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 |
|---|---|---|---|---|---|---|---|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
527+ 402.29% |
$9.94K - $10.4K
|
658
$13.3K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
478New |
$9.02K - $9.46K
|
478
$9.67K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
418New |
$7.89K - $8.27K
|
418
$8.46K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
416+ 38.63% |
$7.85K - $8.23K
|
1.49K
$30.2K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
221New |
$4.17K - $4.37K
|
221
$4.47K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
206New |
$3.89K - $4.08K
|
206
$4.17K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
74New |
$1.4K - $1.46K
|
74
$1.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
41New |
$774 - $811
|
41
$829
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
26+ 0.05% |
$491 - $515
|
54.4K
$1.1M
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-2Closed |
$37.7 - $39.6
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-52- 7.6% |
$981 - $1.03K
|
632
$12.8K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-56- 39.44% |
$1.06K - $1.11K
|
86
$1.74K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-105- 31.07% |
$1.98K - $2.08K
|
233
$4.71K
|
|
|
Apr 18, 2024
Q1 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-115- 1.07% |
$2.17K - $2.28K
|
10.7K
$216K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-140- 75.27% |
$2.64K - $2.77K
|
46
$931
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-243- 1.96% |
$4.59K - $4.81K
|
12.2K
$246K
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-248- 0.36% |
$4.68K - $4.91K
|
68.7K
$1.39M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-312- 13.32% |
$5.89K - $6.17K
|
2.03K
$41.1K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-397- 2.28% |
$7.49K - $7.86K
|
17K
$345K
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-455- 1.39% |
$8.59K - $9K
|
32.2K
$652K
|
|
|
May 13, 2024
Q1 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-620- 0.91% |
$11.7K - $12.3K
|
67.6K
$1.37M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-691- 61.7% |
$13K - $13.7K
|
429
$8.68K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-974- 7.17% |
$18.4K - $19.3K
|
12.6K
$255K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.2K- 21.21% |
$22.6K - $23.7K
|
4.45K
$90K
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-1.63K- 3.46% |
$30.8K - $32.3K
|
45.5K
$921K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.92K- 3.76% |
$36.2K - $37.9K
|
49K
$992K
|
|
|
May 08, 2024
Q1 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-2K- 7.28% |
$37.7K - $39.6K
|
25.5K
$516K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-2.15K- 26.77% |
$40.5K - $42.5K
|
5.88K
$119K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.22K- 3.29% |
$42K - $44K
|
65.3K
$1.32M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.58K- 1.52% |
$48.7K - $51.1K
|
167K
$3.38M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.76K- 9.41% |
$52.1K - $54.6K
|
26.5K
$537K
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-3.32K- 7.32% |
$62.6K - $65.6K
|
42K
$849K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-4.04K- 11.05% |
$76.1K - $79.9K
|
32.5K
$657K
|
|
|
May 15, 2024
Q1 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-5.1K- 8.23% |
$96.2K - $101K
|
56.8K
$1.15M
|
|
|
May 13, 2024
Q1 2024
|
Aldebaran Capital, LLC
Indianapolis, IN |
SELL
|
- |
-5.69K- 3.43% |
$107K - $113K
|
160K
$3.24M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-6.23K- 33.84% |
$118K - $123K
|
12.2K
$246K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.75K- 14.59% |
$127K - $134K
|
39.5K
$799K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.38K- 14.69% |
$139K - $146K
|
42.9K
$867K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.5K- 40.83% |
$142K - $148K
|
10.9K
$220K
|
|
|
May 08, 2024
Q1 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-10.5K- 35.96% |
$198K - $208K
|
18.7K
$379K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-10.8K- 29.67% |
$204K - $214K
|
25.6K
$519K
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-12.3KClosed |
$232K - $243K
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-12.6K- 2.81% |
$238K - $249K
|
436K
$8.82M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-35.4K- 45.07% |
$668K - $700K
|
43.1K
$873K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-44.7K- 4.12% |
$843K - $885K
|
1.04M
$21M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-44.7K- 4.12% |
$843K - $885K
|
1.04M
$21M
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-61.3K- 19.5% |
$1.16M - $1.21M
|
253K
$5.12M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-122K- 10.52% |
$2.31M - $2.42M
|
1.04M
$21M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-128K- 12.25% |
$2.42M - $2.54M
|
919K
$18.6M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-207K- 2.4% |
$3.9M - $4.09M
|
8.41M
$170M
|