Patriot Financial Group Insurance Agency, LLC Abrdn Etfs Abrdn Bloomberg All Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 29, 2022	SELL	$27.16 - $31.66 $51,522 - $60,059	-1,897 Reduced 28.88%	4,672 $127,000
Q1 2022 May 11, 2022	BUY	$23.06 - $31.1 $9,224 - $12,440	400 Added 6.48%	6,569 $189,000
Q4 2021 Jan 10, 2022	BUY	$22.47 - $29.44 $15,953 - $20,902	710 Added 13.01%	6,169 $142,000
Q3 2021 Nov 24, 2021	BUY	$25.4 - $28.18 $18,338 - $20,345	722 Added 15.24%	5,459 $153,000
Q2 2021 Jul 30, 2021	BUY	$23.24 - $26.48 $88,893 - $101,286	3,825 Added 419.41%	4,737 $125,000
Q4 2020 Jan 15, 2021	BUY	$19.56 - $21.9 $9,193 - $10,293	470 Added 106.33%	912 $20,000
Q3 2020 Oct 21, 2020	BUY	$18.36 - $20.71 $1,836 - $2,071	100 Added 29.24%	442 $9,000
Q2 2020 Jul 10, 2020	BUY	$17.01 - $18.37 $5,817 - $6,282	342 New	342 $6,000

Others Institutions Holding BCI

# of Institutions

125

Shares Held

45.5M

Call Options Held

Put Options Held

Sei Investments CO Oaks, PA

9.64M
Shares

$189 Million
0.26% of portfolio
Wells Fargo & Company San Francisco, CA

8.89M
Shares

$174 Million
0.04% of portfolio
Metis Global Partners, LLC

5.76M
Shares

$113 Million
3.73% of portfolio
Argi Investment Services, LLC

3.05M
Shares

$59.8 Million
5.27% of portfolio
Perella Weinberg Partners Capital Management LP

1.74M
Shares

$34.1 Million
3.68% of portfolio

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