Purchases and Sales Made in Q1 2024 in Abrdn Etfs Abrdn Bloomberg All (BCI)
This table provides information about the institutional ownership of Abrdn Etfs Abrdn Bloomberg All (BCI) during Q1 2024. The information is specifically focused on institutions that hold shares of ABRDN ETFS ABRDN BLOOMBERG ALL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
7.2M+ 273.56% |
$136M - $143M
|
9.84M
$200M
|
|
|
May 21, 2024
Q1 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
688K+ 98.19% |
$13M - $13.6M
|
1.39M
$28.3M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
230K+ 126.97% |
$4.33M - $4.54M
|
410K
$8.34M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
225K+ 314.28% |
$4.24M - $4.44M
|
296K
$6.02M
|
|
|
Apr 16, 2024
Q1 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
220K+ 399.07% |
$4.15M - $4.35M
|
275K
$5.59M
|
|
|
Aug 02, 2024
Q1 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
158KNew |
$2.98M - $3.13M
|
158K
$3.21M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
134K+ 17.12% |
$2.53M - $2.66M
|
919K
$18.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
72.8K+ 43.65% |
$1.37M - $1.44M
|
240K
$4.87M
|
|
|
May 08, 2024
Q1 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
63.7K+ 7.59% |
$1.2M - $1.26M
|
903K
$18.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
53K+ 7.37% |
$1M - $1.05M
|
773K
$15.7M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
51.2KNew |
$966K - $1.01M
|
51.2K
$1.04M
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
39.6K+ 1.2% |
$748K - $784K
|
3.33M
$67.8M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
35.9K+ 7.58% |
$678K - $711K
|
510K
$10.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
32.7KNew |
$617K - $647K
|
32.7K
$665K
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
25.5K+ 227.26% |
$482K - $505K
|
36.7K
$747K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
24.1K+ 228.55% |
$454K - $476K
|
34.6K
$703K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
23.1K+ 134.64% |
$436K - $457K
|
40.2K
$818K
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
22.6K+ 175.35% |
$427K - $447K
|
35.5K
$722K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
20.4KNew |
$385K - $404K
|
20.4K
$416K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
20K+ 170.47% |
$378K - $397K
|
31.8K
$647K
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
19.9K+ 45.77% |
$375K - $393K
|
63.3K
$1.29M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
18.2KNew |
$343K - $359K
|
18.2K
$369K
|
|
|
Apr 19, 2024
Q1 2024
|
Veery Capital, LLC
|
BUY
|
- |
16.7K+ 26.63% |
$315K - $330K
|
79.4K
$1.62M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
14.3KNew |
$270K - $283K
|
14.3K
$290K
|
|
|
May 14, 2024
Q1 2024
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
13.8K+ 5.2% |
$260K - $273K
|
279K
$5.67M
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
12.9KNew |
$244K - $256K
|
12.9K
$263K
|
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
BUY
|
- |
11K+ 11.31% |
$207K - $218K
|
108K
$2.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.8K+ 5.0% |
$203K - $213K
|
226K
$4.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
10KNew |
$189K - $199K
|
10K
$204K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
10KNew |
$189K - $198K
|
10K
$203K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.12K+ 5.88% |
$172K - $181K
|
164K
$3.34M
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
8.3K+ 4.67% |
$157K - $164K
|
186K
$3.79M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.85K+ 332.86% |
$110K - $116K
|
7.6K
$155K
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
4.7K+ 5.29% |
$88.7K - $93K
|
93.6K
$1.9M
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.43K+ 5.27% |
$83.6K - $87.7K
|
88.5K
$1.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
3.79K+ 9.44% |
$71.6K - $75.1K
|
44K
$895K
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.21K+ 15.5% |
$60.5K - $63.4K
|
23.9K
$486K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2.62KNew |
$49.5K - $51.9K
|
2.62K
$53.4K
|
|
|
May 14, 2024
Q1 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.94KNew |
$36.6K - $38.4K
|
1.94K
$39.5K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.91K+ 5.2% |
$35.9K - $37.7K
|
38.6K
$784K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.63KNew |
$30.7K - $32.2K
|
1.63K
$33.1K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
1.57KNew |
$29.6K - $31.1K
|
1.57K
$31.9K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.52KNew |
$28.7K - $30.1K
|
1.52K
$31K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.38K+ 740.11% |
$26.1K - $27.4K
|
1.57K
$32K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.26K+ 4.07% |
$23.7K - $24.9K
|
32.1K
$653K
|
|
|
Apr 11, 2024
Q1 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
1.17K+ 3.92% |
$22K - $23.1K
|
30.9K
$629K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.05K+ 4.83% |
$19.9K - $20.9K
|
22.9K
$465K
|
|
|
Apr 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1.01K+ 3.81% |
$19.1K - $20K
|
27.5K
$560K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
627New |
$11.8K - $12.4K
|
627
$12.8K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
617+ 5.37% |
$11.6K - $12.2K
|
12.1K
$246K
|