Latest Institutional Transactions on American Centy ETF Tr Multisec (MUSI)
This table provides information on the latest institutional transactions involving American Centy ETF Tr Multisec (MUSI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-46- 50.0% |
$1.98K - $2.03K
|
46
$2.01K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
201New |
$8.63K - $8.87K
|
201
$8.8K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-33.1K- 4.96% |
$1.42M - $1.46M
|
635K
$27.8M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.24K+ 17.99% |
$96.1K - $98.8K
|
14.7K
$643K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
446New |
$19.2K - $19.7K
|
446
$19.5K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
18.1K+ 38.45% |
$780K - $801K
|
65.3K
$2.86M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
3+ 0.0% |
$129 - $132
|
1.97M
$86.4M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.89K- 17.17% |
$81.1K - $83.3K
|
9.11K
$399K
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
10.9K+ 2.97% |
$470K - $482K
|
379K
$16.6M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-11K- 32.41% |
$474K - $487K
|
23K
$1.01M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.9K+ 17.58% |
$724K - $744K
|
113K
$4.93M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
642+ 2.56% |
$27.6K - $28.3K
|
25.7K
$1.13M
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
1.08K+ 8.27% |
$46.3K - $47.6K
|
14.1K
$618K
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
8.02K+ 20.67% |
$344K - $354K
|
46.8K
$2.05M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-34K- 15.96% |
$1.46M - $1.5M
|
179K
$7.84M
|
|
|
Apr 30, 2025
Q1 2025
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
3.11K+ 7.94% |
$134K - $137K
|
42.3K
$1.85M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
28.1KNew |
$1.21M - $1.24M
|
28.1K
$1.23M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.1K+ 9.95% |
$650K - $668K
|
167K
$7.32M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
298+ 6.34% |
$12.8K - $13.2K
|
5K
$219K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-80- 0.62% |
$3.44K - $3.53K
|
12.9K
$565K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
21.1KNew |
$905K - $929K
|
21.1K
$922K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.12K- 28.92% |
$134K - $139K
|
7.66K
$335K
|
|
|
Apr 04, 2025
Q4 2024
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
7.2KNew |
$310K - $320K
|
7.2K
$315K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
1.48KNew |
$63.5K - $65.6K
|
1.48K
$64.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.92K+ 21.09% |
$298K - $308K
|
39.7K
$1.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-10.9K- 22.72% |
$470K - $486K
|
37.1K
$1.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
10KNew |
$432K - $446K
|
10K
$439K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-551- 24.86% |
$23.7K - $24.5K
|
1.67K
$72.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
6.82KNew |
$294K - $304K
|
6.82K
$299K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.15KNew |
$49.2K - $51.7K
|
1.15K
$50.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
8.89KNew |
$379K - $399K
|
8.89K
$389K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
6.29KNew |
$268K - $282K
|
6.29K
$275K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
21K+ 95.97% |
$895K - $941K
|
42.8K
$1.87M
|
|
| Q2 2024 | |||||||
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.74KNew |
$73.8K - $75.5K
|
1.74K
$76.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
122New |
$5.16K - $5.28K
|
122
$5.34K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
151New |
$6.39K - $6.54K
|
151
$6.61K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.34K+ 93.71% |
$141K - $145K
|
6.9K
$302K
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-401K- 98.43% |
$17M - $17.4M
|
6.38K
$279K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.16K- 94.35% |
$92.5K - $94.6K
|
129
$5.65K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
256New |
$11K - $11.2K
|
256
$11.2K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
204+ 17.54% |
$8.76K - $8.96K
|
1.37K
$59.8K
|
|
| Q4 2023 | |||||||
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
51New |
$2.08K - $2.23K
|
51
$2.23K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
3.25K+ 11.32% |
$133K - $142K
|
32K
$1.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
7.83K+ 2.43% |
$319K - $342K
|
330K
$14.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Independence LLC
|
BUY
|
- |
6.91KNew |
$282K - $302K
|
6.91K
$303K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
8+ 100.0% |
$326 - $350
|
16
$700
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-177- 88.5% |
$7.37K - $7.63K
|
23
$1.01K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
22New |
$916 - $948
|
22
$963
|
|
|
Oct 24, 2023
Q3 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-3.41K- 37.54% |
$142K - $147K
|
5.67K
$248K
|
|