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 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
11+ 0.95% |
$2.2K - $2.85K
|
1.17K
$288K
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11+ 1.03% |
$2.2K - $2.85K
|
1.08K
$264K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
11New |
$2.2K - $2.85K
|
11
$2.7K
|
|
Aug 13, 2024
Q2 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
11+ 1.07% |
$2.2K - $2.85K
|
1.04K
$254K
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
9New |
$1.8K - $2.33K
|
9
$2.21K
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
9+ 0.83% |
$1.8K - $2.33K
|
1.09K
$269K
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
9+ 0.9% |
$1.8K - $2.33K
|
1.01K
$249K
|
|
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
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
8+ 0.53% |
$1.6K - $2.08K
|
1.52K
$373K
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
8New |
$1.6K - $2.08K
|
8
$1.97K
|
|
Aug 01, 2024
Q2 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
8+ 0.6% |
$1.6K - $2.08K
|
1.35K
$332K
|
|
Aug 14, 2024
Q2 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
8+ 38.1% |
$1.6K - $2.08K
|
29
$7.13K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
8New |
$1.6K - $2.08K
|
8
$1.97K
|
|
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 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
5+ 0.48% |
$1K - $1.3K
|
1.05K
$257K
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
5+ 0.54% |
$1K - $1.3K
|
923
$227K
|
|
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 23, 2024
Q2 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4+ 0.42% |
$800 - $1.04K
|
962
$236K
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
3+ 1.57% |
$600 - $778
|
194
$47.7K
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3+ 33.33% |
$600 - $778
|
12
$2.95K
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
3New |
$600 - $778
|
3
$737
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
3+ 1.49% |
$600 - $778
|
205
$50.4K
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3+ 2.24% |
$600 - $778
|
137
$33.7K
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
3+ 21.43% |
$600 - $778
|
17
$4.18K
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
2+ 0.11% |
$400 - $519
|
1.85K
$455K
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
2+ 100.0% |
$400 - $519
|
4
$983
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2+ 40.0% |
$400 - $519
|
7
$1.72K
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
2New |
$400 - $519
|
2
$492
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
2+ 7.41% |
$400 - $519
|
29
$7.13K
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1+ 0.5% |
$200 - $259
|
202
$49.7K
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
1+ 1.37% |
$200 - $259
|
74
$18.2K
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1+ 1.43% |
$200 - $259
|
71
$17.5K
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1New |
$200 - $259
|
1
$246
|
|
Jul 12, 2024
Q2 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
1New |
$200 - $259
|
1
$246
|
|
Aug 13, 2024
Q2 2024
|
Synergy Financial Group, LTD
|
SELL
|
- |
-1- 0.09% |
$200 - $259
|
1.07K
$262K
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 2.56% |
$200 - $259
|
38
$9.34K
|
|
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
|
|
Aug 09, 2024
Q2 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-3- 0.17% |
$600 - $778
|
1.79K
$440K
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-3- 1.84% |
$600 - $778
|
160
$39.3K
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-4- 10.0% |
$800 - $1.04K
|
36
$8.85K
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-4- 0.48% |
$800 - $1.04K
|
826
$203K
|
|
Aug 14, 2024
Q2 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-4- 0.07% |
$800 - $1.04K
|
5.8K
$1.43M
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
SELL
|
- |
-4- 0.24% |
$800 - $1.04K
|
1.68K
$412K
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-4- 1.23% |
$800 - $1.04K
|
321
$78.9K
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-4- 0.18% |
$800 - $1.04K
|
2.18K
$536K
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-5- 0.06% |
$1K - $1.3K
|
8.51K
$2.09M
|