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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
184K+ 1317.56% |
$9.19M - $9.47M
|
198K
$9.94M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
109K+ 21.47% |
$5.46M - $5.63M
|
619K
$31.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
67.2K+ 173.78% |
$3.36M - $3.46M
|
106K
$5.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
36.9K+ 9.64% |
$1.84M - $1.9M
|
420K
$21.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.64K+ 13.27% |
$332K - $342K
|
56.7K
$2.84M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.44K+ 6.29% |
$172K - $177K
|
58.1K
$2.92M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3.32K+ 6.02% |
$166K - $171K
|
58.4K
$2.93M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.61K+ 33.55% |
$130K - $134K
|
10.4K
$522K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.18K+ 1.07% |
$109K - $112K
|
206K
$10.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.93KNew |
$96.4K - $99.3K
|
1.93K
$96.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
1.69K+ 3.05% |
$84.5K - $87K
|
57.2K
$2.87M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.17K+ 3.23% |
$58.6K - $60.3K
|
37.5K
$1.88M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
197+ 1.47% |
$9.84K - $10.1K
|
13.6K
$685K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
82+ 1.12% |
$4.1K - $4.22K
|
7.39K
$371K
|
|
| Q3 2024 | |||||||
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
193K+ 25.19% |
$9.69M - $9.93M
|
960K
$48.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
104K+ 25.96% |
$5.21M - $5.35M
|
504K
$25.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
94.6K+ 36.44% |
$4.75M - $4.87M
|
354K
$17.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
70.3K+ 3.63% |
$3.53M - $3.62M
|
2.01M
$101M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
36K+ 84.8% |
$1.81M - $1.85M
|
78.5K
$3.94M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
32.7K+ 417.2% |
$1.64M - $1.68M
|
40.6K
$2.04M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
27.7K+ 26.08% |
$1.39M - $1.43M
|
134K
$6.72M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
10.5K+ 20.99% |
$525K - $538K
|
60.3K
$3.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.3K+ 11.25% |
$518K - $532K
|
102K
$5.13M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.88K+ 8.39% |
$495K - $508K
|
128K
$6.41M
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
9.63K+ 6.69% |
$483K - $495K
|
153K
$7.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.58K+ 12.01% |
$380K - $390K
|
70.7K
$3.55M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.66K+ 46.26% |
$334K - $343K
|
21.1K
$1.06M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.57K+ 36.39% |
$279K - $286K
|
20.9K
$1.05M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.19KNew |
$210K - $215K
|
4.19K
$210K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.72K+ 3.47% |
$187K - $191K
|
111K
$5.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
3.69KNew |
$185K - $190K
|
3.69K
$185K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
1.61K+ 10.99% |
$80.6K - $82.6K
|
16.2K
$814K
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.46K+ 42.29% |
$73.1K - $74.9K
|
4.9K
$246K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.42K+ 21.52% |
$71.4K - $73.2K
|
8.03K
$403K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.18KNew |
$58.9K - $60.4K
|
1.18K
$59K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
999New |
$50.1K - $51.4K
|
999
$50.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
862+ 1.12% |
$43.2K - $44.3K
|
78.1K
$3.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
607+ 14.73% |
$30.4K - $31.2K
|
4.73K
$237K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
571+ 5.03% |
$28.6K - $29.4K
|
11.9K
$598K
|
|
|
Nov 13, 2024
Q3 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
309+ 2.86% |
$15.5K - $15.9K
|
11.1K
$558K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
75+ 0.15% |
$3.76K - $3.86K
|
48.8K
$2.45M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
46+ 5.12% |
$2.31K - $2.37K
|
945
$47.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
33+ 0.42% |
$1.66K - $1.7K
|
7.88K
$396K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
26+ 0.49% |
$1.3K - $1.34K
|
5.33K
$267K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
35.1K+ 32.17% |
$1.75M - $1.77M
|
144K
$7.24M
|
|
|
Aug 02, 2024
Q2 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
9K+ 22.05% |
$447K - $455K
|
49.8K
$2.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.18KNew |
$307K - $312K
|
6.18K
$310K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.87KNew |
$242K - $246K
|
4.87K
$245K
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
882+ 2.95% |
$43.9K - $44.6K
|
30.8K
$1.54M
|
|