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 |
---|---|---|---|---|---|---|---|
Jan 23, 2024
Q4 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-6- 0.09% |
$1.26K - $1.5K
|
6.99K
$2.15M
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-6- 4.23% |
$1.26K - $1.5K
|
136
$41.7K
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6- 0.03% |
$1.26K - $1.5K
|
21.4K
$6.57M
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
SELL
|
- |
-6- 0.44% |
$1.26K - $1.5K
|
1.37K
$419K
|
|
Feb 06, 2024
Q4 2023
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-6- 0.16% |
$1.26K - $1.5K
|
3.64K
$1.12M
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-6- 0.3% |
$1.26K - $1.5K
|
2K
$613K
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-6- 4.17% |
$1.26K - $1.5K
|
138
$42.4K
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-7- 1.48% |
$1.47K - $1.75K
|
467
$143K
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-8- 0.4% |
$1.68K - $2K
|
1.98K
$607K
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-8- 0.78% |
$1.68K - $2K
|
1.02K
$314K
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-8- 0.26% |
$1.68K - $2K
|
3.04K
$932K
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-8- 0.02% |
$1.68K - $2K
|
37.6K
$11.5M
|
|
Jan 22, 2024
Q4 2023
|
Five Oceans Advisors
|
SELL
|
- |
-9- 0.51% |
$1.89K - $2.25K
|
1.75K
$536K
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-9- 0.52% |
$1.89K - $2.25K
|
1.73K
$530K
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-9- 0.29% |
$1.89K - $2.25K
|
3.14K
$962K
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-9- 0.67% |
$1.89K - $2.25K
|
1.34K
$412K
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-9- 0.51% |
$1.89K - $2.25K
|
1.75K
$536K
|
|
Jan 09, 2024
Q4 2023
|
Signature Wealth Management Group
|
SELL
|
- |
-10- 0.72% |
$2.1K - $2.5K
|
1.39K
$425K
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-10- 0.8% |
$2.1K - $2.5K
|
1.25K
$382K
|
|
Feb 09, 2024
Q4 2023
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-10- 0.05% |
$2.1K - $2.5K
|
18.6K
$5.72M
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-10- 0.24% |
$2.1K - $2.5K
|
4.19K
$1.28M
|
|
Feb 14, 2024
Q4 2023
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-10- 0.3% |
$2.1K - $2.5K
|
3.33K
$1.02M
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-10- 0.44% |
$2.1K - $2.5K
|
2.25K
$692K
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-11- 0.42% |
$2.31K - $2.75K
|
2.6K
$797K
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-11- 0.13% |
$2.31K - $2.75K
|
8.23K
$2.52M
|
|
Feb 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-11- 0.98% |
$2.31K - $2.75K
|
1.11K
$340K
|
|
Feb 12, 2024
Q4 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-11- 0.94% |
$2.31K - $2.75K
|
1.16K
$357K
|
|
Mar 19, 2024
Q4 2023
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-11- 0.94% |
$2.31K - $2.75K
|
1.17K
$358K
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-12- 1.06% |
$2.52K - $3K
|
1.12K
$343K
|
|
Feb 05, 2024
Q4 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-12- 0.19% |
$2.52K - $3K
|
6.29K
$1.93M
|
|
Feb 08, 2024
Q4 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-12- 1.31% |
$2.52K - $3K
|
901
$277K
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-12- 1.18% |
$2.52K - $3K
|
1.01K
$309K
|
|
Feb 15, 2024
Q4 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-12- 1.1% |
$2.52K - $3K
|
1.08K
$331K
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-13- 0.27% |
$2.73K - $3.25K
|
4.77K
$1.46M
|
|
Jan 31, 2024
Q4 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-13- 0.64% |
$2.73K - $3.25K
|
2.01K
$616K
|
|
Feb 06, 2024
Q4 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-13- 0.36% |
$2.73K - $3.25K
|
3.58K
$1.1M
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-13- 2.38% |
$2.73K - $3.25K
|
533
$164K
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-13- 28.26% |
$2.73K - $3.25K
|
33
$10.1K
|
|
Jan 10, 2024
Q4 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-14- 0.09% |
$2.95K - $3.5K
|
15.9K
$4.89M
|
|
Jan 24, 2024
Q4 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-14- 0.96% |
$2.95K - $3.5K
|
1.44K
$443K
|
|
Jan 25, 2024
Q4 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-14- 0.06% |
$2.95K - $3.5K
|
23K
$7.06M
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
SELL
|
- |
-14- 0.26% |
$2.95K - $3.5K
|
5.31K
$1.63M
|
|
Feb 05, 2024
Q4 2023
|
Lcm Capital Management Inc
|
SELL
|
- |
-14- 0.7% |
$2.95K - $3.5K
|
2K
$614K
|
|
Jan 09, 2024
Q4 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-15- 0.1% |
$3.16K - $3.75K
|
14.5K
$4.44M
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
SELL
|
- |
-15- 1.33% |
$3.16K - $3.75K
|
1.11K
$340K
|
|
Jan 25, 2024
Q4 2023
|
Eastern Bank
|
SELL
|
- |
-15- 0.56% |
$3.16K - $3.75K
|
2.67K
$818K
|
|
Feb 12, 2024
Q4 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-15- 0.38% |
$3.16K - $3.75K
|
3.97K
$1.22M
|
|
Feb 02, 2024
Q4 2023
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-16- 0.45% |
$3.37K - $4K
|
3.58K
$1.1M
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-16- 0.81% |
$3.37K - $4K
|
1.95K
$599K
|
|
Feb 13, 2024
Q4 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-16- 1.08% |
$3.37K - $4K
|
1.46K
$449K
|