Purchases and Sales Made in Q4 2024 in Abrdn Etfs Abrdn Bloomberg All (BCI)
This table provides information about the institutional ownership of Abrdn Etfs Abrdn Bloomberg All (BCI) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 27, 2025
Q4 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
988KNew |
$19M - $20.7M
|
988K
$20.3M
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
179K+ 346.61% |
$3.46M - $3.75M
|
231K
$4.74M
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
53.4K+ 5.88% |
$1.03M - $1.12M
|
961K
$19.7M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
49KNew |
$944K - $1.02M
|
49K
$1M
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
42.9K+ 31.9% |
$827K - $897K
|
178K
$3.64M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
42.7KNew |
$822K - $892K
|
42.7K
$875K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
32.8KNew |
$633K - $686K
|
32.8K
$673K
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
16.1K+ 327.45% |
$310K - $336K
|
21K
$431K
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
15.6K+ 26.68% |
$301K - $326K
|
74.1K
$1.52M
|
|
Jan 23, 2025
Q4 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
12.5K+ 4.82% |
$242K - $262K
|
273K
$5.59M
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
9.42K+ 3.95% |
$182K - $197K
|
248K
$5.08M
|
|
Jan 27, 2025
Q4 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
9.14K+ 29.55% |
$176K - $191K
|
40K
$821K
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
7.14K+ 2.71% |
$138K - $149K
|
271K
$5.55M
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
3.12K+ 26.27% |
$60.2K - $65.3K
|
15K
$308K
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.67K+ 5.44% |
$51.4K - $55.8K
|
51.7K
$1.06M
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.79K+ 22.5% |
$34.4K - $37.3K
|
9.72K
$199K
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.33K+ 4.33% |
$25.6K - $27.7K
|
32K
$656K
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.22K+ 3.16% |
$23.4K - $25.4K
|
39.6K
$813K
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
980+ 75.38% |
$18.9K - $20.5K
|
2.28K
$46.8K
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
721+ 2.44% |
$13.9K - $15.1K
|
30.2K
$620K
|
|
Jan 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
633+ 2.27% |
$12.2K - $13.2K
|
28.5K
$584K
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
479+ 25.61% |
$9.23K - $10K
|
2.35K
$48.2K
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
384New |
$7.4K - $8.03K
|
384
$7.88K
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1- -0.0% |
$19.3 - $20.9
|
235K
$4.82M
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-32- 0.09% |
$617 - $669
|
35.6K
$730K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-39- 43.82% |
$752 - $815
|
50
$1.03K
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-48- 15.79% |
$925 - $1K
|
256
$5.25K
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-318- 1.66% |
$6.13K - $6.65K
|
18.8K
$385K
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-555- 0.21% |
$10.7K - $11.6K
|
268K
$5.49M
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-1.05K- 0.65% |
$20.1K - $21.8K
|
160K
$3.29M
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-1.61K- 8.27% |
$31K - $33.6K
|
17.8K
$366K
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-1.7K- 13.42% |
$32.7K - $35.5K
|
11K
$225K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.07K- 11.48% |
$59.1K - $64.1K
|
23.6K
$485K
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-12.8K- 41.64% |
$246K - $267K
|
17.9K
$367K
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-15.8K- 76.25% |
$304K - $330K
|
4.91K
$101K
|