Purchases and Sales Made in Q1 2023 in Abrdn Etfs Abrdn Bloomberg All (BCI)
This table provides information about the institutional ownership of Abrdn Etfs Abrdn Bloomberg All (BCI) during Q1 2023. The information is specifically focused on institutions that hold shares of ABRDN ETFS ABRDN BLOOMBERG ALL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.96M+ 36.76% |
$59.6M - $65.1M
|
11M
$219M
|
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.19M+ 26.68% |
$23.9M - $26.1M
|
5.64M
$112M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
782K+ 2175.89% |
$15.7M - $17.2M
|
818K
$16.3M
|
|
|
May 15, 2023
Q1 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
165KNew |
$3.32M - $3.63M
|
165K
$3.28M
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
144K+ 37124.23% |
$2.9M - $3.17M
|
144K
$2.87M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
115K+ 49.2% |
$2.32M - $2.53M
|
350K
$6.94M
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
94.1K+ 16.54% |
$1.89M - $2.07M
|
663K
$13.2M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
67.2K+ 25.21% |
$1.35M - $1.48M
|
334K
$6.62M
|
|
|
May 12, 2023
Q1 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
47.3K+ 22.64% |
$951K - $1.04M
|
256K
$5.09M
|
|
|
Nov 16, 2023
Q1 2023
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
43.4K+ 20.68% |
$873K - $954K
|
253K
$5.03M
|
|
|
May 03, 2023
Q1 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
42.9K+ 77.04% |
$864K - $944K
|
98.7K
$1.96M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
42.6K+ 6.41% |
$858K - $937K
|
708K
$14.1M
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
39.8K+ 68.06% |
$802K - $876K
|
98.4K
$1.95M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
39.3K+ 30.7% |
$791K - $864K
|
167K
$3.32M
|
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
27.1K+ 46.99% |
$545K - $596K
|
84.8K
$1.68M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
25K+ 38.45% |
$502K - $549K
|
89.9K
$1.78M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
23.7KNew |
$478K - $522K
|
23.7K
$472K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
22.8K+ 6.89% |
$458K - $501K
|
353K
$7.02M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
15.7K+ 17.84% |
$316K - $346K
|
104K
$2.06M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
12K+ 2209.43% |
$240K - $263K
|
12.5K
$248K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
11K+ 8.77% |
$222K - $243K
|
137K
$2.72M
|
|
|
Apr 13, 2023
Q1 2023
|
Veery Capital, LLC
|
BUY
|
- |
10.8KNew |
$218K - $238K
|
10.8K
$215K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
9.86K+ 15.43% |
$198K - $217K
|
73.7K
$1.46M
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
9.33K+ 11.68% |
$188K - $205K
|
89.2K
$1.77M
|
|
|
Nov 19, 2024
Q1 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
8.27K+ 28.68% |
$166K - $182K
|
37.1K
$737K
|
|
|
Apr 18, 2023
Q1 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
8.11K+ 6.28% |
$163K - $178K
|
137K
$2.73M
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
7.72K+ 19.64% |
$155K - $170K
|
47K
$934K
|
|
|
Apr 28, 2023
Q1 2023
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
7.32K+ 6.69% |
$147K - $161K
|
117K
$2.32M
|
|
|
Apr 28, 2023
Q1 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
6.35K+ 22.14% |
$128K - $140K
|
35.1K
$696K
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
4.36K+ 18.08% |
$87.7K - $95.8K
|
28.5K
$565K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
4.31K+ 14.37% |
$86.8K - $94.8K
|
34.3K
$682K
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.21K+ 21.42% |
$64.6K - $70.5K
|
18.2K
$361K
|
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
3.16K+ 0.95% |
$63.7K - $69.5K
|
335K
$6.66M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.77K+ 14.9% |
$55.7K - $60.8K
|
21.3K
$424K
|
|
|
Apr 10, 2023
Q1 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
2.25K+ 8.11% |
$45.2K - $49.4K
|
30K
$595K
|
|
|
May 01, 2023
Q1 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
2.23K+ 5.54% |
$44.8K - $49K
|
42.5K
$844K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.41K+ 4.23% |
$28.4K - $31K
|
34.7K
$689K
|
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
BUY
|
- |
1.34K+ 8.21% |
$27K - $29.5K
|
17.7K
$351K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
1.21KNew |
$24.4K - $26.6K
|
1.21K
$24.1K
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.13K+ 6.74% |
$22.7K - $24.8K
|
17.9K
$355K
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
892+ 9.52% |
$17.9K - $19.6K
|
10.3K
$204K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
271New |
$5.45K - $5.96K
|
271
$5.38K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
255New |
$5.13K - $5.6K
|
255
$5.06K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
238New |
$4.79K - $5.23K
|
238
$4.73K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
223+ 21.59% |
$4.49K - $4.9K
|
1.26K
$24.9K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
210+ 1.22% |
$4.23K - $4.62K
|
17.4K
$346K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
200New |
$4.02K - $4.4K
|
200
$3.97K
|
|
|
May 12, 2023
Q1 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
194+ 6.02% |
$3.9K - $4.26K
|
3.41K
$67.8K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
187+ 35.62% |
$3.76K - $4.11K
|
712
$14.1K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
150New |
$3.02K - $3.3K
|
150
$2.98K
|