Latest Institutional Transactions on Amdocs LTD (DOX)
This table provides information on the latest institutional transactions involving Amdocs LTD (DOX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Henry James International Management Inc.
|
BUY
|
- |
20+ 0.76% |
$1.64K - $1.84K
|
2.64K
$205K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 4.0% |
$82.2 - $92
|
26
$2.02K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
33New |
$2.71K - $3.04K
|
33
$2.57K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
92New |
$7.56K - $8.47K
|
92
$7.15K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
136New |
$11.2K - $12.5K
|
136
$10.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
6New |
$493 - $552
|
6
$466
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
13+ 216.67% |
$1.07K - $1.2K
|
19
$1.48K
|
|
| Q4 2024 | |||||||
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
39New |
$3.23K - $3.62K
|
39
$3.03K
|
|
|
May 13, 2025
Q4 2024
|
Ccm Investment Group, LLC
Northfield, MN |
BUY
|
- |
119+ 1.01% |
$9.87K - $11.1K
|
11.9K
$922K
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
3New |
$249 - $279
|
3
$233
|
|
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
13New |
$1.08K - $1.21K
|
13
$1.01K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
10New |
$829 - $929
|
10
$777
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
10New |
$829 - $929
|
10
$777
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
5New |
$415 - $464
|
5
$389
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-13- 4.66% |
$1.08K - $1.21K
|
266
$20.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-8.11K- 1.83% |
$672K - $753K
|
434K
$33.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
3.6KNew |
$298K - $334K
|
3.6K
$280K
|
|
|
Feb 14, 2025
Q4 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
14.4KNew |
$1.2M - $1.34M
|
14.4K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.36K- 63.64% |
$362K - $405K
|
2.49K
$194K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
12New |
$995 - $1.11K
|
12
$933
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
19.3KNew |
$1.6M - $1.79M
|
19.3K
$1.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
2.4KNew |
$199K - $223K
|
2.4K
$187K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-2.03K- 76.4% |
$168K - $189K
|
627
$48.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
5.07K+ 22.96% |
$420K - $471K
|
27.1K
$2.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
2.04KNew |
$169K - $189K
|
2.04K
$158K
|
|
|
Feb 14, 2025
Q4 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
7.28KNew |
$604K - $676K
|
7.28K
$566K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
200New |
$16.6K - $18.6K
|
200
$15.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
136New |
$11.3K - $12.6K
|
136
$10.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
1.63K+ 29.56% |
$135K - $151K
|
7.13K
$554K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
828+ 0.98% |
$68.7K - $76.9K
|
84.9K
$6.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-825- 0.75% |
$68.4K - $76.6K
|
109K
$8.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-7.09K- 14.51% |
$588K - $658K
|
41.8K
$3.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Causeway Capital Management LLC
Los Angeles, CA |
BUY
|
- |
6.39KNew |
$530K - $593K
|
6.39K
$497K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-185- 59.68% |
$15.3K - $17.2K
|
125
$9.72K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
16New |
$1.33K - $1.49K
|
16
$1.24K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
27New |
$2.24K - $2.51K
|
27
$2.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
5.22K+ 185.81% |
$433K - $485K
|
8.03K
$625K
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-294- 21.84% |
$24.4K - $27.3K
|
1.05K
$81.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-193- 6.01% |
$16K - $17.9K
|
3.02K
$235K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-561- 23.89% |
$46.5K - $52.1K
|
1.79K
$139K
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-304- 9.37% |
$25.2K - $28.2K
|
2.94K
$229K
|
|
|
Feb 12, 2025
Q4 2024
|
Integrated Quantitative Investments LLC
Bellevue, WA |
BUY
|
- |
4.2KNew |
$348K - $390K
|
4.2K
$327K
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
21.3KNew |
$1.77M - $1.98M
|
21.3K
$1.66M
|
|
|
Feb 11, 2025
Q4 2024
|
Excalibur Management Corp
|
SELL
|
- |
-164- 2.81% |
$13.6K - $15.2K
|
5.68K
$441K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
4New |
$332 - $371
|
4
$311
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
22.4KNew |
$1.86M - $2.08M
|
22.4K
$1.74M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
69+ 4.95% |
$5.72K - $6.41K
|
1.46K
$114K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
102New |
$8.46K - $9.47K
|
102
$7.93K
|
|
|
Feb 04, 2025
Q4 2024
|
Fjarde Ap Fonden
|
SELL
|
- |
-6K- 25.0% |
$498K - $557K
|
18K
$1.4M
|
|