Purchases and Sales Made in Q1 2023 in American Financial Group Inc (AFG)
This table provides information about the institutional ownership of American Financial Group Inc (AFG) during Q1 2023. The information is specifically focused on institutions that hold shares of AMERICAN FINANCIAL GROUP INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
41+ 0.44% |
$4.75K - $5.87K
|
9.27K
$1.17M
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
35+ 8.52% |
$4.06K - $5.01K
|
446
$56.5K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
32+ 5.01% |
$3.71K - $4.58K
|
671
$84.9K
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
28+ 0.44% |
$3.25K - $4.01K
|
6.41K
$811K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
27+ 158.82% |
$3.13K - $3.86K
|
44
$5.57K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
21+ 0.49% |
$2.44K - $3.01K
|
4.28K
$541K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
21+ 0.44% |
$2.44K - $3.01K
|
4.83K
$612K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
20New |
$2.32K - $2.86K
|
20
$2.53K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
18+ 54.55% |
$2.09K - $2.58K
|
51
$6.46K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
14+ 3.37% |
$1.62K - $2K
|
430
$54.4K
|
|
|
May 09, 2023
Q1 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
13+ 1.12% |
$1.51K - $1.86K
|
1.18K
$149K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
12+ 50.0% |
$1.39K - $1.72K
|
36
$4.56K
|
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
12+ 0.49% |
$1.39K - $1.72K
|
2.48K
$314K
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
BUY
|
- |
12New |
$1.39K - $1.72K
|
12
$1.52K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
10+ 4.44% |
$1.16K - $1.43K
|
235
$29.7K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
9New |
$1.04K - $1.29K
|
9
$1.14K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
8+ 0.44% |
$928 - $1.15K
|
1.82K
$230K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7+ 10.29% |
$812 - $1K
|
75
$9.49K
|
|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
6+ 3.45% |
$696 - $859
|
180
$22.8K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
6New |
$696 - $859
|
6
$759
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
6+ 42.86% |
$696 - $859
|
20
$2.53K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
5+ 3.7% |
$580 - $716
|
140
$17.7K
|
|
|
May 15, 2023
Q1 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
5+ 0.07% |
$580 - $716
|
7.14K
$904K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4+ 5.63% |
$464 - $573
|
75
$9.49K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3+ 42.86% |
$348 - $429
|
10
$1.27K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3New |
$348 - $429
|
3
$380
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
3+ 5.26% |
$348 - $429
|
60
$7.59K
|
|
|
May 15, 2023
Q1 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
3+ 0.0% |
$348 - $429
|
63.6K
$8.05M
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1+ 0.13% |
$116 - $143
|
795
$101K
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
BUY
|
- |
1+ 7.14% |
$116 - $143
|
15
$1.9K
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
BUY
|
- |
1+ 0.03% |
$116 - $143
|
3.02K
$382K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 7.69% |
$116 - $143
|
14
$1.77K
|
|
|
Apr 28, 2023
Q1 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1+ 6.25% |
$116 - $143
|
17
$2.15K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-1- 8.33% |
$116 - $143
|
11
$1.39K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 1.15% |
$116 - $143
|
86
$10.9K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-2- 3.23% |
$232 - $286
|
60
$7.59K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-2- 40.0% |
$232 - $286
|
3
$380
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-3- 0.7% |
$348 - $429
|
424
$53.7K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-4Closed |
$464 - $573
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-5- 25.0% |
$580 - $716
|
15
$1.9K
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-6- 0.23% |
$696 - $859
|
2.58K
$326K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-8- 22.22% |
$928 - $1.15K
|
28
$3.54K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-9Closed |
$1.04K - $1.29K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-11- 0.17% |
$1.28K - $1.57K
|
6.35K
$803K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-12- 1.79% |
$1.39K - $1.72K
|
660
$83.5K
|
|
|
May 03, 2023
Q1 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-12- 0.23% |
$1.39K - $1.72K
|
5.22K
$661K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-13- 52.0% |
$1.51K - $1.86K
|
12
$1.52K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-13- 0.31% |
$1.51K - $1.86K
|
4.23K
$535K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-14- 0.36% |
$1.62K - $2K
|
3.85K
$488K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-14- 24.14% |
$1.62K - $2K
|
44
$5.57K
|