Latest Institutional Transactions on Automatic Data Processing Inc (ADP)
This table provides information on the latest institutional transactions involving Automatic Data Processing Inc (ADP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
19+ 17.59% |
$4K - $4.75K
|
127
$31.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-261- 3.34% |
$54.9K - $65.3K
|
7.56K
$1.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
1.22K+ 20266.67% |
$256K - $304K
|
1.22K
$307K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
669New |
$141K - $167K
|
669
$168K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
7New |
$1.47K - $1.75K
|
7
$1.76K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
450New |
$94.7K - $113K
|
450
$113K
|
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-5- 0.47% |
$1.05K - $1.25K
|
1.05K
$264K
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-4.4K- 4.79% |
$926K - $1.1M
|
87.5K
$21.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Wedgewood Investors Inc
|
SELL
|
- |
-50- 5.04% |
$10.5K - $12.5K
|
943
$237K
|
|
|
Feb 02, 2024
Q4 2023
|
Sycomore Asset Management
|
BUY
|
- |
719+ 12.83% |
$151K - $180K
|
6.33K
$1.59M
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
192+ 3.98% |
$40.4K - $48K
|
5.02K
$1.26M
|
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
BUY
|
- |
1.82KNew |
$383K - $455K
|
1.82K
$457K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
176New |
$37K - $44K
|
176
$44.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
6.5KNew |
$1.37M - $1.62M
|
6.5K
$1.63M
|
|
|
Feb 01, 2024
Q4 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-100- 1.74% |
$21K - $25K
|
5.66K
$1.42M
|
|
|
Feb 01, 2024
Q4 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
745+ 9.05% |
$157K - $186K
|
8.98K
$2.25M
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1New |
$210 - $250
|
1
$251
|
|
|
Jan 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
SELL
|
- |
-464- 21.32% |
$97.6K - $116K
|
1.71K
$430K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
93+ 4.33% |
$19.6K - $23.3K
|
2.24K
$562K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
873+ 5.22% |
$184K - $218K
|
17.6K
$4.42M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
108+ 5.93% |
$22.7K - $27K
|
1.93K
$484K
|
|
|
Jan 24, 2024
Q4 2023
|
Boit C F David
Boston, MA |
BUY
|
- |
1.13K+ 5.29% |
$237K - $281K
|
22.4K
$5.62M
|
|
|
Jan 24, 2024
Q4 2023
|
Reliant Investment Management, LLC
|
BUY
|
- |
9+ 0.9% |
$1.89K - $2.25K
|
1.01K
$253K
|
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
9New |
$1.89K - $2.25K
|
9
$2.26K
|
|
|
Jan 24, 2024
Q4 2023
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-4.2K- 41.07% |
$884K - $1.05M
|
6.03K
$1.51M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-1.66K- 50.3% |
$349K - $415K
|
1.64K
$411K
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-42Closed |
$8.84K - $10.5K
|
0
$0
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-8- 0.78% |
$1.68K - $2K
|
1.02K
$256K
|
|
|
Jan 18, 2024
Q4 2023
|
Ocean Capital Management, LLC
|
SELL
|
- |
-110- 4.97% |
$23.1K - $27.5K
|
2.11K
$528K
|
|
|
Jan 18, 2024
Q4 2023
|
Ams Capital Ltda
|
BUY
|
- |
13.9KNew |
$2.92M - $3.47M
|
13.9K
$3.48M
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
743+ 31.62% |
$156K - $186K
|
3.09K
$776K
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
3.78KNew |
$795K - $946K
|
3.78K
$949K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
PUT |
200New |
$42.1K - $50K
|
200
$50.2K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
5+ 0.24% |
$1.05K - $1.25K
|
2.12K
$531K
|
|
|
Jan 11, 2024
Q4 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-100- 50.0% |
$21K - $25K
|
100
$25.1K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-754- 35.84% |
$159K - $189K
|
1.35K
$339K
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-23- 1.14% |
$4.84K - $5.75K
|
2K
$503K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
326+ 3.32% |
$68.6K - $81.6K
|
10.1K
$2.54M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.2K- 1.19% |
$253K - $301K
|
99.6K
$25M
|
|
|
Jan 08, 2024
Q4 2023
|
Curated Wealth Partners LLC
|
BUY
|
- |
78+ 6.57% |
$16.4K - $19.5K
|
1.27K
$317K
|
|
|
Jan 05, 2024
Q4 2023
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-64- 5.33% |
$13.5K - $16K
|
1.14K
$285K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2025
Q3 2023
|
Abn Amro Investment Solutions
Paris Cedex 008, |
SELL
|
- |
-6.86K- 79.62% |
$1.5M - $1.75M
|
1.76K
$441K
|
|
|
Nov 17, 2023
Q3 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-306- 12.88% |
$66.9K - $78.3K
|
2.07K
$519K
|
|
|
Nov 15, 2023
Q3 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
888New |
$194K - $227K
|
888
$223K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-812- 7.02% |
$178K - $208K
|
10.8K
$2.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-100- 5.67% |
$21.9K - $25.6K
|
1.66K
$417K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$219 - $256
|
8.53K
$2.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
513+ 9.54% |
$112K - $131K
|
5.89K
$1.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Summit Partners Public Asset Management, LLC
Boston, MA |
BUY
|
PUT |
10KNew |
$2.19M - $2.56M
|
10K
$2.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-290- 2.13% |
$63.4K - $74.2K
|
13.3K
$3.34M
|
|