Purchases and Sales Made in Q4 2023 in American Centy ETF Tr Diversif (KORP)
This table provides information about the institutional ownership of American Centy ETF Tr Diversif (KORP) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
1.22MNew |
$53.2M - $56.8M
|
1.22M
$56.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
339KNew |
$14.8M - $15.8M
|
339K
$15.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
97.9K+ 42.99% |
$4.27M - $4.56M
|
326K
$15.2M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
82.8KNew |
$3.61M - $3.86M
|
82.8K
$3.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
52.6K+ 6.79% |
$2.3M - $2.45M
|
828K
$38.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
48.7K+ 19.3% |
$2.12M - $2.27M
|
301K
$14M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
29.8KNew |
$1.3M - $1.39M
|
29.8K
$1.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
24.5K+ 58.33% |
$1.07M - $1.14M
|
66.5K
$3.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
16.4KNew |
$715K - $764K
|
16.4K
$764K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.4KNew |
$498K - $532K
|
11.4K
$531K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.5K+ 40.21% |
$414K - $443K
|
33.1K
$1.54M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
8.84K+ 235.5% |
$386K - $412K
|
12.6K
$587K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.42K+ 31.3% |
$367K - $393K
|
35.3K
$1.65M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.3KNew |
$275K - $293K
|
6.3K
$293K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.16K+ 63.89% |
$269K - $287K
|
15.8K
$736K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
5.14KNew |
$224K - $239K
|
5.14K
$239K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.68KNew |
$117K - $125K
|
2.68K
$125K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.57K+ 34.43% |
$112K - $120K
|
10K
$467K
|
|
|
Feb 08, 2024
Q4 2023
|
Lindenwold Advisors
|
BUY
|
- |
1.62K+ 2.06% |
$70.8K - $75.6K
|
80.4K
$3.75M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.37KNew |
$59.6K - $63.7K
|
1.37K
$63.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
850New |
$37.1K - $39.6K
|
850
$39.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
565+ 12.4% |
$24.7K - $26.3K
|
5.12K
$239K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
46New |
$2.01K - $2.14K
|
46
$2.14K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
22New |
$960 - $1.03K
|
22
$1.02K
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
13+ 0.17% |
$567 - $606
|
7.73K
$360K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.09% |
$43.6 - $46.6
|
1.18K
$54.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-50- 7.09% |
$2.18K - $2.33K
|
655
$30.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-175- 0.9% |
$7.64K - $8.16K
|
19.2K
$895K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-1.43K- 0.47% |
$62.3K - $66.6K
|
300K
$14M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.72K- 8.11% |
$75K - $80.2K
|
19.5K
$908K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.61K- 23.77% |
$114K - $121K
|
8.35K
$389K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.7K- 29.32% |
$118K - $126K
|
6.51K
$303K
|
|
|
Feb 09, 2024
Q4 2023
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-10.8K- 2.51% |
$473K - $506K
|
421K
$19.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-17.8K- 11.25% |
$776K - $829K
|
140K
$6.53M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-25.8K- 7.34% |
$1.13M - $1.2M
|
326K
$15.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-103K- 19.02% |
$4.49M - $4.8M
|
438K
$20.4M
|