Purchases and Sales Made in Q4 2022 in American Centy ETF Tr Multisec (MUSI)
This table provides information about the institutional ownership of American Centy ETF Tr Multisec (MUSI) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2023
Q4 2022
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
319KNew |
$13.3M - $13.8M
|
319K
$13.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
240KNew |
$10M - $10.4M
|
240K
$10.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
127K+ 337.06% |
$5.3M - $5.5M
|
164K
$7.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
109KNew |
$4.57M - $4.75M
|
109K
$4.77M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
14.4K+ 3.67% |
$601K - $624K
|
406K
$17.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.9KNew |
$414K - $430K
|
9.9K
$432K
|
|
|
Feb 08, 2023
Q4 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
9.89KNew |
$413K - $429K
|
9.89K
$431K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3K+ 578.61% |
$126K - $130K
|
3.52K
$154K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.76K+ 14.37% |
$73.4K - $76.3K
|
14K
$610K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
430New |
$18K - $18.7K
|
430
$18.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
230+ 22.18% |
$9.61K - $9.99K
|
1.27K
$55.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
128New |
$5.35K - $5.56K
|
128
$5.58K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
44New |
$1.84K - $1.91K
|
44
$1.92K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
28New |
$1.17K - $1.22K
|
28
$1.22K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
21New |
$878 - $912
|
21
$916
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.16K- 10.39% |
$132K - $137K
|
27.2K
$1.19M
|