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 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
1KNew |
$280K - $308K
|
1K
$303K
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
985+ 7.76% |
$276K - $303K
|
13.7K
$4.14M
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
929+ 12.52% |
$260K - $286K
|
8.35K
$2.53M
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
884+ 47.15% |
$248K - $272K
|
2.76K
$836K
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
880+ 28.05% |
$246K - $271K
|
4.02K
$1.22M
|
|
Jan 15, 2025
Q4 2024
|
Spring Capital Management, LLC
|
BUY
|
- |
872+ 4.3% |
$244K - $269K
|
21.1K
$6.41M
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
829+ 63.04% |
$232K - $255K
|
2.14K
$650K
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
802New |
$225K - $247K
|
802
$243K
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
800New |
$224K - $246K
|
800
$242K
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
798+ 18.46% |
$224K - $246K
|
5.12K
$1.55M
|
|
Jan 13, 2025
Q4 2024
|
Grassi Investment Management
|
BUY
|
- |
776New |
$217K - $239K
|
776
$235K
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
770New |
$216K - $237K
|
770
$233K
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
765New |
$214K - $236K
|
765
$232K
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
751New |
$210K - $231K
|
751
$228K
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
750+ 49.47% |
$210K - $231K
|
2.27K
$687K
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
744+ 3.36% |
$208K - $229K
|
22.9K
$6.94M
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
734New |
$206K - $226K
|
734
$222K
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
722+ 7.9% |
$202K - $222K
|
9.86K
$2.99M
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
718+ 15.98% |
$201K - $221K
|
5.21K
$1.58M
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
714New |
$200K - $220K
|
714
$216K
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
712New |
$199K - $219K
|
712
$216K
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
711New |
$199K - $219K
|
711
$215K
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
705New |
$197K - $217K
|
705
$214K
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
BUY
|
- |
702New |
$197K - $216K
|
702
$213K
|
|
Jan 29, 2025
Q4 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
700New |
$196K - $216K
|
700
$212K
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
700New |
$196K - $216K
|
700
$212K
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
699New |
$196K - $215K
|
699
$212K
|
|
Jan 02, 2025
Q4 2024
|
Impac Tfolio, LLC
|
BUY
|
- |
697New |
$195K - $215K
|
697
$211K
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
696+ 17.47% |
$195K - $214K
|
4.68K
$1.42M
|
|
Jan 14, 2025
Q4 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
693New |
$194K - $213K
|
693
$210K
|
|
Jan 30, 2025
Q4 2024
|
Compton Financial Group, LLC
|
BUY
|
- |
686New |
$192K - $211K
|
686
$208K
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
685New |
$192K - $211K
|
685
$208K
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
683New |
$191K - $210K
|
683
$207K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
644+ 1.12% |
$180K - $198K
|
57.9K
$17.5M
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
641+ 20.22% |
$180K - $197K
|
3.81K
$1.15M
|
|
Jan 24, 2025
Q4 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
637+ 5.01% |
$178K - $196K
|
13.3K
$4.04M
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
600+ 37.69% |
$168K - $185K
|
2.19K
$664K
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
597+ 5.64% |
$167K - $184K
|
11.2K
$3.39M
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
597+ 7.67% |
$167K - $184K
|
8.38K
$2.54M
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
575+ 66.78% |
$161K - $177K
|
1.44K
$435K
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
569+ 12.7% |
$159K - $175K
|
5.05K
$1.53M
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
552+ 2.92% |
$155K - $170K
|
19.4K
$5.89M
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
550+ 1.27% |
$154K - $169K
|
43.9K
$13.3M
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
540New |
$151K - $166K
|
540
$164K
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
520+ 26.93% |
$146K - $160K
|
2.45K
$743K
|
|
Jan 29, 2025
Q4 2024
|
Arlington Partners LLC
|
BUY
|
- |
510+ 3.48% |
$143K - $157K
|
15.2K
$4.6M
|
|
Jan 23, 2025
Q4 2024
|
Scharf Investments, LLC
|
BUY
|
- |
495+ 7.89% |
$139K - $152K
|
6.77K
$2.05M
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
493+ 9.75% |
$138K - $152K
|
5.55K
$1.68M
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
493New |
$138K - $152K
|
493
$149K
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
488+ 0.95% |
$137K - $150K
|
51.8K
$15.7M
|