Latest Institutional Transactions on American Centy ETF Tr Multisec (MUSI)
This table provides information on the latest institutional transactions involving American Centy ETF Tr Multisec (MUSI) 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 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-38.5K- 5.4% |
$1.64M - $1.73M
|
674K
$29.1M
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-109K- 76.93% |
$4.67M - $4.91M
|
32.8K
$1.41M
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.24K+ 2.64% |
$52.8K - $55.5K
|
48.1K
$2.07M
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
11KNew |
$471K - $495K
|
11K
$476K
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.15KNew |
$49.2K - $51.7K
|
1.15K
$49.7K
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
19New |
$811 - $853
|
19
$820
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
8.89KNew |
$379K - $399K
|
8.89K
$383K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
372+ 3.97% |
$15.9K - $16.7K
|
9.74K
$420K
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.22KNew |
$94.6K - $99.5K
|
2.22K
$95.6K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.26K- 66.83% |
$53.7K - $56.5K
|
625
$27K
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
23+ 0.0% |
$982 - $1.03K
|
1.97M
$85.1M
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
19.8K+ 5.79% |
$846K - $890K
|
362K
$15.6M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.18K+ 7.92% |
$264K - $277K
|
84.1K
$3.63M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
34.7K+ 39.81% |
$1.48M - $1.56M
|
122K
$5.26M
|
|
Nov 04, 2024
Q3 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
1.65K+ 23.23% |
$70.4K - $74K
|
8.75K
$377K
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
3.04K+ 8.87% |
$130K - $137K
|
37.3K
$1.61M
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
6.29KNew |
$268K - $282K
|
6.29K
$271K
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
141+ 1.07% |
$6.02K - $6.33K
|
13.3K
$574K
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-67K- 21.23% |
$2.86M - $3.01M
|
249K
$10.7M
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
32.3KNew |
$1.38M - $1.45M
|
32.3K
$1.39M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
21K+ 95.97% |
$895K - $941K
|
42.8K
$1.85M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.01K+ 1.19% |
$43.2K - $45.5K
|
85.9K
$3.7M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
122New |
$5.16K - $5.28K
|
122
$5.26K
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$42.3 - $43.3
|
1
$43.1
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
151New |
$6.39K - $6.54K
|
151
$6.51K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.34K+ 93.71% |
$141K - $145K
|
6.9K
$298K
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.74KNew |
$73.8K - $75.5K
|
1.74K
$75.2K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
311New |
$13.2K - $13.5K
|
311
$13.4K
|
|
Jul 22, 2024
Q2 2024
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-401K- 98.43% |
$17M - $17.4M
|
6.38K
$275K
|
|
Q1 2024 | |||||||
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.16K- 94.35% |
$92.5K - $94.6K
|
129
$5.57K
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
256New |
$11K - $11.2K
|
256
$11K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
204+ 17.54% |
$8.76K - $8.96K
|
1.37K
$59K
|
|
Q4 2023 | |||||||
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
51New |
$2.08K - $2.23K
|
51
$2.2K
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.35KNew |
$218K - $234K
|
5.35K
$231K
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
3.25K+ 11.32% |
$133K - $142K
|
32K
$1.38M
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
7.83K+ 2.43% |
$319K - $342K
|
330K
$14.2M
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
25.2KNew |
$1.03M - $1.1M
|
25.2K
$1.09M
|
|
Jan 10, 2024
Q4 2023
|
Tru Independence LLC
|
BUY
|
- |
6.91KNew |
$282K - $302K
|
6.91K
$298K
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
8+ 100.0% |
$326 - $350
|
16
$690
|
|
Q3 2023 | |||||||
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-177- 88.5% |
$7.37K - $7.63K
|
23
$992
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
22New |
$916 - $948
|
22
$949
|
|
Oct 24, 2023
Q3 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-3.41K- 37.54% |
$142K - $147K
|
5.67K
$245K
|
|
Q2 2023 | |||||||
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
956+ 19.78% |
$40.8K - $41.9K
|
5.79K
$250K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3New |
$128 - $132
|
3
$129
|
|
Q1 2023 | |||||||
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
10New |
$426 - $442
|
10
$431
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
107New |
$4.56K - $4.73K
|
107
$4.62K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
21New |
$878 - $912
|
21
$906
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
14.4K+ 3.67% |
$601K - $624K
|
406K
$17.5M
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
430New |
$18K - $18.7K
|
430
$18.6K
|