Purchases and Sales Made in Q3 2023 in Amdocs LTD (DOX)
This table provides information about the institutional ownership of Amdocs LTD (DOX) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
BUY
|
- |
348+ 8.44% |
$29.4K - $34.3K
|
4.47K
$381K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
272+ 9.28% |
$23K - $26.8K
|
3.2K
$273K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
265New |
$22.4K - $26.2K
|
265
$22.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
245+ 19.14% |
$20.7K - $24.2K
|
1.53K
$130K
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
237+ 0.01% |
$20K - $23.4K
|
3.8M
$324M
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
229+ 2.8% |
$19.3K - $22.6K
|
8.39K
$716K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
227+ 6.75% |
$19.2K - $22.4K
|
3.59K
$306K
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
223+ 8.7% |
$18.8K - $22K
|
2.79K
$238K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
220+ 77.74% |
$18.6K - $21.7K
|
503
$42.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
197+ 38.55% |
$16.6K - $19.4K
|
708
$60.4K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
191+ 3.53% |
$16.1K - $18.8K
|
5.6K
$477K
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
185+ 148.0% |
$15.6K - $18.3K
|
310
$26.4K
|
|
|
Oct 30, 2023
Q3 2023
|
Watershed Asset Management, L.L.C.
|
BUY
|
- |
183+ 6.0% |
$15.5K - $18.1K
|
3.23K
$276K
|
|
|
Nov 14, 2023
Q3 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
167+ 9.81% |
$14.1K - $16.5K
|
1.87K
$159K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
162New |
$13.7K - $16K
|
162
$13.8K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
155+ 4.77% |
$13.1K - $15.3K
|
3.4K
$290K
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
153+ 5.28% |
$12.9K - $15.1K
|
3.05K
$260K
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
152+ 0.73% |
$12.8K - $15K
|
21K
$1.79M
|
|
|
Nov 08, 2023
Q3 2023
|
First Eagle Investment Management, LLC
|
BUY
|
- |
145+ 6.3% |
$12.3K - $14.3K
|
2.45K
$209K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
114New |
$9.63K - $11.2K
|
114
$9.72K
|
|
|
Oct 30, 2023
Q3 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
106+ 0.05% |
$8.96K - $10.5K
|
216K
$18.4M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
103+ 72.54% |
$8.7K - $10.2K
|
245
$20.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
91+ 11.22% |
$7.69K - $8.98K
|
902
$76.9K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
91+ 11.22% |
$7.69K - $8.98K
|
902
$76.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Quarry LP
New York, NY |
BUY
|
- |
86+ 54.43% |
$7.27K - $8.49K
|
244
$20.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
82+ 3.45% |
$6.93K - $8.09K
|
2.46K
$209K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
81New |
$6.84K - $7.99K
|
81
$6.91K
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
77+ 4.11% |
$6.51K - $7.6K
|
1.95K
$166K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
77New |
$6.51K - $7.6K
|
77
$6.57K
|
|
|
Oct 25, 2023
Q3 2023
|
Two Point Capital Management, Inc.
Pittsford, NY |
BUY
|
- |
75+ 0.23% |
$6.34K - $7.4K
|
32.9K
$2.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
74+ 1.3% |
$6.25K - $7.3K
|
5.76K
$491K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
61+ 40.67% |
$5.15K - $6.02K
|
211
$18K
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
59+ 0.48% |
$4.98K - $5.82K
|
12.4K
$1.06M
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
56+ 5.95% |
$4.73K - $5.53K
|
997
$85K
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
52New |
$4.39K - $5.13K
|
52
$4.43K
|
|
|
Nov 14, 2023
Q3 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
49+ 0.09% |
$4.14K - $4.84K
|
56.2K
$4.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
47+ 1.24% |
$3.97K - $4.64K
|
3.84K
$327K
|
|
|
Nov 14, 2023
Q3 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
45+ 0.16% |
$3.8K - $4.44K
|
27.4K
$2.34M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
34+ 0.89% |
$2.87K - $3.36K
|
3.87K
$330K
|
|
|
Nov 14, 2023
Q3 2023
|
Becker Capital Management Inc
|
BUY
|
- |
33+ 0.91% |
$2.79K - $3.26K
|
3.67K
$313K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
33New |
$2.79K - $3.26K
|
33
$2.81K
|
|
|
Oct 19, 2023
Q3 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
32+ 2.3% |
$2.7K - $3.16K
|
1.43K
$122K
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
30New |
$2.53K - $2.96K
|
30
$2.56K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
29New |
$2.45K - $2.86K
|
29
$2.47K
|
|
|
Nov 27, 2023
Q3 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
20New |
$1.69K - $1.97K
|
20
$1.71K
|
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
20+ 0.43% |
$1.69K - $1.97K
|
4.64K
$395K
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
19+ 0.54% |
$1.61K - $1.87K
|
3.51K
$300K
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
18New |
$1.52K - $1.78K
|
18
$1.54K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
18+ 46.15% |
$1.52K - $1.78K
|
57
$4.86K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
15+ 46.88% |
$1.27K - $1.48K
|
47
$4.01K
|