Purchases and Sales Made in Q2 2024 in Automatic Data Processing Inc (ADP)
This table provides information about the institutional ownership of Automatic Data Processing Inc (ADP) during Q2 2024. The information is specifically focused on institutions that hold shares of AUTOMATIC DATA PROCESSING INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
858+ 4.02% |
$204K - $218K
|
22.2K
$6.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
851New |
$202K - $216K
|
851
$260K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
845+ 0.46% |
$201K - $215K
|
184K
$56.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Dillon & Associates Inc
|
BUY
|
- |
843+ 1.23% |
$200K - $214K
|
69.1K
$21.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
841+ 6.85% |
$200K - $214K
|
13.1K
$4.01M
|
|
|
Aug 06, 2024
Q2 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
825+ 4.01% |
$196K - $210K
|
21.4K
$6.54M
|
|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
820+ 24.1% |
$195K - $208K
|
4.22K
$1.29M
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
818+ 4.72% |
$194K - $208K
|
18.1K
$5.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
817+ 75.72% |
$194K - $208K
|
1.9K
$580K
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
816+ 38.2% |
$194K - $207K
|
2.95K
$903K
|
|
|
Jul 18, 2024
Q2 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
812+ 21.81% |
$193K - $206K
|
4.54K
$1.39M
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
804+ 21.19% |
$191K - $204K
|
4.6K
$1.41M
|
|
|
Jul 18, 2024
Q2 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
800+ 5.66% |
$190K - $203K
|
14.9K
$4.57M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
799+ 19.06% |
$190K - $203K
|
4.99K
$1.53M
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
791+ 3.13% |
$188K - $201K
|
26.1K
$7.98M
|
|
|
Aug 06, 2024
Q2 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
786New |
$187K - $200K
|
786
$240K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
772+ 18.85% |
$183K - $196K
|
4.87K
$1.49M
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
753+ 2.04% |
$179K - $191K
|
37.6K
$11.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
753+ 35.57% |
$179K - $191K
|
2.87K
$878K
|
|
|
Aug 14, 2024
Q2 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
753+ 150.6% |
$179K - $191K
|
1.25K
$383K
|
|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
743+ 7.16% |
$176K - $189K
|
11.1K
$3.4M
|
|
|
Jul 17, 2024
Q2 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
731+ 5.93% |
$173K - $186K
|
13.1K
$4M
|
|
|
Aug 13, 2024
Q2 2024
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
727+ 1.42% |
$173K - $185K
|
51.9K
$15.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
720+ 23.38% |
$171K - $183K
|
3.8K
$1.16M
|
|
|
Nov 06, 2024
Q2 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
715+ 11.72% |
$170K - $182K
|
6.82K
$2.09M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
708+ 0.38% |
$168K - $180K
|
189K
$57.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
700+ 12.69% |
$166K - $178K
|
6.21K
$1.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
696+ 15.89% |
$165K - $177K
|
5.08K
$1.55M
|
|
|
Aug 13, 2024
Q2 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
695+ 1.5% |
$165K - $177K
|
47.2K
$14.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
674+ 1.59% |
$160K - $171K
|
43.1K
$13.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
661+ 8.42% |
$157K - $168K
|
8.51K
$2.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
BUY
|
- |
660+ 3.68% |
$157K - $168K
|
18.6K
$5.7M
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
650+ 68.42% |
$154K - $165K
|
1.6K
$490K
|
|
|
Aug 08, 2024
Q2 2024
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
649+ 0.77% |
$154K - $165K
|
84.9K
$26M
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
644+ 3.89% |
$153K - $164K
|
17.2K
$5.26M
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
644+ 3.89% |
$153K - $164K
|
17.2K
$5.26M
|
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
637+ 65.67% |
$151K - $162K
|
1.61K
$492K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
634+ 32.36% |
$150K - $161K
|
2.59K
$793K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
633+ 15.31% |
$150K - $161K
|
4.77K
$1.46M
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
629+ 2.84% |
$149K - $160K
|
22.8K
$6.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
626+ 74.44% |
$149K - $159K
|
1.47K
$449K
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
619+ 46.13% |
$147K - $157K
|
1.96K
$600K
|
|
|
Jul 19, 2024
Q2 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
608+ 32.81% |
$144K - $154K
|
2.46K
$753K
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
597+ 12.66% |
$142K - $152K
|
5.31K
$1.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
597New |
$142K - $152K
|
597
$183K
|
|
|
Aug 14, 2024
Q2 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
591+ 25.03% |
$140K - $150K
|
2.95K
$903K
|
|
|
Jul 19, 2024
Q2 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
587+ 7.03% |
$139K - $149K
|
8.94K
$2.73M
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
585+ 20.95% |
$139K - $149K
|
3.38K
$1.03M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
584+ 9.75% |
$139K - $148K
|
6.57K
$2.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Centric Wealth Management
|
BUY
|
- |
584+ 5.74% |
$139K - $148K
|
10.8K
$3.29M
|