Purchases and Sales Made in Q1 2025 in American Centy ETF Tr Sustaina (ESGA)
This table provides information about the institutional ownership of American Centy ETF Tr Sustaina (ESGA) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
668K+ 28.17% |
$47M - $47.9M
|
3.04M
$218M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.83K+ 401.71% |
$481K - $490K
|
8.53K
$612K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.02K+ 55.61% |
$353K - $360K
|
14K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.96KNew |
$279K - $284K
|
3.96K
$284K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
2.05K+ 121.48% |
$144K - $147K
|
3.73K
$268K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.68K+ 368.64% |
$118K - $121K
|
2.14K
$153K
|
|
|
May 07, 2025
Q1 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
892+ 1.15% |
$62.8K - $64.1K
|
78.2K
$5.62M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
499+ 8.2% |
$35.1K - $35.8K
|
6.58K
$473K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
121+ 2.6% |
$8.52K - $8.69K
|
4.77K
$343K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
80+ 7.32% |
$5.63K - $5.74K
|
1.17K
$84.2K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
52+ 100.0% |
$3.66K - $3.73K
|
104
$7.47K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
6+ 0.02% |
$423 - $431
|
24.3K
$1.75M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6+ 0.16% |
$423 - $431
|
3.75K
$269K
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
5+ 0.11% |
$352 - $359
|
4.52K
$325K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-218- 2.74% |
$15.4K - $15.7K
|
7.74K
$556K
|
|
|
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
|