Purchases and Sales Made in Q4 2023 in Ab Active Etfs Inc Tax Aware S (TAFI)
This table provides information about the institutional ownership of Ab Active Etfs Inc Tax Aware S (TAFI) during Q4 2023. The information is specifically focused on institutions that hold shares of AB ACTIVE ETFS INC TAX-AWARE S.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
4.51M+ 100.91% |
N/A
|
8.98M
$0
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
659K+ 58.19% |
N/A
|
1.79M
$0
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
90.9KNew |
N/A
|
90.9K
$0
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
77.9K+ 94.36% |
N/A
|
160K
$0
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
71.2KNew |
N/A
|
71.2K
$0
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
40.4KNew |
N/A
|
40.4K
$0
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
26.6K+ 48.14% |
N/A
|
81.7K
$0
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
16.2KNew |
N/A
|
16.2K
$0
|
|
Jan 29, 2024
Q4 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
14.1K+ 31.01% |
N/A
|
59.5K
$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
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.8KNew |
N/A
|
10.8K
$0
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
7.42K+ 24.3% |
N/A
|
37.9K
$0
|
|
Jan 25, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
6.25K+ 38.01% |
N/A
|
22.7K
$0
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.11K+ 60.62% |
N/A
|
16.2K
$0
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.23K+ 21.37% |
N/A
|
29.7K
$0
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
BUY
|
- |
4.39K+ 6.21% |
N/A
|
75.2K
$0
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.17K+ 17.0% |
N/A
|
28.7K
$0
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.77KNew |
N/A
|
2.77K
$0
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2KNew |
N/A
|
2K
$0
|
|
Jan 22, 2024
Q4 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
1.9K+ 0.78% |
N/A
|
246K
$0
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
561+ 5.88% |
N/A
|
10.1K
$0
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
295New |
N/A
|
295
$0
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
255+ 1.27% |
N/A
|
20.3K
$0
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
245New |
N/A
|
245
$0
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.2K- 7.01% |
N/A
|
29.2K
$0
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-13.2K- 8.62% |
N/A
|
140K
$0
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-14K- 25.0% |
N/A
|
42K
$0
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-60K- 15.75% |
N/A
|
321K
$0
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-74K- 23.1% |
N/A
|
246K
$0
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-144K- 66.86% |
N/A
|
71.2K
$0
|