Purchases and Sales Made in Q2 2024 in Abrdn Etfs Abrdn Bloomberg All (BCI)
This table provides information about the institutional ownership of Abrdn Etfs Abrdn Bloomberg All (BCI) during Q2 2024. The information is specifically focused on institutions that hold shares of ABRDN ETFS ABRDN BLOOMBERG ALL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
92New |
$1.83K - $1.97K
|
92
$1.86K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
83+ 37.56% |
$1.65K - $1.78K
|
304
$6.15K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
54+ 0.3% |
$1.08K - $1.16K
|
18.2K
$369K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
51+ 0.1% |
$1.02K - $1.09K
|
49.1K
$993K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
26+ 6.06% |
$518 - $558
|
455
$9.21K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1New |
$19.9 - $21.5
|
1
$20.2
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-36- 1.77% |
$717 - $772
|
2K
$40.4K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-200- 13.4% |
$3.98K - $4.29K
|
1.29K
$26.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
SELL
|
- |
-208- 1.55% |
$4.14K - $4.46K
|
13.2K
$268K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-234- 0.72% |
$4.66K - $5.02K
|
32.3K
$653K
|
|
|
Jul 19, 2024
Q2 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-328- 3.07% |
$6.53K - $7.04K
|
10.4K
$210K
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-393- 1.11% |
$7.82K - $8.43K
|
35.1K
$710K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-489- 2.87% |
$9.74K - $10.5K
|
16.5K
$335K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-646- 1.26% |
$12.9K - $13.9K
|
50.5K
$1.02M
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-1.57K- 80.67% |
$31.2K - $33.6K
|
375
$7.59K
|
|
|
Jul 26, 2024
Q2 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-1.57K- 3.45% |
$31.2K - $33.7K
|
44K
$890K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.01K- 6.33% |
$40.1K - $43.2K
|
29.8K
$603K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.09K- 6.4% |
$41.7K - $44.9K
|
30.6K
$620K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.35K- 5.96% |
$46.9K - $50.5K
|
37.1K
$752K
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.43K- 6.6% |
$48.3K - $52K
|
34.3K
$695K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2.56K- 19.85% |
$51K - $55K
|
10.4K
$210K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.57K- 6.4% |
$51.2K - $55.2K
|
37.7K
$762K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.65K- 11.58% |
$52.7K - $56.8K
|
20.2K
$409K
|
|
|
Aug 13, 2024
Q2 2024
|
Aldebaran Capital, LLC
Indianapolis, IN |
SELL
|
- |
-2.67K- 1.67% |
$53.2K - $57.3K
|
157K
$3.18M
|
|
|
Aug 09, 2024
Q2 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-2.83K- 11.11% |
$56.3K - $60.7K
|
22.7K
$459K
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-3.21K- 13.42% |
$63.8K - $68.8K
|
20.7K
$419K
|
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-3.28K- 11.89% |
$65.2K - $70.2K
|
24.3K
$491K
|
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.67K- 4.15% |
$73.1K - $78.7K
|
84.8K
$1.72M
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-4.65K- 14.43% |
$92.5K - $99.7K
|
27.6K
$558K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.83K- 72.05% |
$156K - $168K
|
3.04K
$61.5K
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-8.69K- 3.43% |
$173K - $186K
|
245K
$4.95M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-10.4K- 3.51% |
$207K - $223K
|
286K
$5.78M
|
|
|
Aug 05, 2024
Q2 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-10.8K- 3.87% |
$215K - $231K
|
268K
$5.42M
|
|
|
Jul 16, 2024
Q2 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-12.7K- 4.63% |
$254K - $273K
|
262K
$5.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-13.7K- 9.98% |
$272K - $293K
|
123K
$2.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-13.9K- 8.29% |
$276K - $297K
|
153K
$3.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-15.9K- 3.87% |
$316K - $341K
|
394K
$7.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-39.8K- 57.93% |
$792K - $853K
|
28.9K
$585K
|
|
|
Aug 01, 2024
Q2 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-48.6K- 71.96% |
$968K - $1.04M
|
19K
$384K
|
|
|
Aug 14, 2024
Q2 2024
|
Nepc LLC
Boston, MA |
SELL
|
- |
-97.1K- 6.99% |
$1.93M - $2.08M
|
1.29M
$26.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-284K- 2.88% |
$5.65M - $6.08M
|
9.55M
$193M
|