Purchases and Sales Made in Q1 2023 in Autodesk, Inc. (ADSK)
This table provides information about the institutional ownership of Autodesk, Inc. (ADSK) during Q1 2023. The information is specifically focused on institutions that hold shares of Autodesk, Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
31+ 1.88% |
$5.64K - $7.11K
|
1.68K
$412K
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
30+ 0.45% |
$5.46K - $6.88K
|
6.72K
$1.65M
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
30+ 1.62% |
$5.46K - $6.88K
|
1.89K
$463K
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
29New |
$5.28K - $6.65K
|
29
$7.13K
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
27+ 0.82% |
$4.92K - $6.19K
|
3.34K
$821K
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
26+ 1.53% |
$4.73K - $5.96K
|
1.72K
$423K
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
25+ 22.73% |
$4.55K - $5.73K
|
135
$33.2K
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
22+ 0.89% |
$4.01K - $5.04K
|
2.51K
$616K
|
|
May 11, 2023
Q1 2023
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
22+ 2.95% |
$4.01K - $5.04K
|
768
$189K
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
22+ 36.67% |
$4.01K - $5.04K
|
82
$20.2K
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
22+ 0.1% |
$4.01K - $5.04K
|
21.3K
$5.24M
|
|
May 12, 2023
Q1 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
21+ 1.8% |
$3.82K - $4.81K
|
1.19K
$292K
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
21New |
$3.82K - $4.81K
|
21
$5.16K
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
20New |
$3.64K - $4.59K
|
20
$4.92K
|
|
Apr 17, 2023
Q1 2023
|
Optas, LLC
|
BUY
|
- |
19+ 1.27% |
$3.46K - $4.36K
|
1.52K
$372K
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
19+ 57.58% |
$3.46K - $4.36K
|
52
$12.8K
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
18+ 0.52% |
$3.28K - $4.13K
|
3.47K
$852K
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
18+ 0.38% |
$3.28K - $4.13K
|
4.81K
$1.18M
|
|
May 10, 2023
Q1 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
18+ 0.91% |
$3.28K - $4.13K
|
1.99K
$488K
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
18New |
$3.28K - $4.13K
|
18
$4.42K
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
17+ 1.01% |
$3.1K - $3.9K
|
1.7K
$419K
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
17+ 19.32% |
$3.1K - $3.9K
|
105
$25.8K
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
17New |
$3.1K - $3.9K
|
17
$4.18K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
16+ 0.24% |
$2.91K - $3.67K
|
6.78K
$1.67M
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
15+ 60.0% |
$2.73K - $3.44K
|
40
$9.83K
|
|
May 11, 2023
Q1 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
15+ 0.35% |
$2.73K - $3.44K
|
4.25K
$1.05M
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
15+ 9.55% |
$2.73K - $3.44K
|
172
$42.3K
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
14+ 9.15% |
$2.55K - $3.21K
|
167
$41.1K
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
13+ 1.89% |
$2.37K - $2.98K
|
702
$173K
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
13New |
$2.37K - $2.98K
|
13
$3.2K
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
11+ 0.74% |
$2K - $2.52K
|
1.51K
$370K
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
10New |
$1.82K - $2.29K
|
10
$2.46K
|
|
May 10, 2023
Q1 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
10New |
$1.82K - $2.29K
|
10
$2.46K
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
10+ 0.82% |
$1.82K - $2.29K
|
1.23K
$303K
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
10+ 6.85% |
$1.82K - $2.29K
|
156
$38.3K
|
|
May 12, 2023
Q1 2023
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
10+ 250.0% |
$1.82K - $2.29K
|
14
$3.44K
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
9+ 14.06% |
$1.64K - $2.06K
|
73
$17.9K
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
BUY
|
- |
8+ 0.19% |
$1.46K - $1.83K
|
4.17K
$1.03M
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8+ 2.06% |
$1.46K - $1.83K
|
396
$97.3K
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
8+ 1.82% |
$1.46K - $1.83K
|
448
$110K
|
|
Feb 20, 2025
Q1 2023
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
7+ 0.7% |
$1.27K - $1.6K
|
1K
$246K
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
6+ 5.94% |
$1.09K - $1.38K
|
107
$26.3K
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
6+ 1.46% |
$1.09K - $1.38K
|
416
$102K
|
|
Apr 25, 2023
Q1 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
5+ 0.44% |
$910 - $1.15K
|
1.14K
$279K
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5+ 0.31% |
$910 - $1.15K
|
1.64K
$402K
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
5+ 3.01% |
$910 - $1.15K
|
171
$42K
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
5New |
$910 - $1.15K
|
5
$1.23K
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4+ 0.38% |
$728 - $917
|
1.06K
$262K
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
3+ 2.78% |
$546 - $688
|
111
$27.3K
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
3+ 2.52% |
$546 - $688
|
122
$30K
|