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 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
|
|
| Q1 2025 | |||||||
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
SELL
|
- |
-545- 4.7% |
$26.8K - $27.7K
|
11.1K
$557K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.28KNew |
$260K - $268K
|
5.28K
$266K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-627- 1.61% |
$30.8K - $31.9K
|
38.4K
$1.94M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-578- 91.89% |
$28.4K - $29.4K
|
51
$2.57K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.96KNew |
$96.4K - $99.7K
|
1.96K
$98.9K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-100- 10.01% |
$4.92K - $5.09K
|
899
$45.4K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-29K- 61.85% |
$1.43M - $1.47M
|
17.9K
$902K
|
|
|
May 07, 2025
Q1 2025
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-13K- 6.57% |
$640K - $661K
|
185K
$9.33M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.28K- 77.88% |
$62.9K - $65K
|
363
$18.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
30New |
$1.48K - $1.53K
|
30
$1.51K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.91K+ 13.43% |
$192K - $199K
|
33K
$1.66M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-6.76K- 38.1% |
$332K - $344K
|
11K
$554K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.92K- 33.8% |
$242K - $250K
|
9.63K
$486K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-137- 2.74% |
$6.74K - $6.97K
|
4.87K
$246K
|
|
| Q4 2024 | |||||||
|
Apr 11, 2025
Q4 2024
|
Cooper Capital Advisors LLC
Encinitas, CA |
BUY
|
- |
115KNew |
$5.73M - $5.9M
|
115K
$5.79M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
16.7KNew |
$836K - $861K
|
16.7K
$844K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.58KNew |
$328K - $338K
|
6.58K
$332K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.37KNew |
$218K - $225K
|
4.37K
$220K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.84KNew |
$142K - $146K
|
2.84K
$143K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
33.2KNew |
$1.66M - $1.71M
|
33.2K
$1.67M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.1K- 2.65% |
$55K - $56.7K
|
40.4K
$2.04M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.93KNew |
$96.4K - $99.3K
|
1.93K
$97.4K
|
|
| Q3 2024 | |||||||
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.18KNew |
$58.9K - $60.4K
|
1.18K
$59.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-170- 37.86% |
$8.53K - $8.74K
|
279
$14.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.88K+ 8.39% |
$495K - $508K
|
128K
$6.44M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.57K+ 36.39% |
$279K - $286K
|
20.9K
$1.05M
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.41K- 99.79% |
$121K - $123K
|
5
$252
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-23- 0.24% |
$1.16K - $1.18K
|
9.61K
$485K
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-965- 10.69% |
$48.6K - $49.3K
|
8.06K
$407K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
1.93K+ 1.49% |
$97.2K - $98.6K
|
132K
$6.64M
|
|
|
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
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
539+ 3.92% |
$27.1K - $27.5K
|
14.3K
$720K
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
75+ 1.22% |
$3.78K - $3.83K
|
6.25K
$315K
|
|
| Q4 2023 | |||||||
|
Jan 19, 2024
Q4 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
2.62K+ 21.32% |
$124K - $134K
|
14.9K
$753K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
4.65KNew |
$219K - $237K
|
4.65K
$234K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
5.03KNew |
$241K - $253K
|
5.03K
$254K
|
|
|
Nov 13, 2023
Q3 2023
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-36K- 21.21% |
$1.73M - $1.81M
|
134K
$6.74M
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
145New |
$6.95K - $7.3K
|
145
$7.32K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
600New |
$29.5K - $30.5K
|
600
$30.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
26.4KNew |
$1.3M - $1.34M
|
26.4K
$1.33M
|
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
BUY
|
- |
18.2KNew |
$893K - $922K
|
18.2K
$916K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
5.21K+ 33.53% |
$256K - $264K
|
20.7K
$1.05M
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-177- 3.76% |
$8.69K - $8.99K
|
4.53K
$229K
|
|
| Q4 2022 | |||||||
|
Feb 09, 2023
Q4 2022
|
Firestone Capital Management
|
BUY
|
- |
5.22KNew |
$246K - $259K
|
5.22K
$263K
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
4.38KNew |
$206K - $218K
|
4.38K
$221K
|
|
|
Jan 12, 2023
Q4 2022
|
Peak Financial Advisors LLC
|
BUY
|
- |
7.47KNew |
$352K - $371K
|
7.47K
$377K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
17.3KNew |
$825K - $885K
|
17.3K
$874K
|
|