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 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
5New |
$393 - $443
|
5
$411
|
|
|
Feb 14, 2024
Q4 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
2New |
$157 - $177
|
2
$164
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1New |
$78.7 - $88.6
|
1
$82.2
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1New |
$78.7 - $88.6
|
1
$82.2
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1- 2.33% |
$78.7 - $88.6
|
42
$3.45K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1- 0.15% |
$78.7 - $88.6
|
678
$55.7K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 8.0% |
$157 - $177
|
23
$1.89K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2- 2.47% |
$157 - $177
|
79
$6.49K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-3- 0.11% |
$236 - $266
|
2.85K
$234K
|
|
|
Feb 07, 2024
Q4 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-6- 1.97% |
$472 - $531
|
299
$24.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-6- 5.83% |
$472 - $531
|
97
$7.97K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-8- 4.52% |
$630 - $708
|
169
$13.9K
|
|
|
May 20, 2024
Q4 2023
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-16- 0.09% |
$1.26K - $1.42K
|
17.1K
$1.4M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-17- 3.59% |
$1.34K - $1.51K
|
457
$37.6K
|
|
|
Feb 06, 2024
Q4 2023
|
New South Capital Management Inc
Memphis, TN |
SELL
|
- |
-17- 0.04% |
$1.34K - $1.51K
|
41.3K
$3.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-24- 42.11% |
$1.89K - $2.13K
|
33
$2.71K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-26- 24.53% |
$2.05K - $2.3K
|
80
$6.58K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-32- 24.06% |
$2.52K - $2.83K
|
101
$8.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-33- 0.9% |
$2.6K - $2.92K
|
3.64K
$299K
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-35- 1.37% |
$2.75K - $3.1K
|
2.52K
$207K
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-38- 1.25% |
$2.99K - $3.37K
|
3.01K
$248K
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-39- 3.89% |
$3.07K - $3.45K
|
964
$79.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-40- 15.09% |
$3.15K - $3.54K
|
225
$18.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-42- 0.21% |
$3.3K - $3.72K
|
19.8K
$1.62M
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
SELL
|
- |
-43- 1.73% |
$3.38K - $3.81K
|
2.44K
$201K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-52- 81.25% |
$4.09K - $4.61K
|
12
$987
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-52- 1.62% |
$4.09K - $4.61K
|
3.17K
$260K
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-61- 1.91% |
$4.8K - $5.4K
|
3.13K
$257K
|
|
|
Jan 19, 2024
Q4 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-65- 0.04% |
$5.11K - $5.76K
|
146K
$12M
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-66- 52.38% |
$5.19K - $5.84K
|
60
$4.93K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-79- 96.34% |
$6.22K - $7K
|
3
$247
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-79- 3.35% |
$6.22K - $7K
|
2.28K
$187K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-84- 40.98% |
$6.61K - $7.44K
|
121
$9.95K
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-91- 2.54% |
$7.16K - $8.06K
|
3.49K
$287K
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-95- 1.52% |
$7.48K - $8.41K
|
6.17K
$507K
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-98- 2.02% |
$7.71K - $8.68K
|
4.75K
$391K
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-101- 1.87% |
$7.95K - $8.94K
|
5.29K
$435K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-102- 1.17% |
$8.03K - $9.03K
|
8.65K
$711K
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-114- 8.0% |
$8.97K - $10.1K
|
1.31K
$108K
|
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-118- 0.35% |
$9.29K - $10.5K
|
33.2K
$2.73M
|
|
|
Jan 19, 2024
Q4 2023
|
Donald L. Hagan, LLC
|
SELL
|
- |
-160- 0.88% |
$12.6K - $14.2K
|
18.1K
$1.49M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-160- 4.7% |
$12.6K - $14.2K
|
3.24K
$267K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-169- 1.73% |
$13.3K - $15K
|
9.61K
$790K
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-183- 1.98% |
$14.4K - $16.2K
|
9.08K
$746K
|
|
|
Feb 09, 2024
Q4 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-191- 4.27% |
$15K - $16.9K
|
4.29K
$352K
|
|
|
Feb 12, 2024
Q4 2023
|
Human Investing LLC
|
SELL
|
- |
-192- 2.65% |
$15.1K - $17K
|
7.07K
$581K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-193- 2.76% |
$15.2K - $17.1K
|
6.8K
$559K
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-198- 19.41% |
$15.6K - $17.5K
|
822
$67.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-207- 2.1% |
$16.3K - $18.3K
|
9.66K
$794K
|
|
|
Jan 26, 2024
Q4 2023
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-212- 1.11% |
$16.7K - $18.8K
|
18.9K
$1.56M
|