Purchases and Sales Made in Q4 2021 in Abrdn Etfs Abrdn Bloomberg All (BCI)
This table provides information about the institutional ownership of Abrdn Etfs Abrdn Bloomberg All (BCI) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
418K+ 25.79% |
$9.4M - $12.3M
|
2.04M
$41.5M
|
|
|
Jan 28, 2022
Q4 2021
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
291KNew |
$6.54M - $8.57M
|
291K
$5.92M
|
|
|
Nov 16, 2023
Q4 2021
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
266K+ 134.44% |
$5.97M - $7.82M
|
463K
$9.42M
|
|
|
Feb 09, 2022
Q4 2021
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
233KNew |
$5.25M - $6.87M
|
233K
$4.75M
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
155K+ 16.42% |
$3.47M - $4.55M
|
1.1M
$22.3M
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
120KNew |
$2.7M - $3.54M
|
120K
$2.45M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
94.5K+ 13.15% |
$2.12M - $2.78M
|
813K
$16.5M
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
84.2K+ 1066.15% |
$1.89M - $2.48M
|
92.1K
$1.87M
|
|
|
Jan 27, 2022
Q4 2021
|
Marshall Financial Group LLC
|
BUY
|
- |
72.8KNew |
$1.64M - $2.14M
|
72.8K
$1.48M
|
|
|
Feb 01, 2022
Q4 2021
|
Augustine Asset Management Inc
|
BUY
|
- |
64.7KNew |
$1.45M - $1.91M
|
64.7K
$1.32M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
61.4K+ 7.35% |
$1.38M - $1.81M
|
897K
$18.2M
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
59.6KNew |
$1.34M - $1.75M
|
59.6K
$1.21M
|
|
|
Feb 16, 2022
Q4 2021
|
Sja Financial Advisory, LLC
|
BUY
|
- |
46.3KNew |
$1.04M - $1.36M
|
46.3K
$942K
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
45.6K+ 4.57% |
$1.02M - $1.34M
|
1.04M
$21.2M
|
|
|
Aug 25, 2023
Q4 2021
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
43.1K+ 24.65% |
$968K - $1.27M
|
218K
$4.43M
|
|
|
Feb 07, 2022
Q4 2021
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
39.3KNew |
$882K - $1.16M
|
39.3K
$799K
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
35.4KNew |
$796K - $1.04M
|
35.4K
$720K
|
|
|
Jan 18, 2022
Q4 2021
|
Collective Family Office LLC
|
BUY
|
- |
33.1K+ 94.51% |
$744K - $975K
|
68.2K
$1.39M
|
|
|
Feb 17, 2022
Q4 2021
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
27.2KNew |
$610K - $800K
|
27.2K
$553K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
23.1K+ 5.02% |
$519K - $680K
|
483K
$9.83M
|
|
|
Feb 11, 2022
Q4 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
22.9KNew |
$514K - $673K
|
22.9K
$465K
|
|
|
Jan 26, 2022
Q4 2021
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
21.9KNew |
$491K - $644K
|
21.9K
$445K
|
|
|
Jan 20, 2022
Q4 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
18.6K+ 19.45% |
$418K - $548K
|
114K
$2.33M
|
|
|
Jan 26, 2022
Q4 2021
|
Econ Financial Services Corp
|
BUY
|
- |
17.4KNew |
$392K - $513K
|
17.4K
$354K
|
|
|
Jan 19, 2022
Q4 2021
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
14.6K+ 50.77% |
$329K - $431K
|
43.5K
$884K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
14.6K+ 10.97% |
$328K - $429K
|
147K
$3M
|
|
|
Jan 25, 2022
Q4 2021
|
Belvedere Trading LLC
|
BUY
|
- |
14.1KNew |
$316K - $414K
|
14.1K
$286K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.8K+ 12.03% |
$310K - $406K
|
128K
$2.61M
|
|
|
Jun 01, 2022
Q4 2021
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
13.2KNew |
$297K - $390K
|
13.2K
$269K
|
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
12.2KNew |
$273K - $358K
|
12.2K
$247K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.9K+ 23.26% |
$267K - $350K
|
62.9K
$1.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
11.2K+ 7.97% |
$251K - $329K
|
151K
$3.08M
|
|
|
Feb 04, 2022
Q4 2021
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
10.4K+ 28.56% |
$234K - $307K
|
46.9K
$954K
|
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
10.3K+ 7.28% |
$232K - $304K
|
152K
$3.09M
|
|
|
Feb 07, 2022
Q4 2021
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
6.32KNew |
$142K - $186K
|
6.32K
$129K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.77K+ 69.68% |
$130K - $170K
|
14K
$286K
|
|
|
Jan 25, 2022
Q4 2021
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
5.7K+ 6.33% |
$128K - $168K
|
95.8K
$1.95M
|
|
|
Jan 18, 2022
Q4 2021
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
5.15K+ 19.26% |
$116K - $152K
|
31.9K
$649K
|
|
|
Jan 18, 2022
Q4 2021
|
Acg Wealth
|
BUY
|
- |
3.91K+ 21.85% |
$87.8K - $115K
|
21.8K
$443K
|
|
|
Feb 02, 2022
Q4 2021
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
2.77K+ 26.3% |
$62.2K - $81.5K
|
13.3K
$270K
|
|
|
Feb 07, 2022
Q4 2021
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
2.43K+ 13.66% |
$54.7K - $71.7K
|
20.3K
$412K
|
|
|
Feb 15, 2022
Q4 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
2.08K+ 50.86% |
$46.6K - $61.1K
|
6.16K
$125K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.76K+ 7.06% |
$39.5K - $51.7K
|
26.6K
$542K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.7K+ 16.27% |
$38.2K - $50K
|
12.1K
$247K
|
|
|
Feb 10, 2022
Q4 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
990+ 0.34% |
$22.2K - $29.1K
|
294K
$5.98M
|
|
|
Feb 10, 2022
Q4 2021
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
983+ 128.83% |
$22.1K - $28.9K
|
1.75K
$35.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
970New |
$21.8K - $28.6K
|
970
$19.7K
|
|
|
Feb 01, 2022
Q4 2021
|
Round Table Services, LLC
|
BUY
|
- |
966+ 1.15% |
$21.7K - $28.4K
|
85K
$1.73M
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
710+ 13.01% |
$16K - $20.9K
|
6.17K
$125K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
522+ 1.1% |
$11.7K - $15.4K
|
47.8K
$973K
|