Purchases and Sales Made in Q1 2022 in American Centy ETF Tr Sustaina (ESGA)
This table provides information about the institutional ownership of American Centy ETF Tr Sustaina (ESGA) during Q1 2022. The information is specifically focused on institutions that hold shares of AMERICAN CENTY ETF TR SUSTAINA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.03KNew |
$259K - $304K
|
5.03K
$365K
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.61KNew |
$186K - $219K
|
3.61K
$262K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1.48KNew |
$76.3K - $89.9K
|
1.48K
$108K
|
|
|
May 05, 2022
Q1 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
1.21K+ 31.46% |
$62.3K - $73.3K
|
5.06K
$368K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
684+ 42.94% |
$35.2K - $41.4K
|
2.28K
$165K
|
|
|
Apr 15, 2022
Q1 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
675+ 19.97% |
$34.7K - $40.9K
|
4.06K
$295K
|
|
|
Apr 28, 2022
Q1 2022
|
Financial Counselors Inc
|
BUY
|
- |
412+ 4.72% |
$21.2K - $24.9K
|
9.14K
$664K
|
|
|
Apr 11, 2022
Q1 2022
|
Stone Asset Management Inc.
|
BUY
|
- |
27+ 0.2% |
$1.39K - $1.63K
|
13.7K
$996K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-63- 1.46% |
$3.24K - $3.81K
|
4.25K
$309K
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-302- 39.58% |
$15.5K - $18.3K
|
461
$33.5K
|
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-21.1K- 68.7% |
$1.09M - $1.28M
|
9.62K
$699K
|
|
|
Apr 28, 2022
Q1 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-83.6KClosed |
$4.3M - $5.06M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-286K- 12.15% |
$14.7M - $17.3M
|
2.07M
$150M
|