Latest Institutional Transactions on American Centy ETF Tr Avantis (AVLV)
This table provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVLV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
82K+ 8.28% |
$4.92M - $5.4M
|
1.07M
$74M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.09K+ 8.43% |
$426K - $467K
|
91.2K
$6.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
29.1K+ 8.83% |
$1.75M - $1.92M
|
359K
$24.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
83.5K+ 10.77% |
$5.01M - $5.49M
|
859K
$59.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
262New |
$15.7K - $17.2K
|
262
$18.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.66KNew |
$220K - $241K
|
3.66K
$253K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
194K+ 33.01% |
$11.6M - $12.8M
|
781K
$54M
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-240- 0.79% |
$14.4K - $15.8K
|
30.1K
$2.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-48.5K- 67.15% |
$2.92M - $3.2M
|
23.8K
$1.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
6.93KNew |
$416K - $456K
|
6.93K
$479K
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
187KNew |
$11.2M - $12.3M
|
187K
$12.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
100New |
$6.01K - $6.58K
|
100
$6.91K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-9- 0.14% |
$540 - $592
|
6.4K
$442K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
13.1K+ 194.4% |
$784K - $859K
|
19.8K
$1.37M
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-6K- 30.13% |
$360K - $395K
|
13.9K
$961K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.82K- 16.48% |
$109K - $120K
|
9.22K
$637K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-93K- 5.56% |
$5.58M - $6.12M
|
1.58M
$109M
|
|
|
Nov 14, 2024
Q3 2024
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-36.5K- 8.04% |
$2.19M - $2.41M
|
418K
$28.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
25.6K+ 106.63% |
$1.54M - $1.69M
|
49.7K
$3.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.6K+ 261.86% |
$759K - $832K
|
17.5K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.75K+ 1.49% |
$105K - $115K
|
119K
$8.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
16.7K+ 18.05% |
$1M - $1.1M
|
109K
$7.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-767- 40.67% |
$46.1K - $50.5K
|
1.12K
$77.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-12- 4.03% |
$721 - $790
|
286
$19.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.98KNew |
$119K - $131K
|
1.98K
$137K
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
45.7KNew |
$2.74M - $3.01M
|
45.7K
$3.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
8.09K+ 52.83% |
$486K - $532K
|
23.4K
$1.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-900- 4.15% |
$54K - $59.2K
|
20.8K
$1.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
64.8K+ 18.94% |
$3.89M - $4.27M
|
407K
$28.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
1.13K+ 7.33% |
$67.8K - $74.3K
|
16.5K
$1.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
308+ 1.64% |
$18.5K - $20.3K
|
19.1K
$1.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-4.56K- 2.35% |
$274K - $300K
|
189K
$13.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
23.3K+ 2.23% |
$1.4M - $1.53M
|
1.07M
$73.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
24.1K+ 7.48% |
$1.45M - $1.58M
|
346K
$23.9M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-5- 1.65% |
$300 - $329
|
298
$20.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-320K- 16.57% |
$19.2M - $21.1M
|
1.61M
$111M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
41.2K+ 2.09% |
$2.47M - $2.71M
|
2.01M
$139M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
41K+ 8.19% |
$2.46M - $2.7M
|
541K
$37.4M
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
186K+ 13.74% |
$11.2M - $12.3M
|
1.54M
$107M
|
|
|
Nov 12, 2024
Q3 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
2.34K+ 1.8% |
$141K - $154K
|
132K
$9.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
3.2K+ 9.89% |
$192K - $211K
|
35.6K
$2.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
25.6KNew |
$1.54M - $1.69M
|
25.6K
$1.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
16K+ 3.82% |
$963K - $1.06M
|
436K
$30.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
BUY
|
- |
106+ 1.27% |
$6.37K - $6.98K
|
8.45K
$584K
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
3.11KNew |
$187K - $205K
|
3.11K
$215K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
327+ 0.35% |
$19.6K - $21.5K
|
93.8K
$6.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
133+ 2.77% |
$7.99K - $8.76K
|
4.93K
$341K
|
|
|
Nov 08, 2024
Q3 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
93.9KNew |
$5.64M - $6.18M
|
93.9K
$6.49M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
228K+ 17.7% |
$13.7M - $15M
|
1.52M
$105M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
13.1K+ 15.7% |
$787K - $863K
|
96.6K
$6.67M
|