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 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
51+ 3.19% |
$14.3K - $15.7K
|
1.65K
$505K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
50+ 2.15% |
$14K - $15.4K
|
2.38K
$728K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
48+ 0.75% |
$13.4K - $14.8K
|
6.49K
$1.98M
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
48+ 2.76% |
$13.4K - $14.8K
|
1.79K
$547K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
45+ 1.7% |
$12.6K - $13.9K
|
2.69K
$824K
|
|
|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
44+ 0.73% |
$12.3K - $13.6K
|
6.05K
$1.85M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
43New |
$12K - $13.2K
|
43
$13.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Blossom Wealth Management
|
BUY
|
- |
43+ 3.06% |
$12K - $13.2K
|
1.45K
$443K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
42+ 4.37% |
$11.8K - $12.9K
|
1K
$307K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
42+ 0.07% |
$11.8K - $12.9K
|
60.6K
$18.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
41New |
$11.5K - $12.6K
|
41
$12.5K
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
40+ 1.95% |
$11.2K - $12.3K
|
2.09K
$641K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
40+ 2.36% |
$11.2K - $12.3K
|
1.74K
$532K
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
37+ 4.21% |
$10.4K - $11.4K
|
916
$280K
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
37+ 2.05% |
$10.4K - $11.4K
|
1.84K
$564K
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
37+ 3.44% |
$10.4K - $11.4K
|
1.11K
$341K
|
|
|
Feb 04, 2025
Q4 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
37+ 6.65% |
$10.4K - $11.4K
|
593
$181K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
37+ 0.25% |
$10.4K - $11.4K
|
14.6K
$4.46M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
36+ 1.54% |
$10.1K - $11.1K
|
2.37K
$726K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
36+ 0.72% |
$10.1K - $11.1K
|
5.01K
$1.53M
|
|
|
Jan 21, 2025
Q4 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
34+ 0.19% |
$9.52K - $10.5K
|
18K
$5.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
33+ 4.34% |
$9.24K - $10.2K
|
794
$243K
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
33+ 2.14% |
$9.24K - $10.2K
|
1.58K
$483K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
33New |
$9.24K - $10.2K
|
33
$10.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
33+ 0.64% |
$9.24K - $10.2K
|
5.21K
$1.59M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
33+ 0.29% |
$9.24K - $10.2K
|
11.3K
$3.47M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
32+ 0.83% |
$8.96K - $9.86K
|
3.88K
$1.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
31+ 1.59% |
$8.68K - $9.55K
|
1.98K
$605K
|
|
|
Jan 24, 2025
Q4 2024
|
Abner Herrman & Brock LLC
|
BUY
|
- |
31+ 0.05% |
$8.68K - $9.55K
|
57.6K
$17.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
31+ 0.81% |
$8.68K - $9.55K
|
3.85K
$1.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
31New |
$8.68K - $9.55K
|
31
$9.49K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
31+ 1.75% |
$8.68K - $9.55K
|
1.8K
$550K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
31+ 0.61% |
$8.68K - $9.55K
|
5.11K
$1.56M
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
30+ 2.94% |
$8.4K - $9.24K
|
1.05K
$321K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
30+ 3.94% |
$8.4K - $9.24K
|
791
$242K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
30+ 1.41% |
$8.4K - $9.24K
|
2.16K
$661K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
29+ 1.71% |
$8.12K - $8.93K
|
1.72K
$527K
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
29+ 1.93% |
$8.12K - $8.93K
|
1.53K
$468K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
28+ 3.3% |
$7.84K - $8.62K
|
877
$268K
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
28+ 2.59% |
$7.84K - $8.62K
|
1.11K
$340K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
28+ 1.65% |
$7.84K - $8.62K
|
1.73K
$528K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
27+ 1.43% |
$7.56K - $8.32K
|
1.92K
$587K
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
27+ 0.96% |
$7.56K - $8.32K
|
2.84K
$870K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
26+ 21.31% |
$7.28K - $8.01K
|
148
$45.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
26+ 3.33% |
$7.28K - $8.01K
|
806
$247K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
25+ 192.31% |
$7K - $7.7K
|
38
$11.6K
|
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
25+ 312.5% |
$7K - $7.7K
|
33
$10.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
25+ 1.02% |
$7K - $7.7K
|
2.47K
$756K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
25+ 0.5% |
$7K - $7.7K
|
5.04K
$1.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
23+ 2.51% |
$6.44K - $7.08K
|
938
$287K
|