Latest Institutional Transactions on American Centy ETF Tr Avantis (AVUV)
This table provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVUV) 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
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.96KNew |
$437K - $494K
|
4.96K
$495K
|
|
Nov 14, 2024
Q3 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
16.9K+ 2.59% |
$1.49M - $1.69M
|
670K
$66.9M
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-173- 15.11% |
$15.3K - $17.2K
|
972
$97K
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
3.09K+ 4.23% |
$272K - $308K
|
76K
$7.59M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
189K+ 6.36% |
$16.7M - $18.8M
|
3.16M
$315M
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.69K+ 55.9% |
$326K - $368K
|
10.3K
$1.03M
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
12.4K+ 30.35% |
$1.1M - $1.24M
|
53.3K
$5.32M
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-2.09K- 12.7% |
$184K - $208K
|
14.4K
$1.43M
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
60.5K+ 52.85% |
$5.34M - $6.03M
|
175K
$17.5M
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
58.4K+ 7.12% |
$5.15M - $5.82M
|
879K
$87.8M
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
64+ 2.42% |
$5.65K - $6.38K
|
2.71K
$270K
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
6.26KNew |
$552K - $624K
|
6.26K
$625K
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-2.17K- 22.07% |
$192K - $217K
|
7.67K
$766K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
207K+ 22.29% |
$18.3M - $20.7M
|
1.14M
$113M
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.46K+ 5.34% |
$482K - $544K
|
108K
$10.8M
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
10.6K+ 9.3% |
$935K - $1.06M
|
125K
$12.4M
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.79K+ 34.41% |
$688K - $777K
|
30.4K
$3.04M
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-802- 2.44% |
$70.8K - $80K
|
32.1K
$3.2M
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
250+ 0.87% |
$22.1K - $24.9K
|
28.9K
$2.88M
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
3.94K+ 12.54% |
$347K - $393K
|
35.3K
$3.53M
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
BUY
|
- |
3.85K+ 15.21% |
$340K - $384K
|
29.2K
$2.91M
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
11.9K+ 14.24% |
$1.05M - $1.19M
|
95.4K
$9.52M
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
85+ 0.68% |
$7.5K - $8.47K
|
12.6K
$1.26M
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
54.8K+ 273.57% |
$4.84M - $5.47M
|
74.9K
$7.47M
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11.6K- 90.51% |
$1.03M - $1.16M
|
1.22K
$122K
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
7.9K+ 188.1% |
$697K - $788K
|
12.1K
$1.21M
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
187KNew |
$16.5M - $18.6M
|
187K
$18.6M
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
830+ 3.53% |
$73.2K - $82.8K
|
24.4K
$2.43M
|
|
Nov 14, 2024
Q3 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
4.29K+ 7.05% |
$378K - $427K
|
65.1K
$6.5M
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-49.4K- 34.1% |
$4.36M - $4.92M
|
95.5K
$9.53M
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
2.16K+ 4.56% |
$191K - $215K
|
49.5K
$4.94M
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
3.56K+ 3.66% |
$314K - $355K
|
101K
$10.1M
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
542KNew |
$47.8M - $54M
|
542K
$54.1M
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-16.7K- 13.27% |
$1.47M - $1.66M
|
109K
$10.9M
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
6+ 0.11% |
$529 - $598
|
5.62K
$561K
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
71New |
$6.27K - $7.08K
|
71
$7.09K
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
13.7K+ 105.08% |
$1.21M - $1.37M
|
26.7K
$2.67M
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
13.4K+ 195.07% |
$1.18M - $1.33M
|
20.2K
$2.02M
|
|
Nov 14, 2024
Q3 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-8- 0.04% |
$706 - $798
|
18.2K
$1.82M
|
|
Nov 14, 2024
Q3 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
2.36K+ 4.1% |
$208K - $235K
|
59.8K
$5.97M
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-77K- 12.3% |
$6.8M - $7.68M
|
549K
$54.8M
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-162K- 97.95% |
$14.3M - $16.1M
|
3.39K
$338K
|
|
Nov 14, 2024
Q3 2024
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-19.8K- 10.94% |
$1.75M - $1.98M
|
162K
$16.1M
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
2.98KNew |
$263K - $297K
|
2.98K
$297K
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
22+ 0.3% |
$1.94K - $2.19K
|
7.38K
$737K
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-149- 1.31% |
$13.1K - $14.9K
|
11.2K
$1.12M
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.5K- 9.66% |
$397K - $449K
|
42.1K
$4.2M
|
|
Nov 14, 2024
Q3 2024
|
Css LLC
Chicago, IL |
SELL
|
- |
-3K- 7.48% |
$265K - $299K
|
37.1K
$3.7M
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
352+ 1.84% |
$31.1K - $35.1K
|
19.5K
$1.95M
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
6.74KNew |
$594K - $671K
|
6.74K
$672K
|