Latest Institutional Purchases of American Centy ETF Tr Diversif (TAXF)
This list provides information on the latest institutional transactions involving American Centy ETF Tr Diversif (TAXF) 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 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
54.1K+ 2063.92% |
$2.58M - $2.69M
|
56.7K
$2.75M
|
|
|
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 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.48K+ 5.08% |
$262K - $273K
|
113K
$5.52M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
4.16KNew |
$199K - $207K
|
4.16K
$202K
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
BUY
|
- |
653+ 3.35% |
$31.2K - $32.5K
|
20.1K
$978K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
586+ 6.96% |
$28K - $29.2K
|
9.01K
$438K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
264+ 6.11% |
$12.6K - $13.1K
|
4.58K
$223K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
83KNew |
$4.08M - $4.22M
|
83K
$4.03M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
79.6K+ 74.31% |
$3.92M - $4.05M
|
187K
$9.07M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
44.6K+ 4.3% |
$2.19M - $2.27M
|
1.08M
$52.5M
|
|
|
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
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
15.1KNew |
$742K - $767K
|
15.1K
$733K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
14.3K+ 10.33% |
$703K - $727K
|
153K
$7.42M
|
|
|
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
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
12.3K+ 11.75% |
$603K - $623K
|
117K
$5.66M
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
11.5K+ 2.75% |
$567K - $586K
|
431K
$21M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.24KNew |
$405K - $419K
|
8.24K
$400K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
6.95K+ 10.46% |
$342K - $354K
|
73.5K
$3.57M
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
5.95K+ 3.79% |
$293K - $303K
|
163K
$7.93M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
5.55KNew |
$273K - $282K
|
5.55K
$270K
|
|
|
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 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
4.71K+ 4.49% |
$232K - $240K
|
110K
$5.33M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.68K+ 19.69% |
$230K - $238K
|
28.5K
$1.38M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.91K+ 13.43% |
$192K - $199K
|
33K
$1.6M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.03K+ 50.15% |
$149K - $154K
|
9.07K
$441K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.39K+ 2.66% |
$118K - $122K
|
92.4K
$4.49M
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
2.1K+ 17.74% |
$103K - $107K
|
13.9K
$677K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.97K+ 1.69% |
$97K - $100K
|
119K
$5.78M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.96KNew |
$96.4K - $99.7K
|
1.96K
$95.3K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
1.62K+ 9.71% |
$79.8K - $82.5K
|
18.3K
$891K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.46K+ 0.71% |
$71.9K - $74.3K
|
208K
$10.1M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
800+ 14.8% |
$39.4K - $40.7K
|
6.2K
$302K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
800+ 5.41% |
$39.4K - $40.7K
|
15.6K
$758K
|
|
|
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
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
558+ 3.25% |
$27.4K - $28.4K
|
17.7K
$862K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
436+ 1.29% |
$21.4K - $22.2K
|
34.3K
$1.67M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
332New |
$16.3K - $16.9K
|
332
$16.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
204+ 2.6% |
$10K - $10.4K
|
8.05K
$391K
|
|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
201+ 1.67% |
$9.89K - $10.2K
|
12.3K
$596K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
131+ 0.45% |
$6.44K - $6.66K
|
29.2K
$1.42M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
127+ 8.76% |
$6.25K - $6.46K
|
1.58K
$76.6K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
60+ 6.42% |
$2.95K - $3.05K
|
994
$48.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
30New |
$1.48K - $1.53K
|
30
$1.46K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Apr 11, 2025
Q4 2024
|
Cooper Capital Advisors LLC
Encinitas, CA |
BUY
|
- |
115KNew |
$5.73M - $5.9M
|
115K
$5.58M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
33.2KNew |
$1.66M - $1.71M
|
33.2K
$1.61M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
16.7KNew |
$836K - $861K
|
16.7K
$813K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.64K+ 13.27% |
$332K - $342K
|
56.7K
$2.75M
|
|