Latest Institutional Transactions on Abrdn Etfs Abrdn Bloomberg All (BCI)
This table provides information on the latest institutional transactions involving Abrdn Etfs Abrdn Bloomberg All (BCI) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
95+ 14.44% |
$1.81K - $1.97K
|
753
$15.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-391- 83.01% |
$7.43K - $8.09K
|
80
$1.68K
|
|
|
Nov 12, 2024
Q3 2024
|
Argi Investment Services, LLC
|
SELL
|
- |
-10.3K- 0.34% |
$195K - $213K
|
3.05M
$64.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
11.6K+ 15.5% |
$220K - $240K
|
86.3K
$1.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
20.8KNew |
$395K - $430K
|
20.8K
$438K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
74New |
$1.41K - $1.53K
|
74
$1.56K
|
|
|
Nov 06, 2024
Q3 2024
|
Veery Capital, LLC
|
SELL
|
- |
-59K- 69.3% |
$1.12M - $1.22M
|
26.1K
$550K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
38.9KNew |
$740K - $806K
|
38.9K
$819K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.13KNew |
$40.5K - $44.1K
|
2.13K
$44.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-738- 2.28% |
$14K - $15.3K
|
31.6K
$665K
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-5.15K- 27.5% |
$97.9K - $107K
|
13.6K
$286K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.9KNew |
$238K - $256K
|
11.9K
$251K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
54+ 0.3% |
$1.08K - $1.16K
|
18.2K
$383K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
10.3KNew |
$206K - $222K
|
10.3K
$217K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1New |
$19.9 - $21.5
|
1
$21.1
|
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
14.4KNew |
$287K - $310K
|
14.4K
$304K
|
|
|
Aug 09, 2024
Q2 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-2.83K- 11.11% |
$56.3K - $60.7K
|
22.7K
$477K
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
13.3KNew |
$265K - $286K
|
13.3K
$280K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
156New |
$3.11K - $3.35K
|
156
$3.28K
|
|
|
Aug 01, 2024
Q2 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-48.6K- 71.96% |
$968K - $1.04M
|
19K
$399K
|
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
SELL
|
- |
-208- 1.55% |
$4.14K - $4.46K
|
13.2K
$279K
|
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-3.28K- 11.89% |
$65.2K - $70.2K
|
24.3K
$511K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
92New |
$1.83K - $1.97K
|
92
$1.94K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
114New |
$2.27K - $2.45K
|
114
$2.4K
|
|
|
Jul 19, 2024
Q2 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-328- 3.07% |
$6.53K - $7.04K
|
10.4K
$218K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2.56K- 19.85% |
$51K - $55K
|
10.4K
$218K
|
|
|
Jul 19, 2024
Q2 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
416KNew |
$8.27M - $8.91M
|
416K
$8.75M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
7.81KNew |
$156K - $168K
|
7.81K
$164K
|
|
| Q1 2024 | |||||||
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-140- 75.27% |
$2.64K - $2.77K
|
46
$968
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-6.23K- 33.84% |
$118K - $123K
|
12.2K
$256K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.2K- 21.21% |
$22.6K - $23.7K
|
4.45K
$93.7K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-974- 7.17% |
$18.4K - $19.3K
|
12.6K
$266K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.91K+ 5.2% |
$35.9K - $37.7K
|
38.6K
$811K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.12K+ 5.88% |
$172K - $181K
|
164K
$3.46M
|
|
|
May 13, 2024
Q1 2024
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-469K- 21.22% |
$8.85M - $9.28M
|
1.74M
$36.6M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
478New |
$9.02K - $9.46K
|
478
$10.1K
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
14.3KNew |
$270K - $283K
|
14.3K
$301K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
418New |
$7.89K - $8.27K
|
418
$8.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-10.8K- 29.67% |
$204K - $214K
|
25.6K
$540K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-243- 1.96% |
$4.59K - $4.81K
|
12.2K
$256K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
627New |
$11.8K - $12.4K
|
627
$13.2K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
41New |
$774 - $811
|
41
$863
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.38K- 14.69% |
$139K - $146K
|
42.9K
$902K
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
10KNew |
$189K - $199K
|
10K
$211K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
206New |
$3.89K - $4.08K
|
206
$4.34K
|
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
BUY
|
- |
11K+ 11.31% |
$207K - $218K
|
108K
$2.28M
|
|
| Q4 2023 | |||||||
|
May 28, 2025
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
12.3KNew |
$238K - $265K
|
12.3K
$259K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-19Closed |
$368 - $409
|
0
$0
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
92New |
$1.78K - $1.98K
|
92
$1.94K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-125K- 57.97% |
$2.42M - $2.69M
|
90.7K
$1.91M
|
|