Purchases and Sales Made in Q4 2024 in Amdocs LTD (DOX)
This table provides information about the institutional ownership of Amdocs LTD (DOX) during Q4 2024. 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 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
88New |
$7.3K - $8.17K
|
88
$7.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
70New |
$5.81K - $6.5K
|
70
$6.04K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
69+ 4.95% |
$5.72K - $6.41K
|
1.46K
$126K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
63+ 17.9% |
$5.23K - $5.85K
|
415
$35.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
55+ 137.5% |
$4.56K - $5.11K
|
95
$8.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
50New |
$4.15K - $4.64K
|
50
$4.32K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
43+ 0.98% |
$3.57K - $3.99K
|
4.42K
$381K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
26+ 41.94% |
$2.16K - $2.41K
|
88
$7.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
26New |
$2.16K - $2.41K
|
26
$2.24K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
22+ 13.66% |
$1.82K - $2.04K
|
183
$15.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Qsv Equity Investors LLC
Naperville, IL |
BUY
|
- |
18+ 0.59% |
$1.49K - $1.67K
|
3.07K
$265K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
18+ 0.6% |
$1.49K - $1.67K
|
3.03K
$262K
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
15+ 0.17% |
$1.24K - $1.39K
|
8.92K
$770K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
11New |
$912 - $1.02K
|
11
$950
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
10New |
$829 - $929
|
10
$863
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
10+ 14.49% |
$829 - $929
|
79
$6.82K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
9+ 6.0% |
$746 - $836
|
159
$13.7K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
7New |
$581 - $650
|
7
$604
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
7+ 10.14% |
$581 - $650
|
76
$6.56K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
6New |
$498 - $557
|
6
$518
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
6+ 50.0% |
$498 - $557
|
18
$1.55K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
5New |
$415 - $464
|
5
$432
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4+ 0.5% |
$332 - $371
|
804
$69.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
4New |
$332 - $371
|
4
$345
|
|
|
Feb 10, 2025
Q4 2024
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
4+ 0.07% |
$332 - $371
|
5.53K
$477K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
3+ 0.88% |
$249 - $279
|
343
$29.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Henry James International Management Inc.
|
BUY
|
- |
3+ 0.11% |
$249 - $279
|
2.62K
$226K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2+ 25.0% |
$166 - $186
|
10
$863
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 8.7% |
$166 - $186
|
25
$2.16K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
2+ 0.35% |
$166 - $186
|
572
$49.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1- -0.0% |
$82.9 - $92.9
|
65.4K
$5.65M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2- 0.03% |
$166 - $186
|
5.9K
$509K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2- 0.01% |
$166 - $186
|
22.1K
$1.91M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-2- 1.22% |
$166 - $186
|
162
$14K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 9.09% |
$166 - $186
|
20
$1.73K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-5- 2.75% |
$415 - $464
|
177
$15.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-7- 35.0% |
$581 - $650
|
13
$1.12K
|
|
|
Feb 11, 2025
Q4 2024
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-14- 0.16% |
$1.16K - $1.3K
|
8.59K
$742K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-18- 5.52% |
$1.49K - $1.67K
|
308
$26.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-24- 18.75% |
$1.99K - $2.23K
|
104
$8.98K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-28- 0.28% |
$2.32K - $2.6K
|
9.97K
$861K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-42- 0.16% |
$3.48K - $3.9K
|
26.4K
$2.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-47- 36.15% |
$3.9K - $4.36K
|
83
$7.16K
|
|
|
Feb 12, 2025
Q4 2024
|
Corbyn Investment Management Inc
|
SELL
|
- |
-50- 0.13% |
$4.15K - $4.64K
|
38.7K
$3.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-53- 1.37% |
$4.4K - $4.92K
|
3.82K
$330K
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-55- 1.07% |
$4.56K - $5.11K
|
5.07K
$437K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-68- 2.17% |
$5.64K - $6.31K
|
3.07K
$265K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-73- 2.2% |
$6.05K - $6.78K
|
3.25K
$280K
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-79- 1.31% |
$6.55K - $7.34K
|
5.95K
$514K
|