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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-61K- 58.95% |
$3.03M - $3.08M
|
42.5K
$2.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-620- 11.01% |
$30.8K - $31.3K
|
5.01K
$254K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
663+ 66300.0% |
$33K - $33.5K
|
664
$33.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
163+ 1.46% |
$8.11K - $8.24K
|
11.3K
$574K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.93K+ 4.87% |
$245K - $249K
|
106K
$5.37M
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-513- 0.85% |
$25.5K - $25.9K
|
60K
$3.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
4.12KNew |
$205K - $208K
|
4.12K
$208K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.42K- 10.87% |
$70.7K - $71.9K
|
11.7K
$590K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.33K+ 3.12% |
$116K - $118K
|
77.2K
$3.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
468+ 1.63% |
$23.3K - $23.7K
|
29.2K
$1.48M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-19.8K- 71.59% |
$983K - $999K
|
7.84K
$397K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
159K+ 8.97% |
$7.93M - $8.06M
|
1.94M
$97.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
7.05K+ 5.15% |
$350K - $356K
|
144K
$7.27M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.16K+ 0.8% |
$157K - $160K
|
400K
$20.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
9K+ 22.05% |
$447K - $455K
|
49.8K
$2.52M
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.19K+ 2.83% |
$59.2K - $60.1K
|
43.2K
$2.19M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
35.1K+ 32.17% |
$1.75M - $1.77M
|
144K
$7.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-44- 0.56% |
$2.19K - $2.22K
|
7.85K
$397K
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
882+ 2.95% |
$43.9K - $44.6K
|
30.8K
$1.56M
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-691- 9.15% |
$34.4K - $34.9K
|
6.87K
$347K
|
|
| Q1 2024 | |||||||
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
23.1K+ 97.92% |
$1.16M - $1.18M
|
46.7K
$2.36M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.41K- 99.79% |
$121K - $123K
|
5
$253
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
346New |
$17.4K - $17.7K
|
346
$17.5K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
86.8K+ 391.14% |
$4.37M - $4.44M
|
109K
$5.51M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-23- 0.24% |
$1.16K - $1.18K
|
9.61K
$486K
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-965- 10.69% |
$48.6K - $49.3K
|
8.06K
$408K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
1.93K+ 1.49% |
$97.2K - $98.6K
|
132K
$6.66M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.22K+ 517.02% |
$61.2K - $62.1K
|
1.45K
$73.3K
|
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.29K- 21.45% |
$65.1K - $66K
|
4.73K
$239K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
449New |
$22.6K - $22.9K
|
449
$22.7K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
539+ 3.92% |
$27.1K - $27.5K
|
14.3K
$722K
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
75+ 1.22% |
$3.78K - $3.83K
|
6.25K
$316K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.75K- 12.44% |
$177K - $191K
|
26.4K
$1.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.68KNew |
$79.2K - $85.6K
|
1.68K
$84.9K
|
|
|
Jan 19, 2024
Q4 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
2.62K+ 21.32% |
$124K - $134K
|
14.9K
$754K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
3.8K+ 34.55% |
$179K - $194K
|
14.8K
$749K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
4.65KNew |
$219K - $237K
|
4.65K
$235K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
5.03KNew |
$241K - $253K
|
5.03K
$254K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.32KNew |
$207K - $218K
|
4.32K
$219K
|
|
|
Nov 13, 2023
Q3 2023
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-36K- 21.21% |
$1.73M - $1.81M
|
134K
$6.76M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
420+ 42.99% |
$20.1K - $21.1K
|
1.4K
$70.7K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
145New |
$6.95K - $7.3K
|
145
$7.33K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
26.4KNew |
$1.3M - $1.34M
|
26.4K
$1.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
600New |
$29.5K - $30.5K
|
600
$30.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.43K+ 33.27% |
$70.4K - $72.6K
|
5.73K
$290K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
11New |
$541 - $559
|
11
$556
|
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
BUY
|
- |
18.2KNew |
$893K - $922K
|
18.2K
$918K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
5.21K+ 33.53% |
$256K - $264K
|
20.7K
$1.05M
|
|
|
May 02, 2023
Q1 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
4KNew |
$196K - $203K
|
4K
$202K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
218New |
$10.7K - $11.1K
|
218
$11K
|
|