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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
5.21K+ 33.53% |
$256K - $264K
|
20.7K
$1.05M
|
|
|
May 02, 2023
Q1 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
4KNew |
$196K - $203K
|
4K
$203K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
218New |
$10.7K - $11.1K
|
218
$11.1K
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-177- 3.76% |
$8.69K - $8.99K
|
4.53K
$230K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
793New |
$37.4K - $39.4K
|
793
$40.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.65KNew |
$266K - $281K
|
5.65K
$286K
|
|
|
Feb 09, 2023
Q4 2022
|
Firestone Capital Management
|
BUY
|
- |
5.22KNew |
$246K - $259K
|
5.22K
$264K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-6.01K- 17.47% |
$283K - $298K
|
28.4K
$1.44M
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
4.38KNew |
$206K - $218K
|
4.38K
$222K
|
|
|
Jan 12, 2023
Q4 2022
|
Peak Financial Advisors LLC
|
BUY
|
- |
7.47KNew |
$352K - $371K
|
7.47K
$379K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
17.3KNew |
$825K - $885K
|
17.3K
$878K
|
|
|
Nov 09, 2022
Q3 2022
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-1.34K- 3.2% |
$63.7K - $68.4K
|
40.5K
$2.05M
|
|
|
Nov 09, 2022
Q3 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
58+ 0.51% |
$2.76K - $2.97K
|
11.5K
$582K
|
|
|
Oct 21, 2022
Q3 2022
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-1.3K- 18.31% |
$62K - $66.5K
|
5.8K
$294K
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-7.04K- 61.14% |
$336K - $360K
|
4.47K
$227K
|
|
|
Oct 12, 2022
Q3 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
5.58K+ 35.36% |
$266K - $286K
|
21.4K
$1.08M
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
410New |
$20.2K - $21.1K
|
410
$20.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
7.36KNew |
$362K - $380K
|
7.36K
$373K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1+ 0.26% |
$49.2 - $51.6
|
379
$19.2K
|
|
|
Jul 27, 2022
Q2 2022
|
Fortune 45 LLC
|
SELL
|
- |
-2.24K- 17.27% |
$110K - $116K
|
10.7K
$544K
|
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
SELL
|
- |
-11.2K- 52.78% |
$551K - $579K
|
10K
$509K
|
|
|
Jul 13, 2022
Q2 2022
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-36.9KClosed |
$1.82M - $1.91M
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-6.33KClosed |
$326K - $350K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-100Closed |
$5.15K - $5.53K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-4.15KClosed |
$214K - $229K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
190New |
$9.78K - $10.5K
|
190
$9.63K
|
|
| Q3 2020 | |||||||
|
Nov 02, 2020
Q3 2020
|
Kovack Advisors, Inc.
|
SELL
|
- |
-9.32KClosed |
$491K - $504K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 05, 2020
Q1 2020
|
D.A. Davidson & Co.
|
SELL
|
- |
-13.8KClosed |
$656K - $758K
|
0
$0
|
|