Purchases and Sales Made in Q4 2023 in American Centy ETF Tr Diversif (TAXF)
This table provides information about the institutional ownership of American Centy ETF Tr Diversif (TAXF) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-873- 10.39% |
$41.2K - $44.5K
|
7.53K
$382K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.17K- 17.13% |
$55.2K - $59.7K
|
5.66K
$287K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.21K- 7.65% |
$57.2K - $61.8K
|
14.6K
$741K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-3.35K- 7.29% |
$158K - $171K
|
42.6K
$2.16M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-3.42K- 43.26% |
$161K - $174K
|
4.48K
$227K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.46K- 20.13% |
$163K - $177K
|
13.7K
$696K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-3.48K- 2.61% |
$164K - $178K
|
130K
$6.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.75K- 12.44% |
$177K - $191K
|
26.4K
$1.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.92K- 15.64% |
$185K - $200K
|
21.2K
$1.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.11K- 9.23% |
$194K - $210K
|
40.4K
$2.05M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.17K- 13.69% |
$197K - $213K
|
26.3K
$1.33M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.53K- 2.25% |
$214K - $231K
|
196K
$9.96M
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-5.23K- 38.68% |
$247K - $267K
|
8.29K
$420K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-10.5K- 21.53% |
$498K - $538K
|
38.4K
$1.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-12.7K- 36.43% |
$600K - $649K
|
22.2K
$1.13M
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-17.4K- 55.24% |
$820K - $887K
|
14.1K
$714K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-40K- 26.07% |
$1.89M - $2.04M
|
114K
$5.75M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-63.1K- 13.75% |
$2.98M - $3.22M
|
395K
$20M
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-70.9K- 53.51% |
$3.35M - $3.62M
|
61.6K
$3.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-126K- 39.49% |
$5.97M - $6.45M
|
194K
$9.82M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-129K- 49.57% |
$6.08M - $6.57M
|
131K
$6.64M
|