Purchases and Sales Made in Q2 2023 in Autodesk, Inc. (ADSK)
This table provides information about the institutional ownership of Autodesk, Inc. (ADSK) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
28+ 1.22% |
$5.32K - $6.2K
|
2.32K
$570K
|
|
|
Aug 08, 2023
Q2 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
25+ 1.07% |
$4.75K - $5.54K
|
2.36K
$579K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
25+ 2.09% |
$4.75K - $5.54K
|
1.22K
$301K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
25+ 50.0% |
$4.75K - $5.54K
|
75
$18.4K
|
|
|
Feb 16, 2024
Q2 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
25+ 0.34% |
$4.75K - $5.54K
|
7.43K
$1.83M
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
24+ 5.77% |
$4.56K - $5.31K
|
440
$108K
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
24+ 0.82% |
$4.56K - $5.31K
|
2.96K
$727K
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
24+ 0.89% |
$4.56K - $5.31K
|
2.73K
$670K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
24+ 0.59% |
$4.56K - $5.31K
|
4.09K
$1.01M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
23+ 0.23% |
$4.37K - $5.09K
|
10K
$2.47M
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
18+ 200.0% |
$3.42K - $3.99K
|
27
$6.64K
|
|
|
Aug 03, 2023
Q2 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
16+ 0.27% |
$3.04K - $3.54K
|
5.91K
$1.45M
|
|
|
Jul 27, 2023
Q2 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
15+ 17.24% |
$2.85K - $3.32K
|
102
$25.1K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
14+ 1.03% |
$2.66K - $3.1K
|
1.37K
$337K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
14New |
$2.66K - $3.1K
|
14
$3.44K
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
13+ 2.41% |
$2.47K - $2.88K
|
552
$136K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
12New |
$2.28K - $2.66K
|
12
$2.95K
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
12New |
$2.28K - $2.66K
|
12
$2.95K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
11+ 0.28% |
$2.09K - $2.44K
|
3.95K
$972K
|
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
BUY
|
- |
11+ 0.86% |
$2.09K - $2.44K
|
1.29K
$316K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
10+ 0.13% |
$1.9K - $2.21K
|
7.69K
$1.89M
|
|
|
Jul 12, 2023
Q2 2023
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
9+ 0.79% |
$1.71K - $1.99K
|
1.15K
$283K
|
|
|
Aug 14, 2023
Q2 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
9+ 0.01% |
$1.71K - $1.99K
|
73.4K
$18M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
9+ 112.5% |
$1.71K - $1.99K
|
17
$4.18K
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
9+ 0.6% |
$1.71K - $1.99K
|
1.51K
$372K
|
|
|
Jul 18, 2023
Q2 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
9New |
$1.71K - $1.99K
|
9
$2.21K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
8+ 1.79% |
$1.52K - $1.77K
|
456
$112K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8+ 2.02% |
$1.52K - $1.77K
|
404
$99.3K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
8+ 1.79% |
$1.52K - $1.77K
|
456
$112K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8+ 2.02% |
$1.52K - $1.77K
|
404
$99.3K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
7+ 18.92% |
$1.33K - $1.55K
|
44
$10.8K
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
7+ 70.0% |
$1.33K - $1.55K
|
17
$4.18K
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
7+ 1.42% |
$1.33K - $1.55K
|
499
$123K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
6+ 5.41% |
$1.14K - $1.33K
|
117
$28.8K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
6+ 200.0% |
$1.14K - $1.33K
|
9
$2.21K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5+ 10.87% |
$950 - $1.11K
|
51
$12.5K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5New |
$950 - $1.11K
|
5
$1.23K
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
4+ 13.79% |
$760 - $886
|
33
$8.11K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
4+ 0.89% |
$760 - $886
|
451
$111K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3+ 4.0% |
$570 - $664
|
78
$19.2K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3New |
$570 - $664
|
3
$737
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3+ 10.34% |
$570 - $664
|
32
$7.87K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 11.11% |
$380 - $443
|
20
$4.92K
|
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
2+ 5.13% |
$380 - $443
|
41
$10.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
2+ 1.64% |
$380 - $443
|
124
$30.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
1+ 0.05% |
$190 - $221
|
2.07K
$509K
|
|
|
Jul 18, 2023
Q2 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
1+ 0.02% |
$190 - $221
|
4.23K
$1.04M
|
|
|
Jul 28, 2023
Q2 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
1+ 0.07% |
$190 - $221
|
1.51K
$371K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 1.23% |
$190 - $221
|
82
$20.2K
|
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|