Purchases and Sales Made in Q4 2022 in American Centy ETF Tr Stoxx Us (VALQ)
This table provides information about the institutional ownership of American Centy ETF Tr Stoxx Us (VALQ) during Q4 2022. The information is specifically focused on institutions that hold shares of AMERICAN CENTY ETF TR STOXX US.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.6K+ 2.18% |
$666K - $776K
|
729K
$45.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14K+ 9.65% |
$601K - $701K
|
159K
$10M
|
|
|
Feb 13, 2023
Q4 2022
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
13.7KNew |
$586K - $683K
|
13.7K
$858K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
12.5K+ 4.94% |
$534K - $623K
|
265K
$16.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.9K+ 327.65% |
$381K - $444K
|
11.6K
$728K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.32KNew |
$356K - $415K
|
8.32K
$522K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.51KNew |
$279K - $325K
|
6.51K
$408K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.41K+ 85.75% |
$232K - $270K
|
11.7K
$735K
|
|
|
Feb 07, 2023
Q4 2022
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
4.5KNew |
$193K - $225K
|
4.5K
$282K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.85K+ 32.79% |
$122K - $143K
|
11.6K
$725K
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
827+ 2.08% |
$35.4K - $41.3K
|
40.6K
$2.55M
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
437+ 1.08% |
$18.7K - $21.8K
|
40.8K
$2.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
98New |
$4.2K - $4.89K
|
98
$6.15K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
42New |
$1.8K - $2.1K
|
42
$2.63K
|
|
|
Feb 13, 2023
Q4 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
19+ 0.35% |
$813 - $949
|
5.45K
$342K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-45- 0.8% |
$1.93K - $2.25K
|
5.6K
$351K
|
|
|
Dec 12, 2024
Q4 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-88- 0.32% |
$3.77K - $4.39K
|
27K
$1.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-88- 0.32% |
$3.77K - $4.39K
|
27K
$1.7M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-126- 46.67% |
$5.39K - $6.29K
|
144
$9.03K
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-455- 0.16% |
$19.5K - $22.7K
|
276K
$17.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-660- 26.85% |
$28.3K - $33K
|
1.8K
$113K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-878- 7.57% |
$37.6K - $43.8K
|
10.7K
$672K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.17K- 13.03% |
$50K - $58.4K
|
7.81K
$490K
|
|
|
Feb 13, 2023
Q4 2022
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-85.3K- 3.88% |
$3.65M - $4.26M
|
2.12M
$133M
|