Purchases and Sales Made in Q2 2024 in Autodesk, Inc. (ADSK)
This table provides information about the institutional ownership of Autodesk, Inc. (ADSK) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 25, 2024
Q2 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
14+ 1.56% |
$2.8K - $3.63K
|
912
$224K
|
|
Aug 05, 2024
Q2 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
14+ 0.35% |
$2.8K - $3.63K
|
4.04K
$992K
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
13+ 1.6% |
$2.6K - $3.37K
|
828
$204K
|
|
Jan 27, 2025
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
13+ 1.63% |
$2.6K - $3.37K
|
813
$200K
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
12New |
$2.4K - $3.11K
|
12
$2.95K
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
11+ 0.95% |
$2.2K - $2.85K
|
1.17K
$288K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
11New |
$2.2K - $2.85K
|
11
$2.7K
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11+ 1.03% |
$2.2K - $2.85K
|
1.08K
$264K
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
11+ 13.1% |
$2.2K - $2.85K
|
95
$23.4K
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
11+ 8.59% |
$2.2K - $2.85K
|
139
$34.2K
|
|
Aug 13, 2024
Q2 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
11+ 1.07% |
$2.2K - $2.85K
|
1.04K
$254K
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
9+ 0.83% |
$1.8K - $2.33K
|
1.09K
$269K
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
9+ 8.18% |
$1.8K - $2.33K
|
119
$29.3K
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
9New |
$1.8K - $2.33K
|
9
$2.21K
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
9+ 0.9% |
$1.8K - $2.33K
|
1.01K
$249K
|
|
Aug 01, 2024
Q2 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
8+ 0.6% |
$1.6K - $2.08K
|
1.35K
$332K
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
8New |
$1.6K - $2.08K
|
8
$1.97K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
8New |
$1.6K - $2.08K
|
8
$1.97K
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
8+ 0.53% |
$1.6K - $2.08K
|
1.52K
$373K
|
|
Aug 14, 2024
Q2 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
8+ 38.1% |
$1.6K - $2.08K
|
29
$7.13K
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6+ 0.18% |
$1.2K - $1.56K
|
3.27K
$804K
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
6+ 11.76% |
$1.2K - $1.56K
|
57
$14K
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
5New |
$1K - $1.3K
|
5
$1.23K
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
5+ 0.54% |
$1K - $1.3K
|
923
$227K
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
5+ 0.48% |
$1K - $1.3K
|
1.05K
$257K
|
|
Jul 23, 2024
Q2 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4+ 0.42% |
$800 - $1.04K
|
962
$236K
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4+ 11.11% |
$800 - $1.04K
|
40
$9.83K
|
|
Aug 15, 2024
Q2 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
4+ 0.98% |
$800 - $1.04K
|
411
$101K
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
3New |
$600 - $778
|
3
$737
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3+ 2.24% |
$600 - $778
|
137
$33.7K
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
3+ 1.49% |
$600 - $778
|
205
$50.4K
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
3+ 21.43% |
$600 - $778
|
17
$4.18K
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3+ 33.33% |
$600 - $778
|
12
$2.95K
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
3+ 1.57% |
$600 - $778
|
194
$47.7K
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
2New |
$400 - $519
|
2
$492
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
2+ 100.0% |
$400 - $519
|
4
$983
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
2+ 7.41% |
$400 - $519
|
29
$7.13K
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
2+ 0.11% |
$400 - $519
|
1.85K
$455K
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2+ 40.0% |
$400 - $519
|
7
$1.72K
|
|
Jul 14, 2025
Q2 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
2New |
$400 - $519
|
2
$492
|
|
Jul 12, 2024
Q2 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
1New |
$200 - $259
|
1
$246
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
1+ 1.37% |
$200 - $259
|
74
$18.2K
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1+ 0.5% |
$200 - $259
|
202
$49.7K
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1New |
$200 - $259
|
1
$246
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1+ 1.43% |
$200 - $259
|
71
$17.5K
|
|
Mar 04, 2025
Q2 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 2.56% |
$200 - $259
|
38
$9.34K
|
|
Aug 13, 2024
Q2 2024
|
Synergy Financial Group, LTD
|
SELL
|
- |
-1- 0.09% |
$200 - $259
|
1.07K
$262K
|
|
Oct 29, 2024
Q2 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-1- 0.04% |
$200 - $259
|
2.39K
$587K
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2- 0.16% |
$400 - $519
|
1.28K
$316K
|