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 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
143+ 0.51% |
$2.88K - $3.14K
|
28.4K
$564K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
110New |
$2.21K - $2.42K
|
110
$2.18K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
27+ 2700.0% |
$543 - $593
|
28
$556
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
11New |
$221 - $242
|
11
$218
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1- 5.26% |
$20.1 - $22
|
18
$357
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-17- 0.64% |
$342 - $374
|
2.63K
$52.2K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-37- 0.32% |
$744 - $813
|
11.5K
$228K
|
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
SELL
|
- |
-39- 0.06% |
$785 - $857
|
61.4K
$1.22M
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-41Closed |
$825 - $901
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Aldebaran Capital, LLC
Indianapolis, IN |
SELL
|
- |
-118- 0.07% |
$2.37K - $2.59K
|
167K
$3.33M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-220- 52.38% |
$4.43K - $4.84K
|
200
$3.97K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-265- 1.17% |
$5.33K - $5.82K
|
22.4K
$444K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-329- 41.38% |
$6.62K - $7.23K
|
466
$9.25K
|
|
|
Apr 28, 2023
Q1 2023
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-697- 2.72% |
$14K - $15.3K
|
24.9K
$495K
|
|
|
May 12, 2023
Q1 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-840- 23.83% |
$16.9K - $18.5K
|
2.69K
$53.3K
|
|
|
May 04, 2023
Q1 2023
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-933- 4.97% |
$18.8K - $20.5K
|
17.8K
$354K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.03K- 1.95% |
$20.7K - $22.6K
|
51.7K
$1.03M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.05K- 5.11% |
$21.1K - $23.1K
|
19.5K
$388K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.12K- 2.12% |
$22.5K - $24.6K
|
51.8K
$1.03M
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-1.18K- 4.97% |
$23.7K - $25.9K
|
22.6K
$448K
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-1.32K- 49.29% |
$26.6K - $29K
|
1.36K
$27K
|
|
|
Apr 17, 2023
Q1 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-1.44K- 2.65% |
$29K - $31.6K
|
52.9K
$1.05M
|
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.87K- 4.05% |
$37.5K - $41K
|
44.2K
$877K
|
|
|
May 16, 2023
Q1 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-1.9K- 3.42% |
$38.2K - $41.8K
|
53.6K
$1.06M
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.01K- 15.08% |
$40.5K - $44.2K
|
11.3K
$225K
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.09K- 7.24% |
$42K - $45.8K
|
26.7K
$530K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.3K- 3.74% |
$46.2K - $50.4K
|
59.1K
$1.17M
|
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-3.46K- 52.97% |
$69.7K - $76.1K
|
3.08K
$61.1K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.34K- 7.05% |
$87.2K - $95.3K
|
57.2K
$1.14M
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-4.77K- 90.78% |
$95.9K - $105K
|
484
$9.61K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.77K- 33.87% |
$116K - $127K
|
11.3K
$224K
|
|
|
Apr 13, 2023
Q1 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-5.93K- 31.07% |
$119K - $130K
|
13.2K
$261K
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Trust
|
SELL
|
- |
-6.92K- 22.43% |
$139K - $152K
|
23.9K
$476K
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-7.48K- 14.05% |
$151K - $164K
|
45.8K
$909K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.86K- 6.19% |
$178K - $195K
|
134K
$2.67M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-10.4K- 23.0% |
$209K - $229K
|
34.8K
$691K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-15.4K- 58.19% |
$310K - $339K
|
11.1K
$220K
|
|
|
Apr 11, 2023
Q1 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-15.7K- 35.09% |
$315K - $344K
|
29K
$576K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-45.1K- 94.86% |
$907K - $991K
|
2.44K
$48.5K
|
|
|
May 15, 2023
Q1 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-51.9K- 46.08% |
$1.05M - $1.14M
|
60.8K
$1.21M
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-63.8K- 48.71% |
$1.28M - $1.4M
|
67.1K
$1.33M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-342K- 19.12% |
$6.87M - $7.51M
|
1.44M
$28.7M
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-505K- 59.14% |
$10.2M - $11.1M
|
349K
$6.92M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-640K- 18.56% |
$12.9M - $14.1M
|
2.81M
$55.8M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-735K- 78.11% |
$14.8M - $16.2M
|
206K
$4.09M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-839K- 49.72% |
$16.9M - $18.4M
|
849K
$16.9M
|