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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
47+ 106.82% |
$9.34K - $10.4K
|
91
$22.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
47+ 9.61% |
$9.34K - $10.4K
|
536
$132K
|
|
|
Nov 09, 2023
Q3 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
46+ 3.62% |
$9.14K - $10.2K
|
1.32K
$324K
|
|
|
Oct 10, 2023
Q3 2023
|
Impac Tfolio, LLC
|
BUY
|
- |
45+ 4.41% |
$8.94K - $10K
|
1.07K
$262K
|
|
|
Oct 30, 2023
Q3 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
44+ 0.48% |
$8.74K - $9.78K
|
9.13K
$2.24M
|
|
|
Nov 01, 2023
Q3 2023
|
Synergy Financial Group, LTD
|
BUY
|
- |
43+ 4.35% |
$8.54K - $9.55K
|
1.03K
$254K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
43+ 1.98% |
$8.54K - $9.55K
|
2.22K
$546K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
42New |
$8.35K - $9.33K
|
42
$10.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
42+ 13.25% |
$8.35K - $9.33K
|
359
$88.3K
|
|
|
Nov 21, 2023
Q3 2023
|
Spears Abacus Advisors LLC
|
BUY
|
- |
41+ 0.11% |
$8.15K - $9.11K
|
38.7K
$9.52M
|
|
|
Nov 09, 2023
Q3 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
39+ 32.77% |
$7.75K - $8.67K
|
158
$38.8K
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
BUY
|
- |
38+ 2.57% |
$7.55K - $8.44K
|
1.52K
$373K
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
38+ 1.57% |
$7.55K - $8.44K
|
2.46K
$605K
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
BUY
|
- |
32+ 1.13% |
$6.36K - $7.11K
|
2.87K
$706K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
32+ 6.68% |
$6.36K - $7.11K
|
511
$126K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
32+ 64.0% |
$6.36K - $7.11K
|
82
$20.2K
|
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
BUY
|
- |
31+ 1.02% |
$6.16K - $6.89K
|
3.08K
$758K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
30+ 100.0% |
$5.96K - $6.67K
|
60
$14.7K
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
29+ 2.83% |
$5.76K - $6.44K
|
1.05K
$259K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
28+ 30.43% |
$5.56K - $6.22K
|
120
$29.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
28+ 6.93% |
$5.56K - $6.22K
|
432
$106K
|
|
|
Oct 10, 2023
Q3 2023
|
Navalign, LLC
|
BUY
|
- |
26+ 1.02% |
$5.17K - $5.78K
|
2.57K
$631K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
25+ 1.28% |
$4.97K - $5.56K
|
1.98K
$486K
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
25+ 2.32% |
$4.97K - $5.56K
|
1.1K
$271K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
25New |
$4.97K - $5.56K
|
25
$6.15K
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
23+ 0.11% |
$4.57K - $5.11K
|
20.1K
$4.94M
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
23+ 1.93% |
$4.57K - $5.11K
|
1.22K
$299K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
22+ 0.01% |
$4.37K - $4.89K
|
226K
$55.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
22+ 2.19% |
$4.37K - $4.89K
|
1.03K
$252K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
21+ 4.11% |
$4.17K - $4.67K
|
532
$131K
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
20+ 1.85% |
$3.97K - $4.44K
|
1.1K
$270K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
19+ 0.49% |
$3.78K - $4.22K
|
3.9K
$959K
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
19+ 2.85% |
$3.78K - $4.22K
|
685
$168K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
18+ 1.19% |
$3.58K - $4K
|
1.54K
$377K
|
|
|
Nov 01, 2023
Q3 2023
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
17+ 0.25% |
$3.38K - $3.78K
|
6.86K
$1.69M
|
|
|
Oct 16, 2023
Q3 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
17+ 0.44% |
$3.38K - $3.78K
|
3.85K
$947K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
16+ 2.31% |
$3.18K - $3.56K
|
709
$174K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
15+ 8.52% |
$2.98K - $3.33K
|
191
$47K
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
15+ 0.23% |
$2.98K - $3.33K
|
6.58K
$1.62M
|
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
BUY
|
- |
14+ 1.18% |
$2.78K - $3.11K
|
1.2K
$295K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
14+ 27.45% |
$2.78K - $3.11K
|
65
$16K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
14+ 1.25% |
$2.78K - $3.11K
|
1.13K
$278K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
13+ 0.77% |
$2.58K - $2.89K
|
1.69K
$416K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
12+ 37.5% |
$2.38K - $2.67K
|
44
$10.8K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
11+ 0.93% |
$2.19K - $2.44K
|
1.2K
$294K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10+ 0.15% |
$1.99K - $2.22K
|
6.8K
$1.67M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
10+ 2.05% |
$1.99K - $2.22K
|
497
$122K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
10New |
$1.99K - $2.22K
|
10
$2.46K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
10+ 2.19% |
$1.99K - $2.22K
|
466
$115K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
10+ 12.2% |
$1.99K - $2.22K
|
92
$22.6K
|