Purchases and Sales Made in Q3 2023 in American Financial Group Inc (AFG)
This table provides information about the institutional ownership of American Financial Group Inc (AFG) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
57+ 13.04% |
$6.2K - $7K
|
494
$62.5K
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
46New |
$5.01K - $5.65K
|
46
$5.82K
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
43+ 1.12% |
$4.68K - $5.28K
|
3.87K
$489K
|
|
Oct 19, 2023
Q3 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
41+ 0.06% |
$4.46K - $5.03K
|
70.4K
$8.91M
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
40+ 6.15% |
$4.35K - $4.91K
|
690
$87.3K
|
|
Oct 30, 2023
Q3 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
40+ 1.47% |
$4.35K - $4.91K
|
2.76K
$349K
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
39+ 76.47% |
$4.24K - $4.79K
|
90
$11.4K
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
39+ 76.47% |
$4.24K - $4.79K
|
90
$11.4K
|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
35+ 0.11% |
$3.81K - $4.3K
|
31K
$3.93M
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
30New |
$3.26K - $3.68K
|
30
$3.8K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
28+ 2.45% |
$3.05K - $3.44K
|
1.17K
$148K
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
20+ 43.48% |
$2.18K - $2.46K
|
66
$8.35K
|
|
Oct 25, 2023
Q3 2023
|
Jb Capital LLC
|
BUY
|
- |
19+ 0.52% |
$2.07K - $2.33K
|
3.69K
$467K
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
16+ 533.33% |
$1.74K - $1.96K
|
19
$2.4K
|
|
Nov 06, 2023
Q3 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
14+ 0.25% |
$1.52K - $1.72K
|
5.69K
$720K
|
|
Nov 06, 2023
Q3 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
13+ 0.54% |
$1.41K - $1.6K
|
2.44K
$308K
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
12New |
$1.31K - $1.47K
|
12
$1.52K
|
|
Nov 13, 2023
Q3 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
12+ 0.5% |
$1.31K - $1.47K
|
2.42K
$307K
|
|
Nov 01, 2023
Q3 2023
|
Horan Securities, Inc.
|
BUY
|
- |
12+ 0.49% |
$1.31K - $1.47K
|
2.48K
$314K
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
9+ 112.5% |
$979 - $1.1K
|
17
$2.15K
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7+ 0.36% |
$762 - $859
|
1.94K
$245K
|
|
Oct 31, 2023
Q3 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
7+ 0.24% |
$762 - $859
|
2.88K
$364K
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
7+ 116.67% |
$762 - $859
|
13
$1.65K
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
6+ 1.13% |
$653 - $737
|
536
$67.8K
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
6New |
$653 - $737
|
6
$759
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
6+ 10.0% |
$653 - $737
|
66
$8.35K
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
5+ 4.59% |
$544 - $614
|
114
$14.4K
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5+ 0.08% |
$544 - $614
|
6.41K
$811K
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 26.67% |
$435 - $491
|
19
$2.4K
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
2+ 4.44% |
$218 - $246
|
47
$5.95K
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.55% |
$109 - $123
|
182
$23K
|
|
Nov 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1- -0.0% |
$109 - $123
|
44.9K
$5.68M
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2- 0.3% |
$218 - $246
|
673
$85.2K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2- 13.33% |
$218 - $246
|
13
$1.65K
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
SELL
|
- |
-4- 0.02% |
$435 - $491
|
19.8K
$2.5M
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-6- 0.02% |
$653 - $737
|
28.1K
$3.56M
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-8- 4.12% |
$870 - $982
|
186
$23.5K
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-10- 0.46% |
$1.09K - $1.23K
|
2.16K
$273K
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-11- 31.43% |
$1.2K - $1.35K
|
24
$3.04K
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-12- 75.0% |
$1.31K - $1.47K
|
4
$506
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-12- 38.71% |
$1.31K - $1.47K
|
19
$2.4K
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-14- 0.88% |
$1.52K - $1.72K
|
1.58K
$200K
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-15- 78.95% |
$1.63K - $1.84K
|
4
$506
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-16- 0.31% |
$1.74K - $1.96K
|
5.08K
$642K
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
SELL
|
- |
-16- 0.8% |
$1.74K - $1.96K
|
1.99K
$252K
|
|
Nov 14, 2023
Q3 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-26- 1.51% |
$2.83K - $3.19K
|
1.69K
$214K
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-39- 1.53% |
$4.24K - $4.79K
|
2.51K
$318K
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-41- 14.91% |
$4.46K - $5.03K
|
234
$29.6K
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-47- 34.56% |
$5.11K - $5.77K
|
89
$11.3K
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-55- 2.31% |
$5.98K - $6.75K
|
2.33K
$295K
|