Purchases and Sales Made in Q4 2023 in Abrdn Etfs Abrdn Bloomberg All (BCI)
This table provides information about the institutional ownership of Abrdn Etfs Abrdn Bloomberg All (BCI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Perella Weinberg Partners Capital Management LP
|
BUY
|
- |
2.21MNew |
$42.8M - $47.5M
|
2.21M
$44.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
866K+ 35.69% |
$16.8M - $18.6M
|
3.29M
$66.6M
|
|
|
Feb 20, 2024
Q4 2023
|
Nepc LLC
Boston, MA |
BUY
|
- |
701KNew |
$13.6M - $15.1M
|
701K
$14.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
419K+ 766.73% |
$8.12M - $9.02M
|
474K
$9.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
185K+ 28.93% |
$3.58M - $3.98M
|
823K
$16.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
108K+ 12.66% |
$2.09M - $2.32M
|
961K
$19.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
79.5K+ 80.77% |
$1.54M - $1.71M
|
178K
$3.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
67.3K+ 34.04% |
$1.3M - $1.45M
|
265K
$5.36M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
63.1KNew |
$1.22M - $1.36M
|
63.1K
$1.28M
|
|
|
Mar 15, 2024
Q4 2023
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
55.1KNew |
$1.07M - $1.19M
|
55.1K
$1.11M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
53.8KNew |
$1.04M - $1.16M
|
53.8K
$1.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
49.2K+ 4.75% |
$952K - $1.06M
|
1.08M
$21.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
45.3KNew |
$877K - $975K
|
45.3K
$916K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
41.4K+ 10.18% |
$802K - $892K
|
448K
$9.07M
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
BUY
|
- |
39K+ 66.88% |
$755K - $839K
|
97.3K
$1.97M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
36.6KNew |
$709K - $789K
|
36.6K
$741K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
36.5KNew |
$707K - $786K
|
36.5K
$739K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
32.2KNew |
$623K - $692K
|
32.2K
$650K
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
30.2KNew |
$584K - $650K
|
30.2K
$611K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
27.5KNew |
$532K - $591K
|
27.5K
$556K
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
24.1K+ 125.03% |
$467K - $519K
|
43.4K
$878K
|
|
|
Jan 10, 2024
Q4 2023
|
Veery Capital, LLC
|
BUY
|
- |
22.7K+ 56.91% |
$440K - $490K
|
62.7K
$1.27M
|
|
|
Jan 29, 2024
Q4 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
19.5K+ 40.12% |
$378K - $420K
|
68.2K
$1.38M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
19.2K+ 14.15% |
$372K - $414K
|
155K
$3.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
17.9K+ 35.17% |
$347K - $386K
|
68.9K
$1.39M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
16.5KNew |
$319K - $355K
|
16.5K
$333K
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
15KNew |
$290K - $323K
|
15K
$303K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.7KNew |
$284K - $316K
|
14.7K
$297K
|
|
|
Jan 25, 2024
Q4 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
13.4K+ 1.62% |
$259K - $288K
|
839K
$17M
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
12.4KNew |
$240K - $267K
|
12.4K
$251K
|
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
12.3KNew |
$238K - $265K
|
12.3K
$249K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
11.8KNew |
$228K - $253K
|
11.8K
$238K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
11.5KNew |
$223K - $248K
|
11.5K
$233K
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
11.3K+ 14.53% |
$218K - $243K
|
88.9K
$1.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
11.2KNew |
$217K - $242K
|
11.2K
$227K
|
|
|
Feb 12, 2024
Q4 2023
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
10.8KNew |
$209K - $232K
|
10.8K
$218K
|
|
|
Feb 14, 2024
Q4 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
10.7K+ 20.86% |
$207K - $230K
|
61.9K
$1.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
10.5KNew |
$204K - $227K
|
10.5K
$213K
|
|
|
Jan 10, 2024
Q4 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
9.1K+ 2.3% |
$176K - $196K
|
405K
$8.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
8.13K+ 13.7% |
$157K - $175K
|
67.5K
$1.37M
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
7.84K+ 1.1% |
$152K - $169K
|
720K
$14.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.57K+ 55.71% |
$127K - $141K
|
18.4K
$372K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
5.32K+ 19.48% |
$103K - $115K
|
32.7K
$661K
|
|
|
Feb 06, 2024
Q4 2023
|
Leuthold Group, LLC
|
BUY
|
- |
3.44K+ 9.31% |
$66.7K - $74.1K
|
40.4K
$818K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.86K+ 10.22% |
$55.4K - $61.6K
|
30.9K
$624K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.42K+ 21.69% |
$46.9K - $52.1K
|
13.6K
$275K
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
2.09K+ 5.48% |
$40.4K - $44.9K
|
40.2K
$813K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.76KNew |
$34K - $37.8K
|
1.76K
$35.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1.12K+ 4.39% |
$21.6K - $24K
|
26.5K
$537K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
931+ 1.89% |
$18K - $20K
|
50.2K
$1.02M
|