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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.51K+ 10.34% |
$289K - $323K
|
37.5K
$3.43M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
478+ 43.14% |
$39.3K - $44K
|
1.59K
$145K
|
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
SELL
|
- |
-268- 1.58% |
$22K - $24.7K
|
16.7K
$1.53M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
11New |
$904 - $1.01K
|
11
$1.01K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-211- 5.14% |
$17.3K - $19.4K
|
3.9K
$357K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
7.69KNew |
$632K - $707K
|
7.69K
$704K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
6New |
$493 - $552
|
6
$549
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3.56KNew |
$293K - $328K
|
3.56K
$326K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-58- 65.91% |
$4.77K - $5.34K
|
30
$2.75K
|
|
|
Apr 16, 2025
Q1 2025
|
Donald L. Hagan, LLC
|
BUY
|
- |
226+ 1.31% |
$18.6K - $20.8K
|
17.5K
$1.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
507+ 18.86% |
$41.7K - $46.7K
|
3.2K
$293K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 5.0% |
$82.2 - $92
|
21
$1.92K
|
|
|
Apr 15, 2025
Q1 2025
|
Dividend Assets Capital, LLC
|
BUY
|
- |
823+ 1.16% |
$67.7K - $75.7K
|
71.5K
$6.55M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
13.7K+ 22.87% |
$1.12M - $1.26M
|
73.5K
$6.73M
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
10.4K+ 20.75% |
$855K - $957K
|
60.5K
$5.54M
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
2.46KNew |
$202K - $226K
|
2.46K
$225K
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
351+ 16.92% |
$28.9K - $32.3K
|
2.43K
$222K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.18K+ 38.31% |
$96.8K - $108K
|
4.25K
$389K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
225+ 3.08% |
$18.5K - $20.7K
|
7.54K
$690K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
404+ 13.32% |
$33.2K - $37.2K
|
3.44K
$315K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
84+ 2.65% |
$6.91K - $7.73K
|
3.25K
$298K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-80K- 98.91% |
$6.58M - $7.36M
|
884
$80.9K
|
|
|
Apr 11, 2025
Q1 2025
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-181- 0.46% |
$14.9K - $16.7K
|
39.3K
$3.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
3.66KNew |
$301K - $337K
|
3.66K
$335K
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
3.01KNew |
$247K - $277K
|
3.01K
$275K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.54KNew |
$209K - $234K
|
2.54K
$233K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-61- 69.32% |
$5.01K - $5.61K
|
27
$2.47K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5+ 100.0% |
$411 - $460
|
10
$916
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
268+ 382.86% |
$22K - $24.7K
|
338
$31K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
13+ 216.67% |
$1.07K - $1.2K
|
19
$1.74K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-36- 6.29% |
$2.96K - $3.31K
|
536
$49.1K
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
44.8K+ 12.9% |
$3.72M - $4.16M
|
392K
$35.9M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.76K+ 55.28% |
$644K - $721K
|
21.8K
$2M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-1.94K- 0.73% |
$161K - $180K
|
263K
$24.1M
|
|
|
May 13, 2025
Q4 2024
|
Ccm Investment Group, LLC
Northfield, MN |
BUY
|
- |
119+ 1.01% |
$9.87K - $11.1K
|
11.9K
$1.09M
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
3New |
$249 - $279
|
3
$275
|
|
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
13New |
$1.08K - $1.21K
|
13
$1.19K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
10New |
$829 - $929
|
10
$916
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
10New |
$829 - $929
|
10
$916
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
5New |
$415 - $464
|
5
$458
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-520- 6.04% |
$43.1K - $48.3K
|
8.09K
$741K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.43KNew |
$202K - $226K
|
2.43K
$223K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-13- 4.66% |
$1.08K - $1.21K
|
266
$24.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-8.11K- 1.83% |
$672K - $753K
|
434K
$39.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
3.6KNew |
$298K - $334K
|
3.6K
$329K
|
|
|
Feb 14, 2025
Q4 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
14.4KNew |
$1.2M - $1.34M
|
14.4K
$1.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
9.28KNew |
$770K - $862K
|
9.28K
$850K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.36K- 63.64% |
$362K - $405K
|
2.49K
$228K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-113- 4.46% |
$9.37K - $10.5K
|
2.42K
$221K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
12New |
$995 - $1.11K
|
12
$1.1K
|
|