Purchases and Sales Made in Q1 2025 in American Centy ETF Tr Diversif (KORP)
This table provides information about the institutional ownership of American Centy ETF Tr Diversif (KORP) during Q1 2025. 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 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
169K+ 16.52% |
$7.64M - $7.95M
|
1.19M
$54.8M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
157K+ 35.17% |
$7.11M - $7.41M
|
604K
$27.8M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
141K+ 45.88% |
$6.4M - $6.67M
|
450K
$20.7M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
140K+ 174.1% |
$6.33M - $6.59M
|
220K
$10.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
74.1K+ 5.93% |
$3.35M - $3.49M
|
1.32M
$61M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
62.3K+ 40.46% |
$2.82M - $2.93M
|
216K
$9.95M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
26.3K+ 25.01% |
$1.19M - $1.24M
|
132K
$6.06M
|
|
|
May 15, 2025
Q1 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
20.4KNew |
$924K - $962K
|
20.4K
$940K
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
18.8KNew |
$851K - $886K
|
18.8K
$866K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
13.3K+ 18.98% |
$601K - $626K
|
83.2K
$3.83M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
13.2KNew |
$598K - $622K
|
13.2K
$608K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12.2K+ 12.2% |
$554K - $577K
|
113K
$5.18M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
8.82KNew |
$399K - $416K
|
8.82K
$406K
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
6.23K+ 47.12% |
$282K - $293K
|
19.4K
$895K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
5.31K+ 13.75% |
$240K - $250K
|
44K
$2.02M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
5.21K+ 7.52% |
$236K - $245K
|
74.5K
$3.43M
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
5.16K+ 48.4% |
$233K - $243K
|
15.8K
$728K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
4.89K+ 173.33% |
$221K - $230K
|
7.71K
$355K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.83KNew |
$128K - $133K
|
2.83K
$130K
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
2.79K+ 61.24% |
$126K - $131K
|
7.33K
$338K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.18KNew |
$98.8K - $103K
|
2.18K
$101K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.6K+ 1.95% |
$72.2K - $75.2K
|
83.3K
$3.84M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.39KNew |
$62.8K - $65.4K
|
1.39K
$63.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
944+ 10.17% |
$42.7K - $44.5K
|
10.2K
$471K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
506New |
$22.9K - $23.8K
|
506
$23.3K
|
|
|
May 15, 2025
Q1 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
496+ 0.16% |
$22.4K - $23.4K
|
319K
$14.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
420+ 210.0% |
$19K - $19.8K
|
620
$28.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
350+ 1.84% |
$15.8K - $16.5K
|
19.4K
$893K
|
|
|
May 14, 2025
Q1 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
334+ 1.2% |
$15.1K - $15.7K
|
28.3K
$1.3M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
300New |
$13.6K - $14.1K
|
300
$13.8K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
293New |
$13.3K - $13.8K
|
293
$13.5K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
250New |
$11.3K - $11.8K
|
250
$11.5K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
207New |
$9.37K - $9.75K
|
207
$9.53K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
109+ 0.07% |
$4.93K - $5.14K
|
149K
$6.88M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
42+ 0.0% |
$1.9K - $1.98K
|
1.22M
$56.3M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
17+ 0.31% |
$769 - $801
|
5.51K
$254K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
5+ 0.98% |
$226 - $236
|
515
$23.7K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
SELL
|
- |
-75- 0.35% |
$3.39K - $3.53K
|
21.2K
$975K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.87K- 65.97% |
$84.4K - $87.9K
|
962
$44.3K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.9K- 24.07% |
$85.8K - $89.3K
|
5.98K
$275K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.52K- 21.23% |
$114K - $119K
|
9.36K
$431K
|
|
|
May 08, 2025
Q1 2025
|
Lindenwold Advisors
|
SELL
|
- |
-5.83K- 4.76% |
$264K - $275K
|
117K
$5.37M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-7.58K- 39.2% |
$343K - $357K
|
11.8K
$541K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-20.6K- 82.05% |
$933K - $971K
|
4.51K
$208K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-37.3K- 68.93% |
$1.69M - $1.76M
|
16.8K
$775K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-48.4K- 48.29% |
$2.19M - $2.28M
|
51.9K
$2.39M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-51.9K- 47.35% |
$2.35M - $2.45M
|
57.7K
$2.66M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-83.2K- 78.95% |
$3.76M - $3.92M
|
22.2K
$1.02M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-267K- 70.48% |
$12.1M - $12.6M
|
112K
$5.15M
|