Latest Institutional Transactions on Autodesk, Inc. (ADSK)
This table provides information on the latest institutional transactions involving Autodesk, Inc. (ADSK) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 30, 2025
Q2 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-9.69K- 86.16% |
N/A
|
1.56K
$383K
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
5+ 23.81% |
N/A
|
26
$6.39K
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
31New |
N/A
|
31
$7.62K
|
|
Jul 30, 2025
Q2 2025
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-1.71K- 13.51% |
N/A
|
11K
$2.7M
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-878- 53.44% |
N/A
|
765
$188K
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
14+ 1.13% |
N/A
|
1.25K
$308K
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
300+ 26.71% |
N/A
|
1.42K
$350K
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
197+ 19.88% |
N/A
|
1.19K
$292K
|
|
Jul 30, 2025
Q2 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-77- 1.03% |
N/A
|
7.38K
$1.81M
|
|
Jul 30, 2025
Q2 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-53- 3.28% |
N/A
|
1.56K
$384K
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
13New |
N/A
|
13
$3.2K
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
SELL
|
- |
-148- 1.81% |
N/A
|
8.04K
$1.98M
|
|
Jul 30, 2025
Q2 2025
|
Pacific Heights Asset Management LLC
|
BUY
|
- |
8K+ 13.56% |
N/A
|
67K
$16.5M
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-51- 0.05% |
N/A
|
99.5K
$24.5M
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-20- 10.81% |
N/A
|
165
$40.6K
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-28.8K- 92.79% |
N/A
|
2.24K
$550K
|
|
Jul 30, 2025
Q2 2025
|
Jacobsen Capital Management
|
BUY
|
- |
707New |
N/A
|
707
$174K
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1.2KNew |
N/A
|
1.2K
$296K
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-93- 9.97% |
N/A
|
840
$206K
|
|
Jul 30, 2025
Q2 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-297- 17.87% |
N/A
|
1.37K
$336K
|
|
Jul 30, 2025
Q2 2025
|
Paralel Advisors LLC
|
BUY
|
- |
10.2KNew |
N/A
|
10.2K
$2.51M
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
2.72K+ 10.86% |
N/A
|
27.8K
$6.83M
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-56- 3.63% |
N/A
|
1.49K
$365K
|
|
Jul 30, 2025
Q2 2025
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
BUY
|
- |
1.16K+ 9.69% |
N/A
|
13.2K
$3.23M
|
|
Jul 30, 2025
Q2 2025
|
Stephens Investment Management Group LLC
|
SELL
|
- |
-6.65K- 14.98% |
N/A
|
37.7K
$9.28M
|
|
Jul 30, 2025
Q2 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
171+ 15.98% |
N/A
|
1.24K
$305K
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-199- 13.51% |
N/A
|
1.27K
$313K
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-102- 7.4% |
N/A
|
1.28K
$314K
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
54New |
N/A
|
54
$13.3K
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
30New |
N/A
|
30
$7.37K
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
491+ 43.22% |
N/A
|
1.63K
$400K
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
70+ 777.78% |
N/A
|
79
$19.4K
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
153+ 35.33% |
N/A
|
586
$144K
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
650New |
N/A
|
650
$160K
|
|
Jul 29, 2025
Q2 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-4.51K- 74.06% |
N/A
|
1.58K
$388K
|
|
Jul 29, 2025
Q2 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
1.12K+ 5.58% |
N/A
|
21.3K
$5.22M
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
1.78KNew |
N/A
|
1.78K
$438K
|
|
Jul 29, 2025
Q2 2025
|
S Bank Fund Management LTD
Helsinki, H9 |
BUY
|
- |
3.39KNew |
N/A
|
3.39K
$834K
|
|
Jul 29, 2025
Q2 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
42+ 5.38% |
N/A
|
822
$202K
|
|
Jul 29, 2025
Q2 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
2.83KNew |
N/A
|
2.83K
$695K
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
246+ 0.22% |
N/A
|
114K
$27.9M
|
|
Jul 29, 2025
Q2 2025
|
Vela Investment Management, LLC
New Albany, OH |
SELL
|
- |
-3.25K- 39.75% |
N/A
|
4.93K
$1.21M
|
|
Jul 29, 2025
Q2 2025
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
PUT |
1.8K+ 150.0% |
N/A
|
3K
$737K
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
229+ 28.17% |
N/A
|
1.04K
$256K
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-63- 3.78% |
N/A
|
1.6K
$394K
|
|
Jul 29, 2025
Q2 2025
|
Progressive Investment Management Corp
|
SELL
|
- |
-202- 1.26% |
N/A
|
15.8K
$3.89M
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
24+ 14.63% |
N/A
|
188
$46.2K
|
|
Jul 29, 2025
Q2 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
100+ 1.31% |
N/A
|
7.72K
$1.9M
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-130- 16.33% |
N/A
|
666
$164K
|
|
Jul 29, 2025
Q2 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-467- 1.87% |
N/A
|
24.5K
$6.03M
|