Purchases and Sales Made in Q4 2024 in Automatic Data Processing Inc (ADP)
This table provides information about the institutional ownership of Automatic Data Processing Inc (ADP) during Q4 2024. 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 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
23+ 2.18% |
$6.44K - $7.08K
|
1.08K
$330K
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
23+ 0.92% |
$6.44K - $7.08K
|
2.51K
$769K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
23+ 1.11% |
$6.44K - $7.08K
|
2.09K
$641K
|
|
|
Feb 04, 2025
Q4 2024
|
Shayne & Co., LLC
|
BUY
|
- |
23+ 0.58% |
$6.44K - $7.08K
|
4.02K
$1.23M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
23+ 1.1% |
$6.44K - $7.08K
|
2.12K
$649K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
23+ 34.85% |
$6.44K - $7.08K
|
89
$27.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
22+ 2.74% |
$6.16K - $6.78K
|
824
$252K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
22+ 2.65% |
$6.16K - $6.78K
|
853
$261K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
21+ 190.91% |
$5.88K - $6.47K
|
32
$9.79K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
21+ 0.24% |
$5.88K - $6.47K
|
8.79K
$2.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
21+ 2.73% |
$5.88K - $6.47K
|
789
$241K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
21+ 0.84% |
$5.88K - $6.47K
|
2.52K
$772K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
20New |
$5.6K - $6.16K
|
20
$6.12K
|
|
|
Jan 21, 2025
Q4 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
20+ 2.36% |
$5.6K - $6.16K
|
868
$266K
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
20+ 0.39% |
$5.6K - $6.16K
|
5.1K
$1.56M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
20+ 0.87% |
$5.6K - $6.16K
|
2.33K
$713K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
19+ 1.92% |
$5.32K - $5.85K
|
1.01K
$309K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
19+ 8.12% |
$5.32K - $5.85K
|
253
$77.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
19+ 0.77% |
$5.32K - $5.85K
|
2.48K
$758K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
18+ 2.26% |
$5.04K - $5.54K
|
815
$249K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
17+ 0.04% |
$4.76K - $5.24K
|
39.3K
$12M
|
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
17+ 0.72% |
$4.76K - $5.24K
|
2.38K
$728K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
17+ 29.31% |
$4.76K - $5.24K
|
75
$22.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
17+ 0.69% |
$4.76K - $5.24K
|
2.48K
$759K
|
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
17+ 0.27% |
$4.76K - $5.24K
|
6.42K
$1.96M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
16+ 0.47% |
$4.48K - $4.93K
|
3.4K
$1.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
16+ 0.36% |
$4.48K - $4.93K
|
4.49K
$1.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
16+ 0.55% |
$4.48K - $4.93K
|
2.95K
$903K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
15+ 0.44% |
$4.2K - $4.62K
|
3.41K
$1.04M
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
15+ 1.06% |
$4.2K - $4.62K
|
1.42K
$436K
|
|
|
Feb 07, 2025
Q4 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
15+ 10.79% |
$4.2K - $4.62K
|
154
$47.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
14+ 0.48% |
$3.92K - $4.31K
|
2.91K
$889K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
14+ 0.38% |
$3.92K - $4.31K
|
3.72K
$1.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
14+ 0.1% |
$3.92K - $4.31K
|
13.4K
$4.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
14+ 1.75% |
$3.92K - $4.31K
|
814
$249K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
14+ 4.08% |
$3.92K - $4.31K
|
357
$109K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
14+ 0.2% |
$3.92K - $4.31K
|
7.18K
$2.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
13+ 1.48% |
$3.64K - $4K
|
892
$273K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
13+ 0.12% |
$3.64K - $4K
|
11K
$3.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
BUY
|
- |
13+ 0.73% |
$3.64K - $4K
|
1.8K
$550K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
12+ 0.14% |
$3.36K - $3.7K
|
8.61K
$2.64M
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
12+ 0.09% |
$3.36K - $3.7K
|
13.2K
$4.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
12+ 2.99% |
$3.36K - $3.7K
|
413
$126K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
12+ 0.27% |
$3.36K - $3.7K
|
4.46K
$1.37M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12+ 0.57% |
$3.36K - $3.7K
|
2.1K
$643K
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
11+ 0.39% |
$3.08K - $3.39K
|
2.82K
$862K
|
|
|
Jan 31, 2025
Q4 2024
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
11+ 0.21% |
$3.08K - $3.39K
|
5.22K
$1.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
10+ 3.7% |
$2.8K - $3.08K
|
280
$85.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
10+ 1.37% |
$2.8K - $3.08K
|
739
$226K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
10New |
$2.8K - $3.08K
|
10
$3.06K
|