Purchases and Sales Made in Q3 2021 in American Centy ETF Tr Diversif (KORP)
This table provides information about the institutional ownership of American Centy ETF Tr Diversif (KORP) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
63.7K+ 10.31% |
$3.34M - $3.37M
|
682K
$31.3M
|
|
Nov 02, 2021
Q3 2021
|
Flaharty Asset Management, LLC
|
BUY
|
- |
20.1K+ 8.12% |
$1.05M - $1.06M
|
267K
$12.3M
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
11.3KNew |
$592K - $598K
|
11.3K
$518K
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.18KNew |
$323K - $327K
|
6.18K
$283K
|
|
Nov 12, 2021
Q3 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
4.12KNew |
$216K - $218K
|
4.12K
$189K
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.19K+ 11.12% |
$115K - $116K
|
21.9K
$1.01M
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
2.06K+ 2.25% |
$108K - $109K
|
93.4K
$4.28M
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.08K+ 75.6% |
$56.3K - $56.9K
|
2.5K
$115K
|
|
Nov 15, 2021
Q3 2021
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
343+ 4.11% |
$18K - $18.1K
|
8.68K
$398K
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
284+ 0.79% |
$14.9K - $15K
|
36.3K
$1.66M
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
253+ 4.43% |
$13.2K - $13.4K
|
5.96K
$274K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-150- 27.27% |
$7.86K - $7.94K
|
400
$18.4K
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-202- 1.27% |
$10.6K - $10.7K
|
15.7K
$719K
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-577- 51.84% |
$30.2K - $30.5K
|
536
$24.6K
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.76K- 8.2% |
$91.9K - $92.8K
|
19.7K
$902K
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-1.97K- 61.61% |
$103K - $104K
|
1.23K
$56.3K
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3K- 30.0% |
$157K - $159K
|
7K
$321K
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-6.72KClosed |
$352K - $356K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-8.15KClosed |
$427K - $431K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-24.5K- 73.38% |
$1.28M - $1.3M
|
8.9K
$408K
|
|
Oct 19, 2021
Q3 2021
|
Stewardship Advisors, LLC
|
SELL
|
- |
-24.9K- 70.12% |
$1.31M - $1.32M
|
10.6K
$488K
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-34K- 51.39% |
$1.78M - $1.8M
|
32.1K
$1.47M
|