Purchases and Sales Made in Q3 2023 in Autodesk, Inc. (ADSK)
This table provides information about the institutional ownership of Autodesk, Inc. (ADSK) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 19, 2023
Q3 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
193+ 6.17% |
$38.3K - $42.9K
|
3.32K
$816K
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
189New |
$37.6K - $42K
|
189
$46.5K
|
|
Nov 13, 2023
Q3 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
187+ 1.71% |
$37.2K - $41.6K
|
11.1K
$2.74M
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
172+ 124.64% |
$34.2K - $38.2K
|
310
$76.2K
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
167New |
$33.2K - $37.1K
|
167
$41.1K
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
153+ 4.54% |
$30.4K - $34K
|
3.52K
$865K
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
147+ 4.92% |
$29.2K - $32.7K
|
3.14K
$771K
|
|
Oct 24, 2023
Q3 2023
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
144+ 1.22% |
$28.6K - $32K
|
11.9K
$2.93M
|
|
Nov 07, 2023
Q3 2023
|
Patron Partners, LLC
|
BUY
|
- |
141+ 3.78% |
$28K - $31.3K
|
3.87K
$952K
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
136+ 230.51% |
$27K - $30.2K
|
195
$47.9K
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
129+ 4.9% |
$25.6K - $28.7K
|
2.76K
$679K
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
119+ 8.11% |
$23.6K - $26.4K
|
1.59K
$390K
|
|
Nov 14, 2023
Q3 2023
|
Becker Capital Management Inc
|
BUY
|
- |
106+ 8.86% |
$21.1K - $23.6K
|
1.3K
$320K
|
|
Nov 02, 2023
Q3 2023
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
105+ 1.1% |
$20.9K - $23.3K
|
9.67K
$2.38M
|
|
Oct 10, 2023
Q3 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
103+ 2.54% |
$20.5K - $22.9K
|
4.15K
$1.02M
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
103+ 0.07% |
$20.5K - $22.9K
|
153K
$37.6M
|
|
Nov 13, 2023
Q3 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
101+ 0.17% |
$20.1K - $22.4K
|
61K
$15M
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
100+ 2.4% |
$19.9K - $22.2K
|
4.27K
$1.05M
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
100+ 149.25% |
$19.9K - $22.2K
|
167
$41.1K
|
|
Nov 13, 2023
Q3 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
100+ 8.08% |
$19.9K - $22.2K
|
1.34K
$329K
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.27% |
$19.9K - $22.2K
|
37K
$9.1M
|
|
Oct 10, 2023
Q3 2023
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
97+ 0.83% |
$19.3K - $21.6K
|
11.7K
$2.88M
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
93+ 3.88% |
$18.5K - $20.7K
|
2.49K
$611K
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
92+ 2.14% |
$18.3K - $20.4K
|
4.38K
$1.08M
|
|
Nov 07, 2023
Q3 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
92+ 7.53% |
$18.3K - $20.4K
|
1.31K
$323K
|
|
Nov 09, 2023
Q3 2023
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
90+ 1.15% |
$17.9K - $20K
|
7.92K
$1.95M
|
|
Nov 14, 2023
Q3 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
90+ 0.46% |
$17.9K - $20K
|
19.5K
$4.78M
|
|
Nov 07, 2023
Q3 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
89+ 3.78% |
$17.7K - $19.8K
|
2.44K
$601K
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
86+ 6.06% |
$17.1K - $19.1K
|
1.5K
$370K
|
|
Nov 09, 2023
Q3 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
86+ 2.3% |
$17.1K - $19.1K
|
3.83K
$942K
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
BUY
|
- |
85+ 3.41% |
$16.9K - $18.9K
|
2.58K
$633K
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
80+ 7.04% |
$15.9K - $17.8K
|
1.22K
$299K
|
|
Oct 27, 2023
Q3 2023
|
Eads & Heald Wealth Management
|
BUY
|
- |
77+ 2.81% |
$15.3K - $17.1K
|
2.82K
$693K
|
|
Nov 08, 2023
Q3 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
72+ 0.09% |
$14.3K - $16K
|
83.3K
$20.5M
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
72+ 0.81% |
$14.3K - $16K
|
9.01K
$2.21M
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
70+ 7.45% |
$13.9K - $15.6K
|
1.01K
$248K
|
|
Oct 19, 2023
Q3 2023
|
Slow Capital, Inc.
|
BUY
|
- |
70+ 0.49% |
$13.9K - $15.6K
|
14.3K
$3.51M
|
|
Nov 01, 2023
Q3 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
70+ 2.42% |
$13.9K - $15.6K
|
2.96K
$729K
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
BUY
|
- |
70+ 4.88% |
$13.9K - $15.6K
|
1.5K
$369K
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
68+ 61.26% |
$13.5K - $15.1K
|
179
$44K
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
66+ 3.75% |
$13.1K - $14.7K
|
1.83K
$449K
|
|
Oct 31, 2023
Q3 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
62+ 3.22% |
$12.3K - $13.8K
|
1.99K
$488K
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
61+ 4.45% |
$12.1K - $13.6K
|
1.43K
$352K
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
54+ 11.42% |
$10.7K - $12K
|
527
$130K
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
54+ 4.07% |
$10.7K - $12K
|
1.38K
$340K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
53+ 2.86% |
$10.5K - $11.8K
|
1.91K
$469K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
53+ 2.86% |
$10.5K - $11.8K
|
1.91K
$469K
|
|
Oct 16, 2023
Q3 2023
|
Trust CO Of Oklahoma
|
BUY
|
- |
52+ 1.57% |
$10.3K - $11.6K
|
3.36K
$825K
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
52New |
$10.3K - $11.6K
|
52
$12.8K
|
|
Nov 09, 2023
Q3 2023
|
University Of Texas
|
BUY
|
- |
51New |
$10.1K - $11.3K
|
51
$12.5K
|