Purchases and Sales Made in Q4 2023 in Autodesk, Inc. (ADSK)
This table provides information about the institutional ownership of Autodesk, Inc. (ADSK) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
119New |
$23.2K - $29.2K
|
119
$29.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
115New |
$22.4K - $28.2K
|
115
$28.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
114+ 10.75% |
$22.2K - $27.9K
|
1.17K
$289K
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
114+ 2.98% |
$22.2K - $27.9K
|
3.95K
$970K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
112+ 1.31% |
$21.9K - $27.5K
|
8.66K
$2.13M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
112+ 3.73% |
$21.9K - $27.5K
|
3.11K
$765K
|
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
111New |
$21.7K - $27.2K
|
111
$27.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
109New |
$21.3K - $26.7K
|
109
$26.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
103+ 5.51% |
$20.1K - $25.2K
|
1.97K
$485K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
102New |
$19.9K - $25K
|
102
$25.1K
|
|
|
Jan 26, 2024
Q4 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
100+ 6.67% |
$19.5K - $24.5K
|
1.6K
$393K
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
100New |
$19.5K - $24.5K
|
100
$24.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
100+ 5.0% |
$19.5K - $24.5K
|
2.1K
$516K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
99New |
$19.3K - $24.3K
|
99
$24.3K
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
95+ 0.0% |
$18.5K - $23.3K
|
19M
$4.68B
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
93+ 0.16% |
$18.1K - $22.8K
|
59.8K
$14.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
93+ 19.96% |
$18.1K - $22.8K
|
559
$137K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
93+ 19.96% |
$18.1K - $22.8K
|
559
$137K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
92+ 7.57% |
$18K - $22.6K
|
1.31K
$322K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
92+ 7.35% |
$18K - $22.6K
|
1.34K
$330K
|
|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
92+ 0.09% |
$18K - $22.6K
|
101K
$24.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
88New |
$17.2K - $21.6K
|
88
$21.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
87+ 6.11% |
$17K - $21.3K
|
1.51K
$372K
|
|
|
Jan 30, 2024
Q4 2023
|
Canton Hathaway, LLC
|
BUY
|
- |
85New |
$16.6K - $20.8K
|
85
$20.9K
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
85+ 0.23% |
$16.6K - $20.8K
|
37.4K
$9.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
83New |
$16.2K - $20.3K
|
83
$20.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
82+ 6.05% |
$16K - $20.1K
|
1.44K
$353K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
79New |
$15.4K - $19.4K
|
79
$19.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
79+ 3.23% |
$15.4K - $19.4K
|
2.52K
$620K
|
|
|
Jan 24, 2024
Q4 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
73+ 1.76% |
$14.2K - $17.9K
|
4.22K
$1.04M
|
|
|
Feb 06, 2024
Q4 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
72+ 34.78% |
$14.1K - $17.6K
|
279
$68.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
72+ 4.69% |
$14.1K - $17.6K
|
1.61K
$395K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
72New |
$14.1K - $17.6K
|
72
$17.7K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
71+ 2.65% |
$13.9K - $17.4K
|
2.75K
$677K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
71+ 6.62% |
$13.9K - $17.4K
|
1.14K
$281K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
70New |
$13.7K - $17.2K
|
70
$17.2K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
69New |
$13.5K - $16.9K
|
69
$17K
|
|
|
Jan 11, 2024
Q4 2023
|
Crestmont Private Wealth LLC
|
BUY
|
- |
68+ 6.2% |
$13.3K - $16.7K
|
1.17K
$286K
|
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
68+ 0.58% |
$13.3K - $16.7K
|
11.8K
$2.9M
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
67+ 3.17% |
$13.1K - $16.4K
|
2.18K
$537K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
67+ 0.59% |
$13.1K - $16.4K
|
11.3K
$2.79M
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
65+ 1.89% |
$12.7K - $15.9K
|
3.51K
$863K
|
|
|
Feb 12, 2024
Q4 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
64+ 41.03% |
$12.5K - $15.7K
|
220
$54.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
64+ 2.38% |
$12.5K - $15.7K
|
2.76K
$678K
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
64+ 4.26% |
$12.5K - $15.7K
|
1.57K
$385K
|
|
|
Feb 20, 2024
Q4 2023
|
Aurora Investment Counsel
Atlanta, GA |
BUY
|
- |
60+ 2.21% |
$11.7K - $14.7K
|
2.78K
$683K
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
59+ 2.95% |
$11.5K - $14.5K
|
2.06K
$507K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
57+ 67.06% |
$11.1K - $14K
|
142
$34.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
55+ 1.69% |
$10.7K - $13.5K
|
3.31K
$813K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
55+ 550.0% |
$10.7K - $13.5K
|
65
$16K
|