Latest Institutional Transactions on Amdocs LTD (DOX)
This table provides information on the latest institutional transactions involving Amdocs LTD (DOX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
65+ 1.8% |
$5.34K - $5.98K
|
3.69K
$310K
|
|
May 13, 2025
Q1 2025
|
Ballast Asset Management, LP
Dallas, TX |
BUY
|
- |
330+ 1.35% |
$27.1K - $30.4K
|
24.7K
$2.08M
|
|
May 13, 2025
Q1 2025
|
Versor Investments LP
|
BUY
|
- |
5.7KNew |
$469K - $525K
|
5.7K
$479K
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
1.56K+ 25.78% |
$128K - $144K
|
7.62K
$640K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-58.5K- 19.97% |
$4.81M - $5.38M
|
234K
$19.7M
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-129- 5.24% |
$10.6K - $11.9K
|
2.33K
$196K
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-746- 12.45% |
$61.3K - $68.6K
|
5.25K
$441K
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
1.09K+ 11.65% |
$89.6K - $100K
|
10.4K
$878K
|
|
May 08, 2025
Q1 2025
|
Clark Estates Inc
New York, NY |
SELL
|
- |
-9.19K- 27.63% |
$756K - $846K
|
24.1K
$2.02M
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-120K- 97.86% |
$9.85M - $11M
|
2.63K
$221K
|
|
May 07, 2025
Q1 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
34+ 1.22% |
$2.8K - $3.13K
|
2.82K
$237K
|
|
May 07, 2025
Q1 2025
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
2.24KNew |
$184K - $206K
|
2.24K
$188K
|
|
May 06, 2025
Q1 2025
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-1.17K- 30.19% |
$96.5K - $108K
|
2.72K
$228K
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
2.24K+ 1266.67% |
$184K - $206K
|
2.42K
$203K
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
422New |
$34.7K - $38.8K
|
422
$35.5K
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-9- 25.71% |
$740 - $828
|
26
$2.19K
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
31.6KNew |
$2.6M - $2.91M
|
31.6K
$2.66M
|
|
May 01, 2025
Q1 2025
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
108+ 2.44% |
$8.88K - $9.94K
|
4.54K
$381K
|
|
Apr 30, 2025
Q1 2025
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
2.63KNew |
$216K - $242K
|
2.63K
$221K
|
|
Apr 29, 2025
Q1 2025
|
Groesbeck Investment Management Corp
|
SELL
|
- |
-646- 13.02% |
$53.1K - $59.4K
|
4.32K
$363K
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-14- 3.63% |
$1.15K - $1.29K
|
372
$31.3K
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-1.22K- 26.97% |
$101K - $113K
|
3.31K
$278K
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.1K+ 43.06% |
$90.3K - $101K
|
3.65K
$307K
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-4.79K- 66.67% |
$394K - $441K
|
2.4K
$201K
|
|
Apr 28, 2025
Q1 2025
|
New South Capital Management Inc
Memphis, TN |
SELL
|
- |
-2.42K- 10.38% |
$199K - $222K
|
20.8K
$1.75M
|
|
Apr 28, 2025
Q1 2025
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-3.02K- 50.0% |
$248K - $277K
|
3.02K
$254K
|
|
Apr 25, 2025
Q1 2025
|
Henry James International Management Inc.
|
BUY
|
- |
20+ 0.76% |
$1.64K - $1.84K
|
2.64K
$222K
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 4.0% |
$82.2 - $92
|
26
$2.19K
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-237- 21.29% |
$19.5K - $21.8K
|
876
$73.7K
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
4+ 0.04% |
$329 - $368
|
8.92K
$750K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
33New |
$2.71K - $3.04K
|
33
$2.77K
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-114- 30.0% |
$9.37K - $10.5K
|
266
$22.4K
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
92New |
$7.56K - $8.47K
|
92
$7.74K
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
136New |
$11.2K - $12.5K
|
136
$11.4K
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
6New |
$493 - $552
|
6
$504
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
13.7K+ 22.87% |
$1.12M - $1.26M
|
73.5K
$6.18M
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
10.4K+ 20.75% |
$855K - $957K
|
60.5K
$5.09M
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
13+ 216.67% |
$1.07K - $1.2K
|
19
$1.6K
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-36- 6.29% |
$2.96K - $3.31K
|
536
$45.1K
|
|
Q4 2024 | |||||||
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
39New |
$3.23K - $3.62K
|
39
$3.28K
|
|
May 13, 2025
Q4 2024
|
Ccm Investment Group, LLC
Northfield, MN |
BUY
|
- |
119+ 1.01% |
$9.87K - $11.1K
|
11.9K
$997K
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
3New |
$249 - $279
|
3
$252
|
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
13New |
$1.08K - $1.21K
|
13
$1.09K
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
10New |
$829 - $929
|
10
$841
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
10New |
$829 - $929
|
10
$841
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
5New |
$415 - $464
|
5
$420
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-13- 4.66% |
$1.08K - $1.21K
|
266
$22.4K
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-8.11K- 1.83% |
$672K - $753K
|
434K
$36.5M
|
|
Feb 14, 2025
Q4 2024
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
3.6KNew |
$298K - $334K
|
3.6K
$302K
|
|
Feb 14, 2025
Q4 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
14.4KNew |
$1.2M - $1.34M
|
14.4K
$1.21M
|