Purchases and Sales Made in Q1 2025 in American Centy ETF Tr Multisec (MUSI)
This table provides information about the institutional ownership of American Centy ETF Tr Multisec (MUSI) during Q1 2025. The information is specifically focused on institutions that hold shares of AMERICAN CENTY ETF TR MULTISEC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
28.1KNew |
$1.21M - $1.24M
|
28.1K
$1.22M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
21.1KNew |
$905K - $929K
|
21.1K
$913K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
18.1K+ 38.45% |
$780K - $801K
|
65.3K
$2.83M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.9K+ 17.58% |
$724K - $744K
|
113K
$4.88M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.1K+ 9.95% |
$650K - $668K
|
167K
$7.25M
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
10.9K+ 2.97% |
$470K - $482K
|
379K
$16.4M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
8.02K+ 20.67% |
$344K - $354K
|
46.8K
$2.03M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.56K+ 235.1% |
$325K - $333K
|
10.8K
$467K
|
|
|
Apr 30, 2025
Q1 2025
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
3.11K+ 7.94% |
$134K - $137K
|
42.3K
$1.83M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.24K+ 17.99% |
$96.1K - $98.8K
|
14.7K
$636K
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
1.08K+ 8.27% |
$46.3K - $47.6K
|
14.1K
$612K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
642+ 2.56% |
$27.6K - $28.3K
|
25.7K
$1.12M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
446New |
$19.2K - $19.7K
|
446
$19.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
298+ 6.34% |
$12.8K - $13.2K
|
5K
$217K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
201New |
$8.63K - $8.87K
|
201
$8.71K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
60+ 187.5% |
$2.58K - $2.65K
|
92
$3.99K
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
3+ 0.0% |
$129 - $132
|
1.97M
$85.5M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-46- 50.0% |
$1.98K - $2.03K
|
46
$1.99K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-80- 0.62% |
$3.44K - $3.53K
|
12.9K
$559K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.89K- 17.17% |
$81.1K - $83.3K
|
9.11K
$395K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-11K- 32.41% |
$474K - $487K
|
23K
$998K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-33.1K- 4.96% |
$1.42M - $1.46M
|
635K
$27.5M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-34K- 15.96% |
$1.46M - $1.5M
|
179K
$7.76M
|