Purchases and Sales Made in Q3 2022 in American Centy ETF Tr Diversif (TAXF)
This table provides information about the institutional ownership of American Centy ETF Tr Diversif (TAXF) during Q3 2022. The information is specifically focused on institutions that hold shares of AMERICAN CENTY ETF TR DIVERSIF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
626K+ 278.58% |
$29.8M - $32M
|
850K
$42.6M
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
626K+ 278.58% |
$29.8M - $32M
|
850K
$42.6M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
181K+ 32.89% |
$8.61M - $9.24M
|
730K
$36.5M
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
130K+ 235.93% |
$6.17M - $6.62M
|
184K
$9.23M
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
BUY
|
- |
68.9K+ 19.95% |
$3.29M - $3.53M
|
414K
$20.7M
|
|
Nov 14, 2022
Q3 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
54.2KNew |
$2.58M - $2.77M
|
54.2K
$2.71M
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
41.5K+ 86.66% |
$1.98M - $2.12M
|
89.3K
$4.47M
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
35.1K+ 713.72% |
$1.67M - $1.79M
|
40K
$2M
|
|
Oct 24, 2022
Q3 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
28.8KNew |
$1.37M - $1.47M
|
28.8K
$1.44M
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
28.2K+ 1254.2% |
$1.35M - $1.44M
|
30.5K
$1.53M
|
|
Nov 14, 2022
Q3 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
25.8KNew |
$1.23M - $1.32M
|
25.8K
$1.29M
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
20.2K+ 69.01% |
$964K - $1.03M
|
49.5K
$2.48M
|
|
Nov 10, 2022
Q3 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
18.8KNew |
$897K - $963K
|
18.8K
$943K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
17.3KNew |
$825K - $885K
|
17.3K
$867K
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.3K+ 23.13% |
$728K - $781K
|
81.3K
$4.07M
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
12.4K+ 34.53% |
$593K - $636K
|
48.4K
$2.43M
|
|
Nov 14, 2022
Q3 2022
|
E Rn Financial, LLC
|
BUY
|
- |
10.7K+ 7.2% |
$511K - $548K
|
160K
$7.99M
|
|
Oct 11, 2022
Q3 2022
|
Stewardship Advisors, LLC
|
BUY
|
- |
6.41K+ 23.61% |
$306K - $328K
|
33.6K
$1.68M
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
5.96K+ 4.41% |
$284K - $305K
|
141K
$7.07M
|
|
Oct 12, 2022
Q3 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
5.58K+ 35.36% |
$266K - $286K
|
21.4K
$1.07M
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.23KNew |
$202K - $216K
|
4.23K
$212K
|
|
Oct 21, 2022
Q3 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
4.18K+ 47.03% |
$199K - $214K
|
13.1K
$654K
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.69K+ 5.93% |
$176K - $189K
|
66K
$3.3M
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.97K+ 26.74% |
$94K - $101K
|
9.35K
$468K
|
|
Nov 10, 2022
Q3 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
1.57K+ 9.72% |
$75K - $80.4K
|
17.8K
$889K
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.48K+ 3.01% |
$70.3K - $75.4K
|
50.5K
$2.53M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.16K+ 19.28% |
$55.2K - $59.2K
|
7.16K
$358K
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
792+ 12.21% |
$37.8K - $40.5K
|
7.28K
$365K
|
|
Oct 13, 2022
Q3 2022
|
Retirement Planning Group
|
BUY
|
- |
257+ 1.39% |
$12.3K - $13.1K
|
18.7K
$935K
|
|
Nov 09, 2022
Q3 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
58+ 0.51% |
$2.76K - $2.97K
|
11.5K
$575K
|
|
Nov 14, 2022
Q3 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
15+ 0.01% |
$715 - $767
|
170K
$8.5M
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-50- 0.13% |
$2.38K - $2.56K
|
38.1K
$1.91M
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-596- 2.74% |
$28.4K - $30.5K
|
21.2K
$1.06M
|
|
Nov 14, 2022
Q3 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-784- 3.3% |
$37.4K - $40.1K
|
23K
$1.15M
|
|
Oct 24, 2022
Q3 2022
|
Mc Adam, LLC
|
SELL
|
- |
-1.09K- 14.59% |
$52.1K - $55.8K
|
6.39K
$320K
|
|
Oct 21, 2022
Q3 2022
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-1.3K- 18.31% |
$62K - $66.5K
|
5.8K
$290K
|
|
Nov 09, 2022
Q3 2022
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-1.34K- 3.2% |
$63.7K - $68.4K
|
40.5K
$2.03M
|
|
Nov 14, 2022
Q3 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-2.16K- 9.27% |
$103K - $110K
|
21.1K
$1.06M
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-3.17K- 14.05% |
$151K - $162K
|
19.4K
$971K
|
|
Oct 20, 2022
Q3 2022
|
First Affirmative Financial Network
|
SELL
|
- |
-3.24K- 20.37% |
$155K - $166K
|
12.7K
$635K
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.66K- 35.61% |
$174K - $187K
|
6.61K
$331K
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-4.59K- 26.39% |
$219K - $235K
|
12.8K
$642K
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-5.33K- 9.47% |
$254K - $273K
|
50.9K
$2.55M
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.95K- 2.22% |
$331K - $355K
|
306K
$15.3M
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-7.04K- 61.14% |
$336K - $360K
|
4.47K
$224K
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-21.5K- 25.61% |
$1.03M - $1.1M
|
62.6K
$3.13M
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-22.7K- 33.0% |
$1.08M - $1.16M
|
46.2K
$2.31M
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-29.2K- 64.84% |
$1.39M - $1.49M
|
15.8K
$793K
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-43.8K- 5.59% |
$2.09M - $2.24M
|
740K
$37M
|