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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
736New |
$46.8K - $51.7K
|
736
$50.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10+ 0.27% |
$636 - $703
|
3.73K
$258K
|
|
|
Oct 17, 2024
Q3 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-24- 0.53% |
$1.53K - $1.69K
|
4.52K
$312K
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
10.2KNew |
$652K - $720K
|
10.2K
$709K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-100- 2.14% |
$6.36K - $7.03K
|
4.58K
$316K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
332+ 2.27% |
$20.6K - $22.5K
|
15K
$1.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
993New |
$61.6K - $67.2K
|
993
$68.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
935+ 3.7% |
$58K - $63.3K
|
26.2K
$1.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-40- 1.04% |
$2.48K - $2.71K
|
3.8K
$263K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.63K+ 46.98% |
$101K - $110K
|
5.09K
$352K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
1.27KNew |
$78.8K - $86K
|
1.27K
$87.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
12.1K+ 5.3% |
$749K - $817K
|
240K
$16.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
52New |
$3.22K - $3.52K
|
52
$3.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
722K+ 29.79% |
$44.8M - $48.9M
|
3.15M
$218M
|
|
|
Aug 05, 2024
Q2 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
300+ 9.35% |
$18.6K - $20.3K
|
3.51K
$243K
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
634+ 2.59% |
$39.3K - $42.9K
|
25.1K
$1.73M
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.45K- 55.36% |
$318K - $359K
|
4.4K
$304K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
8.37KNew |
$489K - $551K
|
8.37K
$579K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
175New |
$8.96K - $10.4K
|
175
$12.1K
|
|
| Q3 2023 | |||||||
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.21KNew |
$64.1K - $68.9K
|
1.21K
$83.4K
|
|
| Q2 2023 | |||||||
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.26KNew |
$265K - $290K
|
5.26K
$364K
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
7.15KNew |
$361K - $395K
|
7.15K
$495K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
200New |
$8.88K - $10.2K
|
200
$13.8K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
88New |
$3.9K - $4.67K
|
88
$6.09K
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
460New |
$20.4K - $24.4K
|
460
$31.8K
|
|
|
Oct 21, 2022
Q3 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
4.73KNew |
$210K - $251K
|
4.73K
$327K
|
|
|
Oct 20, 2022
Q3 2022
|
Stone Asset Management Inc.
|
SELL
|
- |
-174- 1.3% |
$7.7K - $9.23K
|
13.3K
$916K
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
244+ 2.54% |
$11K - $13.8K
|
9.87K
$682K
|
|
| Q1 2022 | |||||||
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1.48KNew |
$76.3K - $89.9K
|
1.48K
$103K
|
|
| Q4 2021 | |||||||
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
4.81KNew |
$260K - $292K
|
4.81K
$332K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-50- 50.0% |
$2.71K - $3.04K
|
50
$3.46K
|
|