Purchases and Sales Made in Q4 2024 in Abrdn Etfs Abrdn Bloomberg All (BCI)
This table provides information about the institutional ownership of Abrdn Etfs Abrdn Bloomberg All (BCI) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
988KNew |
$19M - $20.7M
|
988K
$20.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
296K+ 5.13% |
$5.7M - $6.18M
|
6.06M
$127M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
179K+ 346.61% |
$3.46M - $3.75M
|
231K
$4.83M
|
|
|
Feb 06, 2025
Q4 2024
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
90.1KNew |
$1.74M - $1.88M
|
90.1K
$1.88M
|
|
|
Feb 06, 2025
Q4 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
58.8KNew |
$1.13M - $1.23M
|
58.8K
$1.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
53.4K+ 5.88% |
$1.03M - $1.12M
|
961K
$20.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
49KNew |
$944K - $1.02M
|
49K
$1.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
42.9K+ 31.9% |
$827K - $897K
|
178K
$3.71M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
42.7KNew |
$822K - $892K
|
42.7K
$892K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
41.3KNew |
$797K - $864K
|
41.3K
$864K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
32.8KNew |
$633K - $686K
|
32.8K
$686K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
19.1KNew |
$367K - $398K
|
19.1K
$398K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
17.3KNew |
$333K - $361K
|
17.3K
$361K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
16.1K+ 327.45% |
$310K - $336K
|
21K
$439K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
15.6K+ 26.68% |
$301K - $326K
|
74.1K
$1.55M
|
|
|
Jan 23, 2025
Q4 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
12.5K+ 4.82% |
$242K - $262K
|
273K
$5.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
12.4KNew |
$238K - $258K
|
12.4K
$258K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
9.42K+ 3.95% |
$182K - $197K
|
248K
$5.18M
|
|
|
Jan 27, 2025
Q4 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
9.14K+ 29.55% |
$176K - $191K
|
40K
$837K
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
7.14K+ 2.71% |
$138K - $149K
|
271K
$5.66M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
3.12K+ 26.27% |
$60.2K - $65.3K
|
15K
$314K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.67K+ 5.44% |
$51.4K - $55.8K
|
51.7K
$1.08M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.82KNew |
$35K - $38K
|
1.82K
$38K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.79K+ 22.5% |
$34.4K - $37.3K
|
9.72K
$203K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.55KNew |
$29.8K - $32.4K
|
1.55K
$32.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.33K+ 4.33% |
$25.6K - $27.7K
|
32K
$668K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
1.27KNew |
$24.4K - $26.5K
|
1.27K
$26.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.22K+ 3.16% |
$23.4K - $25.4K
|
39.6K
$829K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.15K+ 3.52% |
$22.1K - $24K
|
33.7K
$704K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
980+ 75.38% |
$18.9K - $20.5K
|
2.28K
$47.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
801+ 2.65% |
$15.4K - $16.7K
|
31K
$648K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
721+ 2.44% |
$13.9K - $15.1K
|
30.2K
$631K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
686+ 3.36% |
$13.2K - $14.3K
|
21.1K
$441K
|
|
|
Jan 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
633+ 2.27% |
$12.2K - $13.2K
|
28.5K
$595K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
479+ 25.61% |
$9.23K - $10K
|
2.35K
$49.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
384New |
$7.4K - $8.03K
|
384
$8.03K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
212+ 21.86% |
$4.09K - $4.43K
|
1.18K
$24.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
16+ 3.31% |
$308 - $334
|
499
$10.4K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1- -0.0% |
$19.3 - $20.9
|
235K
$4.91M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-32- 0.09% |
$617 - $669
|
35.6K
$744K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-39- 43.82% |
$752 - $815
|
50
$1.05K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-48- 15.79% |
$925 - $1K
|
256
$5.35K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-318- 1.66% |
$6.13K - $6.65K
|
18.8K
$393K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-555- 0.21% |
$10.7K - $11.6K
|
268K
$5.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-638- 56.46% |
$12.3K - $13.3K
|
492
$10.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-708- 20.89% |
$13.6K - $14.8K
|
2.68K
$56K
|
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-1.05K- 0.65% |
$20.1K - $21.8K
|
160K
$3.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-1.61K- 8.27% |
$31K - $33.6K
|
17.8K
$373K
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-1.7K- 13.42% |
$32.7K - $35.5K
|
11K
$229K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-2.53K- 6.11% |
$48.7K - $52.8K
|
38.8K
$811K
|