K
|
1.07K
$325K
|