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 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-244- 1.38% |
$51.3K - $61K
|
17.4K
$5.34M
|
|
|
Jan 31, 2024
Q4 2023
|
Delta Financial Advisors LLC
|
SELL
|
- |
-245- 1.62% |
$51.5K - $61.3K
|
14.9K
$4.56M
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-245- 17.66% |
$51.5K - $61.3K
|
1.14K
$351K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-247- 5.39% |
$52K - $61.8K
|
4.34K
$1.33M
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-249- 15.72% |
$52.4K - $62.3K
|
1.34K
$410K
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-250- 9.94% |
$52.6K - $62.5K
|
2.27K
$695K
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-250- 1.43% |
$52.6K - $62.5K
|
17.2K
$5.27M
|
|
|
Jan 17, 2024
Q4 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-250- 1.56% |
$52.6K - $62.5K
|
15.8K
$4.85M
|
|
|
Feb 02, 2024
Q4 2023
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-250- 1.45% |
$52.6K - $62.5K
|
17K
$5.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Hall Capital Management CO Inc
|
SELL
|
- |
-250- 1.3% |
$52.6K - $62.5K
|
19K
$5.84M
|
|
|
Jan 17, 2024
Q4 2023
|
Monarch Capital Management Inc
|
SELL
|
- |
-255- 0.66% |
$53.6K - $63.8K
|
38.7K
$11.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-257- 1.98% |
$54.1K - $64.3K
|
12.7K
$3.91M
|
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-260- 0.35% |
$54.7K - $65K
|
73K
$22.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-261- 3.34% |
$54.9K - $65.3K
|
7.56K
$2.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-264- 3.03% |
$55.5K - $66K
|
8.44K
$2.59M
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-265- 3.78% |
$55.7K - $66.3K
|
6.75K
$2.07M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-267- 2.96% |
$56.2K - $66.8K
|
8.74K
$2.68M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-267- 2.7% |
$56.2K - $66.8K
|
9.64K
$2.96M
|
|
|
Jan 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-268- 0.29% |
$56.4K - $67K
|
92.1K
$28.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
SELL
|
- |
-271- 2.77% |
$57K - $67.8K
|
9.51K
$2.92M
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-273- 5.43% |
$57.4K - $68.3K
|
4.76K
$1.46M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-273- 2.53% |
$57.4K - $68.3K
|
10.5K
$3.23M
|
|
|
Jan 12, 2024
Q4 2023
|
Cox Capital Mgt LLC
|
SELL
|
- |
-274- 2.21% |
$57.6K - $68.5K
|
12.1K
$3.72M
|
|
|
Feb 09, 2024
Q4 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-275- 7.12% |
$57.9K - $68.8K
|
3.59K
$1.1M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-277- 21.59% |
$58.3K - $69.3K
|
1.01K
$309K
|
|
|
Jan 09, 2024
Q4 2023
|
Werlinich Asset Management, LLC
Stamford, CT |
SELL
|
- |
-277- 2.26% |
$58.3K - $69.3K
|
12K
$3.68M
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-278- 6.0% |
$58.5K - $69.6K
|
4.35K
$1.34M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-279- 15.68% |
$58.7K - $69.8K
|
1.5K
$460K
|
|
|
May 20, 2024
Q4 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-281- 2.69% |
$59.1K - $70.3K
|
10.2K
$3.12M
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-282- 4.12% |
$59.3K - $70.6K
|
6.56K
$2.01M
|
|
|
Feb 08, 2024
Q4 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-284- 67.78% |
$59.7K - $71.1K
|
135
$41.4K
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-288- 0.96% |
$60.6K - $72.1K
|
29.6K
$9.09M
|
|
|
Feb 06, 2024
Q4 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-288- 13.27% |
$60.6K - $72.1K
|
1.88K
$578K
|
|
|
Jan 22, 2024
Q4 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-289- 1.44% |
$60.8K - $72.3K
|
19.7K
$6.05M
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-292- 10.97% |
$61.4K - $73.1K
|
2.37K
$728K
|
|
|
Jan 17, 2024
Q4 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-295- 4.83% |
$62.1K - $73.8K
|
5.82K
$1.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-295- 2.56% |
$62.1K - $73.8K
|
11.2K
$3.45M
|
|
|
Jan 11, 2024
Q4 2023
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-300- 0.43% |
$63.1K - $75.1K
|
69.3K
$21.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Bill Few Associates, Inc.
|
SELL
|
- |
-300- 2.17% |
$63.1K - $75.1K
|
13.5K
$4.14M
|
|
|
Jan 29, 2024
Q4 2023
|
Hardman Johnston Global Advisors LLC
|
SELL
|
- |
-300- 0.22% |
$63.1K - $75.1K
|
136K
$41.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-300- 3.88% |
$63.1K - $75.1K
|
7.42K
$2.28M
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-300- 13.78% |
$63.1K - $75.1K
|
1.88K
$576K
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-304- 1.78% |
$64K - $76.1K
|
16.7K
$5.14M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-309- 0.36% |
$65K - $77.3K
|
85.5K
$26.2M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-312- 18.18% |
$65.6K - $78.1K
|
1.4K
$431K
|
|
|
Jan 23, 2024
Q4 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-314- 1.82% |
$66.1K - $78.6K
|
16.9K
$5.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-315- 6.73% |
$66.3K - $78.8K
|
4.36K
$1.34M
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-330- 7.23% |
$69.4K - $82.6K
|
4.23K
$1.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-333- 0.28% |
$70.1K - $83.3K
|
119K
$36.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-335- 6.07% |
$70.5K - $83.8K
|
5.18K
$1.59M
|