Purchases and Sales Made in Q4 2022 in Amdocs LTD (DOX)
This table provides information about the institutional ownership of Amdocs LTD (DOX) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
40New |
$3.16K - $3.64K
|
40
$3.36K
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
37+ 6.74% |
$2.92K - $3.37K
|
586
$49.2K
|
|
Jun 14, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
36+ 1.46% |
$2.84K - $3.27K
|
2.5K
$210K
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
35New |
$2.77K - $3.18K
|
35
$2.94K
|
|
Feb 14, 2023
Q4 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
34New |
$2.69K - $3.09K
|
34
$2.86K
|
|
Jan 20, 2023
Q4 2022
|
Veriti Management LLC
|
BUY
|
- |
32+ 1.18% |
$2.53K - $2.91K
|
2.76K
$231K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
30New |
$2.37K - $2.73K
|
30
$2.52K
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
BUY
|
- |
29+ 0.16% |
$2.29K - $2.64K
|
18.3K
$1.53M
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
29+ 13.12% |
$2.29K - $2.64K
|
250
$21K
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
28New |
$2.21K - $2.55K
|
28
$2.35K
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
27New |
$2.13K - $2.46K
|
27
$2.27K
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
27+ 0.9% |
$2.13K - $2.46K
|
3.03K
$254K
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
23+ 56.1% |
$1.82K - $2.09K
|
64
$5.37K
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
19New |
$1.5K - $1.73K
|
19
$1.6K
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
18New |
$1.42K - $1.64K
|
18
$1.51K
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
17+ 23.61% |
$1.34K - $1.55K
|
89
$7.47K
|
|
May 10, 2024
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
12+ 0.48% |
$948 - $1.09K
|
2.5K
$210K
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
11+ 36.67% |
$869 - $1K
|
41
$3.44K
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
10New |
$790 - $910
|
10
$840
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
9+ 0.01% |
$711 - $819
|
143K
$12M
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
6+ 0.22% |
$474 - $546
|
2.71K
$228K
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
6+ 4.72% |
$474 - $546
|
133
$11.2K
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
5New |
$395 - $455
|
5
$420
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
3New |
$237 - $273
|
3
$252
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
BUY
|
- |
2+ 0.06% |
$158 - $182
|
3.19K
$268K
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 8.33% |
$158 - $182
|
22
$1.85K
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 7.41% |
$158 - $182
|
25
$2.1K
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
SELL
|
- |
-2- 0.04% |
$158 - $182
|
4.67K
$393K
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
SELL
|
- |
-4- 2.52% |
$316 - $364
|
155
$13K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5- 11.11% |
$395 - $455
|
40
$3.36K
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5- 0.19% |
$395 - $455
|
2.58K
$217K
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-8- 17.78% |
$632 - $728
|
37
$3.11K
|
|
May 09, 2023
Q4 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-8- 0.82% |
$632 - $728
|
971
$81.5K
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-9- 0.67% |
$711 - $819
|
1.34K
$113K
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-19- 45.24% |
$1.5K - $1.73K
|
23
$1.93K
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-21- 0.39% |
$1.66K - $1.91K
|
5.39K
$452K
|
|
Feb 13, 2023
Q4 2022
|
Becker Capital Management Inc
|
SELL
|
- |
-22- 0.6% |
$1.74K - $2K
|
3.64K
$305K
|
|
Feb 01, 2023
Q4 2022
|
Corbyn Investment Management Inc
|
SELL
|
- |
-25- 0.07% |
$1.98K - $2.27K
|
37.9K
$3.19M
|
|
Feb 10, 2023
Q4 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-25- 1.97% |
$1.98K - $2.27K
|
1.24K
$104K
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-29- 15.1% |
$2.29K - $2.64K
|
163
$13.7K
|
|
Feb 09, 2023
Q4 2022
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-34- 17.0% |
$2.69K - $3.09K
|
166
$13.9K
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-37- 20.67% |
$2.92K - $3.37K
|
142
$11.9K
|
|
Feb 09, 2023
Q4 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-49- 0.55% |
$3.87K - $4.46K
|
8.9K
$747K
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-50- 2.02% |
$3.95K - $4.55K
|
2.43K
$204K
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
SELL
|
- |
-53- 1.5% |
$4.19K - $4.82K
|
3.47K
$292K
|
|
Feb 06, 2023
Q4 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-56- 1.0% |
$4.42K - $5.09K
|
5.56K
$467K
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-57- 21.84% |
$4.5K - $5.18K
|
204
$17.1K
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-63- 36.84% |
$4.98K - $5.73K
|
108
$9.07K
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-74Closed |
$5.85K - $6.73K
|
0
$0
|
|
Feb 13, 2023
Q4 2022
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-77- 1.42% |
$6.08K - $7K
|
5.36K
$450K
|