Purchases and Sales Made in Q1 2024 in American Centy ETF Tr Multisec (MUSI)
This table provides information about the institutional ownership of American Centy ETF Tr Multisec (MUSI) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
347KNew |
$14.9M - $15.3M
|
347K
$15M
|
|
|
May 09, 2024
Q1 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
220K+ 219.04% |
$9.43M - $9.65M
|
320K
$13.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
41.3K+ 11.28% |
$1.77M - $1.81M
|
408K
$17.6M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
34.7K+ 149.33% |
$1.49M - $1.52M
|
57.9K
$2.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
18KNew |
$771K - $789K
|
18K
$775K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.4K+ 23.6% |
$749K - $766K
|
91.4K
$3.94M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.42K+ 211.81% |
$104K - $106K
|
3.56K
$154K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.38K+ 1.71% |
$59.1K - $60.4K
|
81.7K
$3.53M
|
|
|
Apr 30, 2024
Q1 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
1.2K+ 21.79% |
$51.4K - $52.5K
|
6.69K
$289K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
256New |
$11K - $11.2K
|
256
$11K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
204+ 17.54% |
$8.76K - $8.96K
|
1.37K
$59K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
139+ 34.32% |
$5.97K - $6.1K
|
544
$23.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.16K- 94.35% |
$92.5K - $94.6K
|
129
$5.57K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-10.5K- 20.33% |
$450K - $460K
|
41K
$1.77M
|
|
|
May 15, 2024
Q1 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-30.5K- 48.2% |
$1.31M - $1.34M
|
32.8K
$1.41M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-118K- 13.73% |
$5.04M - $5.16M
|
739K
$31.9M
|
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-450K- 97.11% |
$19.3M - $19.8M
|
13.4K
$578K
|