Latest Institutional Transactions on American Centy ETF Tr Diversif (KORP)
This table provides information on the latest institutional transactions involving American Centy ETF Tr Diversif (KORP) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
172New |
$7.72K - $7.97K
|
172
$7.95K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
587New |
$26.4K - $27.2K
|
587
$27.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-500- 58.82% |
$22.4K - $23.2K
|
350
$16.2K
|
|
| Q1 2024 | |||||||
|
Apr 22, 2024
Q1 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
10K+ 2.37% |
$457K - $466K
|
431K
$19.9M
|
|
| Q4 2023 | |||||||
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
46New |
$2.01K - $2.14K
|
46
$2.13K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
22New |
$960 - $1.03K
|
22
$1.02K
|
|
| Q3 2023 | |||||||
|
Nov 06, 2023
Q3 2023
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
6.59K+ 12.49% |
$293K - $302K
|
59.3K
$2.74M
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 9.09% |
$45.4 - $46.7
|
12
$555
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
35New |
$1.57K - $1.64K
|
35
$1.62K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
101New |
$4.43K - $4.66K
|
101
$4.67K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-8.43K- 55.05% |
$370K - $388K
|
6.88K
$318K
|
|
|
Feb 08, 2023
Q4 2022
|
Trust Investment Advisors
|
BUY
|
- |
42.7KNew |
$1.87M - $1.97M
|
42.7K
$1.97M
|
|
|
Jan 13, 2023
Q4 2022
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.03K+ 2.33% |
$45.2K - $47.5K
|
45.2K
$2.09M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-2.2K- 17.58% |
$97.8K - $105K
|
10.3K
$477K
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.3K+ 37.27% |
$102K - $109K
|
8.46K
$391K
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
202New |
$8.97K - $9.6K
|
202
$9.33K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-2.93KClosed |
$134K - $143K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
M&T Bank Corp
|
SELL
|
- |
-4.1KClosed |
$187K - $200K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-35.1KClosed |
$1.6M - $1.71M
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
727New |
$35.2K - $37.6K
|
727
$33.6K
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-96.8KClosed |
$4.69M - $5M
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-7KClosed |
$339K - $362K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-208Closed |
$10.7K - $11K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 10, 2021
Q4 2020
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-229Closed |
$12K - $12.2K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Jul 23, 2020
Q2 2020
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.25KClosed |
$303K - $327K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-483- 43.4% |
$22.1K - $25.3K
|
630
$29.1K
|
|
|
May 12, 2020
Q1 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-6KClosed |
$275K - $315K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.43KNew |
$226K - $228K
|
4.43K
$204K
|
|
|
Jan 29, 2020
Q4 2019
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-16.6KClosed |
$844K - $853K
|
0
$0
|
|