Purchases and Sales Made in Q4 2023 in Aflac Inc (AFL)
This table provides information about the institutional ownership of Aflac Inc (AFL) during Q4 2023. The information is specifically focused on institutions that hold shares of AFLAC INC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
127+ 302.38% |
$9.58K - $10.7K
|
169
$18.3K
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
123New |
$9.28K - $10.4K
|
123
$13.3K
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
122+ 0.49% |
$9.2K - $10.3K
|
25K
$2.71M
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
122+ 4.28% |
$9.2K - $10.3K
|
2.97K
$322K
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
121New |
$9.13K - $10.2K
|
121
$13.1K
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
120+ 2.92% |
$9.05K - $10.1K
|
4.23K
$458K
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
118New |
$8.9K - $9.95K
|
118
$12.8K
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
117+ 0.22% |
$8.83K - $9.87K
|
52.7K
$5.71M
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
115+ 80.42% |
$8.67K - $9.7K
|
258
$27.9K
|
|
Feb 12, 2024
Q4 2023
|
Chiron Capital Management, LLC
|
BUY
|
- |
114+ 0.5% |
$8.6K - $9.62K
|
23.1K
$2.5M
|
|
Feb 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
103New |
$7.77K - $8.69K
|
103
$11.2K
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
100+ 1.48% |
$7.54K - $8.44K
|
6.84K
$741K
|
|
Feb 14, 2024
Q4 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
100New |
$7.54K - $8.44K
|
100
$10.8K
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
BUY
|
- |
95+ 2.45% |
$7.17K - $8.01K
|
3.97K
$430K
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
89+ 2.14% |
$6.71K - $7.51K
|
4.24K
$459K
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
85+ 8.87% |
$6.41K - $7.17K
|
1.04K
$113K
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
85+ 23.04% |
$6.41K - $7.17K
|
454
$49.2K
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
82+ 0.46% |
$6.19K - $6.92K
|
18K
$1.95M
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
80+ 28.17% |
$6.03K - $6.75K
|
364
$39.4K
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
75+ 0.2% |
$5.66K - $6.33K
|
37K
$4.01M
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
75New |
$5.66K - $6.33K
|
75
$8.12K
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
BUY
|
- |
73+ 2.22% |
$5.51K - $6.16K
|
3.36K
$364K
|
|
Feb 12, 2024
Q4 2023
|
Meridian Management CO
|
BUY
|
- |
72+ 2.67% |
$5.43K - $6.07K
|
2.77K
$300K
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
70New |
$5.28K - $5.9K
|
70
$7.58K
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
69New |
$5.2K - $5.82K
|
69
$7.47K
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
68+ 0.97% |
$5.13K - $5.74K
|
7.11K
$771K
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
68+ 0.25% |
$5.13K - $5.74K
|
27.2K
$2.95M
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
66New |
$4.98K - $5.57K
|
66
$7.15K
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
65+ 28.76% |
$4.9K - $5.48K
|
291
$31.5K
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
60New |
$4.53K - $5.06K
|
60
$6.5K
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
58+ 1.71% |
$4.37K - $4.89K
|
3.45K
$374K
|
|
Jan 24, 2024
Q4 2023
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
56+ 0.95% |
$4.22K - $4.72K
|
5.93K
$642K
|
|
Jan 26, 2024
Q4 2023
|
Tobam
|
BUY
|
- |
56+ 1.9% |
$4.22K - $4.72K
|
3K
$325K
|
|
Feb 08, 2024
Q4 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
54+ 0.4% |
$4.07K - $4.55K
|
13.5K
$1.46M
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
53New |
$4K - $4.47K
|
53
$5.74K
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
52+ 0.71% |
$3.92K - $4.39K
|
7.39K
$801K
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
52New |
$3.92K - $4.39K
|
52
$5.63K
|
|
Feb 06, 2024
Q4 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
51+ 0.5% |
$3.85K - $4.3K
|
10.2K
$1.11M
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
51New |
$3.85K - $4.3K
|
51
$5.52K
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
50+ 0.22% |
$3.77K - $4.22K
|
23K
$2.5M
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
49+ 19.76% |
$3.7K - $4.13K
|
297
$32.2K
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
48+ 0.44% |
$3.62K - $4.05K
|
10.9K
$1.19M
|
|
Jan 26, 2024
Q4 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
47+ 0.3% |
$3.55K - $3.96K
|
15.7K
$1.7M
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
45+ 0.48% |
$3.39K - $3.8K
|
9.51K
$1.03M
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
44New |
$3.32K - $3.71K
|
44
$4.77K
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
44+ 1.83% |
$3.32K - $3.71K
|
2.45K
$265K
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
44+ 6.84% |
$3.32K - $3.71K
|
687
$74.4K
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
BUY
|
- |
43+ 12.65% |
$3.24K - $3.63K
|
383
$41.5K
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
42+ 0.49% |
$3.17K - $3.54K
|
8.6K
$931K
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
40+ 0.16% |
$3.02K - $3.37K
|
25.1K
$2.72M
|