Purchases and Sales Made in Q1 2024 in American Centy ETF Tr Sustaina (ESGA)
This table provides information about the institutional ownership of American Centy ETF Tr Sustaina (ESGA) during Q1 2024. 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 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
32.4K+ 1.36% |
$1.89M - $2.14M
|
2.42M
$176M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
14.7K+ 151.94% |
$860K - $970K
|
24.4K
$1.77M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
8.37KNew |
$489K - $551K
|
8.37K
$608K
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
8.08K+ 3.67% |
$471K - $532K
|
228K
$16.6M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.84KNew |
$224K - $253K
|
3.84K
$279K
|
|
|
May 06, 2024
Q1 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
3.21KNew |
$187K - $211K
|
3.21K
$233K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.02K+ 690.18% |
$177K - $199K
|
3.46K
$251K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.13K+ 9.2% |
$124K - $140K
|
25.3K
$1.83M
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
675+ 15.88% |
$39.4K - $44.5K
|
4.93K
$358K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
283+ 8.25% |
$16.5K - $18.6K
|
3.71K
$270K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-25- 0.17% |
$1.46K - $1.65K
|
14.7K
$1.06M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.63K- 31.96% |
$94.9K - $107K
|
3.46K
$251K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.45K- 55.36% |
$318K - $359K
|
4.4K
$319K
|