Purchases and Sales Made in Q4 2022 in Usaa ETF Tr Core Intermediate (UITB)
This table provides information about the institutional ownership of Usaa ETF Tr Core Intermediate (UITB) during Q4 2022. The information is specifically focused on institutions that hold shares of USAA ETF TR CORE INTERMEDIATE .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
704K+ 15.52% |
$31M - $32.9M
|
5.24M
$241M
|
|
|
Feb 03, 2023
Q4 2022
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
437KNew |
$19.2M - $20.4M
|
437K
$20.1M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
52.6K+ 11.12% |
$2.31M - $2.46M
|
525K
$24.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
52.5KNew |
$2.31M - $2.45M
|
52.5K
$2.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
51.3K+ 133.82% |
$2.26M - $2.4M
|
89.7K
$4.12M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
47.1K+ 1015.34% |
$2.07M - $2.2M
|
51.8K
$2.38M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
28.2K+ 316.31% |
$1.24M - $1.32M
|
37.2K
$1.71M
|
|
|
Feb 14, 2023
Q4 2022
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
26.3K+ 1.28% |
$1.16M - $1.23M
|
2.08M
$95.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.2K+ 8.91% |
$447K - $475K
|
124K
$5.7M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.91KNew |
$348K - $369K
|
7.91K
$363K
|
|
|
Jan 24, 2023
Q4 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
6K+ 44.33% |
$264K - $280K
|
19.5K
$897K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.85KNew |
$257K - $273K
|
5.85K
$269K
|
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
3.01KNew |
$132K - $140K
|
3.01K
$138K
|
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
2.66KNew |
$117K - $124K
|
2.66K
$122K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.67K+ 685.19% |
$73.2K - $77.8K
|
1.91K
$87.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
800New |
$35.2K - $37.4K
|
800
$36.7K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
528+ 96.0% |
$23.2K - $24.7K
|
1.08K
$49.5K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
350New |
$15.4K - $16.3K
|
350
$16.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
282+ 1.89% |
$12.4K - $13.2K
|
15.2K
$700K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
82New |
$3.61K - $3.83K
|
82
$3.76K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.88% |
$352 - $374
|
919
$42.2K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-695- 7.43% |
$30.6K - $32.5K
|
8.66K
$398K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.01K- 12.87% |
$44.4K - $47.2K
|
6.84K
$314K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.03K- 5.36% |
$45.1K - $47.9K
|
18.1K
$832K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.94K- 26.61% |
$129K - $137K
|
8.1K
$372K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.19K- 30.34% |
$184K - $196K
|
9.62K
$442K
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-6.07K- 23.36% |
$267K - $284K
|
19.9K
$914K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-9.17K- 79.89% |
$403K - $428K
|
2.31K
$106K
|
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-150K- 0.76% |
$6.59M - $7M
|
19.5M
$896M
|
|
|
Feb 09, 2023
Q4 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-288K- 1.44% |
$12.7M - $13.4M
|
19.7M
$903M
|