Latest Institutional Transactions on Ab Active Etfs Inc Tax Aware S (TAFI)
This table provides information on the latest institutional transactions involving Ab Active Etfs Inc Tax Aware S (TAFI) 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 |
---|---|---|---|---|---|---|---|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-431K- 84.35% |
N/A
|
80K
$0
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
86.6KNew |
N/A
|
86.6K
$0
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.14K- 6.58% |
N/A
|
72.9K
$0
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
307K+ 557.5% |
N/A
|
362K
$0
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
18K+ 43.11% |
N/A
|
59.6K
$0
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7K+ 37.37% |
N/A
|
25.7K
$0
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
686K+ 4.8% |
N/A
|
15M
$0
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
893K+ 769.66% |
N/A
|
1.01M
$0
|
|
Nov 14, 2024
Q3 2024
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-5.09K- 83.15% |
N/A
|
1.03K
$0
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.2K+ 43.24% |
N/A
|
23.8K
$0
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
14.6KNew |
N/A
|
14.6K
$0
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-163K- 85.68% |
N/A
|
27.2K
$0
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
78+ 0.18% |
N/A
|
43.6K
$0
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-186- 1.82% |
N/A
|
10K
$0
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
43.8K+ 18.27% |
N/A
|
284K
$0
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-43.5K- 52.48% |
N/A
|
39.4K
$0
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
8.24K+ 3.51% |
N/A
|
243K
$0
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
14.7K+ 13.09% |
N/A
|
127K
$0
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
25.4KNew |
N/A
|
25.4K
$0
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-97.8K- 4.51% |
N/A
|
2.07M
$0
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
37.6K+ 84.13% |
N/A
|
82.2K
$0
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1K+ 2.9% |
N/A
|
35.5K
$0
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-6.9K- 44.56% |
N/A
|
8.58K
$0
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.4KNew |
N/A
|
14.4K
$0
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.7K+ 21.0% |
N/A
|
79.1K
$0
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-8.33K- 14.08% |
N/A
|
50.8K
$0
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
78+ 0.41% |
N/A
|
19.2K
$0
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-23.4K- 20.41% |
N/A
|
91.4K
$0
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.17KNew |
N/A
|
9.17K
$0
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.54K+ 8.55% |
N/A
|
32.2K
$0
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
147+ 0.83% |
N/A
|
17.8K
$0
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
46+ 1.05% |
N/A
|
4.44K
$0
|
|
Oct 16, 2024
Q3 2024
|
Strid Group, LLC
|
BUY
|
- |
56.2K+ 21.49% |
N/A
|
318K
$0
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-3.75K- 12.03% |
N/A
|
27.4K
$0
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
286+ 0.92% |
N/A
|
31.5K
$0
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
3.77KNew |
N/A
|
3.77K
$0
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
80KNew |
N/A
|
80K
$0
|
|
Oct 04, 2024
Q3 2024
|
Fluent Financial, LLC
|
SELL
|
- |
-2.45K- 3.78% |
N/A
|
62.4K
$0
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.28K- 1.64% |
N/A
|
137K
$0
|
|
Q2 2024 | |||||||
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
16+ 0.79% |
N/A
|
2.03K
$0
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-38K- 70.62% |
N/A
|
15.8K
$0
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.29K+ 11.97% |
N/A
|
12.1K
$0
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
18.8KNew |
N/A
|
18.8K
$0
|
|
Aug 08, 2024
Q2 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
4K+ 29.2% |
N/A
|
17.7K
$0
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
193New |
N/A
|
193
$0
|
|
Jul 30, 2024
Q2 2024
|
Platform Technology Partners
|
SELL
|
- |
-1.4K- 1.87% |
N/A
|
73.8K
$0
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
300+ 122.45% |
N/A
|
545
$0
|
|
Q1 2024 | |||||||
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-7.13K- 24.01% |
N/A
|
22.6K
$0
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
24.1KNew |
N/A
|
24.1K
$0
|