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 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-91- 3.77% |
$19.1K - $22.8K
|
2.32K
$713K
|
|
|
Jan 25, 2024
Q4 2023
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-92- 6.66% |
$19.4K - $23K
|
1.29K
$396K
|
|
|
Jan 12, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-95- 4.0% |
$20K - $23.8K
|
2.28K
$699K
|
|
|
Jan 16, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-95- 4.0% |
$20K - $23.8K
|
2.28K
$699K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-96- 3.01% |
$20.2K - $24K
|
3.1K
$951K
|
|
|
Feb 14, 2024
Q4 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-96- 7.81% |
$20.2K - $24K
|
1.13K
$348K
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-97- 1.95% |
$20.4K - $24.3K
|
4.87K
$1.49M
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-99- 8.58% |
$20.8K - $24.8K
|
1.06K
$324K
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
SELL
|
- |
-99- 0.78% |
$20.8K - $24.8K
|
12.6K
$3.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-99- 1.31% |
$20.8K - $24.8K
|
7.48K
$2.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-99- 0.79% |
$20.8K - $24.8K
|
12.4K
$3.82M
|
|
|
Jan 09, 2024
Q4 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-100- 0.06% |
$21K - $25K
|
174K
$53.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-100- 50.0% |
$21K - $25K
|
100
$30.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
SELL
|
- |
-100- 5.33% |
$21K - $25K
|
1.78K
$545K
|
|
|
Jan 25, 2024
Q4 2023
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-100- 5.87% |
$21K - $25K
|
1.61K
$493K
|
|
|
Feb 01, 2024
Q4 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-100- 1.74% |
$21K - $25K
|
5.66K
$1.74M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-100- 2.35% |
$21K - $25K
|
4.16K
$1.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-100- 71.94% |
$21K - $25K
|
39
$12K
|
|
|
Feb 12, 2024
Q4 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-100- 1.85% |
$21K - $25K
|
5.3K
$1.63M
|
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-105- 3.61% |
$22.1K - $26.3K
|
2.8K
$860K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-105- 20.59% |
$22.1K - $26.3K
|
405
$124K
|
|
|
Jan 22, 2024
Q4 2023
|
Chicago Capital, LLC
|
SELL
|
- |
-105- 1.34% |
$22.1K - $26.3K
|
7.73K
$2.37M
|
|
|
Jan 25, 2024
Q4 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-105- 0.48% |
$22.1K - $26.3K
|
22K
$6.75M
|
|
|
Feb 06, 2024
Q4 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-106- 85.48% |
$22.3K - $26.5K
|
18
$5.52K
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-107- 9.77% |
$22.5K - $26.8K
|
988
$303K
|
|
|
Jan 26, 2024
Q4 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-109- 2.27% |
$22.9K - $27.3K
|
4.69K
$1.44M
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-109- 7.96% |
$22.9K - $27.3K
|
1.26K
$387K
|
|
|
Jan 18, 2024
Q4 2023
|
Ocean Capital Management, LLC
|
SELL
|
- |
-110- 4.97% |
$23.1K - $27.5K
|
2.11K
$646K
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-110- 5.86% |
$23.1K - $27.5K
|
1.77K
$543K
|
|
|
Jan 23, 2024
Q4 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-110- 3.44% |
$23.1K - $27.5K
|
3.09K
$948K
|
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
SELL
|
- |
-110- 0.57% |
$23.1K - $27.5K
|
19.1K
$5.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-110- 3.99% |
$23.1K - $27.5K
|
2.65K
$812K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-112- 4.29% |
$23.6K - $28K
|
2.5K
$767K
|
|
|
Feb 09, 2024
Q4 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-113- 0.51% |
$23.8K - $28.3K
|
21.9K
$6.72M
|
|
|
Feb 13, 2024
Q4 2023
|
William Allan, LLC
|
SELL
|
- |
-115- 0.53% |
$24.2K - $28.8K
|
21.6K
$6.62M
|
|
|
Jan 19, 2024
Q4 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-116- 0.89% |
$24.4K - $29K
|
12.9K
$3.95M
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-120- 11.75% |
$25.2K - $30K
|
901
$277K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-120- 10.11% |
$25.2K - $30K
|
1.07K
$327K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-122- 20.0% |
$25.7K - $30.5K
|
488
$150K
|
|
|
Feb 12, 2024
Q4 2023
|
America First Investment Advisors, LLC
|
SELL
|
- |
-122- 0.14% |
$25.7K - $30.5K
|
87.1K
$26.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-122- 8.96% |
$25.7K - $30.5K
|
1.24K
$381K
|
|
|
Jan 12, 2024
Q4 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-123- 10.08% |
$25.9K - $30.8K
|
1.1K
$337K
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-123- 8.29% |
$25.9K - $30.8K
|
1.36K
$418K
|
|
|
Feb 15, 2024
Q4 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-123- 1.22% |
$25.9K - $30.8K
|
9.95K
$3.05M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-125- 1.06% |
$26.3K - $31.3K
|
11.7K
$3.59M
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-125- 2.84% |
$26.3K - $31.3K
|
4.28K
$1.31M
|
|
|
Feb 05, 2024
Q4 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-125- 2.07% |
$26.3K - $31.3K
|
5.92K
$1.82M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-126- 4.44% |
$26.5K - $31.5K
|
2.71K
$832K
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-127- 1.33% |
$26.7K - $31.8K
|
9.41K
$2.89M
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-127- 2.37% |
$26.7K - $31.8K
|
5.23K
$1.6M
|