Latest Institutional Transactions on American Centy ETF Tr Diversif (TAXF)
This table provides information on the latest institutional transactions involving American Centy ETF Tr Diversif (TAXF) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
75+ 0.15% |
$3.76K - $3.86K
|
48.8K
$2.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
3.69KNew |
$185K - $190K
|
3.69K
$187K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-156- 0.2% |
$7.82K - $8.02K
|
76.6K
$3.88M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
27.7K+ 26.08% |
$1.39M - $1.43M
|
134K
$6.79M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-955- 1.59% |
$47.9K - $49.1K
|
59K
$2.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.42K+ 21.52% |
$71.4K - $73.2K
|
8.03K
$407K
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
607+ 14.73% |
$30.4K - $31.2K
|
4.73K
$240K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
94.6K+ 36.44% |
$4.75M - $4.87M
|
354K
$18M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-89- 1.78% |
$4.46K - $4.58K
|
4.92K
$250K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-171- 1.39% |
$8.58K - $8.79K
|
12.2K
$616K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-319- 1.71% |
$16K - $16.4K
|
18.3K
$927K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-101- 0.43% |
$5.07K - $5.19K
|
23.5K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-168- 1.44% |
$8.43K - $8.64K
|
11.5K
$583K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-2.87K- 13.45% |
$144K - $148K
|
18.5K
$935K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
33+ 0.42% |
$1.66K - $1.7K
|
7.88K
$400K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
571+ 5.03% |
$28.6K - $29.4K
|
11.9K
$604K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.58K+ 12.01% |
$380K - $390K
|
70.7K
$3.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-663- 99.85% |
$33.3K - $34.1K
|
1
$50.7
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
36K+ 84.8% |
$1.81M - $1.85M
|
78.5K
$3.98M
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.46K+ 42.29% |
$73.1K - $74.9K
|
4.9K
$248K
|
|
|
Nov 13, 2024
Q3 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-18.8K- 37.15% |
$943K - $967K
|
31.8K
$1.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-119- 0.41% |
$5.97K - $6.12K
|
29.1K
$1.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
26+ 0.49% |
$1.3K - $1.34K
|
5.33K
$270K
|
|
|
Nov 13, 2024
Q3 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
309+ 2.86% |
$15.5K - $15.9K
|
11.1K
$564K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
862+ 1.12% |
$43.2K - $44.3K
|
78.1K
$3.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-4.86K- 8.11% |
$244K - $250K
|
55.1K
$2.79M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.18KNew |
$58.9K - $60.4K
|
1.18K
$59.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
104K+ 25.96% |
$5.21M - $5.35M
|
504K
$25.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
9.63K+ 6.69% |
$483K - $495K
|
153K
$7.78M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-170- 37.86% |
$8.53K - $8.74K
|
279
$14.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
32.7K+ 417.2% |
$1.64M - $1.68M
|
40.6K
$2.06M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.19KNew |
$210K - $215K
|
4.19K
$212K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
70.3K+ 3.63% |
$3.53M - $3.62M
|
2.01M
$102M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-13.9K- 9.12% |
$698K - $716K
|
139K
$7.04M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.66K+ 46.26% |
$334K - $343K
|
21.1K
$1.07M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
999New |
$50.1K - $51.4K
|
999
$50.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
61+ 0.84% |
$3.06K - $3.14K
|
7.31K
$371K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
46+ 5.12% |
$2.31K - $2.37K
|
945
$47.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.72K+ 3.47% |
$187K - $191K
|
111K
$5.63M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-85- 1.68% |
$4.26K - $4.37K
|
4.98K
$252K
|
|
|
Oct 30, 2024
Q3 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
226+ 0.41% |
$11.3K - $11.6K
|
55.5K
$2.81M
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
84+ 0.76% |
$4.21K - $4.32K
|
11.1K
$563K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-380- 0.4% |
$19.1K - $19.5K
|
95.3K
$4.83M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.87K- 4.9% |
$93.8K - $96.2K
|
36.3K
$1.84M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.08K+ 9.52% |
$154K - $158K
|
35.4K
$1.79M
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
20.1K+ 5.55% |
$1.01M - $1.04M
|
383K
$19.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-93- 2.08% |
$4.66K - $4.78K
|
4.37K
$221K
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-336- 4.81% |
$16.9K - $17.3K
|
6.65K
$337K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.23K+ 6.27% |
$162K - $166K
|
54.7K
$2.77M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
21.1K+ 11.56% |
$1.06M - $1.09M
|
204K
$10.3M
|