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 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
140New |
$2.72K - $3K
|
140
$2.72K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
102+ 0.46% |
$1.98K - $2.18K
|
22.5K
$437K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
86+ 12.08% |
$1.67K - $1.84K
|
798
$15.5K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
81+ 34.03% |
$1.57K - $1.74K
|
319
$6.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
50+ 41.32% |
$970 - $1.07K
|
171
$3.32K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
20New |
$388 - $428
|
20
$389
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
20New |
$388 - $428
|
20
$389
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1+ 9.09% |
$19.4 - $21.4
|
12
$233
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1- 0.01% |
$19.4 - $21.4
|
18.2K
$354K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-11- 0.91% |
$213 - $236
|
1.2K
$23.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-139- 0.62% |
$2.7K - $2.98K
|
22.4K
$436K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-141- 70.5% |
$2.74K - $3.02K
|
59
$1.15K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-153- 0.88% |
$2.97K - $3.28K
|
17.3K
$335K
|
|
|
Aug 08, 2023
Q2 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-208- 6.09% |
$4.04K - $4.46K
|
3.21K
$62.3K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-216- 46.35% |
$4.19K - $4.63K
|
250
$4.86K
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-295- 2.61% |
$5.72K - $6.32K
|
11K
$214K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-349- 1.01% |
$6.77K - $7.48K
|
34.4K
$668K
|
|
|
Aug 09, 2023
Q2 2023
|
Aldebaran Capital, LLC
Indianapolis, IN |
SELL
|
- |
-611- 0.36% |
$11.9K - $13.1K
|
167K
$3.24M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-744- 3.81% |
$14.4K - $15.9K
|
18.8K
$365K
|
|
|
Jul 31, 2023
Q2 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-913- 2.07% |
$17.7K - $19.6K
|
43.3K
$841K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-971- 1.87% |
$18.8K - $20.8K
|
50.8K
$988K
|
|
|
Jul 28, 2023
Q2 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-1.08K- 2.01% |
$20.9K - $23K
|
52.5K
$1.02M
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.57K- 5.86% |
$30.4K - $33.5K
|
25.1K
$489K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.65K- 3.18% |
$31.9K - $35.2K
|
50.1K
$973K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.77K- 14.15% |
$34.3K - $37.9K
|
10.7K
$209K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.62K- 4.57% |
$50.7K - $56K
|
54.6K
$1.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-5.66K- 22.69% |
$110K - $121K
|
19.3K
$375K
|
|
|
Jul 12, 2023
Q2 2023
|
Collective Family Office LLC
|
SELL
|
- |
-7.8K- 12.7% |
$151K - $167K
|
53.6K
$1.04M
|
|
|
Aug 01, 2023
Q2 2023
|
Spinnaker Trust
|
SELL
|
- |
-8.36K- 34.93% |
$162K - $179K
|
15.6K
$303K
|
|
|
Aug 02, 2023
Q2 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-11.6K- 19.09% |
$225K - $249K
|
49.2K
$956K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-15.4K- 9.2% |
$299K - $330K
|
152K
$2.95M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-20.5K- 22.77% |
$397K - $438K
|
69.4K
$1.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-25K- 46.09% |
$485K - $536K
|
29.2K
$568K
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-26K- 29.15% |
$505K - $557K
|
63.2K
$1.23M
|
|
|
Nov 16, 2023
Q2 2023
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-47.8K- 15.94% |
$927K - $1.02M
|
252K
$4.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-66.3K- 18.97% |
$1.29M - $1.42M
|
283K
$5.51M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-68.5K- 49.89% |
$1.33M - $1.47M
|
68.8K
$1.34M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-73.7K- 35.74% |
$1.43M - $1.58M
|
132K
$2.57M
|
|
|
Aug 04, 2023
Q2 2023
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-90.8K- 77.88% |
$1.76M - $1.95M
|
25.8K
$502K
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-127K- 36.34% |
$2.46M - $2.71M
|
222K
$4.31M
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-144K- 99.98% |
$2.8M - $3.09M
|
29
$564
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-180K- 1.63% |
$3.49M - $3.85M
|
10.8M
$211M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-378K- 13.46% |
$7.34M - $8.1M
|
2.43M
$47.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-419K- 29.03% |
$8.14M - $8.98M
|
1.03M
$19.9M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-634K- 89.97% |
$12.3M - $13.6M
|
70.7K
$1.38M
|