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 |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
24+ 1.38% |
$5.45K - $6.4K
|
1.76K
$433K
|
|
May 15, 2024
Q1 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
24+ 2.3% |
$5.45K - $6.4K
|
1.07K
$263K
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
23+ 1.09% |
$5.23K - $6.13K
|
2.13K
$523K
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
BUY
|
- |
22+ 0.6% |
$5K - $5.87K
|
3.66K
$900K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
22+ 0.33% |
$5K - $5.87K
|
6.79K
$1.67M
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
21New |
$4.77K - $5.6K
|
21
$5.16K
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
21+ 1.46% |
$4.77K - $5.6K
|
1.46K
$358K
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
20+ 1.32% |
$4.54K - $5.33K
|
1.54K
$379K
|
|
Apr 19, 2024
Q1 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
19+ 0.42% |
$4.32K - $5.07K
|
4.56K
$1.12M
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
19+ 1.14% |
$4.32K - $5.07K
|
1.69K
$415K
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
18+ 40.0% |
$4.09K - $4.8K
|
63
$15.5K
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
15+ 1.88% |
$3.41K - $4K
|
815
$200K
|
|
May 15, 2024
Q1 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
15New |
$3.41K - $4K
|
15
$3.69K
|
|
Apr 25, 2024
Q1 2024
|
Equitable Trust CO
|
BUY
|
- |
11+ 0.19% |
$2.5K - $2.93K
|
5.89K
$1.45M
|
|
May 14, 2024
Q1 2024
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
11+ 0.13% |
$2.5K - $2.93K
|
8.53K
$2.1M
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
10+ 7.04% |
$2.27K - $2.67K
|
152
$37.4K
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
10New |
$2.27K - $2.67K
|
10
$2.46K
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
10New |
$2.27K - $2.67K
|
10
$2.46K
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
9+ 0.64% |
$2.04K - $2.4K
|
1.42K
$350K
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
9New |
$2.04K - $2.4K
|
9
$2.21K
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
9+ 100.0% |
$2.04K - $2.4K
|
18
$4.42K
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
9+ 0.16% |
$2.04K - $2.4K
|
5.8K
$1.43M
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
9New |
$2.04K - $2.4K
|
9
$2.21K
|
|
May 14, 2024
Q1 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
8+ 0.62% |
$1.82K - $2.13K
|
1.29K
$317K
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
7New |
$1.59K - $1.87K
|
7
$1.72K
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
7+ 10.45% |
$1.59K - $1.87K
|
74
$18.2K
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
7+ 21.21% |
$1.59K - $1.87K
|
40
$9.83K
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
6+ 66.67% |
$1.36K - $1.6K
|
15
$3.69K
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
6+ 0.42% |
$1.36K - $1.6K
|
1.43K
$352K
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
6New |
$1.36K - $1.6K
|
6
$1.47K
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6+ 3.7% |
$1.36K - $1.6K
|
168
$41.3K
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
5+ 0.09% |
$1.14K - $1.33K
|
5.69K
$1.4M
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
5New |
$1.14K - $1.33K
|
5
$1.23K
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
5New |
$1.14K - $1.33K
|
5
$1.23K
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
4New |
$909 - $1.07K
|
4
$983
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
4New |
$909 - $1.07K
|
4
$983
|
|
May 15, 2024
Q1 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
4+ 0.32% |
$909 - $1.07K
|
1.25K
$308K
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.69% |
$909 - $1.07K
|
583
$143K
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
3+ 0.34% |
$682 - $800
|
898
$221K
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
3+ 2.8% |
$682 - $800
|
110
$27K
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3+ 0.18% |
$682 - $800
|
1.65K
$405K
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.32% |
$682 - $800
|
940
$231K
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
3+ 0.2% |
$682 - $800
|
1.52K
$374K
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3+ 1.88% |
$682 - $800
|
163
$40.1K
|
|
May 14, 2024
Q1 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
3New |
$682 - $800
|
3
$737
|
|
May 15, 2024
Q1 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
3New |
$682 - $800
|
3
$737
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
2+ 0.62% |
$454 - $533
|
325
$79.9K
|
|
Apr 15, 2024
Q1 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
2+ 0.13% |
$454 - $533
|
1.52K
$374K
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
2New |
$454 - $533
|
2
$492
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2+ 3.08% |
$454 - $533
|
67
$16.5K
|