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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
586+ 6.96% |
$28K - $29.2K
|
9.01K
$438K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-14.2K- 29.73% |
$680K - $708K
|
33.6K
$1.63M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
BUY
|
- |
653+ 3.35% |
$31.2K - $32.5K
|
20.1K
$978K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
264+ 6.11% |
$12.6K - $13.1K
|
4.58K
$223K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
54.1K+ 2063.92% |
$2.58M - $2.69M
|
56.7K
$2.75M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
4.16KNew |
$199K - $207K
|
4.16K
$202K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
21.6K+ 34.78% |
$1.03M - $1.07M
|
83.6K
$4.07M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-346K- 54.21% |
$16.5M - $17.2M
|
292K
$14.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-432- 54.82% |
$20.6K - $21.5K
|
356
$17.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-747- 1.13% |
$35.7K - $37.2K
|
65.1K
$3.16M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.48K+ 5.08% |
$262K - $273K
|
113K
$5.52M
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-4.73K- 97.0% |
$232K - $240K
|
146
$7.1K
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
SELL
|
- |
-545- 4.7% |
$26.8K - $27.7K
|
11.1K
$537K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-528- 3.36% |
$26K - $26.9K
|
15.2K
$737K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.06K- 7.75% |
$298K - $308K
|
72.1K
$3.51M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
83KNew |
$4.08M - $4.22M
|
83K
$4.03M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-627- 1.61% |
$30.8K - $31.9K
|
38.4K
$1.87M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-99- 0.02% |
$4.87K - $5.04K
|
413K
$20.1M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
131+ 0.45% |
$6.44K - $6.66K
|
29.2K
$1.42M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.68K+ 19.69% |
$230K - $238K
|
28.5K
$1.38M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
79.6K+ 74.31% |
$3.92M - $4.05M
|
187K
$9.07M
|
|
|
May 15, 2025
Q1 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-1.86K- 6.22% |
$91.4K - $94.5K
|
28K
$1.36M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.55K+ 8.67% |
$273K - $282K
|
69.5K
$3.38M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.28KNew |
$260K - $268K
|
5.28K
$257K
|
|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
201+ 1.67% |
$9.89K - $10.2K
|
12.3K
$596K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.24KNew |
$405K - $419K
|
8.24K
$400K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
28.9K+ 35.43% |
$1.42M - $1.47M
|
111K
$5.38M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
23.9KNew |
$1.17M - $1.21M
|
23.9K
$1.16M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-21.1K- 55.73% |
$1.04M - $1.07M
|
16.7K
$813K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
674+ 5.32% |
$33.2K - $34.3K
|
13.4K
$649K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.34K- 11.49% |
$65.9K - $68.1K
|
10.3K
$501K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.39K+ 2.66% |
$118K - $122K
|
92.4K
$4.49M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-25.4K- 31.49% |
$1.25M - $1.29M
|
55.3K
$2.69M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
558+ 3.25% |
$27.4K - $28.4K
|
17.7K
$862K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
12.3K+ 11.75% |
$603K - $623K
|
117K
$5.66M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12.8K+ 1277600.0% |
$628K - $650K
|
12.8K
$621K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-148- 1.4% |
$7.28K - $7.53K
|
10.4K
$506K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-578- 91.89% |
$28.4K - $29.4K
|
51
$2.48K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-363- 6.68% |
$17.9K - $18.5K
|
5.07K
$246K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
14.3K+ 10.33% |
$703K - $727K
|
153K
$7.42M
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
5.95K+ 3.79% |
$293K - $303K
|
163K
$7.93M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-701- 99.72% |
$34.5K - $35.7K
|
2
$97.2
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.03K+ 50.15% |
$149K - $154K
|
9.07K
$441K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8- 0.01% |
$394 - $407
|
107K
$5.21M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.96KNew |
$96.4K - $99.7K
|
1.96K
$95.3K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-100- 10.01% |
$4.92K - $5.09K
|
899
$43.7K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-29K- 61.85% |
$1.43M - $1.47M
|
17.9K
$869K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
127+ 8.76% |
$6.25K - $6.46K
|
1.58K
$76.6K
|
|
|
May 07, 2025
Q1 2025
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-13K- 6.57% |
$640K - $661K
|
185K
$8.99M
|
|