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 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
124+ 5.37% |
$10.3K - $11.5K
|
2.43K
$210K
|
|
|
May 13, 2025
Q4 2024
|
Ccm Investment Group, LLC
Northfield, MN |
BUY
|
- |
119+ 1.01% |
$9.87K - $11.1K
|
11.9K
$1.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
102New |
$8.46K - $9.47K
|
102
$8.82K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
98+ 3.23% |
$8.13K - $9.1K
|
3.14K
$271K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
95+ 161.02% |
$7.88K - $8.82K
|
154
$13.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
93+ 0.53% |
$7.71K - $8.64K
|
17.5K
$1.52M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
88New |
$7.3K - $8.17K
|
88
$7.61K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
70New |
$5.81K - $6.5K
|
70
$6.05K
|
|
|
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
$35.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
61+ 67.78% |
$5.06K - $5.66K
|
151
$13.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
55+ 137.5% |
$4.56K - $5.11K
|
95
$8.21K
|
|
|
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
$382K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
39New |
$3.23K - $3.62K
|
39
$3.37K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
27New |
$2.24K - $2.51K
|
27
$2.33K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
26+ 41.94% |
$2.16K - $2.41K
|
88
$7.61K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
26New |
$2.16K - $2.41K
|
26
$2.25K
|
|
|
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 13, 2025
Q4 2024
|
Claret Asset Management Corp
|
BUY
|
- |
18+ 0.69% |
$1.49K - $1.67K
|
2.61K
$226K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
18+ 0.6% |
$1.49K - $1.67K
|
3.03K
$262K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
16New |
$1.33K - $1.49K
|
16
$1.38K
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
15+ 0.17% |
$1.24K - $1.39K
|
8.92K
$771K
|
|
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
13New |
$1.08K - $1.21K
|
13
$1.12K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
12New |
$995 - $1.11K
|
12
$1.04K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
11New |
$912 - $1.02K
|
11
$951
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
10New |
$829 - $929
|
10
$865
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
10New |
$829 - $929
|
10
$865
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
10+ 14.49% |
$829 - $929
|
79
$6.83K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
10New |
$829 - $929
|
10
$865
|
|
|
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
$605
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
7+ 10.14% |
$581 - $650
|
76
$6.57K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
6+ 50.0% |
$498 - $557
|
18
$1.56K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
6New |
$498 - $557
|
6
$519
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
5New |
$415 - $464
|
5
$432
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
5New |
$415 - $464
|
5
$432
|
|
|
Feb 10, 2025
Q4 2024
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
4+ 0.07% |
$332 - $371
|
5.53K
$478K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4+ 0.5% |
$332 - $371
|
804
$69.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
4New |
$332 - $371
|
4
$346
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
3New |
$249 - $279
|
3
$259
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
3+ 0.88% |
$249 - $279
|
343
$29.7K
|
|
|
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
$865
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2+ 0.08% |
$166 - $186
|
2.5K
$216K
|
|
|
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
$49.5K
|
|
|
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
$5.66M
|