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 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-754- 35.84% |
$159K - $189K
|
1.35K
$385K
|
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-770- 41.22% |
$162K - $193K
|
1.1K
$313K
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-773- 1.58% |
$163K - $193K
|
48.3K
$13.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-774- 2.3% |
$163K - $194K
|
32.9K
$9.37M
|
|
|
Feb 09, 2024
Q4 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-777- 13.35% |
$163K - $194K
|
5.05K
$1.44M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-786- 6.64% |
$165K - $197K
|
11.1K
$3.15M
|
|
|
Jan 11, 2024
Q4 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-801- 4.07% |
$169K - $200K
|
18.9K
$5.38M
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-801- 10.44% |
$169K - $200K
|
6.87K
$1.96M
|
|
|
Jan 19, 2024
Q4 2023
|
Copeland Capital Management, LLC
|
SELL
|
- |
-805- 1.69% |
$169K - $201K
|
47K
$13.4M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-820- 20.3% |
$173K - $205K
|
3.22K
$917K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-820- 1.1% |
$173K - $205K
|
73.7K
$21M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-834- 4.22% |
$175K - $209K
|
18.9K
$5.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-840- 9.46% |
$177K - $210K
|
8.04K
$2.29M
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-841- 2.12% |
$177K - $210K
|
38.9K
$11.1M
|
|
|
Mar 04, 2025
Q4 2023
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-845Closed |
$178K - $211K
|
0
$0
|
|
|
Jan 11, 2024
Q4 2023
|
R.H. Dinel Investment Counsel, Inc.
|
SELL
|
- |
-850- 2.8% |
$179K - $213K
|
29.6K
$8.42M
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-855- 4.66% |
$180K - $214K
|
17.5K
$4.98M
|
|
|
Jan 24, 2024
Q4 2023
|
Mcdaniel Terry & CO
|
SELL
|
- |
-855- 0.46% |
$180K - $214K
|
187K
$53.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-856- 2.41% |
$180K - $214K
|
34.6K
$9.86M
|
|
|
Jan 29, 2024
Q4 2023
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-874- 39.12% |
$184K - $219K
|
1.36K
$387K
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-879- 15.95% |
$185K - $220K
|
4.63K
$1.32M
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
SELL
|
- |
-881- 14.36% |
$185K - $220K
|
5.26K
$1.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-881- 35.96% |
$185K - $220K
|
1.57K
$447K
|
|
|
Feb 14, 2024
Q4 2023
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-885- 5.89% |
$186K - $221K
|
14.1K
$4.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-885- 5.63% |
$186K - $221K
|
14.8K
$4.23M
|
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
SELL
|
- |
-888- 7.57% |
$187K - $222K
|
10.9K
$3.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-899- 24.11% |
$189K - $225K
|
2.83K
$806K
|
|
|
Jan 30, 2024
Q4 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-900- 27.24% |
$189K - $225K
|
2.4K
$685K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-913- 2.21% |
$192K - $228K
|
40.4K
$11.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-920- 2.41% |
$194K - $230K
|
37.2K
$10.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-929- 11.21% |
$195K - $232K
|
7.36K
$2.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-936- 3.53% |
$197K - $234K
|
25.6K
$7.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
SELL
|
- |
-954- 4.46% |
$201K - $239K
|
20.4K
$5.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-955- 18.27% |
$201K - $239K
|
4.27K
$1.22M
|
|
|
Feb 02, 2024
Q4 2023
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-956- 28.33% |
$201K - $239K
|
2.42K
$689K
|
|
|
Feb 12, 2024
Q4 2023
|
S&Co Inc
Boston, MA |
SELL
|
- |
-960- 0.46% |
$202K - $240K
|
207K
$58.8M
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-962- 23.18% |
$202K - $241K
|
3.19K
$908K
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-977- 0.16% |
$206K - $244K
|
604K
$172M
|
|
|
Feb 01, 2024
Q4 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-985- 1.61% |
$207K - $246K
|
60.3K
$17.2M
|
|
|
Feb 13, 2024
Q4 2023
|
R.M.Sincerbeaux Capital Management LLC
|
SELL
|
- |
-1K- 2.59% |
$210K - $250K
|
37.7K
$10.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-1.02K- 6.27% |
$215K - $255K
|
15.2K
$4.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Kidder Stephen W
|
SELL
|
- |
-1.02K- 1.63% |
$215K - $256K
|
61.7K
$17.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-1.03K- 0.88% |
$216K - $257K
|
116K
$33M
|
|
|
May 21, 2024
Q4 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-1.03K- 55.69% |
$217K - $258K
|
821
$234K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.05K- 2.25% |
$220K - $261K
|
45.4K
$12.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-1.05K- 5.55% |
$221K - $263K
|
17.9K
$5.09M
|
|
|
Jan 24, 2024
Q4 2023
|
Cullinan Associates Inc
|
SELL
|
- |
-1.06K- 6.52% |
$222K - $264K
|
15.1K
$4.31M
|
|
|
Jan 12, 2024
Q4 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.07K- 8.65% |
$225K - $268K
|
11.3K
$3.22M
|
|
|
Feb 07, 2024
Q4 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-1.07K- 12.88% |
$226K - $268K
|
7.26K
$2.07M
|
|
|
Feb 02, 2024
Q4 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-1.08K- 7.05% |
$226K - $269K
|
14.2K
$4.04M
|