Purchases and Sales Made in Q1 2023 in Aberdeen Australia Equity Fund Inc (IAF)
This table provides information about the institutional ownership of Aberdeen Australia Equity Fund Inc (IAF) during Q1 2023. The information is specifically focused on institutions that hold shares of ABERDEEN AUSTRALIA EQUITY FUND INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
295K+ 68.05% |
$1.25M - $1.52M
|
729K
$3.03M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
171K+ 150.55% |
$723K - $878K
|
284K
$1.18M
|
|
|
May 15, 2023
Q1 2023
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
101K+ 11.3% |
$426K - $517K
|
991K
$4.12M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
27.2K+ 22.58% |
$115K - $140K
|
148K
$614K
|
|
|
May 08, 2023
Q1 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
26.4K+ 93.78% |
$112K - $136K
|
54.6K
$227K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
12K+ 126.36% |
$50.8K - $61.7K
|
21.5K
$89.5K
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
11.4KNew |
$48.3K - $58.6K
|
11.4K
$47.5K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.2KNew |
$43K - $52.2K
|
10.2K
$42.3K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
8.2K+ 6.16% |
$34.7K - $42.1K
|
141K
$588K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.42K+ 7.71% |
$31.4K - $38.1K
|
104K
$431K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.46K+ 2.73% |
$6.19K - $7.52K
|
55K
$229K
|
|
|
May 15, 2023
Q1 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
1.35K+ 5.81% |
$5.7K - $6.92K
|
24.5K
$102K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.31K+ 6.03% |
$5.56K - $6.75K
|
23.1K
$96.1K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.31K+ 9.19% |
$5.56K - $6.75K
|
15.6K
$64.9K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.29K+ 6.86% |
$5.44K - $6.6K
|
20K
$83.3K
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
921+ 3.78% |
$3.9K - $4.73K
|
25.3K
$105K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
484+ 35.2% |
$2.05K - $2.49K
|
1.86K
$7.73K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
350+ 3.88% |
$1.48K - $1.8K
|
9.38K
$39K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
337New |
$1.43K - $1.73K
|
337
$1.4K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
292+ 5.81% |
$1.24K - $1.5K
|
5.32K
$22.1K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
232+ 1.49% |
$981 - $1.19K
|
15.8K
$65.9K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
181+ 2.68% |
$766 - $930
|
6.92K
$28.8K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
62+ 0.48% |
$262 - $319
|
12.9K
$53.9K
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
33+ 3.04% |
$140 - $170
|
1.12K
$4.66K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
6+ 5.36% |
$25.4 - $30.8
|
118
$491
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1New |
$4.23 - $5.14
|
1
$4.16
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-2.34K- 74.02% |
$9.91K - $12K
|
822
$3.42K
|
|
|
May 10, 2023
Q1 2023
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-3.35K- 20.15% |
$14.2K - $17.2K
|
13.3K
$55.3K
|
|
|
May 08, 2023
Q1 2023
|
Wolverine Asset Management LLC
|
SELL
|
- |
-137K- 95.56% |
$581K - $706K
|
6.39K
$26.6K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-139K- 32.88% |
$589K - $716K
|
284K
$1.18M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-171K- 60.09% |
$723K - $878K
|
114K
$472K
|