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 |
---|---|---|---|---|---|---|---|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1.47KNew |
$29K - $31.9K
|
1.47K
$29.9K
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.47K+ 4.35% |
$28.8K - $31.7K
|
35.2K
$714K
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
1.38K+ 13.29% |
$27.2K - $29.9K
|
11.8K
$239K
|
|
Apr 23, 2025
Q1 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
1.2K+ 4.23% |
$23.7K - $26K
|
29.7K
$602K
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.1K+ 3.1% |
$21.7K - $23.9K
|
36.7K
$745K
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.05KNew |
$20.6K - $22.6K
|
1.05K
$21.2K
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
660New |
$13K - $14.3K
|
660
$13.4K
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
638+ 256.22% |
$12.5K - $13.8K
|
887
$18K
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
545New |
$10.7K - $11.8K
|
545
$11.1K
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
356New |
$7K - $7.7K
|
356
$7.23K
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
350+ 0.6% |
$6.88K - $7.57K
|
58.8K
$1.19M
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
300New |
$5.9K - $6.49K
|
300
$6.09K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
255New |
$5.01K - $5.52K
|
255
$5.18K
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
216New |
$4.25K - $4.67K
|
216
$4.38K
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
172New |
$3.38K - $3.72K
|
172
$3.49K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
149+ 48.53% |
$2.93K - $3.22K
|
456
$9.26K
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
55New |
$1.08K - $1.19K
|
55
$1.12K
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1+ 0.0% |
$19.7 - $21.6
|
21K
$426K
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
1New |
$19.7 - $21.6
|
1
$20.3
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
1+ 12.5% |
$19.7 - $21.6
|
9
$183
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-7- 1.42% |
$138 - $151
|
485
$9.85K
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-18- 0.06% |
$354 - $390
|
30.2K
$613K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-84- 6.5% |
$1.65K - $1.82K
|
1.21K
$24.5K
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-112- 0.5% |
$2.2K - $2.42K
|
22.4K
$454K
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-186- 17.45% |
$3.66K - $4.03K
|
880
$17.9K
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-204- 0.44% |
$4.01K - $4.41K
|
46.2K
$938K
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-212- 17.94% |
$4.17K - $4.59K
|
970
$19.7K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-409- 15.26% |
$8.04K - $8.85K
|
2.27K
$46.1K
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-518- 4.29% |
$10.2K - $11.2K
|
11.5K
$234K
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-700- 1.8% |
$13.8K - $15.1K
|
38.1K
$773K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-940- 2.86% |
$18.5K - $20.3K
|
31.9K
$647K
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-960- 91.78% |
$18.9K - $20.8K
|
86
$1.75K
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-1.12K- 10.2% |
$22K - $24.2K
|
9.84K
$200K
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.2K- 2.9% |
$23.6K - $25.9K
|
40.1K
$815K
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-1.49K- 19.72% |
$29.3K - $32.3K
|
6.07K
$123K
|
|
May 13, 2025
Q1 2025
|
Aldebaran Capital, LLC
Indianapolis, IN |
SELL
|
- |
-1.53K- 1.0% |
$30.2K - $33.2K
|
152K
$3.09M
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.58K- 0.31% |
$31K - $34.1K
|
502K
$10.2M
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.71K- 2.58% |
$33.6K - $37K
|
64.5K
$1.31M
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.24K- 33.93% |
$44K - $48.4K
|
4.35K
$88.4K
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.26K- 7.06% |
$44.4K - $48.8K
|
29.7K
$603K
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-2.5K- 7.94% |
$49.1K - $54.1K
|
28.9K
$588K
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.27K- 7.94% |
$64.2K - $70.7K
|
37.9K
$768K
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.49K- 18.35% |
$68.6K - $75.5K
|
15.5K
$315K
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.7K- 2.19% |
$72.7K - $80K
|
165K
$3.35M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.73K- 5.72% |
$73.4K - $80.8K
|
61.5K
$1.25M
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-4.12K- 12.7% |
$81K - $89.2K
|
28.3K
$575K
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-4.56K- 19.54% |
$89.7K - $98.7K
|
18.8K
$381K
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-4.83K- 2.52% |
$95K - $105K
|
187K
$3.8M
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.68K- 5.49% |
$112K - $123K
|
97.8K
$1.99M
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-6.37K- 16.06% |
$125K - $138K
|
33.3K
$676K
|