Purchases and Sales Made in Q4 2023 in Automatic Data Processing Inc (ADP)
This table provides information about the institutional ownership of Automatic Data Processing Inc (ADP) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
167New |
$35.1K - $41.8K
|
167
$51.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Grandfield & Dodd, LLC
|
BUY
|
- |
166+ 2.58% |
$34.9K - $41.5K
|
6.6K
$2.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
163+ 15.72% |
$34.3K - $40.8K
|
1.2K
$368K
|
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
160+ 8.19% |
$33.7K - $40K
|
2.11K
$649K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
159+ 43.44% |
$33.4K - $39.8K
|
525
$161K
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
158+ 1.23% |
$33.2K - $39.5K
|
13K
$3.98M
|
|
|
Jan 11, 2024
Q4 2023
|
Asio Capital, LLC
|
BUY
|
- |
157+ 16.07% |
$33K - $39.3K
|
1.13K
$348K
|
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
154+ 12.33% |
$32.4K - $38.5K
|
1.4K
$431K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
154+ 11.61% |
$32.4K - $38.5K
|
1.48K
$454K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
153+ 5.53% |
$32.2K - $38.3K
|
2.92K
$897K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
150New |
$31.6K - $37.5K
|
150
$46K
|
|
|
Feb 12, 2024
Q4 2023
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
150+ 7.91% |
$31.6K - $37.5K
|
2.05K
$628K
|
|
|
Jan 02, 2024
Q4 2023
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
145+ 0.5% |
$30.5K - $36.3K
|
29K
$8.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
144+ 0.17% |
$30.3K - $36K
|
85.3K
$26.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
142+ 10.0% |
$29.9K - $35.5K
|
1.56K
$479K
|
|
|
Feb 14, 2024
Q4 2023
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
140+ 2.72% |
$29.5K - $35K
|
5.28K
$1.62M
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
139+ 1.21% |
$29.2K - $34.8K
|
11.6K
$3.57M
|
|
|
Jan 26, 2024
Q4 2023
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
139+ 5.06% |
$29.2K - $34.8K
|
2.89K
$885K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
139New |
$29.2K - $34.8K
|
139
$42.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
136+ 5.43% |
$28.6K - $34K
|
2.64K
$810K
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
136+ 2.77% |
$28.6K - $34K
|
5.04K
$1.55M
|
|
|
Jan 24, 2024
Q4 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
134+ 1.48% |
$28.2K - $33.5K
|
9.19K
$2.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
133+ 0.31% |
$28K - $33.3K
|
42.8K
$13.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
132+ 2.99% |
$27.8K - $33K
|
4.54K
$1.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Georgetown University
Washington, DC |
BUY
|
- |
128+ 0.52% |
$26.9K - $32K
|
24.9K
$7.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
125+ 125.0% |
$26.3K - $31.3K
|
225
$69.1K
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
BUY
|
- |
124+ 9.57% |
$26.1K - $31K
|
1.42K
$436K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
123+ 2.37% |
$25.9K - $30.8K
|
5.31K
$1.63M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
122+ 0.7% |
$25.7K - $30.5K
|
17.5K
$5.36M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
122New |
$25.7K - $30.5K
|
122
$37.4K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
119+ 2.77% |
$25K - $29.8K
|
4.42K
$1.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
119+ 6.18% |
$25K - $29.8K
|
2.05K
$628K
|
|
|
Apr 01, 2024
Q4 2023
|
Ims Capital Management
|
BUY
|
- |
119+ 1.38% |
$25K - $29.8K
|
8.73K
$2.68M
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
117+ 0.25% |
$24.6K - $29.3K
|
46.8K
$14.3M
|
|
|
Feb 15, 2024
Q4 2023
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
BUY
|
- |
117+ 0.67% |
$24.6K - $29.3K
|
17.5K
$5.36M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
114+ 41.45% |
$24K - $28.5K
|
389
$119K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
111+ 3.08% |
$23.4K - $27.8K
|
3.72K
$1.14M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
111+ 2.58% |
$23.4K - $27.8K
|
4.42K
$1.36M
|
|
|
Jan 17, 2024
Q4 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
110+ 1.39% |
$23.1K - $27.5K
|
8.01K
$2.46M
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
109+ 1.96% |
$22.9K - $27.3K
|
5.67K
$1.74M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
109+ 1.52% |
$22.9K - $27.3K
|
7.29K
$2.24M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
108+ 5.93% |
$22.7K - $27K
|
1.93K
$592K
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
108+ 0.99% |
$22.7K - $27K
|
11K
$3.38M
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
BUY
|
- |
106+ 8.6% |
$22.3K - $26.5K
|
1.34K
$411K
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
105+ 3.04% |
$22.1K - $26.3K
|
3.56K
$1.09M
|
|
|
Jan 23, 2024
Q4 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
104+ 4.09% |
$21.9K - $26K
|
2.64K
$812K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
101+ 2.45% |
$21.2K - $25.3K
|
4.23K
$1.3M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
BUY
|
- |
100+ 2.86% |
$21K - $25K
|
3.59K
$1.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
100New |
$21K - $25K
|
100
$30.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
100+ 9.12% |
$21K - $25K
|
1.2K
$367K
|