Purchases and Sales Made in Q4 2023 in Autodesk, Inc. (ADSK)
This table provides information about the institutional ownership of Autodesk, Inc. (ADSK) during Q4 2023. The information is specifically focused on institutions that hold shares of Autodesk, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
16+ 1.45% |
$3.12K - $3.92K
|
1.12K
$274K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
16New |
$3.12K - $3.92K
|
16
$3.93K
|
|
|
Feb 06, 2024
Q4 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
15+ 0.37% |
$2.93K - $3.68K
|
4.07K
$1M
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
15+ 2.29% |
$2.93K - $3.68K
|
670
$165K
|
|
|
Jan 29, 2024
Q4 2023
|
Conning Inc.
|
BUY
|
- |
15+ 0.93% |
$2.93K - $3.68K
|
1.62K
$399K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
14New |
$2.73K - $3.43K
|
14
$3.44K
|
|
|
Apr 01, 2024
Q4 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
14+ 0.16% |
$2.73K - $3.43K
|
9K
$2.21M
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
14New |
$2.73K - $3.43K
|
14
$3.44K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
13New |
$2.54K - $3.19K
|
13
$3.2K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
12New |
$2.34K - $2.94K
|
12
$2.95K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
12+ 21.82% |
$2.34K - $2.94K
|
67
$16.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
12+ 1.25% |
$2.34K - $2.94K
|
972
$239K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
12New |
$2.34K - $2.94K
|
12
$2.95K
|
|
|
Feb 14, 2024
Q4 2023
|
Synergy Financial Group, LTD
|
BUY
|
- |
12+ 1.16% |
$2.34K - $2.94K
|
1.04K
$257K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
11New |
$2.15K - $2.7K
|
11
$2.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
11+ 1.13% |
$2.15K - $2.7K
|
981
$241K
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
11New |
$2.15K - $2.7K
|
11
$2.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
11New |
$2.15K - $2.7K
|
11
$2.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
10+ 0.29% |
$1.95K - $2.45K
|
3.51K
$862K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
10New |
$1.95K - $2.45K
|
10
$2.46K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
9New |
$1.76K - $2.21K
|
9
$2.21K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
9+ 0.99% |
$1.76K - $2.21K
|
916
$225K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
9New |
$1.76K - $2.21K
|
9
$2.21K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
9+ 75.0% |
$1.76K - $2.21K
|
21
$5.16K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
9New |
$1.76K - $2.21K
|
9
$2.21K
|
|
|
Jan 31, 2024
Q4 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
8+ 0.02% |
$1.56K - $1.96K
|
51.6K
$12.7M
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
7New |
$1.37K - $1.72K
|
7
$1.72K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7+ 7.61% |
$1.37K - $1.72K
|
99
$24.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
7+ 7.69% |
$1.37K - $1.72K
|
98
$24.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
5+ 1.19% |
$976 - $1.23K
|
426
$105K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
5+ 1.39% |
$976 - $1.23K
|
365
$89.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
5+ 0.08% |
$976 - $1.23K
|
6.19K
$1.52M
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5+ 125.0% |
$976 - $1.23K
|
9
$2.21K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
4+ 4.88% |
$781 - $980
|
86
$21.1K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4+ 0.7% |
$781 - $980
|
574
$141K
|
|
|
Jan 09, 2024
Q4 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
3+ 0.2% |
$585 - $735
|
1.52K
$373K
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
3+ 0.23% |
$585 - $735
|
1.29K
$316K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
2New |
$390 - $490
|
2
$492
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 5.41% |
$390 - $490
|
39
$9.59K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
2+ 0.12% |
$390 - $490
|
1.64K
$404K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
1+ 0.52% |
$195 - $245
|
192
$47.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 5.0% |
$195 - $245
|
21
$5.16K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 2.27% |
$195 - $245
|
45
$11.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Melqart Asset Management (Uk) LTD
London, X0 |
BUY
|
- |
1+ 0.0% |
$195 - $245
|
40.7K
$10M
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1- 0.18% |
$195 - $245
|
549
$135K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-1- 11.11% |
$195 - $245
|
8
$1.97K
|
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-2- 18.18% |
$390 - $490
|
9
$2.21K
|
|
|
Jan 25, 2024
Q4 2023
|
Eastern Bank
|
SELL
|
- |
-2- 0.1% |
$390 - $490
|
2.02K
$497K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-2- 0.12% |
$390 - $490
|
1.67K
$411K
|