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 |
|---|---|---|---|---|---|---|---|
|
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 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-12.3K- 16.96% |
$596K - $619K
|
60.3K
$3.04M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-689- 12.08% |
$33.4K - $34.6K
|
5.02K
$253K
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
17+ 0.18% |
$823 - $855
|
9.67K
$488K
|
|
|
Nov 07, 2025
Q3 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
2.34K+ 1.43% |
$113K - $118K
|
166K
$8.4M
|
|
|
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
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.62K+ 230950.0% |
$224K - $232K
|
4.62K
$233K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
435+ 2.35% |
$21.1K - $21.9K
|
18.9K
$955K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-110- 11.21% |
$5.33K - $5.53K
|
871
$43.9K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-48.5K- 90.17% |
$2.35M - $2.44M
|
5.29K
$267K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
467+ 0.92% |
$22.6K - $23.5K
|
51.3K
$2.59M
|
|
|
Nov 05, 2025
Q3 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
5.09KNew |
$246K - $256K
|
5.09K
$257K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
818+ 2.43% |
$39.6K - $41.1K
|
34.4K
$1.74M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.66K+ 5.04% |
$80.4K - $83.4K
|
34.6K
$1.75M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
796+ 34.12% |
$38.5K - $40K
|
3.13K
$158K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.74K+ 0.08% |
$84.4K - $87.7K
|
2.13M
$108M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.53K+ 16.7% |
$74.2K - $77K
|
10.7K
$540K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
37.3KNew |
$1.81M - $1.87M
|
37.3K
$1.88M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.08KNew |
$197K - $205K
|
4.08K
$206K
|
|
|
Oct 30, 2025
Q3 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-955- 5.11% |
$46.2K - $48K
|
17.7K
$894K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
4.32K+ 6.29% |
$209K - $217K
|
72.9K
$3.68M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
SELL
|
- |
-21- 0.5% |
$1.02K - $1.06K
|
4.14K
$209K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
34.8KNew |
$1.69M - $1.75M
|
34.8K
$1.76M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.16KNew |
$298K - $310K
|
6.16K
$311K
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
7.14K+ 23.94% |
$346K - $359K
|
37K
$1.86M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
102K+ 34.82% |
$4.92M - $5.11M
|
394K
$19.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6+ 0.01% |
$291 - $302
|
97.6K
$4.92M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-14- 3.2% |
$678 - $704
|
423
$21.3K
|
|
|
Oct 21, 2025
Q3 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
916+ 11.15% |
$44.4K - $46K
|
9.13K
$461K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 9.09% |
$48.4 - $50.3
|
12
$605
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-14.3K- 3.47% |
$692K - $718K
|
398K
$20.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
486+ 5.39% |
$23.5K - $24.4K
|
9.5K
$479K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
4.1KNew |
$199K - $206K
|
4.1K
$207K
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-68- 1.48% |
$3.29K - $3.42K
|
4.51K
$228K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
216K+ 19.2% |
$10.4M - $10.8M
|
1.34M
$67.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.58K- 20.83% |
$76.4K - $79.3K
|
6K
$302K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-188- 52.81% |
$9.1K - $9.45K
|
168
$8.48K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
18.6K+ 22.24% |
$901K - $935K
|
102K
$5.16M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
231+ 0.81% |
$11K - $11.5K
|
28.7K
$1.45M
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
770New |
$36.8K - $38.3K
|
770
$38.8K
|
|
|
Aug 18, 2025
Q2 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
59.6KNew |
$2.85M - $2.97M
|
59.6K
$3.01M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-127- 8.05% |
$6.07K - $6.32K
|
1.45K
$73.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-67.4K- 81.3% |
$3.22M - $3.36M
|
15.5K
$783K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
87New |
$4.16K - $4.33K
|
87
$4.39K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
111K+ 1342.76% |
$5.29M - $5.51M
|
119K
$6M
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
268+ 0.46% |
$12.8K - $13.3K
|
58.7K
$2.96M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
14New |
$669 - $697
|
14
$706
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
58+ 0.89% |
$2.77K - $2.89K
|
6.59K
$332K
|
|