Purchases and Sales Made in Q2 2023 in Amdocs LTD (DOX)
This table provides information about the institutional ownership of Amdocs LTD (DOX) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
38+ 165.22% |
$3.38K - $3.76K
|
61
$5.17K
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
31New |
$2.75K - $3.06K
|
31
$2.63K
|
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
26+ 0.94% |
$2.31K - $2.57K
|
2.78K
$235K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
21New |
$1.87K - $2.08K
|
21
$1.78K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
20+ 166.67% |
$1.78K - $1.98K
|
32
$2.71K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
19+ 0.53% |
$1.69K - $1.88K
|
3.63K
$308K
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
18New |
$1.6K - $1.78K
|
18
$1.52K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
18+ 2.21% |
$1.6K - $1.78K
|
832
$70.5K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
13+ 43.33% |
$1.15K - $1.29K
|
43
$3.64K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
8New |
$711 - $791
|
8
$677
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
6+ 150.0% |
$533 - $593
|
10
$847
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
5+ 0.18% |
$444 - $494
|
2.85K
$241K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3+ 3.13% |
$266 - $297
|
99
$8.38K
|
|
|
Aug 08, 2023
Q2 2023
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
2+ 0.01% |
$178 - $198
|
19.3K
$1.63M
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 3.85% |
$88.8 - $98.9
|
25
$2.12K
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1- 2.5% |
$88.8 - $98.9
|
39
$3.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1- 12.5% |
$88.8 - $98.9
|
7
$593
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-2- 0.06% |
$178 - $198
|
3.5K
$296K
|
|
|
Aug 02, 2023
Q2 2023
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-4- 0.02% |
$355 - $395
|
22K
$1.86M
|
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-6- 0.16% |
$533 - $593
|
3.78K
$320K
|
|
|
Aug 14, 2023
Q2 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-6- 0.1% |
$533 - $593
|
5.82K
$493K
|
|
|
Nov 27, 2023
Q2 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-7Closed |
$622 - $692
|
0
$0
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-8- 4.02% |
$711 - $791
|
191
$16.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-8- 3.65% |
$711 - $791
|
211
$17.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-9- 24.32% |
$799 - $890
|
28
$2.37K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-11- 68.75% |
$977 - $1.09K
|
5
$423
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-11- 0.58% |
$977 - $1.09K
|
1.88K
$159K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-17- 3.18% |
$1.51K - $1.68K
|
518
$43.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-17- 0.68% |
$1.51K - $1.68K
|
2.5K
$211K
|
|
|
Jul 31, 2023
Q2 2023
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-18- 0.05% |
$1.6K - $1.78K
|
37.3K
$3.16M
|
|
|
Aug 03, 2023
Q2 2023
|
Innovis Asset Management LLC
Chicago, IL |
SELL
|
- |
-25- 0.66% |
$2.22K - $2.47K
|
3.79K
$321K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-27- 15.25% |
$2.4K - $2.67K
|
150
$12.7K
|
|
|
Aug 01, 2023
Q2 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-30- 0.55% |
$2.66K - $2.97K
|
5.38K
$456K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-32- 3.8% |
$2.84K - $3.16K
|
811
$68.7K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-32- 3.8% |
$2.84K - $3.16K
|
811
$68.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-34- 0.67% |
$3.02K - $3.36K
|
5.02K
$425K
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-36- 22.22% |
$3.2K - $3.56K
|
126
$10.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-38- 1.03% |
$3.38K - $3.76K
|
3.65K
$309K
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-41- 0.42% |
$3.64K - $4.05K
|
9.78K
$828K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-42- 1.32% |
$3.73K - $4.15K
|
3.15K
$266K
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-42- 1.8% |
$3.73K - $4.15K
|
2.29K
$193K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-43- 44.79% |
$3.82K - $4.25K
|
53
$4.49K
|
|
|
Aug 11, 2023
Q2 2023
|
Delta Capital Management LLC
|
SELL
|
- |
-70- 3.1% |
$6.22K - $6.92K
|
2.19K
$185K
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-71- 2.39% |
$6.31K - $7.02K
|
2.9K
$245K
|
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-82- 1.84% |
$7.28K - $8.11K
|
4.37K
$370K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-83- 8.11% |
$7.37K - $8.2K
|
941
$79.7K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-91- 32.85% |
$8.08K - $9K
|
186
$15.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-93- 2.26% |
$8.26K - $9.19K
|
4.02K
$341K
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-94- 2.72% |
$8.35K - $9.29K
|
3.36K
$285K
|
|
|
Aug 09, 2023
Q2 2023
|
First Eagle Investment Management, LLC
|
SELL
|
- |
-100- 4.16% |
$8.88K - $9.89K
|
2.3K
$195K
|