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 07, 2023
Q2 2023
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-1- 0.04% |
$190 - $221
|
2.47K
$607K
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 2.94% |
$190 - $221
|
33
$8.11K
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1- 0.56% |
$190 - $221
|
176
$43.3K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 1.07% |
$380 - $443
|
185
$45.5K
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2- 0.11% |
$380 - $443
|
1.89K
$463K
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-2- 0.06% |
$380 - $443
|
3.3K
$811K
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-2- 1.19% |
$380 - $443
|
166
$40.8K
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-4- 50.0% |
$760 - $886
|
4
$983
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4- 0.38% |
$760 - $886
|
1.05K
$258K
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-5- 0.29% |
$950 - $1.11K
|
1.75K
$429K
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-6- 2.01% |
$1.14K - $1.33K
|
293
$72K
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-6- 0.12% |
$1.14K - $1.33K
|
5.1K
$1.25M
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-6- 3.85% |
$1.14K - $1.33K
|
150
$36.9K
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-6- 1.29% |
$1.14K - $1.33K
|
459
$113K
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-7- 0.11% |
$1.33K - $1.55K
|
6.56K
$1.61M
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-7- 12.73% |
$1.33K - $1.55K
|
48
$11.8K
|
|
Jul 19, 2023
Q2 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-8- 0.7% |
$1.52K - $1.77K
|
1.13K
$277K
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-8- 57.14% |
$1.52K - $1.77K
|
6
$1.47K
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-9- 0.03% |
$1.71K - $1.99K
|
35K
$8.6M
|
|
Aug 08, 2023
Q2 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-9- 7.03% |
$1.71K - $1.99K
|
119
$29.3K
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-10- 6.99% |
$1.9K - $2.21K
|
133
$32.7K
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
SELL
|
- |
-10- 0.29% |
$1.9K - $2.21K
|
3.48K
$856K
|
|
Jul 17, 2023
Q2 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-10- 0.46% |
$1.9K - $2.21K
|
2.18K
$537K
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-11- 8.8% |
$2.09K - $2.44K
|
114
$28K
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-13- 25.0% |
$2.47K - $2.88K
|
39
$9.59K
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-15- 1.29% |
$2.85K - $3.32K
|
1.15K
$283K
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-16- 0.78% |
$3.04K - $3.54K
|
2.03K
$499K
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-17- 0.12% |
$3.23K - $3.76K
|
14.7K
$3.62M
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-17- 80.95% |
$3.23K - $3.76K
|
4
$983
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-17- 1.17% |
$3.23K - $3.76K
|
1.43K
$352K
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-17- 3.43% |
$3.23K - $3.76K
|
479
$118K
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-18- 6.57% |
$3.42K - $3.99K
|
256
$62.9K
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-19- 47.5% |
$3.61K - $4.21K
|
21
$5.16K
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-22- 3.49% |
$4.18K - $4.87K
|
609
$150K
|
|
Aug 07, 2023
Q2 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-22- 0.23% |
$4.18K - $4.87K
|
9.37K
$2.3M
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-24- 29.27% |
$4.56K - $5.31K
|
58
$14.3K
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-27- 0.82% |
$5.13K - $5.98K
|
3.26K
$800K
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-27- 0.4% |
$5.13K - $5.98K
|
6.76K
$1.66M
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-28- 3.8% |
$5.32K - $6.2K
|
708
$174K
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-28- -0.0% |
$5.32K - $6.2K
|
1.14M
$281M
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-28- 16.37% |
$5.32K - $6.2K
|
143
$35.2K
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-29- 1.87% |
$5.51K - $6.42K
|
1.52K
$374K
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-30- 1.59% |
$5.7K - $6.64K
|
1.86K
$456K
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-31- 11.92% |
$5.89K - $6.86K
|
229
$56.3K
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-32- 18.82% |
$6.08K - $7.09K
|
138
$33.9K
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-33- 1.34% |
$6.27K - $7.31K
|
2.42K
$596K
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-33- 2.72% |
$6.27K - $7.31K
|
1.18K
$290K
|
|
Aug 02, 2023
Q2 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-34- 2.86% |
$6.46K - $7.53K
|
1.15K
$283K
|
|
Jul 19, 2023
Q2 2023
|
Fcf Advisors LLC
|
SELL
|
- |
-34- 0.64% |
$6.46K - $7.53K
|
5.25K
$1.29M
|
|
Aug 14, 2023
Q2 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-34- 2.16% |
$6.46K - $7.53K
|
1.54K
$379K
|