Purchases and Sales Made in Q2 2024 in Abrdn Etfs Abrdn Bloomberg All (BCI)
This table provides information about the institutional ownership of Abrdn Etfs Abrdn Bloomberg All (BCI) during Q2 2024. 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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Argi Investment Services, LLC
|
BUY
|
- |
3.06MNew |
$61M - $65.7M
|
3.06M
$60.8M
|
|
Aug 15, 2024
Q2 2024
|
Mason Street Advisors, LLC
Milwaukee, WI |
BUY
|
- |
1.03MNew |
$20.5M - $22.1M
|
1.03M
$20.4M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
456K+ 45.08% |
$9.09M - $9.79M
|
1.47M
$29.2M
|
|
Jul 19, 2024
Q2 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
416KNew |
$8.27M - $8.91M
|
416K
$8.25M
|
|
Aug 06, 2024
Q2 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
414K+ 12.43% |
$8.25M - $8.88M
|
3.75M
$74.4M
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
225K+ 44.07% |
$4.47M - $4.82M
|
735K
$14.6M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
212K+ 2.52% |
$4.22M - $4.54M
|
8.62M
$171M
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
152KNew |
$3.03M - $3.27M
|
152K
$3.03M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
128K+ 13.96% |
$2.55M - $2.75M
|
1.05M
$20.8M
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
122K+ 11.75% |
$2.43M - $2.62M
|
1.16M
$23.1M
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
122K+ 11.75% |
$2.43M - $2.62M
|
1.16M
$23.1M
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
53K+ 6.86% |
$1.06M - $1.14M
|
826K
$16.4M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
50.8K+ 59123.26% |
$1.01M - $1.09M
|
50.9K
$1.01M
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
39K+ 20.95% |
$776K - $836K
|
225K
$4.47M
|
|
Aug 13, 2024
Q2 2024
|
Rock Creek Group, LP
|
BUY
|
- |
38.8KNew |
$773K - $833K
|
38.8K
$771K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
32.3KNew |
$644K - $693K
|
32.3K
$642K
|
|
Aug 13, 2024
Q2 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
30.7K+ 53.97% |
$610K - $658K
|
87.5K
$1.74M
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
29KNew |
$578K - $623K
|
29K
$577K
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
26.3K+ 6.04% |
$525K - $565K
|
462K
$9.18M
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
24K+ 25.7% |
$479K - $516K
|
118K
$2.34M
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
24K+ 4.12% |
$478K - $515K
|
607K
$12.1M
|
|
Aug 09, 2024
Q2 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
20.6K+ 2.29% |
$411K - $443K
|
924K
$18.3M
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
16.8KNew |
$334K - $360K
|
16.8K
$333K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
14.5K+ 6.39% |
$288K - $310K
|
241K
$4.78M
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
14.4KNew |
$287K - $310K
|
14.4K
$287K
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
13.3KNew |
$265K - $286K
|
13.3K
$265K
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.9KNew |
$238K - $256K
|
11.9K
$237K
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
11.4K+ 18.06% |
$228K - $245K
|
74.7K
$1.48M
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
10.3KNew |
$206K - $222K
|
10.3K
$205K
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
10.3KNew |
$206K - $222K
|
10.3K
$205K
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
9.87KNew |
$196K - $212K
|
9.87K
$196K
|
|
Jul 25, 2024
Q2 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
7.85K+ 3.27% |
$156K - $168K
|
248K
$4.92M
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
7.81KNew |
$156K - $168K
|
7.81K
$155K
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
6.14K+ 13.96% |
$122K - $132K
|
50.1K
$995K
|
|
Jul 18, 2024
Q2 2024
|
Veery Capital, LLC
|
BUY
|
- |
5.75K+ 7.24% |
$114K - $123K
|
85.2K
$1.69M
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
5.53K+ 3815.86% |
$110K - $119K
|
5.68K
$113K
|
|
Aug 08, 2024
Q2 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
4.87K+ 3.08% |
$96.9K - $104K
|
163K
$3.23M
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.63K+ 7.09% |
$92.1K - $99.3K
|
69.9K
$1.39M
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.6K+ 46.0% |
$91.6K - $98.7K
|
14.6K
$290K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
3.94K+ 251.21% |
$78.5K - $84.6K
|
5.51K
$110K
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.17K+ 6.77% |
$43.3K - $46.6K
|
34.3K
$681K
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.86KNew |
$37K - $39.9K
|
1.86K
$36.9K
|
|
Aug 12, 2024
Q2 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
1.68K+ 6.43% |
$33.5K - $36.1K
|
27.8K
$553K
|
|
Aug 13, 2024
Q2 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
1.38K+ 3.29% |
$27.5K - $29.7K
|
43.4K
$861K
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
710+ 2.05% |
$14.1K - $15.2K
|
35.3K
$701K
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
381+ 1.44% |
$7.59K - $8.17K
|
26.9K
$535K
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
328+ 5.58% |
$6.53K - $7.04K
|
6.21K
$123K
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
156New |
$3.11K - $3.35K
|
156
$3.1K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
128+ 1.68% |
$2.55K - $2.75K
|
7.73K
$153K
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
114New |
$2.27K - $2.45K
|
114
$2.26K
|