Purchases and Sales Made in Q1 2024 in Amdocs LTD (DOX)
This table provides information about the institutional ownership of Amdocs LTD (DOX) during Q1 2024. The information is specifically focused on institutions that hold shares of AMDOCS LTD.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 08, 2024
Q1 2024
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
191+ 3.98% |
$16.6K - $17.9K
|
4.99K
$426K
|
|
May 02, 2024
Q1 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
179+ 13.65% |
$15.6K - $16.7K
|
1.49K
$127K
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
178+ 1.85% |
$15.5K - $16.7K
|
9.79K
$835K
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
166+ 1.83% |
$14.5K - $15.5K
|
9.24K
$788K
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
166+ 7.05% |
$14.5K - $15.5K
|
2.52K
$215K
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
162+ 143.36% |
$14.1K - $15.2K
|
275
$23.5K
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
160+ 2.59% |
$13.9K - $15K
|
6.33K
$539K
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
160+ 6.45% |
$13.9K - $15K
|
2.64K
$225K
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
BUY
|
- |
157+ 5.36% |
$13.7K - $14.7K
|
3.09K
$263K
|
|
May 15, 2024
Q1 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
157+ 2.33% |
$13.7K - $14.7K
|
6.89K
$587K
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
155New |
$13.5K - $14.5K
|
155
$13.2K
|
|
Apr 25, 2024
Q1 2024
|
New York State Teachers Retirement System
|
BUY
|
- |
141+ 1.33% |
$12.3K - $13.2K
|
10.7K
$914K
|
|
May 13, 2024
Q1 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
136+ 2.31% |
$11.8K - $12.7K
|
6.02K
$513K
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
122+ 1.41% |
$10.6K - $11.4K
|
8.75K
$746K
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
BUY
|
- |
110New |
$9.58K - $10.3K
|
110
$9.38K
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
106+ 504.76% |
$9.23K - $9.92K
|
127
$10.8K
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
104+ 3.44% |
$9.05K - $9.73K
|
3.13K
$267K
|
|
May 15, 2024
Q1 2024
|
Dividend Assets Capital, LLC
|
BUY
|
- |
104+ 0.17% |
$9.05K - $9.73K
|
60.2K
$5.14M
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
102+ 45.33% |
$8.88K - $9.54K
|
327
$27.9K
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
97New |
$8.44K - $9.08K
|
97
$8.27K
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
83+ 3.29% |
$7.23K - $7.77K
|
2.6K
$222K
|
|
May 14, 2024
Q1 2024
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
81+ 0.47% |
$7.05K - $7.58K
|
17.3K
$1.48M
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
79+ 2633.33% |
$6.88K - $7.39K
|
82
$6.99K
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
78+ 2.57% |
$6.79K - $7.3K
|
3.11K
$265K
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
76New |
$6.62K - $7.11K
|
76
$6.48K
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
64New |
$5.57K - $5.99K
|
64
$5.46K
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
59+ 1.81% |
$5.14K - $5.52K
|
3.32K
$283K
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
56New |
$4.88K - $5.24K
|
56
$4.78K
|
|
Apr 18, 2024
Q1 2024
|
Riverwater Partners LLC
|
BUY
|
- |
55+ 1.46% |
$4.79K - $5.15K
|
3.83K
$326K
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
53New |
$4.61K - $4.96K
|
53
$4.52K
|
|
May 09, 2024
Q1 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
49+ 1.25% |
$4.27K - $4.58K
|
3.98K
$340K
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
48+ 10.5% |
$4.18K - $4.49K
|
505
$43.1K
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
48+ 28.4% |
$4.18K - $4.49K
|
217
$18.5K
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
44+ 16.3% |
$3.83K - $4.12K
|
314
$26.8K
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
41+ 68.33% |
$3.57K - $3.84K
|
101
$8.61K
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
36+ 0.76% |
$3.13K - $3.37K
|
4.79K
$408K
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
36+ 7.19% |
$3.13K - $3.37K
|
537
$45.8K
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
33New |
$2.87K - $3.09K
|
33
$2.81K
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
31+ 96.88% |
$2.7K - $2.9K
|
63
$5.37K
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
26New |
$2.26K - $2.43K
|
26
$2.22K
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
22+ 3.91% |
$1.92K - $2.06K
|
585
$49.9K
|
|
May 03, 2024
Q1 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
22+ 0.25% |
$1.92K - $2.06K
|
8.92K
$761K
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
20+ 1.84% |
$1.74K - $1.87K
|
1.11K
$94.2K
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
14+ 6.36% |
$1.22K - $1.31K
|
234
$20K
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
12+ 1.36% |
$1.04K - $1.12K
|
893
$76.2K
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
12+ 7.36% |
$1.04K - $1.12K
|
175
$14.9K
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
8+ 24.24% |
$696 - $749
|
41
$3.5K
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
8+ 0.19% |
$696 - $749
|
4.19K
$358K
|
|
May 13, 2024
Q1 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
7+ 0.1% |
$609 - $655
|
7.24K
$617K
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
6+ 7.69% |
$522 - $561
|
84
$7.16K
|