Purchases and Sales Made in Q3 2023 in Abrdn Etfs Abrdn Bloomberg All (BCI)
This table provides information about the institutional ownership of Abrdn Etfs Abrdn Bloomberg All (BCI) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 19, 2023
Q3 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
826KNew |
$16.7M - $17.9M
|
826K
$16.4M
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
229KNew |
$4.62M - $4.95M
|
229K
$4.54M
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
216KNew |
$4.37M - $4.67M
|
216K
$4.29M
|
|
Nov 14, 2023
Q3 2023
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
198KNew |
$4M - $4.28M
|
198K
$3.92M
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
118KNew |
$2.38M - $2.55M
|
118K
$2.34M
|
|
Oct 25, 2023
Q3 2023
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
113K+ 119.91% |
$2.29M - $2.45M
|
207K
$4.12M
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
93.1K+ 17.08% |
$1.88M - $2.02M
|
638K
$12.7M
|
|
Oct 13, 2023
Q3 2023
|
Columbus Macro, LLC
|
BUY
|
- |
58.3KNew |
$1.18M - $1.26M
|
58.3K
$1.16M
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
54.6K+ 92583.05% |
$1.11M - $1.18M
|
54.7K
$1.09M
|
|
Nov 14, 2023
Q3 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
51.2KNew |
$1.04M - $1.11M
|
51.2K
$1.02M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
49.6K+ 6.72% |
$1M - $1.07M
|
787K
$15.6M
|
|
Nov 14, 2023
Q3 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
48.6K+ 166.19% |
$983K - $1.05M
|
77.8K
$1.55M
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
43.8K+ 12.06% |
$886K - $948K
|
407K
$8.08M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
32.4K+ 21.3% |
$654K - $700K
|
184K
$3.66M
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
20.3K+ 9.13% |
$410K - $439K
|
242K
$4.81M
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
19.3KNew |
$390K - $418K
|
19.3K
$383K
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
18.7K+ 15.98% |
$379K - $405K
|
136K
$2.7M
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
15.8K+ 2.27% |
$320K - $342K
|
712K
$14.1M
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
14.9KNew |
$301K - $322K
|
14.9K
$295K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12.7K+ 34.74% |
$257K - $275K
|
49.3K
$979K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
11.6KNew |
$235K - $252K
|
11.6K
$231K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
11.2KNew |
$226K - $242K
|
11.2K
$222K
|
|
Oct 13, 2023
Q3 2023
|
Veery Capital, LLC
|
BUY
|
- |
11K+ 38.02% |
$223K - $238K
|
40K
$794K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.6KNew |
$215K - $230K
|
10.6K
$211K
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10.1KNew |
$204K - $218K
|
10.1K
$200K
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.5K+ 0.93% |
$192K - $206K
|
1.03M
$20.6M
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
6.9KNew |
$140K - $149K
|
6.9K
$137K
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
3.66K+ 3.86% |
$74K - $79.2K
|
98.4K
$1.95M
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3.02K+ 4.06% |
$61.2K - $65.4K
|
77.6K
$1.54M
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.86K+ 11.37% |
$57.8K - $61.8K
|
28K
$556K
|
|
Oct 31, 2023
Q3 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.8K+ 0.81% |
$56.6K - $60.6K
|
347K
$6.89M
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
2.34K+ 4.81% |
$47.4K - $50.7K
|
51K
$1.01M
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.2K+ 18.2% |
$44.5K - $47.7K
|
14.3K
$284K
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.15KNew |
$43.5K - $46.5K
|
2.15K
$42.7K
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.75K+ 9.64% |
$35.5K - $37.9K
|
19.9K
$396K
|
|
Oct 11, 2023
Q3 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.54K+ 4.2% |
$31.1K - $33.2K
|
38.1K
$757K
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
1.07K+ 2.98% |
$21.5K - $23K
|
36.8K
$730K
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
804+ 3.37% |
$16.3K - $17.4K
|
24.6K
$489K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
740New |
$15K - $16K
|
740
$14.7K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
368+ 0.74% |
$7.44K - $7.96K
|
50.4K
$1M
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
335New |
$6.78K - $7.25K
|
335
$6.65K
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
304+ 0.6% |
$6.15K - $6.58K
|
51.1K
$1.02M
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
265+ 32.64% |
$5.36K - $5.73K
|
1.08K
$21.4K
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
203+ 1.18% |
$4.11K - $4.39K
|
17.5K
$347K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
142New |
$2.87K - $3.07K
|
142
$2.82K
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
91New |
$1.84K - $1.97K
|
91
$1.81K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
87+ 0.81% |
$1.76K - $1.88K
|
10.8K
$215K
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
46+ 32.86% |
$931 - $995
|
186
$3.69K
|
|
Nov 13, 2023
Q3 2023
|
Aldebaran Capital, LLC
Indianapolis, IN |
BUY
|
- |
37+ 0.02% |
$749 - $801
|
167K
$3.31M
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
36New |
$728 - $779
|
36
$715
|