Latest Institutional Purchases of Ab Active Etfs Inc Tax Aware S (TAFI)
This list provides information on the latest institutional transactions involving Ab Active Etfs Inc Tax Aware S (TAFI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
9.81KNew |
N/A
|
9.81K
$0
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.49K+ 24.38% |
N/A
|
38.2K
$0
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.69K+ 20.29% |
N/A
|
10K
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
683+ 0.84% |
N/A
|
82.1K
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
450+ 1.98% |
N/A
|
23.1K
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.06KNew |
N/A
|
3.06K
$0
|
|
| Q4 2024 | |||||||
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
127K+ 146.17% |
N/A
|
213K
$0
|
|
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
11.4KNew |
N/A
|
11.4K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.6KNew |
N/A
|
10.6K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.3KNew |
N/A
|
10.3K
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
18+ 0.41% |
N/A
|
4.46K
$0
|
|
| Q3 2024 | |||||||
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.4KNew |
N/A
|
14.4K
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.17KNew |
N/A
|
9.17K
$0
|
|
| Q2 2024 | |||||||
|
Aug 08, 2024
Q2 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
4K+ 29.2% |
N/A
|
17.7K
$0
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
300+ 122.45% |
N/A
|
545
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
193New |
N/A
|
193
$0
|
|
| Q1 2024 | |||||||
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
24.1KNew |
N/A
|
24.1K
$0
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
11K+ 6.87% |
N/A
|
172K
$0
|
|
| Q4 2023 | |||||||
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
40.4KNew |
N/A
|
40.4K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
13.2KNew |
N/A
|
13.2K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
295New |
N/A
|
295
$0
|
|
| Q3 2023 | |||||||
|
Nov 03, 2023
Q3 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
9.3KNew |
N/A
|
9.3K
$0
|
|
| Q2 2023 | |||||||
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
23.6KNew |
N/A
|
23.6K
$0
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
120KNew |
N/A
|
120K
$0
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
13.4KNew |
N/A
|
13.4K
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
7.99KNew |
N/A
|
7.99K
$0
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
123KNew |
N/A
|
123K
$0
|
|