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 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
2+ 28.57% |
$454 - $533
|
9
$2.21K
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
2+ 0.06% |
$454 - $533
|
3.51K
$863K
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2+ 11.11% |
$454 - $533
|
20
$4.92K
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2+ 0.12% |
$454 - $533
|
1.61K
$396K
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2+ 0.22% |
$454 - $533
|
918
$226K
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2+ 66.67% |
$454 - $533
|
5
$1.23K
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
2+ 6.9% |
$454 - $533
|
31
$7.62K
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
2New |
$454 - $533
|
2
$492
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1New |
$227 - $267
|
1
$246
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1+ 1.39% |
$227 - $267
|
73
$17.9K
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 0.01% |
$227 - $267
|
7.52K
$1.85M
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1- 0.52% |
$227 - $267
|
191
$47K
|
|
Apr 24, 2024
Q1 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-2- 0.18% |
$454 - $533
|
1.13K
$277K
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-2- 22.22% |
$454 - $533
|
7
$1.72K
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-2- 2.78% |
$454 - $533
|
70
$17.2K
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-2- 1.44% |
$454 - $533
|
137
$33.7K
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-3- 2.19% |
$682 - $800
|
134
$32.9K
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-3- 0.26% |
$682 - $800
|
1.16K
$285K
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-3- 2.61% |
$682 - $800
|
112
$27.5K
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-4- 19.05% |
$909 - $1.07K
|
17
$4.18K
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-4- 0.18% |
$909 - $1.07K
|
2.27K
$557K
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-4- 2.99% |
$909 - $1.07K
|
130
$32K
|
|
May 07, 2024
Q1 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-4- 1.43% |
$909 - $1.07K
|
275
$67.6K
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-5- 0.13% |
$1.14K - $1.33K
|
3.92K
$963K
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-5- 1.35% |
$1.14K - $1.33K
|
365
$89.7K
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-7- 7.14% |
$1.59K - $1.87K
|
91
$22.4K
|
|
Apr 26, 2024
Q1 2024
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-7- 0.29% |
$1.59K - $1.87K
|
2.43K
$598K
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-7- 2.12% |
$1.59K - $1.87K
|
323
$79.4K
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-8- 6.72% |
$1.82K - $2.13K
|
111
$27.3K
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-8- 57.14% |
$1.82K - $2.13K
|
6
$1.47K
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-9- 0.71% |
$2.04K - $2.4K
|
1.27K
$311K
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-9- 52.94% |
$2.04K - $2.4K
|
8
$1.97K
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-9- 0.58% |
$2.04K - $2.4K
|
1.55K
$380K
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-9- 0.17% |
$2.04K - $2.4K
|
5.42K
$1.33M
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-10- 4.65% |
$2.27K - $2.67K
|
205
$50.4K
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-10- 4.74% |
$2.27K - $2.67K
|
201
$49.4K
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-11- 0.4% |
$2.5K - $2.93K
|
2.73K
$672K
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-12- 10.43% |
$2.73K - $3.2K
|
103
$25.3K
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-13- 9.77% |
$2.95K - $3.47K
|
120
$29.5K
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-13- 1.18% |
$2.95K - $3.47K
|
1.09K
$267K
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-13- 0.7% |
$2.95K - $3.47K
|
1.85K
$455K
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-15- 30.0% |
$3.41K - $4K
|
35
$8.6K
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
SELL
|
- |
-15- 13.76% |
$3.41K - $4K
|
94
$23.1K
|
|
Apr 22, 2024
Q1 2024
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-16- 1.08% |
$3.64K - $4.27K
|
1.47K
$360K
|
|
May 09, 2024
Q1 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-18- 0.83% |
$4.09K - $4.8K
|
2.15K
$529K
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-19- 2.29% |
$4.32K - $5.07K
|
812
$200K
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-19- 1.41% |
$4.32K - $5.07K
|
1.33K
$326K
|
|
May 10, 2024
Q1 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-19- 0.17% |
$4.32K - $5.07K
|
11.1K
$2.72M
|
|
May 06, 2024
Q1 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-20- 1.04% |
$4.54K - $5.33K
|
1.9K
$466K
|