Purchases and Sales Made in Q2 2022 in Abrdn Etfs Abrdn Bloomberg All (BCI)
This table provides information about the institutional ownership of Abrdn Etfs Abrdn Bloomberg All (BCI) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
708+ 357.58% |
$19.2K - $22.4K
|
906
$18.4K
|
|
Aug 15, 2022
Q2 2022
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
682New |
$18.5K - $21.6K
|
682
$13.9K
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
612+ 30.6% |
$16.6K - $19.4K
|
2.61K
$53.1K
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
534New |
$14.5K - $16.9K
|
534
$10.9K
|
|
Aug 09, 2022
Q2 2022
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
427+ 14.88% |
$11.6K - $13.5K
|
3.3K
$67K
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
367+ 2.79% |
$9.97K - $11.6K
|
13.5K
$275K
|
|
Aug 04, 2022
Q2 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
260+ 1.17% |
$7.06K - $8.23K
|
22.5K
$458K
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
74New |
$2.01K - $2.34K
|
74
$1.51K
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
60+ 0.45% |
$1.63K - $1.9K
|
13.4K
$273K
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
21New |
$570 - $665
|
21
$427
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
BUY
|
- |
1New |
$27.2 - $31.7
|
1
$20.3
|
|
Aug 05, 2022
Q2 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-1- 2.86% |
$27.2 - $31.7
|
34
$692
|
|
Aug 05, 2022
Q2 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-8Closed |
$217 - $253
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-18- 22.78% |
$489 - $570
|
61
$1.24K
|
|
Aug 09, 2022
Q2 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-45- 6.77% |
$1.22K - $1.42K
|
620
$12.6K
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-127Closed |
$3.45K - $4.02K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
SELL
|
- |
-192Closed |
$5.21K - $6.08K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-197- 1.69% |
$5.35K - $6.24K
|
11.4K
$233K
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-199- 6.23% |
$5.4K - $6.3K
|
3K
$60.9K
|
|
Aug 12, 2022
Q2 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-321- 2.05% |
$8.72K - $10.2K
|
15.4K
$312K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
SELL
|
- |
-322- 1.81% |
$8.75K - $10.2K
|
17.5K
$355K
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-370- 0.61% |
$10K - $11.7K
|
60.8K
$1.24M
|
|
Aug 08, 2022
Q2 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-504- 4.66% |
$13.7K - $16K
|
10.3K
$210K
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-517- 85.17% |
$14K - $16.4K
|
90
$1.83K
|
|
Aug 11, 2022
Q2 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-642- 1.48% |
$17.4K - $20.3K
|
42.8K
$871K
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-1.34KClosed |
$36.4K - $42.4K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-1.38K- 1.36% |
$37.3K - $43.5K
|
99.7K
$2.03M
|
|
Aug 15, 2022
Q2 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-1.82K- 13.17% |
$49.5K - $57.7K
|
12K
$244K
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.85K- 1.66% |
$50.1K - $58.4K
|
109K
$2.22M
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.9K- 28.88% |
$51.5K - $60.1K
|
4.67K
$95K
|
|
Aug 15, 2022
Q2 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-2.32K- 35.44% |
$63.1K - $73.5K
|
4.23K
$86K
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.36K- 6.51% |
$64.1K - $74.7K
|
33.9K
$689K
|
|
Aug 03, 2022
Q2 2022
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-2.85K- 7.5% |
$77.4K - $90.3K
|
35.2K
$716K
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-3.05KClosed |
$82.8K - $96.5K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-3.17K- 13.02% |
$86.1K - $100K
|
21.2K
$431K
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.64KClosed |
$98.9K - $115K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Spinnaker Trust
|
SELL
|
- |
-3.81K- 1.18% |
$103K - $121K
|
318K
$6.47M
|
|
Aug 12, 2022
Q2 2022
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-4.13K- 10.58% |
$112K - $131K
|
34.9K
$710K
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.47K- 7.51% |
$121K - $142K
|
55.1K
$1.12M
|
|
Jul 18, 2022
Q2 2022
|
Collective Family Office LLC
|
SELL
|
- |
-4.88K- 7.4% |
$132K - $154K
|
61K
$1.24M
|
|
Aug 15, 2022
Q2 2022
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-5.22KClosed |
$142K - $165K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-6.1K- 7.2% |
$166K - $193K
|
78.7K
$1.6M
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-7.27K- 6.02% |
$197K - $230K
|
114K
$2.31M
|
|
Jul 28, 2022
Q2 2022
|
Riversedge Advisors, LLC
|
SELL
|
- |
-8.15K- 18.6% |
$221K - $258K
|
35.7K
$725K
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-8.35KClosed |
$227K - $264K
|
0
$0
|
|
Jan 12, 2023
Q2 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-8.4K- 8.87% |
$228K - $266K
|
86.3K
$1.75M
|
|
Jul 12, 2022
Q2 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-9.67K- 43.24% |
$263K - $306K
|
12.7K
$258K
|
|
Aug 08, 2022
Q2 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-12.3K- 10.25% |
$334K - $390K
|
108K
$2.19M
|
|
Oct 09, 2024
Q2 2022
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-14.1K- 28.11% |
$383K - $447K
|
36.1K
$734K
|