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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
30New |
$607 - $649
|
30
$583
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
15New |
$303 - $325
|
15
$292
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
10New |
$202 - $216
|
10
$194
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-10- 34.48% |
$202 - $216
|
19
$369
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-48- 6.02% |
$971 - $1.04K
|
750
$14.6K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-81- 6.74% |
$1.64K - $1.75K
|
1.12K
$21.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-164- 0.3% |
$3.32K - $3.55K
|
54.4K
$1.06M
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-188- 58.93% |
$3.8K - $4.07K
|
131
$2.55K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-280- 22.4% |
$5.66K - $6.06K
|
970
$18.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-350- 1.56% |
$7.08K - $7.57K
|
22.1K
$430K
|
|
|
Oct 30, 2023
Q3 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-489- 0.99% |
$9.89K - $10.6K
|
48.7K
$946K
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.22K- 11.08% |
$24.7K - $26.4K
|
9.81K
$191K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-1.72K- 36.92% |
$34.8K - $37.2K
|
2.94K
$57.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.85K- 4.26% |
$37.3K - $39.9K
|
41.4K
$806K
|
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
SELL
|
- |
-2.14K- 13.72% |
$43.3K - $46.3K
|
13.4K
$261K
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-2.31K- 4.4% |
$46.7K - $50K
|
50.2K
$976K
|
|
|
Oct 05, 2023
Q3 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-3.68K- 25.21% |
$74.4K - $79.6K
|
10.9K
$212K
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.85K- 6.09% |
$77.9K - $83.3K
|
59.4K
$1.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-3.93K- 12.56% |
$79.4K - $85K
|
27.3K
$531K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.8K- 1.69% |
$97.1K - $104K
|
278K
$5.41M
|
|
|
Oct 24, 2023
Q3 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-4.89K- 16.14% |
$98.9K - $106K
|
25.4K
$494K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.01K- 26.65% |
$101K - $108K
|
13.8K
$268K
|
|
|
Nov 09, 2023
Q3 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.34K- 5.19% |
$108K - $116K
|
97.6K
$1.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-6.73K- 4.78% |
$136K - $146K
|
134K
$2.61M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-9.03K- 41.22% |
$183K - $195K
|
12.9K
$250K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-14.4K- 28.88% |
$292K - $313K
|
35.6K
$691K
|
|
|
Nov 08, 2023
Q3 2023
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-15.1K- 58.39% |
$305K - $326K
|
10.7K
$209K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-15.3K- 44.6% |
$310K - $332K
|
19K
$370K
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-16.8K- 55.79% |
$341K - $364K
|
13.3K
$259K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-30K- 22.67% |
$607K - $650K
|
102K
$1.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-48.4K- 69.71% |
$979K - $1.05M
|
21K
$409K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-58.9K- 83.32% |
$1.19M - $1.28M
|
11.8K
$229K
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-81.9K- 45.24% |
$1.66M - $1.77M
|
99.1K
$1.93M
|
|
|
Oct 10, 2023
Q3 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-118K- 23.01% |
$2.39M - $2.56M
|
396K
$7.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-120K- 87.19% |
$2.42M - $2.59M
|
17.6K
$342K
|
|
|
Nov 07, 2023
Q3 2023
|
Metis Global Partners, LLC
|
SELL
|
- |
-138K- 5.37% |
$2.79M - $2.98M
|
2.43M
$47.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-835K- 49.47% |
$16.9M - $18.1M
|
853K
$16.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.19M- 20.17% |
$44.2M - $47.3M
|
8.65M
$168M
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-3.29M- 55.41% |
$66.5M - $71.1M
|
2.64M
$51.4M
|