Purchases and Sales Made in Q1 2024 in Autodesk, Inc. (ADSK)
This table provides information about the institutional ownership of Autodesk, Inc. (ADSK) during Q1 2024. 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 |
---|---|---|---|---|---|---|---|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
72+ 5.73% |
$16.4K - $19.2K
|
1.33K
$326K
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
67New |
$15.2K - $17.9K
|
67
$16.5K
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
66+ 2.53% |
$15K - $17.6K
|
2.67K
$657K
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
59+ 10.55% |
$13.4K - $15.7K
|
618
$152K
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
56+ 0.87% |
$12.7K - $14.9K
|
6.53K
$1.61M
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
54+ 128.57% |
$12.3K - $14.4K
|
96
$23.6K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
54+ 1.06% |
$12.3K - $14.4K
|
5.15K
$1.27M
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
51+ 0.75% |
$11.6K - $13.6K
|
6.84K
$1.68M
|
|
Apr 18, 2024
Q1 2024
|
In Track Investment Management Inc
|
BUY
|
- |
50+ 2.39% |
$11.4K - $13.3K
|
2.14K
$526K
|
|
Apr 22, 2024
Q1 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
50+ 5.56% |
$11.4K - $13.3K
|
950
$234K
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
BUY
|
- |
49+ 2.8% |
$11.1K - $13.1K
|
1.8K
$443K
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
45+ 1.14% |
$10.2K - $12K
|
3.99K
$981K
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
45+ 115.38% |
$10.2K - $12K
|
84
$20.6K
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
43+ 4.98% |
$9.77K - $11.5K
|
907
$223K
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
43+ 4.14% |
$9.77K - $11.5K
|
1.08K
$266K
|
|
May 15, 2024
Q1 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
41+ 1.51% |
$9.31K - $10.9K
|
2.76K
$679K
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
40+ 4.43% |
$9.09K - $10.7K
|
942
$232K
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
40+ 2.39% |
$9.09K - $10.7K
|
1.71K
$421K
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
40+ 4.23% |
$9.09K - $10.7K
|
985
$242K
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
40+ 18.02% |
$9.09K - $10.7K
|
262
$64.4K
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
39+ 3.13% |
$8.86K - $10.4K
|
1.29K
$316K
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
38+ 2.31% |
$8.63K - $10.1K
|
1.68K
$413K
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
38New |
$8.63K - $10.1K
|
38
$9.34K
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
38+ 0.64% |
$8.63K - $10.1K
|
5.93K
$1.46M
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
37+ 264.29% |
$8.41K - $9.87K
|
51
$12.5K
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
37+ 10.48% |
$8.41K - $9.87K
|
390
$95.9K
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
35+ 2.64% |
$7.95K - $9.33K
|
1.36K
$334K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
34+ 0.25% |
$7.72K - $9.07K
|
13.4K
$3.3M
|
|
May 15, 2024
Q1 2024
|
Gfg Capital, LLC
|
BUY
|
- |
34+ 3.0% |
$7.72K - $9.07K
|
1.17K
$287K
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
33+ 3.62% |
$7.5K - $8.8K
|
945
$232K
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
32+ 3.36% |
$7.27K - $8.53K
|
984
$242K
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
32+ 200.0% |
$7.27K - $8.53K
|
48
$11.8K
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
32+ 0.97% |
$7.27K - $8.53K
|
3.34K
$820K
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
31+ 155.0% |
$7.04K - $8.27K
|
51
$12.5K
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
31+ 1.12% |
$7.04K - $8.27K
|
2.79K
$685K
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
29+ 7.25% |
$6.59K - $7.73K
|
429
$105K
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
BUY
|
- |
29+ 1.69% |
$6.59K - $7.73K
|
1.75K
$430K
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
29+ 2.73% |
$6.59K - $7.73K
|
1.09K
$268K
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
29+ 12.24% |
$6.59K - $7.73K
|
266
$65.4K
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
29+ 1.12% |
$6.59K - $7.73K
|
2.61K
$641K
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
28+ 3.8% |
$6.36K - $7.47K
|
765
$188K
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
28+ 4.88% |
$6.36K - $7.47K
|
602
$148K
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
27New |
$6.13K - $7.2K
|
27
$6.64K
|
|
May 06, 2024
Q1 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
27+ 0.25% |
$6.13K - $7.2K
|
10.7K
$2.63M
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
27New |
$6.13K - $7.2K
|
27
$6.64K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
25New |
$5.68K - $6.67K
|
25
$6.15K
|
|
May 03, 2024
Q1 2024
|
Mechanics Financial Corp
|
BUY
|
- |
25+ 100.0% |
$5.68K - $6.67K
|
50
$12.3K
|
|
May 09, 2024
Q1 2024
|
Eastern Bank
|
BUY
|
- |
25+ 1.24% |
$5.68K - $6.67K
|
2.05K
$503K
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
25+ 208.33% |
$5.68K - $6.67K
|
37
$9.1K
|
|
Sep 05, 2024
Q1 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
25New |
$5.68K - $6.67K
|
25
$6.15K
|