Purchases and Sales Made in Q3 2023 in American Centy ETF Tr Diversif (KORP)
This table provides information about the institutional ownership of American Centy ETF Tr Diversif (KORP) during Q3 2023. The information is specifically focused on institutions that hold shares of AMERICAN CENTY ETF TR DIVERSIF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
302KNew |
$13.4M - $13.8M
|
302K
$13.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
34.6K+ 4.67% |
$1.54M - $1.58M
|
775K
$35.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
25.5K+ 4.95% |
$1.13M - $1.17M
|
541K
$24.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
19.4KNew |
$861K - $888K
|
19.4K
$891K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
18.3K+ 13.1% |
$812K - $838K
|
158K
$7.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11KNew |
$486K - $502K
|
11K
$504K
|
|
|
Oct 19, 2023
Q3 2023
|
Lindenwold Advisors
|
BUY
|
- |
9.48K+ 13.68% |
$421K - $434K
|
78.8K
$3.62M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.47K+ 54.32% |
$420K - $434K
|
26.9K
$1.24M
|
|
|
Nov 01, 2023
Q3 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
6.81KNew |
$302K - $312K
|
6.81K
$313K
|
|
|
Nov 06, 2023
Q3 2023
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
6.59K+ 12.49% |
$293K - $302K
|
59.3K
$2.73M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
3.76KNew |
$167K - $172K
|
3.76K
$173K
|
|
|
Nov 09, 2023
Q3 2023
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
3.5K+ 0.82% |
$155K - $160K
|
432K
$19.9M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.54K+ 51.58% |
$113K - $116K
|
7.46K
$343K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.36K+ 11.09% |
$105K - $108K
|
23.6K
$1.09M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
287+ 0.13% |
$12.7K - $13.1K
|
228K
$10.5M
|
|
|
Nov 13, 2023
Q3 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
53+ 0.0% |
$2.35K - $2.43K
|
1.22M
$56M
|
|
|
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
|
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-60- 0.77% |
$2.66K - $2.75K
|
7.71K
$354K
|
|
|
Oct 19, 2023
Q3 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-526- 10.35% |
$23.3K - $24.1K
|
4.56K
$209K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.17K- 16.42% |
$185K - $191K
|
21.2K
$975K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.92K- 33.77% |
$218K - $225K
|
9.64K
$443K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.29K- 2.81% |
$324K - $334K
|
252K
$11.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-88.4K- 67.77% |
$3.92M - $4.05M
|
42K
$1.93M
|