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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
2K+ 8.24% |
$391K - $491K
|
26.3K
$6.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
1.99K+ 53.81% |
$387K - $487K
|
5.67K
$1.39M
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
1.98K+ 3.02% |
$387K - $486K
|
67.6K
$16.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.91K+ 8.77% |
$373K - $468K
|
23.7K
$5.82M
|
|
|
Jan 30, 2024
Q4 2023
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
1.9K+ 123.31% |
$371K - $465K
|
3.44K
$845K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.87K+ 130.5% |
$365K - $458K
|
3.3K
$812K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.85K+ 9.35% |
$361K - $453K
|
21.6K
$5.32M
|
|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1.81KNew |
$353K - $443K
|
1.81K
$444K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.79K+ 13.26% |
$349K - $439K
|
15.3K
$3.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.74KNew |
$339K - $426K
|
1.74K
$427K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.71K+ 42.95% |
$334K - $419K
|
5.7K
$1.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.7K+ 97.59% |
$332K - $417K
|
3.45K
$847K
|
|
|
Feb 05, 2024
Q4 2023
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
1.7K+ 9.8% |
$331K - $416K
|
19K
$4.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.69K+ 61.19% |
$330K - $414K
|
4.45K
$1.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
1.68KNew |
$328K - $412K
|
1.68K
$413K
|
|
|
Feb 13, 2024
Q4 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
1.68K+ 6.54% |
$327K - $411K
|
27.4K
$6.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
1.62KNew |
$316K - $397K
|
1.62K
$398K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.58KNew |
$309K - $388K
|
1.58K
$389K
|
|
|
Feb 13, 2024
Q4 2023
|
Edentree Asset Management LTD
London, X0 |
BUY
|
- |
1.58K+ 16.65% |
$309K - $388K
|
11.1K
$2.72M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.56K+ 1.73% |
$305K - $383K
|
92.2K
$22.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.55KNew |
$302K - $380K
|
1.55K
$381K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.53K+ 123.91% |
$299K - $376K
|
2.77K
$681K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.53KNew |
$298K - $375K
|
1.53K
$376K
|
|
|
Feb 14, 2024
Q4 2023
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
1.53KNew |
$298K - $374K
|
1.53K
$375K
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.52KNew |
$297K - $373K
|
1.52K
$374K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.5K+ 60.11% |
$292K - $366K
|
3.98K
$979K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.48KNew |
$289K - $363K
|
1.48K
$364K
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.42KNew |
$276K - $347K
|
1.42K
$348K
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.34KNew |
$261K - $328K
|
1.34K
$329K
|
|
|
Feb 09, 2024
Q4 2023
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.34KNew |
$261K - $327K
|
1.34K
$328K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
1.29K+ 7.38% |
$253K - $317K
|
18.8K
$4.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1.29K+ 8.64% |
$252K - $316K
|
16.2K
$3.99M
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
1.28KNew |
$250K - $314K
|
1.28K
$315K
|
|
|
Feb 13, 2024
Q4 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
1.28KNew |
$249K - $313K
|
1.28K
$314K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.28KNew |
$249K - $313K
|
1.28K
$313K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
1.27KNew |
$247K - $311K
|
1.27K
$312K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
1.27K+ 254.93% |
$247K - $311K
|
1.76K
$434K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.25KNew |
$244K - $306K
|
1.25K
$307K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
1.24KNew |
$242K - $304K
|
1.24K
$305K
|
|
|
Jan 25, 2024
Q4 2023
|
Fortem Financial Group, LLC
|
BUY
|
- |
1.23K+ 36.17% |
$240K - $301K
|
4.63K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.22K+ 13.12% |
$238K - $300K
|
10.5K
$2.59M
|
|
|
Jan 17, 2024
Q4 2023
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
1.2K+ 1.01% |
$233K - $293K
|
119K
$29.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1.19K+ 5.88% |
$231K - $291K
|
21.4K
$5.25M
|
|
|
Feb 07, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
1.18KNew |
$230K - $289K
|
1.18K
$290K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.17KNew |
$228K - $287K
|
1.17K
$288K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
1.16KNew |
$226K - $284K
|
1.16K
$285K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
1.16KNew |
$225K - $283K
|
1.16K
$284K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
1.15K+ 5.1% |
$224K - $281K
|
23.6K
$5.81M
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.14K+ 36.32% |
$223K - $280K
|
4.29K
$1.06M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.14K+ 12.0% |
$222K - $278K
|
10.6K
$2.61M
|