Purchases and Sales Made in Q2 2023 in Aflac Inc (AFL)
This table provides information about the institutional ownership of Aflac Inc (AFL) during Q2 2023. The information is specifically focused on institutions that hold shares of AFLAC INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
7+ 0.19% |
$447 - $493
|
3.63K
$387K
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
7+ 0.17% |
$447 - $493
|
4.02K
$430K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
6New |
$383 - $422
|
6
$641
|
|
|
Jul 28, 2023
Q2 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
6+ 0.13% |
$383 - $422
|
4.48K
$478K
|
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
BUY
|
- |
5+ 0.06% |
$320 - $352
|
8.79K
$938K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
5+ 10.87% |
$320 - $352
|
51
$5.44K
|
|
|
Aug 08, 2023
Q2 2023
|
Family Firm, Inc.
|
BUY
|
- |
5+ 0.02% |
$320 - $352
|
29.9K
$3.19M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
5+ 7.69% |
$320 - $352
|
70
$7.47K
|
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
5+ 0.56% |
$320 - $352
|
899
$96K
|
|
|
Jul 20, 2023
Q2 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
4+ 0.62% |
$256 - $281
|
650
$69.4K
|
|
|
Jul 26, 2023
Q2 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
4+ 0.06% |
$256 - $281
|
6.44K
$687K
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
4+ 0.07% |
$256 - $281
|
6.1K
$651K
|
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.1% |
$256 - $281
|
4.21K
$449K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4+ 0.03% |
$256 - $281
|
12.5K
$1.33M
|
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
4+ 0.75% |
$256 - $281
|
534
$57K
|
|
|
Jul 05, 2023
Q2 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
3+ 0.03% |
$192 - $211
|
9.72K
$1.04M
|
|
|
Jul 12, 2023
Q2 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
3+ 0.07% |
$192 - $211
|
4.14K
$442K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 0.04% |
$192 - $211
|
7.34K
$783K
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
3+ 0.02% |
$192 - $211
|
14.5K
$1.55M
|
|
|
Aug 02, 2023
Q2 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
3+ 0.1% |
$192 - $211
|
2.93K
$313K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
3+ 0.37% |
$192 - $211
|
804
$85.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
3+ 0.85% |
$192 - $211
|
354
$37.8K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3+ 0.32% |
$192 - $211
|
932
$99.5K
|
|
|
Oct 10, 2024
Q2 2023
|
Tamar Securities, LLC
|
BUY
|
- |
3+ 0.09% |
$192 - $211
|
3.16K
$338K
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2+ 0.63% |
$128 - $141
|
318
$33.9K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 0.38% |
$128 - $141
|
530
$56.6K
|
|
|
Jul 26, 2023
Q2 2023
|
Bell Bank
|
BUY
|
- |
2+ 0.01% |
$128 - $141
|
30.9K
$3.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
2+ 0.06% |
$128 - $141
|
3.39K
$362K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
2+ 0.44% |
$128 - $141
|
460
$49.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
2+ 11.11% |
$128 - $141
|
20
$2.14K
|
|
|
Aug 10, 2023
Q2 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
2+ 0.0% |
$128 - $141
|
137K
$14.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
2+ 0.05% |
$128 - $141
|
4.33K
$462K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
2+ 0.12% |
$128 - $141
|
1.68K
$180K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2+ 1.05% |
$128 - $141
|
193
$20.6K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.05% |
$63.9 - $70.4
|
1.83K
$196K
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 1.25% |
$63.9 - $70.4
|
81
$8.65K
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$63.9 - $70.4
|
4.76K
$508K
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 0.58% |
$63.9 - $70.4
|
172
$18.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 2.08% |
$63.9 - $70.4
|
49
$5.23K
|
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
0+ 99608.35% |
$0 - $0
|
1.69B
$181B
|
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
0- 99.9% |
$0 - $0
|
1.69M
$181M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 1.67% |
$63.9 - $70.4
|
59
$6.3K
|
|
|
Jul 11, 2023
Q2 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-1- 0.02% |
$63.9 - $70.4
|
6.26K
$668K
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-1- 0.36% |
$63.9 - $70.4
|
280
$29.9K
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-4- 0.11% |
$256 - $281
|
3.5K
$374K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-4- 1.23% |
$256 - $281
|
321
$34.3K
|
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-6- 0.1% |
$383 - $422
|
6.07K
$648K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-6- 0.36% |
$383 - $422
|
1.66K
$177K
|
|
|
Jul 31, 2023
Q2 2023
|
Athena Investment Management
|
SELL
|
- |
-7- 0.03% |
$447 - $493
|
20.4K
$2.18M
|