Purchases and Sales Made in Q1 2023 in American Centy ETF Tr Multisec (MUSI)
This table provides information about the institutional ownership of American Centy ETF Tr Multisec (MUSI) during Q1 2023. The information is specifically focused on institutions that hold shares of AMERICAN CENTY ETF TR MULTISEC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
411K+ 2936.55% |
$17.5M - $18.1M
|
425K
$18.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
68.3K+ 28.41% |
$2.91M - $3.02M
|
309K
$13.5M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
28.1K+ 283.84% |
$1.2M - $1.24M
|
38K
$1.66M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
18.9K+ 17.31% |
$808K - $837K
|
128K
$5.6M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
18.8KNew |
$800K - $828K
|
18.8K
$818K
|
|
|
May 09, 2023
Q1 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
8.69K+ 2.73% |
$371K - $384K
|
327K
$14.3M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.92K+ 7.06% |
$82K - $84.9K
|
29.1K
$1.27M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
107New |
$4.56K - $4.73K
|
107
$4.67K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
10New |
$426 - $442
|
10
$436
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 04, 2023
Q1 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-804- 8.13% |
$34.3K - $35.5K
|
9.08K
$396K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-825- 0.5% |
$35.2K - $36.4K
|
163K
$7.13M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.21K- 95.11% |
$51.4K - $53.2K
|
62
$2.7K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.68K- 75.95% |
$114K - $118K
|
847
$36.9K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-408K- 48.03% |
$17.4M - $18M
|
442K
$19.3M
|