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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
955+ 1.63% |
$80.7K - $94.2K
|
59.5K
$4.99M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
33New |
$2.79K - $3.26K
|
33
$2.77K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.25K+ 95.33% |
$190K - $222K
|
4.6K
$386K
|
|
|
Oct 30, 2023
Q3 2023
|
Watershed Asset Management, L.L.C.
|
BUY
|
- |
183+ 6.0% |
$15.5K - $18.1K
|
3.23K
$271K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-13- 30.23% |
$1.1K - $1.28K
|
30
$2.52K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
379+ 17.22% |
$32K - $37.4K
|
2.58K
$217K
|
|
|
Oct 25, 2023
Q3 2023
|
Ardevora Asset Management LLP
|
SELL
|
- |
-185K- 94.23% |
$15.6M - $18.2M
|
11.3K
$948K
|
|
|
Oct 25, 2023
Q3 2023
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
BUY
|
- |
8.16KNew |
$690K - $805K
|
8.16K
$685K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
114New |
$9.63K - $11.2K
|
114
$9.57K
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
223+ 8.7% |
$18.8K - $22K
|
2.79K
$234K
|
|
|
Oct 13, 2023
Q3 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
5.5KNew |
$465K - $543K
|
5.5K
$462K
|
|
|
Oct 13, 2023
Q3 2023
|
Cohen Klingenstein LLC
|
SELL
|
- |
-347- 10.92% |
$29.3K - $34.2K
|
2.83K
$238K
|
|
| Q2 2023 | |||||||
|
Mar 29, 2024
Q2 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-1.65KClosed |
$147K - $163K
|
0
$0
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-606- 7.93% |
$53.8K - $59.9K
|
7.03K
$591K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
8New |
$711 - $791
|
8
$672
|
|
|
Aug 15, 2023
Q2 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
2.08KNew |
$185K - $206K
|
2.08K
$175K
|
|
|
Aug 15, 2023
Q2 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
4.83KNew |
$429K - $478K
|
4.83K
$406K
|
|
|
Aug 14, 2023
Q2 2023
|
Cipher Capital LP
New York, NY |
SELL
|
- |
-12K- 60.59% |
$1.07M - $1.19M
|
7.81K
$656K
|
|
|
Aug 14, 2023
Q2 2023
|
Woodline Partners LP
San Francisco, CA |
SELL
|
- |
-16.7K- 24.52% |
$1.48M - $1.65M
|
51.4K
$4.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
107New |
$9.5K - $10.6K
|
107
$8.99K
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
2.78KNew |
$247K - $275K
|
2.78K
$233K
|
|
|
Aug 14, 2023
Q2 2023
|
Seven Eight Capital, LP
|
BUY
|
- |
14.7KNew |
$1.31M - $1.46M
|
14.7K
$1.24M
|
|
|
Aug 11, 2023
Q2 2023
|
Delta Capital Management LLC
|
SELL
|
- |
-70- 3.1% |
$6.22K - $6.92K
|
2.19K
$184K
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
58.3KNew |
$5.18M - $5.77M
|
58.3K
$4.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-6.45K- 7.09% |
$573K - $637K
|
84.5K
$7.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-9- 24.32% |
$799 - $890
|
28
$2.35K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
4.3K+ 15.25% |
$382K - $425K
|
32.5K
$2.73M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-333- 12.7% |
$29.6K - $32.9K
|
2.29K
$192K
|
|
|
Aug 10, 2023
Q2 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
13.2KNew |
$1.18M - $1.31M
|
13.2K
$1.11M
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
195New |
$17.3K - $19.3K
|
195
$16.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
132New |
$11.7K - $13K
|
132
$11.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
28.6KNew |
$2.54M - $2.83M
|
28.6K
$2.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
235+ 7.53% |
$20.9K - $23.2K
|
3.36K
$282K
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
BUY
|
CALL |
4New |
$355 - $395
|
4
$336
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-12.9K- 53.19% |
$1.14M - $1.27M
|
11.3K
$950K
|
|
|
Jul 31, 2023
Q2 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
6.94K+ 22.51% |
$617K - $686K
|
37.8K
$3.17M
|
|
|
Jul 31, 2023
Q2 2023
|
Cooke & Bieler LP
|
SELL
|
- |
-2.4K- 48.0% |
$213K - $237K
|
2.6K
$218K
|
|
|
Jul 28, 2023
Q2 2023
|
Chase Investment Counsel Corp
|
SELL
|
- |
-384- 0.89% |
$34.1K - $38K
|
43K
$3.61M
|
|
|
Jul 27, 2023
Q2 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
344+ 3.46% |
$30.6K - $34K
|
10.3K
$863K
|
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
2.26KNew |
$200K - $223K
|
2.26K
$190K
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-42- 1.8% |
$3.73K - $4.15K
|
2.29K
$192K
|
|
|
Jul 20, 2023
Q2 2023
|
Sycomore Asset Management
|
SELL
|
- |
-10.4K- 24.7% |
$924K - $1.03M
|
31.7K
$2.66M
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
21New |
$1.87K - $2.08K
|
21
$1.76K
|
|
|
Jul 13, 2023
Q2 2023
|
Advisor Resource Council
|
SELL
|
- |
-6.27K- 70.11% |
$557K - $620K
|
2.67K
$224K
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
18New |
$1.6K - $1.78K
|
18
$1.51K
|
|
| Q1 2023 | |||||||
|
Feb 14, 2024
Q1 2023
|
Kbc Group Nv
|
BUY
|
- |
7.59KNew |
$676K - $737K
|
7.59K
$638K
|
|
|
May 22, 2023
Q1 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-83.9K- 96.9% |
$7.47M - $8.15M
|
2.68K
$225K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.34K+ 71.73% |
$119K - $130K
|
3.21K
$269K
|
|
|
May 15, 2023
Q1 2023
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
2.38KNew |
$212K - $231K
|
2.38K
$200K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
439+ 50.69% |
$39.1K - $42.6K
|
1.31K
$110K
|
|