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 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.4KNew |
N/A
|
14.4K
$0
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-23.4K- 20.41% |
N/A
|
91.4K
$0
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.17KNew |
N/A
|
9.17K
$0
|
|
Oct 04, 2024
Q3 2024
|
Fluent Financial, LLC
|
SELL
|
- |
-2.45K- 3.78% |
N/A
|
62.4K
$0
|
|
Q2 2024 | |||||||
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
16+ 0.79% |
N/A
|
2.03K
$0
|
|
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
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-30K- 71.43% |
N/A
|
12K
$0
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
13.2KNew |
N/A
|
13.2K
$0
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
90.9KNew |
N/A
|
90.9K
$0
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
295New |
N/A
|
295
$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
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
13.4KNew |
N/A
|
13.4K
$0
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
7.99KNew |
N/A
|
7.99K
$0
|
|
Q4 2022 | |||||||
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
123KNew |
N/A
|
123K
$0
|