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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-55- 7.02% |
$11.6K - $13.8K
|
729
$224K
|
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-55- 2.51% |
$11.6K - $13.8K
|
2.14K
$657K
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-57- 4.33% |
$12K - $14.3K
|
1.26K
$387K
|
|
|
Feb 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-57- 5.52% |
$12K - $14.3K
|
975
$299K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-58- 1.76% |
$12.2K - $14.5K
|
3.23K
$991K
|
|
|
Feb 05, 2024
Q4 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-58- 6.16% |
$12.2K - $14.5K
|
883
$271K
|
|
|
Feb 01, 2024
Q4 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-59- 1.56% |
$12.4K - $14.8K
|
3.73K
$1.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-59- 33.33% |
$12.4K - $14.8K
|
118
$36.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-59- 3.59% |
$12.4K - $14.8K
|
1.59K
$487K
|
|
|
Jan 03, 2024
Q4 2023
|
Marotta Asset Management
|
SELL
|
- |
-60- 4.3% |
$12.6K - $15K
|
1.34K
$410K
|
|
|
Jan 30, 2024
Q4 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-60- 0.61% |
$12.6K - $15K
|
9.81K
$3.01M
|
|
|
Feb 06, 2024
Q4 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-60- 2.22% |
$12.6K - $15K
|
2.64K
$811K
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-61- 23.11% |
$12.8K - $15.3K
|
203
$62.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-61- 0.59% |
$12.8K - $15.3K
|
10.2K
$3.14M
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-62- 4.32% |
$13K - $15.5K
|
1.37K
$422K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-63- 2.54% |
$13.3K - $15.8K
|
2.42K
$742K
|
|
|
Jan 05, 2024
Q4 2023
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-64- 5.33% |
$13.5K - $16K
|
1.14K
$349K
|
|
|
Jan 10, 2024
Q4 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-65- 1.65% |
$13.7K - $16.3K
|
3.87K
$1.19M
|
|
|
Jan 18, 2024
Q4 2023
|
Fruth Investment Management
|
SELL
|
- |
-65- 0.24% |
$13.7K - $16.3K
|
27.4K
$8.41M
|
|
|
Feb 08, 2024
Q4 2023
|
Forbes J M & CO LLP
|
SELL
|
- |
-67- 0.66% |
$14.1K - $16.8K
|
10.1K
$3.11M
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-68- 2.55% |
$14.3K - $17K
|
2.6K
$798K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-68- 3.34% |
$14.3K - $17K
|
1.97K
$605K
|
|
|
Feb 13, 2024
Q4 2023
|
360 Financial, Inc.
|
SELL
|
- |
-68- 1.54% |
$14.3K - $17K
|
4.34K
$1.33M
|
|
|
Jan 24, 2024
Q4 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-70- 0.38% |
$14.7K - $17.5K
|
18.5K
$5.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-70- 2.51% |
$14.7K - $17.5K
|
2.72K
$834K
|
|
|
Feb 14, 2024
Q4 2023
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-70- 3.8% |
$14.7K - $17.5K
|
1.77K
$544K
|
|
|
Jan 18, 2024
Q4 2023
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-71- 3.7% |
$14.9K - $17.8K
|
1.85K
$567K
|
|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-72- 0.87% |
$15.1K - $18K
|
8.18K
$2.51M
|
|
|
Jan 18, 2024
Q4 2023
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-74- 4.82% |
$15.6K - $18.5K
|
1.46K
$449K
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-74- 0.82% |
$15.6K - $18.5K
|
9K
$2.76M
|
|
|
Jan 29, 2024
Q4 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-75- 0.95% |
$15.8K - $18.8K
|
7.82K
$2.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-76- 1.75% |
$16K - $19K
|
4.26K
$1.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-77- 3.23% |
$16.2K - $19.3K
|
2.3K
$707K
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
SELL
|
- |
-78- 2.21% |
$16.4K - $19.5K
|
3.45K
$1.06M
|
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-78- 3.09% |
$16.4K - $19.5K
|
2.44K
$750K
|
|
|
Feb 02, 2024
Q4 2023
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-79- 1.19% |
$16.6K - $19.8K
|
6.55K
$2.01M
|
|
|
Feb 07, 2024
Q4 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-79- 1.65% |
$16.6K - $19.8K
|
4.71K
$1.44M
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-82- 5.14% |
$17.3K - $20.5K
|
1.51K
$465K
|
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-83- 1.49% |
$17.5K - $20.8K
|
5.5K
$1.69M
|
|
|
Jan 10, 2024
Q4 2023
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-84- 0.51% |
$17.7K - $21K
|
16.3K
$5M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-84- 2.3% |
$17.7K - $21K
|
3.56K
$1.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-84- 9.25% |
$17.7K - $21K
|
824
$253K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-84- 33.47% |
$17.7K - $21K
|
167
$51.3K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-85- 0.56% |
$17.9K - $21.3K
|
15.2K
$4.66M
|
|
|
Feb 07, 2024
Q4 2023
|
Shore Point Advisors, LLC
|
SELL
|
- |
-85- 1.87% |
$17.9K - $21.3K
|
4.47K
$1.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-86- 3.84% |
$18.1K - $21.5K
|
2.15K
$661K
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-87- 2.67% |
$18.3K - $21.8K
|
3.18K
$975K
|
|
|
Jan 09, 2024
Q4 2023
|
Renaissance Investment Group LLC
|
SELL
|
- |
-88- 1.29% |
$18.5K - $22K
|
6.74K
$2.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Northeast Investment Management
|
SELL
|
- |
-88- 1.13% |
$18.5K - $22K
|
7.73K
$2.37M
|
|
|
Feb 08, 2024
Q4 2023
|
Hamel Associates, Inc.
|
SELL
|
- |
-90- 0.9% |
$18.9K - $22.5K
|
9.94K
$3.05M
|