Purchases and Sales Made in Q2 2024 in American Centy ETF Tr Diversif (KORP)
This table provides information about the institutional ownership of American Centy ETF Tr Diversif (KORP) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
228K+ 1716.78% |
$10.2M - $10.6M
|
242K
$11.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
33.1K+ 3.85% |
$1.49M - $1.53M
|
892K
$40.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
26.5K+ 41.1% |
$1.19M - $1.23M
|
91K
$4.18M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
25.8KNew |
$1.16M - $1.19M
|
25.8K
$1.18M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.9K+ 5.09% |
$622K - $642K
|
286K
$13.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
13.5KNew |
$607K - $627K
|
13.5K
$620K
|
|
|
Aug 01, 2024
Q2 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
12.3K+ 3.12% |
$551K - $569K
|
405K
$18.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
9.99K+ 2.61% |
$448K - $463K
|
393K
$18M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.56KNew |
$339K - $350K
|
7.56K
$347K
|
|
|
Aug 13, 2024
Q2 2024
|
Lindenwold Advisors
|
BUY
|
- |
6.41K+ 7.18% |
$288K - $297K
|
95.7K
$4.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.45KNew |
$245K - $252K
|
5.45K
$250K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.28K+ 1.53% |
$237K - $245K
|
352K
$16.1M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.28K+ 1.53% |
$237K - $245K
|
352K
$16.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
3.57K+ 1.2% |
$160K - $166K
|
302K
$13.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.84K+ 19.35% |
$82.4K - $85.1K
|
11.3K
$520K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.06K+ 1.32% |
$47.7K - $49.2K
|
81.3K
$3.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
790+ 3.96% |
$35.5K - $36.6K
|
20.8K
$952K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
785+ 12.41% |
$35.2K - $36.4K
|
7.11K
$326K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
732New |
$32.9K - $33.9K
|
732
$33.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
587New |
$26.4K - $27.2K
|
587
$26.9K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
329+ 0.95% |
$14.8K - $15.2K
|
35K
$1.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
190+ 1.95% |
$8.53K - $8.8K
|
9.91K
$455K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
172New |
$7.72K - $7.97K
|
172
$7.89K
|
|
|
Jul 15, 2024
Q2 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
101+ 1.82% |
$4.53K - $4.68K
|
5.66K
$260K
|
|
|
Aug 07, 2024
Q2 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
2+ 0.0% |
$89.8 - $92.7
|
1.22M
$55.9M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-115- 0.71% |
$5.16K - $5.33K
|
16.1K
$737K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-500- 58.82% |
$22.4K - $23.2K
|
350
$16.1K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-819- 69.64% |
$36.8K - $37.9K
|
357
$16.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-991- 5.67% |
$44.5K - $45.9K
|
16.5K
$756K
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.29K- 18.52% |
$58K - $59.9K
|
5.69K
$261K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.43K- 0.99% |
$64.2K - $66.3K
|
143K
$6.55M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.65K- 37.81% |
$164K - $169K
|
6K
$275K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.29K- 8.89% |
$282K - $292K
|
64.5K
$2.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-13.2K- 23.72% |
$594K - $613K
|
42.5K
$1.95M
|