Purchases and Sales Made in Q1 2023 in Amdocs LTD (DOX)
This table provides information about the institutional ownership of Amdocs LTD (DOX) during Q1 2023. The information is specifically focused on institutions that hold shares of AMDOCS LTD.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
229+ 0.3% |
$20.4K - $22.2K
|
76.2K
$6.26M
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
192+ 6.92% |
$17.1K - $18.6K
|
2.97K
$244K
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
191+ 5.0% |
$17K - $18.5K
|
4.01K
$330K
|
|
May 10, 2023
Q1 2023
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
189+ 5.21% |
$16.8K - $18.3K
|
3.81K
$314K
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
BUY
|
- |
162New |
$14.4K - $15.7K
|
162
$13.3K
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
158+ 0.51% |
$14.1K - $15.3K
|
30.8K
$2.54M
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
118+ 1.23% |
$10.5K - $11.5K
|
9.71K
$799K
|
|
Apr 21, 2023
Q1 2023
|
Denali Advisors LLC
|
BUY
|
- |
109+ 1.6% |
$9.7K - $10.6K
|
6.91K
$568K
|
|
May 03, 2023
Q1 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
106+ 0.15% |
$9.43K - $10.3K
|
73K
$6M
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
94+ 15.24% |
$8.37K - $9.12K
|
711
$58.5K
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
BUY
|
- |
75+ 2.72% |
$6.67K - $7.28K
|
2.83K
$233K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
75+ 73.53% |
$6.67K - $7.28K
|
177
$14.6K
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
65+ 1.11% |
$5.78K - $6.31K
|
5.94K
$488K
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
65+ 2.15% |
$5.78K - $6.31K
|
3.09K
$254K
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
63New |
$5.61K - $6.11K
|
63
$5.18K
|
|
May 08, 2023
Q1 2023
|
Hilton Capital Management, LLC
|
BUY
|
- |
58+ 1.63% |
$5.16K - $5.63K
|
3.63K
$298K
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
56+ 34.36% |
$4.98K - $5.43K
|
219
$18K
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
48+ 1.53% |
$4.27K - $4.66K
|
3.19K
$262K
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
47+ 117.5% |
$4.18K - $4.56K
|
87
$7.15K
|
|
May 03, 2023
Q1 2023
|
Baillie Gifford & CO
|
BUY
|
- |
46+ 11.92% |
$4.09K - $4.46K
|
432
$35.5K
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
43New |
$3.83K - $4.17K
|
43
$3.54K
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
42+ 0.26% |
$3.74K - $4.08K
|
16K
$1.32M
|
|
Apr 26, 2023
Q1 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
42+ 1.08% |
$3.74K - $4.08K
|
3.92K
$322K
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
41+ 3.04% |
$3.65K - $3.98K
|
1.39K
$114K
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
41+ 1.51% |
$3.65K - $3.98K
|
2.76K
$226K
|
|
May 15, 2023
Q1 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
41+ 1.55% |
$3.65K - $3.98K
|
2.69K
$221K
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
40+ 1333.33% |
$3.56K - $3.88K
|
43
$3.54K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
38+ 95.0% |
$3.38K - $3.69K
|
78
$6.41K
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
35New |
$3.11K - $3.4K
|
35
$2.88K
|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
31+ 0.89% |
$2.76K - $3.01K
|
3.5K
$288K
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
28+ 1.0% |
$2.49K - $2.72K
|
2.84K
$234K
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
24New |
$2.14K - $2.33K
|
24
$1.97K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
22+ 0.03% |
$1.96K - $2.14K
|
77.5K
$6.37M
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
BUY
|
- |
18+ 0.39% |
$1.6K - $1.75K
|
4.69K
$386K
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
17New |
$1.51K - $1.65K
|
17
$1.4K
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
10New |
$890 - $971
|
10
$822
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
9+ 32.14% |
$801 - $873
|
37
$3.04K
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
5+ 0.1% |
$445 - $485
|
4.77K
$392K
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
5+ 5.49% |
$445 - $485
|
96
$7.89K
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 18.18% |
$356 - $388
|
26
$2.14K
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
4New |
$356 - $388
|
4
$329
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3+ 16.67% |
$267 - $291
|
21
$1.73K
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
2+ 0.24% |
$178 - $194
|
843
$69.3K
|
|
May 15, 2023
Q1 2023
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
2+ 0.01% |
$178 - $194
|
19.3K
$1.59M
|
|
May 12, 2023
Q1 2023
|
Distillate Capital Partners LLC
|
BUY
|
- |
1+ 0.82% |
$89 - $97.1
|
123
$10.1K
|
|
May 08, 2023
Q1 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-1- 2.94% |
$89 - $97.1
|
33
$2.71K
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 4.0% |
$89 - $97.1
|
24
$1.97K
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-2- 20.0% |
$178 - $194
|
8
$658
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-3- 6.82% |
$267 - $291
|
41
$3.37K
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-3- 0.22% |
$267 - $291
|
1.34K
$110K
|