Purchases and Sales Made in Q1 2025 in Abrdn Etfs Abrdn Bloomberg All (BCI)
This table provides information about the institutional ownership of Abrdn Etfs Abrdn Bloomberg All (BCI) during Q1 2025. 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 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.11M+ 20.24% |
$61.1M - $67.3M
|
18.5M
$375M
|
|
|
May 20, 2025
Q1 2025
|
Nepc LLC
Boston, MA |
BUY
|
- |
1.84MNew |
$36.1M - $39.7M
|
1.84M
$37.3M
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
913K+ 5120.84% |
$18M - $19.8M
|
931K
$18.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
597KNew |
$11.7M - $12.9M
|
597K
$12.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
392KNew |
$7.71M - $8.49M
|
392K
$7.96M
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
337K+ 27.71% |
$6.62M - $7.29M
|
1.55M
$31.5M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
292KNew |
$5.75M - $6.33M
|
292K
$5.94M
|
|
|
May 14, 2025
Q1 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
265KNew |
$5.21M - $5.74M
|
265K
$5.38M
|
|
|
Apr 17, 2025
Q1 2025
|
Rs Crum Inc.
|
BUY
|
- |
156KNew |
$3.08M - $3.39M
|
156K
$3.18M
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
145K+ 2.4% |
$2.86M - $3.15M
|
6.2M
$126M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
131K+ 28.8% |
$2.57M - $2.82M
|
584K
$11.9M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
121K+ 7.94% |
$2.38M - $2.62M
|
1.65M
$33.4M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
89.2K+ 377.52% |
$1.75M - $1.93M
|
113K
$2.29M
|
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
66.1KNew |
$1.3M - $1.43M
|
66.1K
$1.34M
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
64.9KNew |
$1.28M - $1.4M
|
64.9K
$1.32M
|
|
|
May 06, 2025
Q1 2025
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
61.5K+ 104.57% |
$1.21M - $1.33M
|
120K
$2.44M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
59K+ 9.76% |
$1.16M - $1.28M
|
663K
$13.5M
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
50.3KNew |
$989K - $1.09M
|
50.3K
$1.02M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
49.7K+ 61.74% |
$978K - $1.08M
|
130K
$2.65M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
47.8KNew |
$941K - $1.04M
|
47.8K
$971K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
44.9KNew |
$882K - $971K
|
44.9K
$910K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
39.4KNew |
$774K - $852K
|
39.4K
$799K
|
|
|
May 13, 2025
Q1 2025
|
Rock Creek Group, LP
|
BUY
|
- |
38.8K+ 100.0% |
$763K - $840K
|
77.7K
$1.58M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
38KNew |
$747K - $822K
|
38K
$772K
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
36.4KNew |
$715K - $788K
|
36.4K
$739K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
34.6K+ 19.47% |
$680K - $748K
|
212K
$4.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
24.2K+ 9.02% |
$475K - $523K
|
292K
$5.93M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
22.1KNew |
$434K - $478K
|
22.1K
$448K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
21.9K+ 36.3% |
$430K - $474K
|
82.2K
$1.67M
|
|
|
May 13, 2025
Q1 2025
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
20.2K+ 8.07% |
$396K - $436K
|
270K
$5.48M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
19.9K+ 8.6% |
$390K - $430K
|
251K
$5.09M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
15.3KNew |
$301K - $331K
|
15.3K
$311K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
14.8K+ 958.14% |
$292K - $321K
|
16.4K
$333K
|
|
|
Apr 30, 2025
Q1 2025
|
Ramiah Investment Group
Brookfield, WI |
BUY
|
- |
14.1K+ 38.51% |
$278K - $306K
|
50.8K
$1.03M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.2KNew |
$240K - $264K
|
12.2K
$248K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
BUY
|
- |
11.9K+ 16.12% |
$235K - $259K
|
86.1K
$1.75M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
11.7KNew |
$231K - $254K
|
11.7K
$238K
|
|
|
Apr 14, 2025
Q1 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
11.1K+ 4.05% |
$217K - $239K
|
284K
$5.76M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
10.6K+ 832.91% |
$207K - $228K
|
11.8K
$240K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
9.87KNew |
$194K - $214K
|
9.87K
$200K
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
7.9KNew |
$155K - $171K
|
7.9K
$160K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
6.04K+ 233.18% |
$119K - $131K
|
8.64K
$175K
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
6.01K+ 19.4% |
$118K - $130K
|
37K
$751K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.58K+ 25.72% |
$90K - $99.1K
|
22.4K
$454K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
3.38K+ 1072.7% |
$66.4K - $73.1K
|
3.69K
$75K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.35K+ 18.71% |
$65.9K - $72.5K
|
21.3K
$431K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.97K+ 10.43% |
$58.4K - $64.3K
|
31.5K
$639K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.71K+ 72.67% |
$33.6K - $36.9K
|
4.06K
$82.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.61K+ 3.85% |
$31.6K - $34.8K
|
43.4K
$880K
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.51K+ 10.03% |
$29.6K - $32.6K
|
16.5K
$335K
|