Purchases and Sales Made in Q3 2023 in American Centy ETF Tr Sustaina (ESGA)
This table provides information about the institutional ownership of American Centy ETF Tr Sustaina (ESGA) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
206KNew |
$10.9M - $11.8M
|
206K
$15M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
108K+ 4.91% |
$5.72M - $6.15M
|
2.3M
$167M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
15.6KNew |
$831K - $893K
|
15.6K
$1.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.38K+ 98.6% |
$233K - $250K
|
8.82K
$640K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.21KNew |
$64.1K - $68.9K
|
1.21K
$87.6K
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
472+ 4.9% |
$25.1K - $27K
|
10.1K
$733K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
207+ 0.93% |
$11K - $11.8K
|
22.5K
$1.63M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
29New |
$1.54K - $1.66K
|
29
$2.11K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-200- 4.4% |
$10.6K - $11.4K
|
4.35K
$316K
|
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-392- 9.82% |
$20.8K - $22.4K
|
3.6K
$262K
|