Purchases and Sales Made in Q1 2024 in American Centy ETF Tr Diversif (KORP)
This table provides information about the institutional ownership of American Centy ETF Tr Diversif (KORP) during Q1 2024. The information is specifically focused on institutions that hold shares of AMERICAN CENTY ETF TR DIVERSIF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
44.4K+ 13.1% |
$2.03M - $2.07M
|
383K
$17.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
37.6K+ 113.59% |
$1.72M - $1.75M
|
70.8K
$3.25M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
34.8K+ 116.82% |
$1.59M - $1.62M
|
64.5K
$2.96M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
31.3K+ 3.78% |
$1.43M - $1.46M
|
859K
$39.4M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
20.5K+ 6.3% |
$939K - $957K
|
346K
$15.9M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
20.5K+ 6.3% |
$939K - $957K
|
346K
$15.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
10K+ 2.37% |
$457K - $466K
|
431K
$19.8M
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
9.49KNew |
$434K - $442K
|
9.49K
$435K
|
|
|
May 09, 2024
Q1 2024
|
Lindenwold Advisors
|
BUY
|
- |
8.83K+ 10.98% |
$404K - $412K
|
89.3K
$4.1M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.99K+ 2.85% |
$183K - $186K
|
144K
$6.62M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.89K+ 25.37% |
$132K - $135K
|
14.3K
$656K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
2K+ 25.86% |
$91.4K - $93.2K
|
9.72K
$446K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.84K+ 35.82% |
$84.2K - $85.8K
|
6.98K
$320K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.43K+ 1.0% |
$65.4K - $66.7K
|
144K
$6.62M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
755+ 3.93% |
$34.5K - $35.2K
|
20K
$916K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
699+ 5.55% |
$32K - $32.6K
|
13.3K
$610K
|
|
|
Apr 19, 2024
Q1 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
443+ 8.65% |
$20.3K - $20.7K
|
5.56K
$255K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
225+ 3.57% |
$10.3K - $10.5K
|
6.52K
$299K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-185- 2.84% |
$8.46K - $8.63K
|
6.32K
$290K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-202- 1.23% |
$9.24K - $9.42K
|
16.2K
$743K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-628- 45.94% |
$28.7K - $29.3K
|
739
$33.9K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-691- 1.96% |
$31.6K - $32.2K
|
34.6K
$1.59M
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-1.37K- 0.46% |
$62.7K - $63.9K
|
299K
$13.7M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.03K- 10.42% |
$92.9K - $94.7K
|
17.5K
$801K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.57K- 3.11% |
$118K - $120K
|
80.2K
$3.68M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.28K- 1.5% |
$242K - $246K
|
346K
$15.9M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6.16K- 38.98% |
$282K - $287K
|
9.64K
$442K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-10.8K- 16.18% |
$493K - $502K
|
55.8K
$2.56M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-28.5K- 9.48% |
$1.3M - $1.33M
|
272K
$12.5M
|
|
|
May 14, 2024
Q1 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-45.2K- 10.31% |
$2.07M - $2.11M
|
393K
$18M
|