Purchases and Sales Made in Q4 2022 in Autodesk, Inc. (ADSK)
This table provides information about the institutional ownership of Autodesk, Inc. (ADSK) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
3+ 2.14% |
$546 - $697
|
143
$35.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2+ 0.52% |
$364 - $465
|
383
$94.2K
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
2+ 0.06% |
$364 - $465
|
3.21K
$788K
|
|
|
Feb 14, 2023
Q4 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
2+ 0.1% |
$364 - $465
|
2.08K
$510K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2+ 6.9% |
$364 - $465
|
31
$7.62K
|
|
|
Feb 06, 2023
Q4 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
2+ 0.1% |
$364 - $465
|
1.97K
$484K
|
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
BUY
|
- |
1+ 0.04% |
$182 - $232
|
2.65K
$652K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1- 7.69% |
$182 - $232
|
12
$2.95K
|
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-1- 0.5% |
$182 - $232
|
201
$49.4K
|
|
|
Nov 16, 2023
Q4 2022
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-1- 0.64% |
$182 - $232
|
155
$38.1K
|
|
|
Jan 27, 2023
Q4 2022
|
Optas, LLC
|
SELL
|
- |
-1- 0.07% |
$182 - $232
|
1.5K
$368K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2- 1.35% |
$364 - $465
|
146
$35.9K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-2- 0.72% |
$364 - $465
|
274
$67.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-3- 1.74% |
$546 - $697
|
169
$41.5K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3- 1.6% |
$546 - $697
|
185
$45.5K
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
SELL
|
- |
-4- 0.9% |
$728 - $929
|
440
$108K
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-4- 1.95% |
$728 - $929
|
201
$49.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-5- 2.38% |
$910 - $1.16K
|
205
$50.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Barings LLC
|
SELL
|
- |
-6- 0.36% |
$1.09K - $1.39K
|
1.68K
$413K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-6- 3.68% |
$1.09K - $1.39K
|
157
$38.6K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-7- 21.21% |
$1.27K - $1.63K
|
26
$6.39K
|
|
|
Oct 29, 2024
Q4 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-8- 57.14% |
$1.46K - $1.86K
|
6
$1.47K
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
SELL
|
- |
-8- 0.25% |
$1.46K - $1.86K
|
3.18K
$781K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-8- 17.78% |
$1.46K - $1.86K
|
37
$9.1K
|
|
|
Feb 01, 2023
Q4 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-8- 61.54% |
$1.46K - $1.86K
|
5
$1.23K
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-9- 0.95% |
$1.64K - $2.09K
|
937
$230K
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-9Closed |
$1.64K - $2.09K
|
0
$0
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-9- 0.95% |
$1.64K - $2.09K
|
937
$230K
|
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-11- 1.24% |
$2K - $2.56K
|
874
$215K
|
|
|
Feb 01, 2023
Q4 2022
|
Kanawha Capital Management LLC
|
SELL
|
- |
-13- 0.77% |
$2.36K - $3.02K
|
1.67K
$412K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-13- 0.17% |
$2.36K - $3.02K
|
7.81K
$1.92M
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-13- 17.81% |
$2.36K - $3.02K
|
60
$14.7K
|
|
|
May 09, 2023
Q4 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-13- 5.31% |
$2.36K - $3.02K
|
232
$57K
|
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-13- 0.87% |
$2.36K - $3.02K
|
1.48K
$364K
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-15- 65.22% |
$2.73K - $3.48K
|
8
$1.97K
|
|
|
Feb 07, 2023
Q4 2022
|
Conning Inc.
|
SELL
|
- |
-15- 0.78% |
$2.73K - $3.48K
|
1.9K
$468K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-15- 3.25% |
$2.73K - $3.48K
|
447
$110K
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-16- 30.77% |
$2.91K - $3.72K
|
36
$8.85K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-16- 0.19% |
$2.91K - $3.72K
|
8.49K
$2.09M
|
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-17- 8.85% |
$3.09K - $3.95K
|
175
$43K
|
|
|
Feb 01, 2023
Q4 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-17- 0.57% |
$3.09K - $3.95K
|
2.96K
$728K
|
|
|
Jan 20, 2023
Q4 2022
|
Keudell
|
SELL
|
- |
-24- 1.52% |
$4.37K - $5.58K
|
1.56K
$383K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-24- 52.17% |
$4.37K - $5.58K
|
22
$5.41K
|
|
|
Jan 27, 2023
Q4 2022
|
Patron Partners, LLC
|
SELL
|
- |
-27- 0.77% |
$4.91K - $6.27K
|
3.47K
$852K
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-28- 13.59% |
$5.09K - $6.5K
|
178
$43.8K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-29- 9.97% |
$5.28K - $6.74K
|
262
$64.4K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-37- 29.13% |
$6.73K - $8.6K
|
90
$22.1K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-38- 7.24% |
$6.91K - $8.83K
|
487
$120K
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-38- 2.91% |
$6.91K - $8.83K
|
1.27K
$312K
|
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-39- 1.5% |
$7.09K - $9.06K
|
2.56K
$630K
|