Latest Institutional Transactions on Abrdn Etfs Abrdn Bloomberg All (BCD)
This table provides information on the latest institutional transactions involving Abrdn Etfs Abrdn Bloomberg All (BCD) 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 |
---|---|---|---|---|---|---|---|
Jan 29, 2024
Q4 2023
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-3.4K- 28.21% |
$104K - $114K
|
8.64K
$290K
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-121- 0.22% |
$3.7K - $4.07K
|
54.9K
$1.84M
|
|
Q3 2023 | |||||||
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
250+ 84.75% |
$8.01K - $8.53K
|
545
$18.3K
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
202New |
$6.47K - $6.89K
|
202
$6.78K
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.3KNew |
$234K - $249K
|
7.3K
$245K
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
229+ 118.65% |
$7.33K - $7.81K
|
422
$14.2K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.18K- 88.64% |
$37.7K - $40.2K
|
151
$5.07K
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
599+ 4.48% |
$19.2K - $20.4K
|
14K
$469K
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-208K- 96.42% |
$6.66M - $7.09M
|
7.73K
$259K
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
1.45KNew |
$46.3K - $49.4K
|
1.45K
$48.5K
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
300New |
$9.61K - $10.2K
|
300
$10.1K
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
9.21KNew |
$295K - $314K
|
9.21K
$309K
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-634- 7.99% |
$20.3K - $21.6K
|
7.3K
$245K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.02K- 29.99% |
$93.4K - $103K
|
7.06K
$237K
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.62KNew |
$49.9K - $54.9K
|
1.62K
$54.2K
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
54New |
$1.67K - $1.84K
|
54
$1.81K
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
42.6KNew |
$1.32M - $1.45M
|
42.6K
$1.43M
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
32New |
$989 - $1.09K
|
32
$1.07K
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
451+ 5.49% |
$13.9K - $15.3K
|
8.67K
$291K
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.52K+ 6.66% |
$47K - $51.7K
|
24.4K
$818K
|
|
Q1 2023 | |||||||
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
3New |
$96.2 - $104
|
3
$101
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
262+ 3.97% |
$8.4K - $9.1K
|
6.86K
$230K
|
|
May 01, 2023
Q1 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-795K- 99.24% |
$25.5M - $27.6M
|
6.12K
$205K
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
2.34KNew |
$75.1K - $81.3K
|
2.34K
$78.5K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
163New |
$5.23K - $5.66K
|
163
$5.47K
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
7.24KNew |
$232K - $252K
|
7.24K
$243K
|
|
Apr 10, 2023
Q1 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
4.48K+ 54.62% |
$144K - $156K
|
12.7K
$426K
|
|
Q4 2022 | |||||||
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.7K- 19.54% |
$91.8K - $99.7K
|
11.1K
$373K
|
|
Feb 23, 2023
Q4 2022
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
1.71KNew |
$58.4K - $63.4K
|
1.71K
$57.5K
|
|
Feb 13, 2023
Q4 2022
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
74.2KNew |
$2.53M - $2.75M
|
74.2K
$2.49M
|
|
Feb 13, 2023
Q4 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-103K- 93.44% |
$3.51M - $3.81M
|
7.23K
$242K
|
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
2.21K+ 87.44% |
$75.1K - $81.6K
|
4.73K
$159K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
24.6K+ 238.74% |
$837K - $910K
|
34.9K
$1.17M
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-10.7K- 54.9% |
$365K - $396K
|
8.8K
$295K
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
8.21KNew |
$280K - $304K
|
8.21K
$275K
|
|
Jan 11, 2023
Q4 2022
|
Verity Wealth Advisors
|
SELL
|
- |
-182- 2.89% |
$6.2K - $6.73K
|
6.12K
$205K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-60.1K- 61.77% |
$2.04M - $2.32M
|
37.2K
$1.25M
|
|
Nov 02, 2022
Q3 2022
|
Sharkey, Howes & Javer
|
SELL
|
- |
-13K- 22.95% |
$440K - $501K
|
43.6K
$1.46M
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
SELL
|
- |
-10- 7.3% |
$339 - $386
|
127
$4.26K
|
|
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
147KNew |
$4.99M - $5.68M
|
147K
$4.93M
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.01KNew |
$34.3K - $39.1K
|
1.01K
$33.9K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
21.2KNew |
$766K - $896K
|
21.2K
$712K
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.81KNew |
$354K - $414K
|
9.81K
$329K
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.19K+ 28.87% |
$115K - $135K
|
14.2K
$478K
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
379New |
$13.7K - $16K
|
379
$12.7K
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
40.3KNew |
$1.46M - $1.7M
|
40.3K
$1.35M
|
|
Aug 10, 2022
Q2 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-90.8KClosed |
$3.28M - $3.84M
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-2.86K- 29.61% |
$103K - $121K
|
6.8K
$228K
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-475Closed |
$17.1K - $20.1K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-5.78K- 50.16% |
$209K - $244K
|
5.74K
$193K
|