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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
539+ 3.92% |
$27.1K - $27.5K
|
14.3K
$719K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
449New |
$22.6K - $22.9K
|
449
$22.6K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
346New |
$17.4K - $17.7K
|
346
$17.4K
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
75+ 1.22% |
$3.78K - $3.83K
|
6.25K
$315K
|
|
| Q4 2023 | |||||||
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
4.65KNew |
$219K - $237K
|
4.65K
$234K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
3.8K+ 34.55% |
$179K - $194K
|
14.8K
$746K
|
|
|
Jan 19, 2024
Q4 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
2.62K+ 21.32% |
$124K - $134K
|
14.9K
$752K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.68KNew |
$79.2K - $85.6K
|
1.68K
$84.6K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
5.03KNew |
$241K - $253K
|
5.03K
$253K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.32KNew |
$207K - $218K
|
4.32K
$218K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
420+ 42.99% |
$20.1K - $21.1K
|
1.4K
$70.4K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
145New |
$6.95K - $7.3K
|
145
$7.31K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
26.4KNew |
$1.3M - $1.34M
|
26.4K
$1.33M
|
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
BUY
|
- |
18.2KNew |
$893K - $922K
|
18.2K
$915K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.43K+ 33.27% |
$70.4K - $72.6K
|
5.73K
$289K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
600New |
$29.5K - $30.5K
|
600
$30.2K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
11New |
$541 - $559
|
11
$554
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
5.21K+ 33.53% |
$256K - $264K
|
20.7K
$1.04M
|
|
|
May 02, 2023
Q1 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
4KNew |
$196K - $203K
|
4K
$202K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
218New |
$10.7K - $11.1K
|
218
$11K
|
|
| Q4 2022 | |||||||
|
Jan 12, 2023
Q4 2022
|
Peak Financial Advisors LLC
|
BUY
|
- |
7.47KNew |
$352K - $371K
|
7.47K
$377K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.65KNew |
$266K - $281K
|
5.65K
$285K
|
|
|
Feb 09, 2023
Q4 2022
|
Firestone Capital Management
|
BUY
|
- |
5.22KNew |
$246K - $259K
|
5.22K
$263K
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
4.38KNew |
$206K - $218K
|
4.38K
$221K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
793New |
$37.4K - $39.4K
|
793
$40K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
17.3KNew |
$825K - $885K
|
17.3K
$873K
|
|
|
Oct 12, 2022
Q3 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
5.58K+ 35.36% |
$266K - $286K
|
21.4K
$1.08M
|
|
|
Nov 09, 2022
Q3 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
58+ 0.51% |
$2.76K - $2.97K
|
11.5K
$578K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
7.36KNew |
$362K - $380K
|
7.36K
$371K
|
|
|
Aug 12, 2022
Q2 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
3.45KNew |
$169K - $178K
|
3.45K
$174K
|
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
410New |
$20.2K - $21.1K
|
410
$20.7K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1+ 0.26% |
$49.2 - $51.6
|
379
$19.1K
|
|
| Q1 2022 | |||||||
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
190New |
$9.78K - $10.5K
|
190
$9.58K
|
|