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 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
5+ 0.74% |
$377 - $422
|
680
$72.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Delta Financial Advisors LLC
|
BUY
|
- |
5+ 0.01% |
$377 - $422
|
37.1K
$3.96M
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
5+ 3.23% |
$377 - $422
|
160
$17.1K
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
4+ 0.07% |
$302 - $337
|
6.1K
$651K
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
4+ 0.61% |
$302 - $337
|
657
$70.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
4+ 0.01% |
$302 - $337
|
29.9K
$3.19M
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.09% |
$302 - $337
|
4.22K
$450K
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
4+ 0.15% |
$302 - $337
|
2.63K
$280K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
4+ 0.48% |
$302 - $337
|
838
$89.5K
|
|
|
Jan 16, 2024
Q4 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
3+ 0.07% |
$226 - $253
|
4.15K
$443K
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
3+ 0.1% |
$226 - $253
|
3.15K
$337K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.33% |
$226 - $253
|
906
$96.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3+ 0.01% |
$226 - $253
|
41.9K
$4.48M
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2+ 0.07% |
$151 - $169
|
2.93K
$313K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2+ 1.16% |
$151 - $169
|
175
$18.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2+ 0.04% |
$151 - $169
|
4.64K
$496K
|
|
|
Feb 07, 2024
Q4 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
2+ 0.07% |
$151 - $169
|
2.78K
$297K
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2+ 0.37% |
$151 - $169
|
539
$57.5K
|
|
|
Feb 08, 2024
Q4 2023
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
2+ 0.06% |
$151 - $169
|
3.27K
$349K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.06% |
$75.4 - $84.4
|
1.76K
$188K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 3.57% |
$75.4 - $84.4
|
29
$3.1K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1+ 0.31% |
$75.4 - $84.4
|
321
$34.3K
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$75.4 - $84.4
|
4.03K
$430K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 1.23% |
$75.4 - $84.4
|
82
$8.75K
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1+ 0.03% |
$75.4 - $84.4
|
2.98K
$318K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1+ 0.44% |
$75.4 - $84.4
|
226
$24.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
1+ 0.02% |
$75.4 - $84.4
|
4.32K
$461K
|
|
|
Feb 13, 2024
Q4 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
1+ 0.03% |
$75.4 - $84.4
|
3.24K
$346K
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.28% |
$75.4 - $84.4
|
357
$38.1K
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1- 0.25% |
$75.4 - $84.4
|
400
$42.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1- 0.01% |
$75.4 - $84.4
|
6.72K
$717K
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-1- 0.02% |
$75.4 - $84.4
|
6.58K
$703K
|
|
|
Jan 26, 2024
Q4 2023
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-2- 0.01% |
$151 - $169
|
13.9K
$1.49M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-3- 0.29% |
$226 - $253
|
1.02K
$109K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-4- 0.2% |
$302 - $337
|
1.98K
$211K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-5- 0.06% |
$377 - $422
|
7.88K
$841K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-5- 0.16% |
$377 - $422
|
3.03K
$323K
|
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-5- 0.07% |
$377 - $422
|
7.31K
$780K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-6- 1.88% |
$453 - $506
|
313
$33.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-6- 0.11% |
$453 - $506
|
5.45K
$582K
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-8- 0.11% |
$603 - $675
|
7.13K
$762K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-9- 0.05% |
$679 - $759
|
17.3K
$1.84M
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-9- 0.15% |
$679 - $759
|
5.95K
$635K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-10- 0.2% |
$754 - $844
|
4.98K
$532K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-11- 0.14% |
$830 - $928
|
7.61K
$812K
|
|
|
Jan 12, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-14- 0.13% |
$1.06K - $1.18K
|
11.2K
$1.19M
|
|
|
Jan 16, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-14- 0.13% |
$1.06K - $1.18K
|
11.2K
$1.19M
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-15- 1.73% |
$1.13K - $1.27K
|
852
$91K
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-15- 0.09% |
$1.13K - $1.27K
|
17.4K
$1.86M
|