Purchases and Sales Made in Q4 2023 in Amdocs LTD (DOX)
This table provides information about the institutional ownership of Amdocs LTD (DOX) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
246+ 27.27% |
$19.4K - $21.8K
|
1.15K
$94.4K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
246+ 27.27% |
$19.4K - $21.8K
|
1.15K
$94.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
215+ 17.87% |
$16.9K - $19K
|
1.42K
$117K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
198+ 2.28% |
$15.6K - $17.5K
|
8.89K
$731K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
189+ 6.4% |
$14.9K - $16.7K
|
3.14K
$258K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
171New |
$13.5K - $15.1K
|
171
$14.1K
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
170+ 2.01% |
$13.4K - $15.1K
|
8.63K
$709K
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
156+ 75.0% |
$12.3K - $13.8K
|
364
$29.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Uss Investment Management LTD
|
BUY
|
- |
148+ 0.55% |
$11.6K - $13.1K
|
26.9K
$2.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
140+ 4.49% |
$11K - $12.4K
|
3.26K
$268K
|
|
|
Jan 16, 2024
Q4 2023
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
130+ 1.35% |
$10.2K - $11.5K
|
9.79K
$805K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
125+ 3.56% |
$9.84K - $11.1K
|
3.64K
$299K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
121New |
$9.52K - $10.7K
|
121
$9.95K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
107+ 198.15% |
$8.42K - $9.48K
|
161
$13.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
100+ 7.79% |
$7.87K - $8.86K
|
1.38K
$114K
|
|
|
Jan 19, 2024
Q4 2023
|
Denali Advisors LLC
|
BUY
|
- |
100+ 1.41% |
$7.87K - $8.86K
|
7.21K
$593K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
98+ 150.77% |
$7.71K - $8.68K
|
163
$13.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
93+ 0.77% |
$7.32K - $8.24K
|
12.2K
$1M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
93+ 0.2% |
$7.32K - $8.24K
|
47.2K
$3.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
92+ 3.75% |
$7.24K - $8.15K
|
2.55K
$209K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
80New |
$6.3K - $7.08K
|
80
$6.58K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
78New |
$6.14K - $6.91K
|
78
$6.41K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
72New |
$5.67K - $6.38K
|
72
$5.92K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
66+ 140.43% |
$5.19K - $5.84K
|
113
$9.29K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
60+ 11.93% |
$4.72K - $5.31K
|
563
$46.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
51+ 204.0% |
$4.01K - $4.52K
|
76
$6.25K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
48New |
$3.78K - $4.25K
|
48
$3.95K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
35+ 0.9% |
$2.75K - $3.1K
|
3.91K
$321K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
35New |
$2.75K - $3.1K
|
35
$2.88K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
34+ 4.01% |
$2.68K - $3.01K
|
881
$72.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
33+ 1.33% |
$2.6K - $2.92K
|
2.52K
$207K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
33+ 7.05% |
$2.6K - $2.92K
|
501
$41.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
33New |
$2.6K - $2.92K
|
33
$2.71K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
32New |
$2.52K - $2.83K
|
32
$2.63K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
29+ 0.83% |
$2.28K - $2.57K
|
3.54K
$291K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
24+ 77.42% |
$1.89K - $2.13K
|
55
$4.52K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
21New |
$1.65K - $1.86K
|
21
$1.73K
|
|
|
Feb 13, 2024
Q4 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
20+ 0.43% |
$1.57K - $1.77K
|
4.66K
$383K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
20+ 76.92% |
$1.57K - $1.77K
|
46
$3.78K
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
19+ 0.43% |
$1.5K - $1.68K
|
4.49K
$369K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
19New |
$1.5K - $1.68K
|
19
$1.56K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
18+ 0.64% |
$1.42K - $1.59K
|
2.83K
$233K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
17+ 0.33% |
$1.34K - $1.51K
|
5.15K
$423K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
16+ 0.28% |
$1.26K - $1.42K
|
5.77K
$475K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
12New |
$944 - $1.06K
|
12
$987
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
11+ 0.82% |
$866 - $974
|
1.35K
$111K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9+ 4.27% |
$708 - $797
|
220
$18.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7+ 3.43% |
$551 - $620
|
211
$17.3K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7+ 9.09% |
$551 - $620
|
84
$6.91K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
6New |
$472 - $531
|
6
$493
|