Latest Institutional Transactions on American Centy ETF Tr Sustaina (ESGA)
This table provides information on the latest institutional transactions involving American Centy ETF Tr Sustaina (ESGA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-200- 4.19% |
N/A
|
4.57K
$328K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-9.54K- 12.19% |
N/A
|
68.7K
$4.93M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.68K+ 368.64% |
$118K - $121K
|
2.14K
$153K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
80+ 7.32% |
$5.63K - $5.74K
|
1.17K
$84.2K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.83K+ 401.71% |
$481K - $490K
|
8.53K
$612K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.83K- 6.27% |
$129K - $131K
|
27.4K
$1.96M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.35K- 72.99% |
$165K - $168K
|
868
$62.3K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.96KNew |
$279K - $284K
|
3.96K
$284K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-218- 2.74% |
$15.4K - $15.7K
|
7.74K
$556K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
499+ 8.2% |
$35.1K - $35.8K
|
6.58K
$473K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
2.05K+ 121.48% |
$144K - $147K
|
3.73K
$268K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6+ 0.16% |
$423 - $431
|
3.75K
$269K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.02K+ 55.61% |
$353K - $360K
|
14K
$1.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
6+ 0.02% |
$423 - $431
|
24.3K
$1.75M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
668K+ 28.17% |
$47M - $47.9M
|
3.04M
$218M
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
5+ 0.11% |
$352 - $359
|
4.52K
$325K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-52- 50.0% |
$3.58K - $3.82K
|
52
$3.73K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.15KNew |
$217K - $231K
|
3.15K
$226K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.4KNew |
$783K - $836K
|
11.4K
$816K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-22K- 52.51% |
$1.52M - $1.62M
|
19.9K
$1.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.04KNew |
$209K - $223K
|
3.04K
$218K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.27KNew |
$363K - $387K
|
5.27K
$378K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
9.98K+ 3.97% |
$688K - $734K
|
261K
$18.8M
|
|
| Q3 2024 | |||||||
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
248New |
$15.8K - $17.4K
|
248
$17.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
736New |
$46.8K - $51.7K
|
736
$52.9K
|
|
| Q2 2024 | |||||||
|
Aug 05, 2024
Q2 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
300+ 9.35% |
$18.6K - $20.3K
|
3.51K
$252K
|
|
| Q1 2024 | |||||||
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
8.37KNew |
$489K - $551K
|
8.37K
$601K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
175New |
$8.96K - $10.4K
|
175
$12.6K
|
|
| Q3 2023 | |||||||
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.21KNew |
$64.1K - $68.9K
|
1.21K
$86.6K
|
|
| Q2 2023 | |||||||
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.26KNew |
$265K - $290K
|
5.26K
$378K
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
7.15KNew |
$361K - $395K
|
7.15K
$514K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
200New |
$8.88K - $10.2K
|
200
$14.4K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
88New |
$3.9K - $4.67K
|
88
$6.32K
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
460New |
$20.4K - $24.4K
|
460
$33K
|
|
|
Oct 21, 2022
Q3 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
4.73KNew |
$210K - $251K
|
4.73K
$340K
|
|
|
Oct 20, 2022
Q3 2022
|
Stone Asset Management Inc.
|
SELL
|
- |
-174- 1.3% |
$7.7K - $9.23K
|
13.3K
$951K
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
244+ 2.54% |
$11K - $13.8K
|
9.87K
$708K
|
|
| Q1 2022 | |||||||
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1.48KNew |
$76.3K - $89.9K
|
1.48K
$107K
|
|
| Q4 2021 | |||||||
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
4.81KNew |
$260K - $292K
|
4.81K
$345K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-50- 50.0% |
$2.71K - $3.04K
|
50
$3.59K
|
|