Purchases and Sales Made in Q4 2022 in Automatic Data Processing Inc (ADP)
This table provides information about the institutional ownership of Automatic Data Processing Inc (ADP) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Jan 30, 2023
Q4 2022
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
14+ 0.3% |
$3.16K - $3.78K
|
4.71K
$1.46M
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
BUY
|
- |
14+ 0.34% |
$3.16K - $3.78K
|
4.18K
$1.29M
|
|
Feb 15, 2023
Q4 2022
|
Life Pro Asset Management
|
BUY
|
- |
14+ 0.52% |
$3.16K - $3.78K
|
2.68K
$832K
|
|
May 25, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
14+ 0.7% |
$3.16K - $3.78K
|
2K
$621K
|
|
Jan 18, 2023
Q4 2022
|
Magnolia Capital Management LTD
|
BUY
|
- |
13New |
$2.93K - $3.51K
|
13
$4.03K
|
|
Jan 20, 2023
Q4 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
13+ 0.79% |
$2.93K - $3.51K
|
1.66K
$515K
|
|
Jan 26, 2023
Q4 2022
|
Pds Planning, Inc
|
BUY
|
- |
13+ 0.69% |
$2.93K - $3.51K
|
1.89K
$585K
|
|
Jan 27, 2023
Q4 2022
|
West Branch Capital LLC
|
BUY
|
- |
13+ 0.33% |
$2.93K - $3.51K
|
3.99K
$1.24M
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
13+ 0.61% |
$2.93K - $3.51K
|
2.16K
$668K
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
12+ 57.14% |
$2.71K - $3.24K
|
33
$10.2K
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
BUY
|
- |
12+ 0.07% |
$2.71K - $3.24K
|
16.2K
$5.02M
|
|
Feb 14, 2023
Q4 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
12+ 0.31% |
$2.71K - $3.24K
|
3.89K
$1.21M
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
11+ 0.71% |
$2.48K - $2.97K
|
1.57K
$487K
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
11+ 10.0% |
$2.48K - $2.97K
|
121
$37.5K
|
|
Jan 30, 2023
Q4 2022
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
10+ 0.3% |
$2.26K - $2.7K
|
3.31K
$1.03M
|
|
Jan 31, 2023
Q4 2022
|
Core Alternative Capital
|
BUY
|
- |
10+ 5.05% |
$2.26K - $2.7K
|
208
$64.5K
|
|
Feb 01, 2023
Q4 2022
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.87% |
$2.26K - $2.7K
|
1.15K
$357K
|
|
Feb 09, 2023
Q4 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
10+ 0.29% |
$2.26K - $2.7K
|
3.5K
$1.09M
|
|
Feb 14, 2023
Q4 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10+ 0.47% |
$2.26K - $2.7K
|
2.13K
$661K
|
|
Jan 25, 2023
Q4 2022
|
Vera Bank, N.A.
|
BUY
|
- |
9+ 0.27% |
$2.03K - $2.43K
|
3.32K
$1.03M
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
9+ 0.12% |
$2.03K - $2.43K
|
7.46K
$2.31M
|
|
Feb 09, 2023
Q4 2022
|
Wealth Architects, LLC
|
BUY
|
- |
9+ 0.3% |
$2.03K - $2.43K
|
2.99K
$928K
|
|
Feb 10, 2023
Q4 2022
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
9+ 0.44% |
$2.03K - $2.43K
|
2.04K
$633K
|
|
Feb 10, 2023
Q4 2022
|
Claris Advisors, LLC
|
BUY
|
- |
9+ 0.87% |
$2.03K - $2.43K
|
1.04K
$323K
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
8+ 0.45% |
$1.8K - $2.16K
|
1.79K
$555K
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
8+ 0.55% |
$1.8K - $2.16K
|
1.45K
$450K
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
8+ 0.32% |
$1.8K - $2.16K
|
2.52K
$782K
|
|
Jan 25, 2023
Q4 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
8+ 0.52% |
$1.8K - $2.16K
|
1.54K
$477K
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
8+ 1.59% |
$1.8K - $2.16K
|
512
$159K
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
8+ 1.78% |
$1.8K - $2.16K
|
457
$142K
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
8+ 21.62% |
$1.8K - $2.16K
|
45
$13.9K
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
7+ 1.0% |
$1.58K - $1.89K
|
707
$219K
|
|
Jan 20, 2023
Q4 2022
|
44 Wealth Management LLC
|
BUY
|
- |
7+ 0.45% |
$1.58K - $1.89K
|
1.58K
$489K
|
|
Jan 25, 2023
Q4 2022
|
Northstar Group, Inc.
|
BUY
|
- |
7+ 0.04% |
$1.58K - $1.89K
|
15.9K
$4.94M
|
|
Jan 25, 2023
Q4 2022
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
7+ 0.08% |
$1.58K - $1.89K
|
8.38K
$2.6M
|
|
Feb 06, 2023
Q4 2022
|
Hyman Charles D
|
BUY
|
- |
7+ 0.04% |
$1.58K - $1.89K
|
19.3K
$5.98M
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
7+ 0.73% |
$1.58K - $1.89K
|
961
$298K
|
|
Feb 13, 2023
Q4 2022
|
Souders Financial Advisors
|
BUY
|
- |
7+ 0.22% |
$1.58K - $1.89K
|
3.24K
$1M
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
7New |
$1.58K - $1.89K
|
7
$2.17K
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
6+ 0.42% |
$1.35K - $1.62K
|
1.45K
$449K
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
6+ 0.31% |
$1.35K - $1.62K
|
1.94K
$600K
|
|
Feb 01, 2023
Q4 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
6+ 0.39% |
$1.35K - $1.62K
|
1.53K
$473K
|
|
Feb 03, 2023
Q4 2022
|
Capital Wealth Planning, LLC
|
BUY
|
- |
6+ 0.43% |
$1.35K - $1.62K
|
1.42K
$439K
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
6+ 9.09% |
$1.35K - $1.62K
|
72
$22.3K
|
|
Feb 08, 2023
Q4 2022
|
Sanchez Wealth Management Group
|
BUY
|
- |
6+ 0.49% |
$1.35K - $1.62K
|
1.24K
$385K
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
6+ 0.65% |
$1.35K - $1.62K
|
931
$289K
|
|
Feb 13, 2023
Q4 2022
|
S&T Bank
Indiana, PA |
BUY
|
- |
6+ 0.43% |
$1.35K - $1.62K
|
1.41K
$437K
|
|
Feb 14, 2023
Q4 2022
|
Willner & Heller, LLC
|
BUY
|
- |
6+ 0.44% |
$1.35K - $1.62K
|
1.38K
$426K
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
6+ 0.37% |
$1.35K - $1.62K
|
1.62K
$501K
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
5+ 2.16% |
$1.13K - $1.35K
|
237
$73.5K
|