Purchases and Sales Made in Q3 2023 in Aflac Inc (AFL)
This table provides information about the institutional ownership of Aflac Inc (AFL) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
25+ 0.87% |
$1.74K - $1.95K
|
2.91K
$303K
|
|
|
Oct 17, 2023
Q3 2023
|
Five Oceans Advisors
|
BUY
|
- |
24+ 0.82% |
$1.67K - $1.87K
|
2.97K
$309K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
24+ 0.88% |
$1.67K - $1.87K
|
2.75K
$286K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
24+ 1.39% |
$1.67K - $1.87K
|
1.75K
$182K
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
24+ 0.61% |
$1.67K - $1.87K
|
3.96K
$413K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
22+ 13.5% |
$1.53K - $1.71K
|
185
$19.3K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
21+ 131.25% |
$1.46K - $1.64K
|
37
$3.86K
|
|
|
Oct 25, 2023
Q3 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
21+ 0.53% |
$1.46K - $1.64K
|
3.96K
$413K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
18+ 3.4% |
$1.25K - $1.4K
|
548
$57.1K
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
18+ 0.47% |
$1.25K - $1.4K
|
3.83K
$399K
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
18+ 0.47% |
$1.25K - $1.4K
|
3.83K
$399K
|
|
|
Oct 19, 2023
Q3 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
17+ 0.11% |
$1.18K - $1.33K
|
15.6K
$1.63M
|
|
|
Nov 08, 2023
Q3 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
17+ 0.52% |
$1.18K - $1.33K
|
3.29K
$343K
|
|
|
Oct 16, 2023
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
16+ 0.38% |
$1.11K - $1.25K
|
4.25K
$443K
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
15+ 0.24% |
$1.04K - $1.17K
|
6.35K
$662K
|
|
|
Nov 06, 2023
Q3 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
13+ 0.25% |
$904 - $1.01K
|
5.23K
$545K
|
|
|
Nov 14, 2023
Q3 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
13+ 0.21% |
$904 - $1.01K
|
6.25K
$651K
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
10+ 0.15% |
$696 - $780
|
6.54K
$681K
|
|
|
Oct 18, 2023
Q3 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
9+ 0.22% |
$626 - $702
|
4.07K
$425K
|
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
9+ 0.14% |
$626 - $702
|
6.43K
$670K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
9+ 0.06% |
$626 - $702
|
15.1K
$1.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
9+ 0.57% |
$626 - $702
|
1.59K
$166K
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
9+ 1.09% |
$626 - $702
|
834
$86.9K
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
BUY
|
- |
8+ 0.07% |
$557 - $624
|
11.8K
$1.23M
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
8New |
$557 - $624
|
8
$834
|
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
8+ 0.13% |
$557 - $624
|
5.96K
$621K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
7+ 3.63% |
$487 - $546
|
200
$20.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
6+ 1.92% |
$417 - $468
|
319
$33.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
6+ 0.1% |
$417 - $468
|
6.27K
$653K
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
6+ 0.11% |
$417 - $468
|
5.46K
$569K
|
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
BUY
|
- |
5+ 0.02% |
$348 - $390
|
29.9K
$3.12M
|
|
|
Oct 31, 2023
Q3 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
5+ 0.04% |
$348 - $390
|
13.5K
$1.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
5+ 0.14% |
$348 - $390
|
3.63K
$379K
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
5+ 0.1% |
$348 - $390
|
5.23K
$545K
|
|
|
Nov 03, 2023
Q3 2023
|
Delta Financial Advisors LLC
|
BUY
|
- |
5+ 0.01% |
$348 - $390
|
37.1K
$3.86M
|
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.1% |
$278 - $312
|
4.21K
$439K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4+ 0.04% |
$278 - $312
|
9.65K
$1.01M
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
4+ 0.11% |
$278 - $312
|
3.57K
$372K
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4+ 0.01% |
$278 - $312
|
33.3K
$3.47M
|
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
4+ 0.44% |
$278 - $312
|
903
$94.1K
|
|
|
Oct 31, 2024
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
4+ 0.09% |
$278 - $312
|
4.25K
$443K
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3+ 0.1% |
$209 - $234
|
3.1K
$323K
|
|
|
Nov 01, 2023
Q3 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
3+ 0.46% |
$209 - $234
|
653
$68.1K
|
|
|
Nov 07, 2023
Q3 2023
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
3+ 0.09% |
$209 - $234
|
3.27K
$341K
|
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
3+ 0.04% |
$209 - $234
|
6.72K
$700K
|
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
3+ 0.56% |
$209 - $234
|
537
$56K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 0.04% |
$209 - $234
|
7.34K
$765K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3+ 0.32% |
$209 - $234
|
935
$97.4K
|
|
|
Oct 03, 2023
Q3 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
2+ 0.02% |
$139 - $156
|
9.72K
$1.01M
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2+ 0.63% |
$139 - $156
|
320
$33.4K
|