Latest Institutional Purchases of American Centy ETF Tr Diversif (TAXF)
This list provides information on the latest institutional transactions involving American Centy ETF Tr Diversif (TAXF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
216K+ 19.2% |
$10.4M - $10.8M
|
1.34M
$67.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
102K+ 34.82% |
$4.92M - $5.11M
|
394K
$19.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
55.4KNew |
$2.68M - $2.79M
|
55.4K
$2.8M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
37.3KNew |
$1.81M - $1.87M
|
37.3K
$1.88M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
37K+ 27.09% |
$1.79M - $1.86M
|
174K
$8.76M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
34.8KNew |
$1.69M - $1.75M
|
34.8K
$1.76M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
18.6K+ 22.24% |
$901K - $935K
|
102K
$5.16M
|
|
|
Nov 17, 2025
Q3 2025
|
Equity Wealth Partners, LLC
Independence, MO |
BUY
|
- |
15.9KNew |
$768K - $797K
|
15.9K
$800K
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
14.5KNew |
$703K - $730K
|
14.5K
$732K
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
12.5KNew |
$605K - $628K
|
12.5K
$630K
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
11.3KNew |
$549K - $570K
|
11.3K
$572K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.5KNew |
$507K - $526K
|
10.5K
$528K
|
|
|
Oct 17, 2025
Q3 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
8.88KNew |
$430K - $446K
|
8.88K
$448K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.15K+ 6.3% |
$346K - $360K
|
121K
$6.09M
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
7.14K+ 23.94% |
$346K - $359K
|
37K
$1.86M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.88K+ 5.82% |
$333K - $346K
|
125K
$6.31M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.16KNew |
$298K - $310K
|
6.16K
$311K
|
|
|
Nov 20, 2025
Q3 2025
|
First Affirmative Financial Network
|
BUY
|
- |
5.49K+ 39.47% |
$266K - $276K
|
19.4K
$978K
|
|
|
Nov 05, 2025
Q3 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
5.09KNew |
$246K - $256K
|
5.09K
$257K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.62K+ 230950.0% |
$224K - $232K
|
4.62K
$233K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.39K+ 17.17% |
$213K - $221K
|
30K
$1.51M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
4.32K+ 6.29% |
$209K - $217K
|
72.9K
$3.68M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
4.1KNew |
$199K - $206K
|
4.1K
$207K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.08KNew |
$197K - $205K
|
4.08K
$206K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.42K+ 1.25% |
$117K - $122K
|
196K
$9.87M
|
|
|
Nov 07, 2025
Q3 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
2.34K+ 1.43% |
$113K - $118K
|
166K
$8.4M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.06KNew |
$99.6K - $103K
|
2.06K
$104K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.74K+ 0.08% |
$84.4K - $87.7K
|
2.13M
$108M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.66K+ 5.04% |
$80.4K - $83.4K
|
34.6K
$1.75M
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.62K+ 12.41% |
$78.3K - $81.3K
|
14.6K
$739K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.53K+ 16.7% |
$74.2K - $77K
|
10.7K
$540K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.45KNew |
$70K - $72.7K
|
1.45K
$73K
|
|
|
Oct 30, 2025
Q3 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
1.21K+ 1.86% |
$58.6K - $60.9K
|
66.3K
$3.34M
|
|
|
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
|
Pfg Advisors
|
BUY
|
- |
985+ 4.45% |
$47.7K - $49.5K
|
23.1K
$1.17M
|
|
|
Oct 21, 2025
Q3 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
916+ 11.15% |
$44.4K - $46K
|
9.13K
$461K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
893+ 2.85% |
$43.2K - $44.9K
|
32.3K
$1.63M
|
|
|
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
|
Jones Financial Companies Lllp
|
BUY
|
- |
796+ 34.12% |
$38.5K - $40K
|
3.13K
$158K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
555+ 5.87% |
$26.9K - $27.9K
|
10K
$505K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
486+ 5.39% |
$23.5K - $24.4K
|
9.5K
$479K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
467+ 0.92% |
$22.6K - $23.5K
|
51.3K
$2.59M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
435+ 2.35% |
$21.1K - $21.9K
|
18.9K
$955K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
396+ 2.23% |
$19.2K - $19.9K
|
18.1K
$915K
|
|
|
Nov 13, 2025
Q3 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
301+ 6.14% |
$14.6K - $15.1K
|
5.2K
$262K
|
|
|
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 12, 2025
Q3 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
118+ 0.95% |
$5.71K - $5.93K
|
12.5K
$630K
|
|
|
Nov 14, 2025
Q3 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
23+ 0.56% |
$1.11K - $1.16K
|
4.15K
$209K
|
|
|
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 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
17+ 0.18% |
$823 - $855
|
9.67K
$488K
|
|