Purchases and Sales Made in Q2 2023 in Aegon Nv (AEG)
This table provides information about the institutional ownership of Aegon Nv (AEG) during Q2 2023. The information is specifically focused on institutions that hold shares of AEGON NV.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.15K+ 15.5% |
$13.5K - $16K
|
23.4K
$139K
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.66K+ 6.89% |
$11.4K - $13.5K
|
41.3K
$245K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.93K+ 8.79% |
$8.27K - $9.77K
|
23.8K
$142K
|
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.8K+ 7.59% |
$7.72K - $9.12K
|
25.5K
$151K
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.7K+ 1.12% |
$7.3K - $8.62K
|
153K
$909K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
1.63K+ 112.86% |
$7K - $8.27K
|
3.08K
$18.3K
|
|
|
Jul 31, 2023
Q2 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
1.57K+ 7.63% |
$6.71K - $7.93K
|
22.1K
$131K
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
984+ 9.3% |
$4.22K - $4.99K
|
11.6K
$68.7K
|
|
|
Aug 04, 2023
Q2 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
984+ 1.15% |
$4.22K - $4.99K
|
86.9K
$516K
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
962+ 1.16% |
$4.13K - $4.88K
|
83.7K
$497K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
955+ 100.32% |
$4.1K - $4.84K
|
1.91K
$11.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
916New |
$3.93K - $4.64K
|
916
$5.44K
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
899+ 0.17% |
$3.86K - $4.56K
|
545K
$3.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
723New |
$3.1K - $3.67K
|
723
$4.29K
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
692+ 6.21% |
$2.97K - $3.51K
|
11.8K
$70.3K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
664+ 68.6% |
$2.85K - $3.37K
|
1.63K
$9.69K
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
648+ 2.93% |
$2.78K - $3.29K
|
22.7K
$135K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
624+ 4.65% |
$2.68K - $3.16K
|
14K
$83.4K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
624+ 4.65% |
$2.68K - $3.16K
|
14K
$83.4K
|
|
|
Aug 21, 2023
Q2 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
480+ 2.2% |
$2.06K - $2.43K
|
22.3K
$132K
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
426+ 4.05% |
$1.83K - $2.16K
|
10.9K
$65K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
419+ 0.7% |
$1.8K - $2.12K
|
60.1K
$357K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
401+ 2.85% |
$1.72K - $2.03K
|
14.5K
$86K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
394+ 52.53% |
$1.69K - $2K
|
1.14K
$6.8K
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
332New |
$1.42K - $1.68K
|
332
$1.97K
|
|
|
Aug 04, 2023
Q2 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
287+ 2.85% |
$1.23K - $1.46K
|
10.4K
$61.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
253New |
$1.09K - $1.28K
|
253
$1.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
184+ 1.13% |
$789 - $933
|
16.5K
$97.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
160+ 1.63% |
$686 - $811
|
9.99K
$59.4K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
134+ 10.16% |
$575 - $679
|
1.45K
$8.63K
|
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
85+ 0.72% |
$365 - $431
|
11.9K
$70.9K
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
85+ 0.42% |
$365 - $431
|
20.2K
$120K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
62+ 0.3% |
$266 - $314
|
20.7K
$123K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
57New |
$245 - $289
|
57
$339
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
51New |
$219 - $259
|
51
$303
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
35New |
$150 - $177
|
35
$208
|
|
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
27New |
$116 - $137
|
27
$160
|
|
|
Jul 14, 2023
Q2 2023
|
Five Oceans Advisors
|
BUY
|
- |
20+ 0.2% |
$85.8 - $101
|
10.1K
$60.2K
|
|
|
Aug 02, 2023
Q2 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
16+ 0.11% |
$68.6 - $81.1
|
15K
$88.9K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
9+ 0.27% |
$38.6 - $45.6
|
3.35K
$19.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
5New |
$21.5 - $25.4
|
5
$29.7
|
|
|
Aug 14, 2023
Q2 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-7- 0.25% |
$30 - $35.5
|
2.77K
$16.4K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-91- 3.31% |
$390 - $461
|
2.66K
$15.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-168- 24.49% |
$721 - $852
|
518
$3.08K
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-234- 0.05% |
$1K - $1.19K
|
497K
$2.95M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-249- 4.7% |
$1.07K - $1.26K
|
5.05K
$30K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-324- 1.09% |
$1.39K - $1.64K
|
29.5K
$175K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-341- 2.99% |
$1.46K - $1.73K
|
11K
$65.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-655- 16.41% |
$2.81K - $3.32K
|
3.34K
$19.8K
|