Purchases and Sales Made in Q4 2024 in Abrdn Etfs Abrdn Bloomberg All (BCI)
This table provides information about the institutional ownership of Abrdn Etfs Abrdn Bloomberg All (BCI) during Q4 2024. The information is specifically focused on institutions that hold shares of ABRDN ETFS ABRDN BLOOMBERG ALL.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.48M+ 72.82% |
$125M - $135M
|
15.4M
$325M
|
|
Jan 27, 2025
Q4 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
988KNew |
$19M - $20.7M
|
988K
$20.9M
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
822K+ 69.26% |
$15.8M - $17.2M
|
2.01M
$42.5M
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
504K+ 49.4% |
$9.72M - $10.5M
|
1.53M
$32.3M
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
296K+ 5.13% |
$5.7M - $6.18M
|
6.06M
$128M
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
266K+ 70.49% |
$5.12M - $5.55M
|
642K
$13.6M
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
228K+ 2.37% |
$4.4M - $4.77M
|
9.87M
$209M
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
192KNew |
$3.7M - $4.01M
|
192K
$4.06M
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
179K+ 346.61% |
$3.46M - $3.75M
|
231K
$4.89M
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
121KNew |
$2.34M - $2.54M
|
121K
$2.57M
|
|
Feb 14, 2025
Q4 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
111KNew |
$2.14M - $2.32M
|
111K
$2.35M
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
97K+ 8.67% |
$1.87M - $2.03M
|
1.22M
$25.7M
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
92.5K+ 928.31% |
$1.78M - $1.93M
|
103K
$2.17M
|
|
Feb 06, 2025
Q4 2024
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
90.1KNew |
$1.74M - $1.88M
|
90.1K
$1.91M
|
|
Feb 06, 2025
Q4 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
58.8KNew |
$1.13M - $1.23M
|
58.8K
$1.24M
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
53.4K+ 5.88% |
$1.03M - $1.12M
|
961K
$20.3M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
49KNew |
$944K - $1.02M
|
49K
$1.04M
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
42.9K+ 31.9% |
$827K - $897K
|
178K
$3.76M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
42.7KNew |
$822K - $892K
|
42.7K
$903K
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
41.3KNew |
$797K - $864K
|
41.3K
$875K
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
41.1KNew |
$792K - $859K
|
41.1K
$870K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
32.8KNew |
$633K - $686K
|
32.8K
$695K
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
32.7K+ 6.93% |
$629K - $683K
|
504K
$10.7M
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
31.5K+ 21.18% |
$608K - $659K
|
180K
$3.82M
|
|
Feb 13, 2025
Q4 2024
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
30KNew |
$578K - $627K
|
30K
$635K
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
22KNew |
$424K - $460K
|
22K
$466K
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
21.8K+ 14.83% |
$420K - $455K
|
169K
$3.57M
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
21.4K+ 53.22% |
$413K - $448K
|
61.7K
$1.31M
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
19.1KNew |
$367K - $398K
|
19.1K
$403K
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
17.8KNew |
$343K - $372K
|
17.8K
$377K
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
17.3KNew |
$333K - $361K
|
17.3K
$366K
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
16.1K+ 327.45% |
$310K - $336K
|
21K
$444K
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
15.6K+ 26.68% |
$301K - $326K
|
74.1K
$1.57M
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
13KNew |
$250K - $271K
|
13K
$275K
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.6K+ 18.54% |
$243K - $263K
|
80.6K
$1.7M
|
|
Jan 23, 2025
Q4 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
12.5K+ 4.82% |
$242K - $262K
|
273K
$5.77M
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
12.4KNew |
$238K - $258K
|
12.4K
$262K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.3K+ 25.56% |
$237K - $257K
|
60.3K
$1.28M
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
11.8K+ 21.62% |
$227K - $246K
|
66.2K
$1.4M
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
9.42K+ 3.95% |
$182K - $197K
|
248K
$5.24M
|
|
Jan 27, 2025
Q4 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
9.14K+ 29.55% |
$176K - $191K
|
40K
$847K
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
7.85K+ 1.32% |
$151K - $164K
|
604K
$12.8M
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
7.14K+ 2.71% |
$138K - $149K
|
271K
$5.73M
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.87K+ 9.89% |
$113K - $123K
|
65.3K
$1.38M
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
3.12K+ 26.27% |
$60.2K - $65.3K
|
15K
$318K
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
2.78K+ 0.62% |
$53.5K - $58K
|
453K
$9.59M
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.67K+ 5.44% |
$51.4K - $55.8K
|
51.7K
$1.09M
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.82KNew |
$35K - $38K
|
1.82K
$38.4K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.79K+ 22.5% |
$34.4K - $37.3K
|
9.72K
$206K
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.75K+ 10.16% |
$33.8K - $36.6K
|
19K
$402K
|