Purchases and Sales Made in Q1 2023 in American Centy ETF Tr Avantis (AVUV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVUV) during Q1 2023. The information is specifically focused on institutions that hold shares of AMERICAN CENTY ETF TR AVANTIS .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 04, 2023
Q1 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
2.26M+ 2361.71% |
$159M - $190M
|
2.35M
$228M
|
|
Apr 26, 2023
Q1 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
609KNew |
$43M - $51.2M
|
609K
$59.1M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
539K+ 40.56% |
$38M - $45.3M
|
1.87M
$181M
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
339K+ 73.86% |
$23.9M - $28.5M
|
797K
$77.4M
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
263K+ 633.65% |
$18.6M - $22.1M
|
305K
$29.6M
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
BUY
|
- |
219K+ 98.52% |
$15.5M - $18.4M
|
442K
$42.9M
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
219K+ 35.01% |
$15.4M - $18.4M
|
843K
$81.8M
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
214K+ 160.46% |
$15.1M - $18M
|
347K
$33.7M
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
175K+ 196.66% |
$12.3M - $14.7M
|
264K
$25.6M
|
|
Apr 14, 2023
Q1 2023
|
Unison Advisors LLC
|
BUY
|
- |
160K+ 14.87% |
$11.3M - $13.5M
|
1.24M
$120M
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
130K+ 21.66% |
$9.16M - $10.9M
|
729K
$70.8M
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
BUY
|
- |
123K+ 83.32% |
$8.69M - $10.3M
|
271K
$26.3M
|
|
Apr 20, 2023
Q1 2023
|
Evensky & Katz LLC
|
BUY
|
- |
121K+ 14.61% |
$8.53M - $10.2M
|
948K
$92M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
121K+ 67.23% |
$8.51M - $10.1M
|
300K
$29.1M
|
|
Apr 13, 2023
Q1 2023
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
119KNew |
$8.4M - $10M
|
119K
$11.5M
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
110K+ 140.37% |
$7.74M - $9.22M
|
188K
$18.2M
|
|
May 10, 2023
Q1 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
109KNew |
$7.66M - $9.12M
|
109K
$10.5M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
107K+ 45.37% |
$7.58M - $9.02M
|
344K
$33.4M
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
105K+ 49.9% |
$7.42M - $8.83M
|
316K
$30.6M
|
|
Aug 11, 2023
Q1 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
105K+ 32.75% |
$7.38M - $8.79M
|
424K
$41.2M
|
|
May 15, 2023
Q1 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
103KNew |
$7.26M - $8.64M
|
103K
$9.98M
|
|
Apr 24, 2023
Q1 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
94.4KNew |
$6.66M - $7.93M
|
94.4K
$9.16M
|
|
May 11, 2023
Q1 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
92.8K+ 21.18% |
$6.55M - $7.8M
|
531K
$51.5M
|
|
May 10, 2023
Q1 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
92.2KNew |
$6.51M - $7.75M
|
92.2K
$8.95M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
91.4K+ 16.33% |
$6.45M - $7.68M
|
651K
$63.2M
|
|
May 12, 2023
Q1 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
86.6KNew |
$6.12M - $7.28M
|
86.6K
$8.41M
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
85.4K+ 22.7% |
$6.03M - $7.18M
|
462K
$44.8M
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
85.2K+ 1279.46% |
$6.02M - $7.16M
|
91.9K
$8.92M
|
|
Apr 12, 2023
Q1 2023
|
Stewardship Advisors, LLC
|
BUY
|
- |
83K+ 903.6% |
$5.86M - $6.98M
|
92.2K
$8.95M
|
|
Apr 14, 2023
Q1 2023
|
Wallington Asset Management, LLC
|
BUY
|
- |
73.6K+ 107.82% |
$5.2M - $6.19M
|
142K
$13.8M
|
|
May 15, 2023
Q1 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
73.1KNew |
$5.16M - $6.15M
|
73.1K
$7.1M
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
71.6K+ 29.14% |
$5.05M - $6.02M
|
317K
$30.8M
|
|
Apr 17, 2023
Q1 2023
|
Carlson Capital Management
|
BUY
|
- |
67.6K+ 9.76% |
$4.77M - $5.68M
|
760K
$73.8M
|
|
May 15, 2023
Q1 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
65.7K+ 65.91% |
$4.64M - $5.52M
|
165K
$16M
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
62.4K+ 15.31% |
$4.4M - $5.24M
|
470K
$45.6M
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
59.1K+ 12.7% |
$4.17M - $4.97M
|
525K
$50.9M
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
BUY
|
- |
57.8KNew |
$4.08M - $4.86M
|
57.8K
$5.61M
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
57.2K+ 24.1% |
$4.04M - $4.81M
|
295K
$28.6M
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
56.4K+ 193.93% |
$3.98M - $4.74M
|
85.5K
$8.3M
|
|
May 04, 2023
Q1 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
55.5KNew |
$3.92M - $4.67M
|
55.5K
$5.39M
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
54.8KNew |
$3.87M - $4.61M
|
54.8K
$5.32M
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
52.4KNew |
$3.7M - $4.4M
|
52.4K
$5.08M
|
|
May 12, 2023
Q1 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
45.2KNew |
$3.19M - $3.8M
|
45.2K
$4.39M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
44.3K+ 25.4% |
$3.13M - $3.73M
|
219K
$21.2M
|
|
May 11, 2023
Q1 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
44.2K+ 13.65% |
$3.12M - $3.71M
|
368K
$35.7M
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
37.9K+ 1029.24% |
$2.67M - $3.18M
|
41.6K
$4.03M
|
|
Apr 10, 2023
Q1 2023
|
Austin Asset Management CO Inc
|
BUY
|
- |
34.9K+ 80.31% |
$2.46M - $2.93M
|
78.3K
$7.6M
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
34.7K+ 5.76% |
$2.45M - $2.92M
|
637K
$61.8M
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
33.1K+ 155.24% |
$2.34M - $2.78M
|
54.4K
$5.28M
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
31.3K+ 76.91% |
$2.21M - $2.63M
|
72.1K
$7M
|