Purchases and Sales Made in Q4 2023 in Abrdn Etfs Abrdn Bloomberg All (BCI)
This table provides information about the institutional ownership of Abrdn Etfs Abrdn Bloomberg All (BCI) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
820+ 4.66% |
$15.9K - $17.6K
|
18.4K
$373K
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
736+ 3.69% |
$14.2K - $15.8K
|
20.7K
$419K
|
|
|
Jan 10, 2024
Q4 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
695+ 6.37% |
$13.5K - $15K
|
11.6K
$235K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
662+ 2.99% |
$12.8K - $14.2K
|
22.8K
$461K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
471New |
$9.12K - $10.1K
|
471
$9.53K
|
|
|
Aug 06, 2024
Q4 2023
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
264+ 0.17% |
$5.11K - $5.68K
|
158K
$3.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
240New |
$4.65K - $5.16K
|
240
$4.86K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
232New |
$4.49K - $4.99K
|
232
$4.7K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
187New |
$3.62K - $4.02K
|
187
$3.78K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
145New |
$2.81K - $3.12K
|
145
$2.93K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
130+ 38.81% |
$2.52K - $2.8K
|
465
$9.41K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
92New |
$1.78K - $1.98K
|
92
$1.86K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
15+ 50.0% |
$290 - $323
|
45
$911
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
10+ 100.0% |
$194 - $215
|
20
$405
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
5+ 33.33% |
$96.8 - $108
|
20
$405
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2New |
$38.7 - $43
|
2
$40.5
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-2- -0.0% |
$38.7 - $43
|
54.4K
$1.1M
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-19Closed |
$368 - $409
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-28- 0.16% |
$542 - $603
|
17.4K
$353K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-66- 8.8% |
$1.28K - $1.42K
|
684
$13.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-201- 0.39% |
$3.89K - $4.33K
|
50.9K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-324- 0.88% |
$6.27K - $6.97K
|
36.5K
$738K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-402- 54.32% |
$7.78K - $8.65K
|
338
$6.84K
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-454- 3.4% |
$8.79K - $9.77K
|
12.9K
$261K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-592- 20.17% |
$11.5K - $12.7K
|
2.34K
$47.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Aldebaran Capital, LLC
Indianapolis, IN |
SELL
|
- |
-1.21K- 0.72% |
$23.3K - $26K
|
166K
$3.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.25K- 18.14% |
$24.2K - $26.9K
|
5.65K
$114K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.83K- 84.92% |
$35.3K - $39.3K
|
324
$6.56K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.89K- 9.95% |
$36.7K - $40.8K
|
17.1K
$347K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.12K- 0.27% |
$41.1K - $45.6K
|
785K
$15.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.29K- 16.59% |
$44.2K - $49.2K
|
11.5K
$233K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.42K- 83.38% |
$46.9K - $52.1K
|
483
$9.78K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.82K- 11.45% |
$54.6K - $60.7K
|
21.8K
$441K
|
|
|
Feb 09, 2024
Q4 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-3.06K- 6.08% |
$59.1K - $65.7K
|
47.2K
$955K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-3.6K- 30.99% |
$69.8K - $77.6K
|
8.03K
$162K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.75K- 26.21% |
$72.6K - $80.7K
|
10.6K
$214K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.18K- 8.3% |
$81K - $90K
|
46.2K
$936K
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-4.41K- 29.66% |
$85.4K - $94.9K
|
10.5K
$212K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-10.4K- 95.73% |
$200K - $223K
|
462
$9.35K
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-10.8K- 0.41% |
$208K - $231K
|
2.63M
$53.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-12.1K- 29.28% |
$235K - $261K
|
29.3K
$593K
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-13.6K- 13.88% |
$262K - $292K
|
84.1K
$1.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-14.5K- 7.89% |
$281K - $313K
|
170K
$3.44M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-23.9K- 23.32% |
$462K - $514K
|
78.5K
$1.59M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-26.7K- 11.02% |
$517K - $574K
|
216K
$4.36M
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-32.2K- 9.28% |
$623K - $693K
|
315K
$6.37M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-35K- 0.4% |
$678K - $754K
|
8.62M
$174M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-35.5K- 35.82% |
$687K - $764K
|
63.6K
$1.29M
|
|
|
Jan 23, 2024
Q4 2023
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-40.6K- 19.56% |
$785K - $873K
|
167K
$3.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-48.6K- 62.43% |
$941K - $1.05M
|
29.2K
$592K
|