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
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
2.09KNew |
$440K - $524K
|
2.09K
$640K
|
|
|
Feb 14, 2024
Q4 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
2.06KNew |
$434K - $516K
|
2.06K
$632K
|
|
|
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
2.05KNew |
$432K - $513K
|
2.05K
$628K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
2.04K+ 0.81% |
$429K - $511K
|
255K
$77.9M
|
|
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
2.02KNew |
$426K - $506K
|
2.02K
$619K
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.99K+ 11.87% |
$419K - $499K
|
18.8K
$5.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
1.95KNew |
$410K - $487K
|
1.95K
$596K
|
|
|
Feb 06, 2024
Q4 2023
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.94KNew |
$407K - $484K
|
1.94K
$592K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
1.92K+ 36.8% |
$403K - $479K
|
7.12K
$2.18M
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
1.92K+ 36.8% |
$403K - $479K
|
7.12K
$2.18M
|
|
|
Feb 06, 2024
Q4 2023
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
1.91KNew |
$401K - $477K
|
1.91K
$583K
|
|
|
Feb 14, 2024
Q4 2023
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
1.89KNew |
$398K - $473K
|
1.89K
$579K
|
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
1.88K+ 27.78% |
$395K - $470K
|
8.65K
$2.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
1.88KNew |
$395K - $470K
|
1.88K
$574K
|
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
1.87KNew |
$394K - $469K
|
1.87K
$573K
|
|
|
Feb 13, 2024
Q4 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
1.86KNew |
$391K - $465K
|
1.86K
$569K
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.84KNew |
$387K - $460K
|
1.84K
$562K
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.83K+ 0.76% |
$384K - $457K
|
241K
$73.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
BUY
|
- |
1.82KNew |
$383K - $455K
|
1.82K
$557K
|
|
|
Jan 16, 2024
Q4 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
1.82K+ 3.63% |
$382K - $455K
|
51.9K
$15.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1.8K+ 21.65% |
$379K - $451K
|
10.1K
$3.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.79K+ 2.81% |
$376K - $447K
|
65.3K
$20M
|
|
|
Jan 17, 2024
Q4 2023
|
Jacobs & CO
|
BUY
|
- |
1.77K+ 3.14% |
$373K - $443K
|
58.3K
$17.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
1.75K+ 13.31% |
$369K - $438K
|
14.9K
$4.56M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.74K+ 13.59% |
$366K - $435K
|
14.5K
$4.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
1.71KNew |
$359K - $427K
|
1.71K
$522K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.69K+ 62.59% |
$356K - $424K
|
4.4K
$1.35M
|
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
1.68K+ 0.25% |
$354K - $421K
|
672K
$206M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.68K+ 12.98% |
$353K - $420K
|
14.6K
$4.47M
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.68K+ 7.54% |
$353K - $419K
|
23.9K
$7.31M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
1.67KNew |
$352K - $419K
|
1.67K
$512K
|
|
|
Feb 16, 2024
Q4 2023
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
1.66KNew |
$349K - $415K
|
1.66K
$508K
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
1.66K+ 23.81% |
$349K - $415K
|
8.62K
$2.64M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.66K+ 4.26% |
$349K - $415K
|
40.5K
$12.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
1.65K+ 12.36% |
$347K - $413K
|
15K
$4.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.65K+ 85.26% |
$347K - $412K
|
3.58K
$1.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.65K+ 2.25% |
$346K - $412K
|
74.9K
$22.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
1.64K+ 18.13% |
$344K - $410K
|
10.7K
$3.26M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.62K+ 35.4% |
$342K - $406K
|
6.21K
$1.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.6K+ 2.02% |
$337K - $401K
|
80.8K
$24.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
1.6KNew |
$337K - $400K
|
1.6K
$490K
|
|
|
Feb 08, 2024
Q4 2023
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
1.59K+ 11321.43% |
$333K - $397K
|
1.6K
$489K
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.58K+ 39.44% |
$332K - $395K
|
5.58K
$1.71M
|
|
|
Jan 22, 2024
Q4 2023
|
Oak Thistle LLC
|
BUY
|
- |
1.56K+ 42.91% |
$328K - $390K
|
5.19K
$1.59M
|
|
|
Feb 12, 2024
Q4 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
1.55K+ 6.75% |
$327K - $389K
|
24.6K
$7.52M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1.55KNew |
$326K - $388K
|
1.55K
$475K
|
|
|
Jan 22, 2024
Q4 2023
|
Baker Chad R
Perrysburg, OH |
BUY
|
- |
1.55K+ 3.71% |
$325K - $387K
|
43.2K
$13.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
1.55KNew |
$325K - $387K
|
1.55K
$473K
|
|
|
Feb 14, 2024
Q4 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
1.54K+ 7.86% |
$324K - $386K
|
21.2K
$6.47M
|
|
|
Jan 22, 2024
Q4 2023
|
Wendell David Associates Inc
|
BUY
|
- |
1.54K+ 0.82% |
$324K - $385K
|
190K
$58M
|