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 |
|---|---|---|---|---|---|---|---|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
11+ 0.42% |
$2.31K - $2.75K
|
2.63K
$808K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
10+ 0.67% |
$2.1K - $2.5K
|
1.5K
$462K
|
|
|
Jan 31, 2024
Q4 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
10+ 0.54% |
$2.1K - $2.5K
|
1.87K
$574K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
10+ 0.48% |
$2.1K - $2.5K
|
2.09K
$642K
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
10+ 0.08% |
$2.1K - $2.5K
|
12.6K
$3.87M
|
|
|
Jan 18, 2024
Q4 2023
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
9+ 0.82% |
$1.89K - $2.25K
|
1.11K
$340K
|
|
|
Jan 24, 2024
Q4 2023
|
Reliant Investment Management, LLC
|
BUY
|
- |
9+ 0.9% |
$1.89K - $2.25K
|
1.01K
$310K
|
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
9New |
$1.89K - $2.25K
|
9
$2.76K
|
|
|
Jan 23, 2024
Q4 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
8+ 0.44% |
$1.68K - $2K
|
1.82K
$559K
|
|
|
Jan 24, 2024
Q4 2023
|
Souders Financial Advisors
|
BUY
|
- |
8+ 0.25% |
$1.68K - $2K
|
3.16K
$971K
|
|
|
Feb 01, 2024
Q4 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
8+ 0.07% |
$1.68K - $2K
|
11.6K
$3.56M
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
8+ 0.5% |
$1.68K - $2K
|
1.62K
$496K
|
|
|
Feb 05, 2024
Q4 2023
|
Orca Investment Management, LLC
|
BUY
|
- |
8+ 0.26% |
$1.68K - $2K
|
3.12K
$957K
|
|
|
Feb 06, 2024
Q4 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
8+ 0.51% |
$1.68K - $2K
|
1.58K
$485K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
8+ 0.06% |
$1.68K - $2K
|
13.8K
$4.25M
|
|
|
Feb 15, 2024
Q4 2023
|
Life Pro Asset Management
|
BUY
|
- |
8+ 0.29% |
$1.68K - $2K
|
2.78K
$853K
|
|
|
Jan 02, 2024
Q4 2023
|
Impac Tfolio, LLC
|
BUY
|
- |
7+ 0.64% |
$1.47K - $1.75K
|
1.11K
$340K
|
|
|
Jan 12, 2024
Q4 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
7+ 0.18% |
$1.47K - $1.75K
|
3.88K
$1.19M
|
|
|
Jan 22, 2024
Q4 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
7+ 0.4% |
$1.47K - $1.75K
|
1.77K
$543K
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
7+ 0.28% |
$1.47K - $1.75K
|
2.47K
$758K
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
7+ 0.25% |
$1.47K - $1.75K
|
2.86K
$878K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
7New |
$1.47K - $1.75K
|
7
$2.15K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
BUY
|
- |
7+ 0.49% |
$1.47K - $1.75K
|
1.43K
$439K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
7+ 1.07% |
$1.47K - $1.75K
|
662
$203K
|
|
|
Feb 21, 2024
Q4 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
7+ 0.6% |
$1.47K - $1.75K
|
1.18K
$363K
|
|
|
Jan 16, 2024
Q4 2023
|
Sanchez Wealth Management Group
|
BUY
|
- |
6+ 0.47% |
$1.26K - $1.5K
|
1.27K
$390K
|
|
|
Jan 25, 2024
Q4 2023
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
6+ 1.02% |
$1.26K - $1.5K
|
592
$182K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
6+ 0.63% |
$1.26K - $1.5K
|
956
$293K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
6New |
$1.26K - $1.5K
|
6
$1.84K
|
|
|
Feb 07, 2024
Q4 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
6+ 0.15% |
$1.26K - $1.5K
|
4.12K
$1.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
6+ 0.6% |
$1.26K - $1.5K
|
1.01K
$308K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
6New |
$1.26K - $1.5K
|
6
$1.84K
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
5+ 0.07% |
$1.05K - $1.25K
|
6.87K
$2.11M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
5+ 0.24% |
$1.05K - $1.25K
|
2.12K
$649K
|
|
|
Jan 19, 2024
Q4 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
5+ 0.54% |
$1.05K - $1.25K
|
930
$285K
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
5+ 0.07% |
$1.05K - $1.25K
|
7.57K
$2.32M
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
5+ 0.48% |
$1.05K - $1.25K
|
1.05K
$322K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
5New |
$1.05K - $1.25K
|
5
$1.53K
|
|
|
Feb 12, 2024
Q4 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
5+ 0.54% |
$1.05K - $1.25K
|
932
$286K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
5+ 0.09% |
$1.05K - $1.25K
|
5.54K
$1.7M
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
4+ 0.3% |
$841 - $1K
|
1.32K
$406K
|
|
|
Jan 23, 2024
Q4 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
4+ 0.4% |
$841 - $1K
|
995
$305K
|
|
|
Jan 26, 2024
Q4 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
4+ 0.06% |
$841 - $1K
|
6.23K
$1.91M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Ozk
|
BUY
|
- |
4+ 0.05% |
$841 - $1K
|
7.38K
$2.27M
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
4+ 0.08% |
$841 - $1K
|
4.83K
$1.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
4+ 0.4% |
$841 - $1K
|
1.01K
$309K
|
|
|
Feb 14, 2024
Q4 2023
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
4+ 0.1% |
$841 - $1K
|
4.04K
$1.24M
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
4+ 6.06% |
$841 - $1K
|
70
$21.5K
|
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
3+ 0.04% |
$631 - $751
|
7.63K
$2.34M
|
|
|
Jan 22, 2024
Q4 2023
|
Mcrae Capital Management Inc
|
BUY
|
- |
3+ 0.14% |
$631 - $751
|
2.14K
$657K
|