Purchases and Sales Made in Q4 2024 in American Centy ETF Tr Diversif (KORP)
This table provides information about the institutional ownership of American Centy ETF Tr Diversif (KORP) during Q4 2024. 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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
605K+ 145.21% |
$27.7M - $29.2M
|
1.02M
$47.5M
|
|
Feb 14, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
490KNew |
$22.4M - $23.6M
|
490K
$22.8M
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
265K+ 26.93% |
$12.1M - $12.8M
|
1.25M
$58.2M
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
110K+ 254.15% |
$5.05M - $5.33M
|
154K
$7.16M
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
79.8K+ 13587.05% |
$3.65M - $3.85M
|
80.3K
$3.74M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
70KNew |
$3.2M - $3.38M
|
70K
$3.26M
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
69.3KNew |
$3.17M - $3.34M
|
69.3K
$3.22M
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
59.1K+ 100.85% |
$2.7M - $2.85M
|
118K
$5.48M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
36.1K+ 52.1% |
$1.65M - $1.74M
|
105K
$4.9M
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
29.1K+ 6.96% |
$1.33M - $1.4M
|
447K
$20.8M
|
|
Feb 13, 2025
Q4 2024
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
27.9KNew |
$1.28M - $1.35M
|
27.9K
$1.3M
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
25.1KNew |
$1.15M - $1.21M
|
25.1K
$1.17M
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
21.3KNew |
$973K - $1.03M
|
21.3K
$989K
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
13.5K+ 53.47% |
$616K - $650K
|
38.7K
$1.8M
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11.9KNew |
$543K - $573K
|
11.9K
$553K
|
|
Feb 10, 2025
Q4 2024
|
Lindenwold Advisors
|
BUY
|
- |
9.61K+ 8.52% |
$440K - $464K
|
122K
$5.7M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
7.95K+ 69.91% |
$364K - $384K
|
19.3K
$900K
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
4.55KNew |
$208K - $220K
|
4.55K
$212K
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
3.63K+ 0.3% |
$166K - $175K
|
1.22M
$56.9M
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.57K+ 9.05% |
$163K - $172K
|
43K
$2M
|
|
Feb 14, 2025
Q4 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
3.51K+ 1.12% |
$161K - $170K
|
318K
$14.8M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.05K+ 2.99% |
$140K - $147K
|
105K
$4.9M
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.82KNew |
$129K - $136K
|
2.82K
$131K
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
613+ 7.07% |
$28.1K - $29.6K
|
9.28K
$432K
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
200New |
$9.15K - $9.65K
|
200
$9.31K
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
151New |
$6.91K - $7.29K
|
151
$7.03K
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
114+ 1.98% |
$5.22K - $5.5K
|
5.87K
$273K
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
86+ 1.1% |
$3.94K - $4.15K
|
7.87K
$367K
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
33+ 0.6% |
$1.51K - $1.59K
|
5.49K
$256K
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
8+ 1.59% |
$366 - $386
|
510
$23.7K
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
5+ 0.11% |
$229 - $241
|
4.42K
$206K
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 8.33% |
$45.8 - $48.3
|
13
$605
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1+ 0.0% |
$45.8 - $48.3
|
93K
$4.33M
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-35- 9.8% |
$1.6K - $1.69K
|
322
$15K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-45- 6.87% |
$2.06K - $2.17K
|
610
$28.4K
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-64- 0.34% |
$2.93K - $3.09K
|
19K
$886K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-67- 9.63% |
$3.07K - $3.23K
|
629
$29.3K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-275- 0.25% |
$12.6K - $13.3K
|
110K
$5.1M
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-533- 6.45% |
$24.4K - $25.7K
|
7.73K
$360K
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-578- 0.7% |
$26.4K - $27.9K
|
81.7K
$3.81M
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-1.25K- 15.72% |
$57.2K - $60.3K
|
6.7K
$312K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.81K- 3.23% |
$82.6K - $87.1K
|
54.1K
$2.52M
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-4.34K- 41.62% |
$198K - $209K
|
6.08K
$283K
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.89K- 3.8% |
$270K - $284K
|
149K
$6.95M
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-7.57K- 8.11% |
$346K - $366K
|
85.8K
$3.99M
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-8.32K- 2.15% |
$381K - $402K
|
379K
$17.6M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-50.4K- 14.04% |
$2.31M - $2.43M
|
308K
$14.4M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-133K- 56.94% |
$6.07M - $6.4M
|
100K
$4.67M
|