Purchases and Sales Made in Q2 2023 in Abrdn Etfs Abrdn Bloomberg All (BCI)
This table provides information about the institutional ownership of Abrdn Etfs Abrdn Bloomberg All (BCI) during Q2 2023. 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 07, 2023
Q2 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
2.56MNew |
$49.8M - $54.9M
|
2.56M
$49.9M
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
863K+ 104.71% |
$16.7M - $18.5M
|
1.69M
$32.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
545KNew |
$10.6M - $11.7M
|
545K
$10.6M
|
|
|
Jul 11, 2023
Q2 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
514KNew |
$9.97M - $11M
|
514K
$9.99M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
371K+ 111.36% |
$7.21M - $7.96M
|
705K
$13.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
285K+ 5.04% |
$5.52M - $6.1M
|
5.93M
$115M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
181KNew |
$3.51M - $3.88M
|
181K
$3.52M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
117KNew |
$2.27M - $2.51M
|
117K
$2.28M
|
|
|
Jul 25, 2023
Q2 2023
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
94.3KNew |
$1.83M - $2.02M
|
94.3K
$1.83M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
85.5KNew |
$1.66M - $1.83M
|
85.5K
$1.66M
|
|
|
Aug 08, 2023
Q2 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
84KNew |
$1.63M - $1.8M
|
84K
$1.63M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
50KNew |
$970K - $1.07M
|
50K
$972K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
43.3KNew |
$840K - $927K
|
43.3K
$841K
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
33.5K+ 32.2% |
$649K - $717K
|
137K
$2.67M
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
32.7K+ 4.93% |
$634K - $700K
|
696K
$13.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
29.1K+ 4.11% |
$565K - $624K
|
737K
$14.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
26.4KNew |
$513K - $566K
|
26.4K
$514K
|
|
|
Jul 24, 2023
Q2 2023
|
Austin Asset Management CO Inc
|
BUY
|
- |
26.2KNew |
$507K - $560K
|
26.2K
$508K
|
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
19.3K+ 19.61% |
$374K - $413K
|
118K
$2.29M
|
|
|
Jul 13, 2023
Q2 2023
|
Veery Capital, LLC
|
BUY
|
- |
18.1K+ 167.36% |
$352K - $388K
|
29K
$563K
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
15.1KNew |
$293K - $323K
|
15.1K
$294K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12.6K+ 111.65% |
$244K - $269K
|
23.8K
$463K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
12.1KNew |
$235K - $259K
|
12.1K
$235K
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
9.93K+ 11.71% |
$193K - $213K
|
94.7K
$1.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.86K+ 2.79% |
$191K - $211K
|
363K
$7.06M
|
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
8.76K+ 2.61% |
$170K - $188K
|
344K
$6.69M
|
|
|
Jul 17, 2023
Q2 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
7.59K+ 26.18% |
$147K - $162K
|
36.6K
$711K
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
7.42K+ 11.06% |
$144K - $159K
|
74.6K
$1.45M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
6.59K+ 27.76% |
$128K - $141K
|
30.3K
$590K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.25K+ 0.76% |
$121K - $134K
|
824K
$16M
|
|
|
Jul 28, 2023
Q2 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
5.55K+ 15.85% |
$108K - $119K
|
40.6K
$789K
|
|
|
Jul 27, 2023
Q2 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.31K+ 4.37% |
$83.6K - $92.3K
|
103K
$2M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
3.76K+ 2.74% |
$72.9K - $80.5K
|
141K
$2.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
2.89K+ 6.31% |
$56K - $61.8K
|
48.7K
$946K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
2.84K+ 10.0% |
$55.1K - $60.9K
|
31.3K
$608K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
2.15KNew |
$41.7K - $46K
|
2.15K
$41.7K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
2.03K+ 77.19% |
$39.3K - $43.4K
|
4.65K
$90.5K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.8K+ 5.17% |
$34.9K - $38.5K
|
36.6K
$711K
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.73K+ 6.08% |
$33.6K - $37.1K
|
30.2K
$587K
|
|
|
Jul 13, 2023
Q2 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
1.42K+ 10.82% |
$27.6K - $30.5K
|
14.6K
$284K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
1.4K+ 4.08% |
$27.2K - $30K
|
35.7K
$694K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.26KNew |
$24.4K - $26.9K
|
1.26K
$24.5K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
1.07KNew |
$20.7K - $22.9K
|
1.07K
$20.7K
|
|
|
Jul 20, 2023
Q2 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
966New |
$18.7K - $20.7K
|
966
$18.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
612+ 306.0% |
$11.9K - $13.1K
|
812
$15.8K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
577+ 2.7% |
$11.2K - $12.4K
|
21.9K
$426K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
465+ 19.05% |
$9.02K - $9.96K
|
2.91K
$56.5K
|
|
|
Jul 31, 2023
Q2 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
345+ 1.15% |
$6.69K - $7.39K
|
30.3K
$589K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
280+ 28.87% |
$5.43K - $6K
|
1.25K
$24.3K
|
|
|
Jul 25, 2023
Q2 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
276+ 0.65% |
$5.35K - $5.91K
|
42.8K
$831K
|