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 |
|---|---|---|---|---|---|---|---|
|
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
$403K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.67K+ 4.16% |
$32.2K - $34.9K
|
41.7K
$886K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.55KNew |
$29.8K - $32.4K
|
1.55K
$32.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.43K+ 5.28% |
$27.5K - $29.9K
|
28.5K
$605K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.33K+ 4.33% |
$25.6K - $27.7K
|
32K
$678K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
1.27KNew |
$24.4K - $26.5K
|
1.27K
$26.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.22K+ 3.16% |
$23.4K - $25.4K
|
39.6K
$841K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.15K+ 3.52% |
$22.1K - $24K
|
33.7K
$715K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
989+ 2.73% |
$19.1K - $20.7K
|
37.2K
$789K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
980+ 75.38% |
$18.9K - $20.5K
|
2.28K
$48.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
801+ 2.65% |
$15.4K - $16.7K
|
31K
$658K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
721+ 2.44% |
$13.9K - $15.1K
|
30.2K
$641K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
697+ 2.27% |
$13.4K - $14.6K
|
31.4K
$667K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
686+ 3.36% |
$13.2K - $14.3K
|
21.1K
$448K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
653New |
$12.6K - $13.6K
|
653
$13.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
641+ 5.61% |
$12.4K - $13.4K
|
12.1K
$256K
|
|
|
Jan 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
633+ 2.27% |
$12.2K - $13.2K
|
28.5K
$604K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
479+ 25.61% |
$9.23K - $10K
|
2.35K
$49.8K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
384New |
$7.4K - $8.03K
|
384
$8.15K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
212+ 21.86% |
$4.09K - $4.43K
|
1.18K
$25.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
136+ 14.62% |
$2.62K - $2.84K
|
1.07K
$22.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
100+ 0.68% |
$1.93K - $2.09K
|
14.7K
$312K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
16+ 3.31% |
$308 - $334
|
499
$10.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
13New |
$251 - $272
|
13
$276
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
1New |
$19.3 - $20.9
|
1
$21.2
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1- -0.0% |
$19.3 - $20.9
|
235K
$4.99M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-32- 0.09% |
$617 - $669
|
35.6K
$755K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-39- 43.82% |
$752 - $815
|
50
$1.06K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-48- 15.79% |
$925 - $1K
|
256
$5.43K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-118- 0.25% |
$2.27K - $2.47K
|
46.4K
$985K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-318- 1.66% |
$6.13K - $6.65K
|
18.8K
$399K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-555- 0.21% |
$10.7K - $11.6K
|
268K
$5.68M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-638- 56.46% |
$12.3K - $13.3K
|
492
$10.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-708- 20.89% |
$13.6K - $14.8K
|
2.68K
$56.9K
|
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-1.05K- 0.65% |
$20.1K - $21.8K
|
160K
$3.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-1.61K- 8.27% |
$31K - $33.6K
|
17.8K
$378K
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-1.7K- 13.42% |
$32.7K - $35.5K
|
11K
$232K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.37K- 88.52% |
$45.6K - $49.5K
|
307
$6.51K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-2.53K- 6.11% |
$48.7K - $52.8K
|
38.8K
$823K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.57K- 7.34% |
$49.5K - $53.7K
|
32.4K
$688K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.07K- 11.48% |
$59.1K - $64.1K
|
23.6K
$502K
|
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-3.32K- 8.31% |
$64K - $69.4K
|
36.6K
$777K
|
|
|
Feb 12, 2025
Q4 2024
|
Aldebaran Capital, LLC
Indianapolis, IN |
SELL
|
- |
-3.39K- 2.15% |
$65.2K - $70.8K
|
154K
$3.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.78K- 42.06% |
$92.2K - $100K
|
6.59K
$140K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-5.45K- 67.75% |
$105K - $114K
|
2.59K
$55K
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-6.53K- 2.54% |
$126K - $136K
|
250K
$5.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-6.89K- 23.47% |
$133K - $144K
|
22.5K
$477K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-12.8K- 41.64% |
$246K - $267K
|
17.9K
$380K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-15K- 12.65% |
$289K - $313K
|
104K
$2.2M
|