Latest Institutional Transactions on American Centy ETF Tr Avantis (AVEM)
This table provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVEM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
18.2K+ 10.43% |
$1.04M - $1.14M
|
193K
$13.6M
|
|
|
May 14, 2025
Q1 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-4.49K- 3.2% |
$256K - $280K
|
136K
$9.56M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5.05K+ 5.11% |
$289K - $315K
|
104K
$7.32M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
7.38KNew |
$421K - $460K
|
7.38K
$519K
|
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
6.95K+ 3.99% |
$397K - $434K
|
181K
$12.7M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-6K- 45.45% |
$343K - $374K
|
7.2K
$507K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-559- 13.35% |
$31.9K - $34.9K
|
3.63K
$255K
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-109K- 4.97% |
$6.23M - $6.8M
|
2.08M
$147M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
221K+ 20.7% |
$12.6M - $13.8M
|
1.29M
$90.8M
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
341+ 0.68% |
$19.5K - $21.3K
|
50.4K
$3.54M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
204K+ 5964.69% |
$11.6M - $12.7M
|
207K
$14.6M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
172K+ 8.34% |
$9.81M - $10.7M
|
2.23M
$157M
|
|
|
May 13, 2025
Q1 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
5.35K+ 7.62% |
$306K - $334K
|
75.6K
$5.32M
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
2.46K+ 37.0% |
$140K - $154K
|
9.11K
$641K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.85KNew |
$106K - $116K
|
1.85K
$130K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.29K+ 33.29% |
$131K - $143K
|
9.15K
$644K
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
3.02K+ 24.81% |
$172K - $188K
|
15.2K
$1.07M
|
|
|
May 13, 2025
Q1 2025
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
11.1K+ 222.58% |
$636K - $695K
|
16.1K
$1.14M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
297K+ 27.9% |
$17M - $18.5M
|
1.36M
$95.9M
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
399New |
$22.8K - $24.9K
|
399
$28.1K
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
64.5K+ 6.08% |
$3.68M - $4.02M
|
1.13M
$79.2M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-348- 27.84% |
$19.9K - $21.7K
|
902
$63.5K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
400New |
$22.8K - $25K
|
400
$28.1K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-276- 22.01% |
$15.8K - $17.2K
|
978
$68.8K
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
153K+ 8.61% |
$8.73M - $9.54M
|
1.93M
$136M
|
|
|
May 13, 2025
Q1 2025
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
47.7K+ 96.36% |
$2.72M - $2.97M
|
97.1K
$6.83M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
21.5K+ 30.51% |
$1.23M - $1.34M
|
91.8K
$6.46M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
142K+ 23.39% |
$8.13M - $8.88M
|
751K
$52.8M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-950- 74.39% |
$54.3K - $59.3K
|
327
$23K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
53.3K+ 19.55% |
$3.04M - $3.32M
|
326K
$22.9M
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-3.78K- 37.53% |
$216K - $236K
|
6.3K
$443K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
424K+ 123.35% |
$24.2M - $26.5M
|
768K
$54M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-164- 9.84% |
$9.37K - $10.2K
|
1.5K
$106K
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
105+ 0.57% |
$6K - $6.55K
|
18.4K
$1.3M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
39+ 0.53% |
$2.23K - $2.43K
|
7.45K
$524K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
139+ 0.68% |
$7.94K - $8.67K
|
20.5K
$1.44M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
8.46KNew |
$483K - $528K
|
8.46K
$596K
|
|
|
May 12, 2025
Q1 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
25.1K+ 72.69% |
$1.44M - $1.57M
|
59.7K
$4.2M
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
15New |
$857 - $936
|
15
$1.06K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
94.9K+ 78.59% |
$5.42M - $5.92M
|
216K
$15.2M
|
|
|
May 12, 2025
Q1 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
2.45K+ 7.45% |
$140K - $153K
|
35.3K
$2.49M
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
BUY
|
- |
6.22K+ 1.58% |
$355K - $388K
|
400K
$28.2M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
4.36K+ 18.03% |
$249K - $272K
|
28.6K
$2.01M
|
|
|
May 12, 2025
Q1 2025
|
Clarity Wealth Development LLC
Corvallis, OR |
SELL
|
- |
-940- 6.0% |
$53.7K - $58.7K
|
14.7K
$1.04M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-17K- 25.24% |
$969K - $1.06M
|
50.2K
$3.53M
|
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
337+ 1.2% |
$19.2K - $21K
|
28.5K
$2.01M
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
10KNew |
$571K - $624K
|
10K
$704K
|
|
|
May 12, 2025
Q1 2025
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
300+ 0.45% |
$17.1K - $18.7K
|
67K
$4.71M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-10.7K- 0.58% |
$613K - $670K
|
1.84M
$129M
|