Latest Institutional Transactions on Ab Active Etfs Inc Tax Aware S (TAFI)
This table provides information on the latest institutional transactions involving Ab Active Etfs Inc Tax Aware S (TAFI) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-141- 1.32% |
N/A
|
10.5K
$0
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.95K+ 3.24% |
N/A
|
62.2K
$0
|
|
|
Oct 29, 2025
Q3 2025
|
Platform Technology Partners
|
SELL
|
- |
-1.61K- 2.18% |
N/A
|
72.1K
$0
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-53.1K- 61.92% |
N/A
|
32.7K
$0
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
18+ 0.2% |
N/A
|
9.23K
$0
|
|
|
Oct 27, 2025
Q3 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
2.12K+ 15.15% |
N/A
|
16.1K
$0
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
3.74K+ 11.36% |
N/A
|
36.6K
$0
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
226+ 0.8% |
N/A
|
28.4K
$0
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.51K+ 3.58% |
N/A
|
43.7K
$0
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
96+ 0.47% |
N/A
|
20.3K
$0
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
24.3KNew |
N/A
|
24.3K
$0
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
12K+ 64.04% |
N/A
|
30.7K
$0
|
|
|
Oct 15, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
500+ 5.1% |
N/A
|
10.3K
$0
|
|
|
Oct 15, 2025
Q3 2025
|
Strid Group, LLC
|
BUY
|
- |
5.93K+ 1.75% |
N/A
|
345K
$0
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
5.32K+ 19.47% |
N/A
|
32.6K
$0
|
|
|
Oct 14, 2025
Q3 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
10.5KNew |
N/A
|
10.5K
$0
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-4.2K- 2.35% |
N/A
|
174K
$0
|
|
|
Oct 10, 2025
Q3 2025
|
Fluent Financial, LLC
|
SELL
|
- |
-12.6K- 18.48% |
N/A
|
55.6K
$0
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.49K+ 24.38% |
N/A
|
38.2K
$0
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.69K+ 20.29% |
N/A
|
10K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-35.4K- 46.81% |
N/A
|
40.2K
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-900- 4.38% |
N/A
|
19.7K
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
450+ 1.98% |
N/A
|
23.1K
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.01K- 9.81% |
N/A
|
9.28K
$0
|
|
|
Jul 23, 2025
Q2 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
9.81KNew |
N/A
|
9.81K
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
683+ 0.84% |
N/A
|
82.1K
$0
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.06KNew |
N/A
|
3.06K
$0
|
|
|
May 07, 2025
Q1 2025
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-23.8K- 50.0% |
N/A
|
23.8K
$0
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-846- 50.0% |
N/A
|
846
$0
|
|
| Q4 2024 | |||||||
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
11.4KNew |
N/A
|
11.4K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-419- 40.64% |
N/A
|
612
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.6KNew |
N/A
|
10.6K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.3KNew |
N/A
|
10.3K
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
18+ 0.41% |
N/A
|
4.46K
$0
|
|
| Q3 2024 | |||||||
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-6.9K- 44.56% |
N/A
|
8.58K
$0
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.4KNew |
N/A
|
14.4K
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.17KNew |
N/A
|
9.17K
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-38K- 70.62% |
N/A
|
15.8K
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
4K+ 29.2% |
N/A
|
17.7K
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
193New |
N/A
|
193
$0
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
300+ 122.45% |
N/A
|
545
$0
|
|
| Q1 2024 | |||||||
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
24.1KNew |
N/A
|
24.1K
$0
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
11K+ 6.87% |
N/A
|
172K
$0
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
295New |
N/A
|
295
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
13.2KNew |
N/A
|
13.2K
$0
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
40.4KNew |
N/A
|
40.4K
$0
|
|
| Q3 2023 | |||||||
|
Nov 03, 2023
Q3 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
9.3KNew |
N/A
|
9.3K
$0
|
|
| Q2 2023 | |||||||
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
23.6KNew |
N/A
|
23.6K
$0
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
120KNew |
N/A
|
120K
$0
|
|