Latest Institutional Transactions on American Centy ETF Tr Diversif (TAXF)
This table provides information on the latest institutional transactions involving American Centy ETF Tr Diversif (TAXF) 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 |
|---|---|---|---|---|---|---|---|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.42K- 2.6% |
$166K - $172K
|
128K
$6.46M
|
|
|
Nov 20, 2025
Q3 2025
|
First Affirmative Financial Network
|
BUY
|
- |
5.49K+ 39.47% |
$266K - $276K
|
19.4K
$978K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-947- 6.75% |
$45.9K - $47.6K
|
13.1K
$661K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.06KNew |
$99.6K - $103K
|
2.06K
$104K
|
|
|
Nov 17, 2025
Q3 2025
|
Equity Wealth Partners, LLC
Independence, MO |
BUY
|
- |
15.9KNew |
$768K - $797K
|
15.9K
$800K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-16.6K- 4.4% |
$806K - $836K
|
362K
$18.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Midwestern Financial, LLC /Ia
Iowa City, IA |
SELL
|
- |
-80- 0.32% |
$3.87K - $4.02K
|
25.1K
$1.27M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
55.4KNew |
$2.68M - $2.79M
|
55.4K
$2.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
555+ 5.87% |
$26.9K - $27.9K
|
10K
$505K
|
|
|
Nov 14, 2025
Q3 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-6.04K- 24.48% |
$292K - $304K
|
18.6K
$940K
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-13.4K- 44.62% |
$649K - $674K
|
16.6K
$840K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.39K+ 17.17% |
$213K - $221K
|
30K
$1.51M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.14K- 21.56% |
$55.2K - $57.4K
|
4.15K
$209K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.45KNew |
$70K - $72.7K
|
1.45K
$73K
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
14.5KNew |
$703K - $730K
|
14.5K
$732K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-230- 99.57% |
$11.1K - $11.6K
|
1
$50.5
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-12K- 16.1% |
$580K - $602K
|
62.4K
$3.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
SELL
|
- |
-3.98K- 26.09% |
$192K - $200K
|
11.3K
$568K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-9.1K- 15.08% |
$440K - $457K
|
51.2K
$2.58M
|
|
|
Nov 14, 2025
Q3 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
23+ 0.56% |
$1.11K - $1.16K
|
4.15K
$209K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
37K+ 27.09% |
$1.79M - $1.86M
|
174K
$8.76M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
12.5KNew |
$605K - $628K
|
12.5K
$630K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
893+ 2.85% |
$43.2K - $44.9K
|
32.3K
$1.63M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.65K- 6.77% |
$225K - $234K
|
64K
$3.23M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.24K- 16.38% |
$109K - $113K
|
11.5K
$578K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.5KNew |
$507K - $526K
|
10.5K
$528K
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
11.3KNew |
$549K - $570K
|
11.3K
$572K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
23+ 0.15% |
$1.11K - $1.16K
|
15.2K
$768K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.28K- 84.62% |
$304K - $316K
|
1.14K
$57.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-11.8K- 14.32% |
$569K - $591K
|
70.3K
$3.55M
|
|
|
Nov 13, 2025
Q3 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
301+ 6.14% |
$14.6K - $15.1K
|
5.2K
$262K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.88K+ 5.82% |
$333K - $346K
|
125K
$6.31M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
396+ 2.23% |
$19.2K - $19.9K
|
18.1K
$915K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-287K- 90.07% |
$13.9M - $14.5M
|
31.7K
$1.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
118+ 0.95% |
$5.71K - $5.93K
|
12.5K
$630K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.82K- 2.21% |
$88.2K - $91.6K
|
80.7K
$4.07M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-46.8K- 7.02% |
$2.27M - $2.35M
|
620K
$31.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.06K+ 21.12% |
$51.2K - $53.1K
|
6.06K
$306K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-8.75K- 26.09% |
$424K - $440K
|
24.8K
$1.25M
|
|
|
Nov 12, 2025
Q3 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-5.53K- 40.95% |
$268K - $278K
|
7.98K
$403K
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
985+ 4.45% |
$47.7K - $49.5K
|
23.1K
$1.17M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.42K+ 1.25% |
$117K - $122K
|
196K
$9.87M
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.62K+ 12.41% |
$78.3K - $81.3K
|
14.6K
$739K
|
|
|
Nov 12, 2025
Q3 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
121+ 2.25% |
$5.86K - $6.08K
|
5.5K
$277K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-689- 12.08% |
$33.4K - $34.6K
|
5.02K
$253K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-12.3K- 16.96% |
$596K - $619K
|
60.3K
$3.04M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
435+ 2.35% |
$21.1K - $21.9K
|
18.9K
$955K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.62K+ 230950.0% |
$224K - $232K
|
4.62K
$233K
|
|
|
Nov 07, 2025
Q3 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-417- 8.12% |
$20.2K - $21K
|
4.72K
$238K
|
|
|
Nov 07, 2025
Q3 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
2.34K+ 1.43% |
$113K - $118K
|
166K
$8.4M
|
|