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 |
---|---|---|---|---|---|---|---|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
210+ 12.34% |
N/A
|
1.91K
$470K
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-145- 7.12% |
N/A
|
1.89K
$465K
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-77- 4.13% |
N/A
|
1.79K
$439K
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
SELL
|
- |
-40- 4.51% |
N/A
|
846
$208K
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
SELL
|
- |
-158- 9.68% |
N/A
|
1.48K
$363K
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
260K+ 6703.38% |
N/A
|
264K
$64.9M
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
1.41K+ 1.13% |
N/A
|
126K
$31M
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-1.58K- 5.56% |
N/A
|
26.8K
$6.59M
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-150- 1.93% |
N/A
|
7.62K
$1.87M
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
922+ 21.05% |
N/A
|
5.3K
$1.3M
|
|
Apr 15, 2025
Q1 2025
|
In Track Investment Management Inc
|
SELL
|
- |
-1.32K- 38.11% |
N/A
|
2.14K
$526K
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
20+ 24.69% |
N/A
|
101
$24.8K
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
91+ 13.07% |
N/A
|
787
$193K
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
41+ 30.15% |
N/A
|
177
$43.5K
|
|
Apr 15, 2025
Q1 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
29+ 3.9% |
N/A
|
772
$190K
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
861New |
N/A
|
861
$212K
|
|
Apr 14, 2025
Q1 2025
|
Yarbrough Capital, LLC
|
SELL
|
- |
-11.1K- 55.78% |
N/A
|
8.77K
$2.16M
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-263- 7.2% |
N/A
|
3.39K
$833K
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
757+ 32.9% |
N/A
|
3.06K
$752K
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.2K- 56.26% |
N/A
|
933
$229K
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.63% |
N/A
|
1.59K
$390K
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
39+ 243.75% |
N/A
|
55
$13.5K
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
559+ 12.43% |
N/A
|
5.06K
$1.24M
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
125+ 0.48% |
N/A
|
26.1K
$6.42M
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-82- 7.66% |
N/A
|
989
$243K
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-163- 9.19% |
N/A
|
1.61K
$396K
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.03K+ 132.05% |
N/A
|
1.8K
$443K
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-444- 3.21% |
N/A
|
13.4K
$3.29M
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
SELL
|
- |
-387- 5.1% |
N/A
|
7.21K
$1.77M
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-75- 4.15% |
N/A
|
1.73K
$426K
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
5+ 83.33% |
N/A
|
11
$2.7K
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
6New |
N/A
|
6
$1.47K
|
|
Apr 10, 2025
Q1 2025
|
Crestmont Private Wealth LLC
|
BUY
|
- |
327+ 21.63% |
N/A
|
1.84K
$452K
|
|
Apr 10, 2025
Q1 2025
|
Unigestion Holding Sa
|
BUY
|
- |
9.9KNew |
N/A
|
9.9K
$2.43M
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-2.29K- 18.72% |
N/A
|
9.92K
$2.44M
|
|
Apr 10, 2025
Q1 2025
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-17.4K- 7.66% |
N/A
|
210K
$51.5M
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-6- 5.88% |
N/A
|
96
$23.6K
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-12- 0.1% |
N/A
|
12.4K
$3.06M
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-3- 4.29% |
N/A
|
67
$16.5K
|
|
Apr 09, 2025
Q1 2025
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-100- 3.14% |
N/A
|
3.09K
$759K
|
|
Apr 09, 2025
Q1 2025
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-8- 0.34% |
N/A
|
2.37K
$582K
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
5.26K+ 304.11% |
N/A
|
6.98K
$1.72M
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-184- 22.97% |
N/A
|
617
$152K
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
25+ 58.14% |
N/A
|
68
$16.7K
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
15+ 4.76% |
N/A
|
330
$81.1K
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-7- 0.12% |
N/A
|
5.9K
$1.45M
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-222- 7.7% |
N/A
|
2.66K
$654K
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.64K+ 54.06% |
N/A
|
4.67K
$1.15M
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-112- 7.52% |
N/A
|
1.38K
$339K
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-32- 1.83% |
N/A
|
1.72K
$423K
|