Purchases and Sales Made in Q2 2023 in American Centy ETF Tr Multisec (MUSI)
This table provides information about the institutional ownership of American Centy ETF Tr Multisec (MUSI) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
437K+ 105.91% |
$18.7M - $19.2M
|
850K
$36.9M
|
|
|
Jul 21, 2023
Q2 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
110K+ 33.71% |
$4.71M - $4.84M
|
438K
$19M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
39.3K+ 103.32% |
$1.68M - $1.72M
|
77.3K
$3.36M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
28KNew |
$1.2M - $1.23M
|
28K
$1.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
27.8KNew |
$1.19M - $1.22M
|
27.8K
$1.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
20.8KNew |
$888K - $913K
|
20.8K
$904K
|
|
|
Jul 11, 2023
Q2 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
6.77K+ 2.19% |
$289K - $297K
|
315K
$13.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
956+ 19.78% |
$40.8K - $41.9K
|
5.79K
$251K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
355+ 41.91% |
$15.2K - $15.6K
|
1.2K
$52.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
200New |
$8.54K - $8.77K
|
200
$8.69K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
149+ 0.09% |
$6.36K - $6.54K
|
164K
$7.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
39+ 88.64% |
$1.66K - $1.71K
|
83
$3.6K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3New |
$128 - $132
|
3
$130
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.34K- 4.6% |
$57.2K - $58.8K
|
27.8K
$1.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-11.9K- 2.81% |
$510K - $524K
|
413K
$17.9M
|