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 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
193K+ 25.19% |
$9.69M - $9.93M
|
960K
$48.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
21.1K+ 11.56% |
$1.06M - $1.09M
|
204K
$10.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
20.1K+ 5.55% |
$1.01M - $1.04M
|
383K
$19.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
14KNew |
$701K - $718K
|
14K
$706K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
13.6K+ 2.75% |
$684K - $701K
|
509K
$25.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
10.5K+ 20.99% |
$525K - $538K
|
60.3K
$3.05M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.3K+ 11.25% |
$518K - $532K
|
102K
$5.17M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.88K+ 8.39% |
$495K - $508K
|
128K
$6.46M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.66K+ 46.26% |
$334K - $343K
|
21.1K
$1.07M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.57K+ 36.39% |
$279K - $286K
|
20.9K
$1.06M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.72K+ 3.47% |
$187K - $191K
|
111K
$5.61M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.23K+ 6.27% |
$162K - $166K
|
54.7K
$2.76M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.08K+ 9.52% |
$154K - $158K
|
35.4K
$1.79M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.07K+ 8.6% |
$154K - $158K
|
38.7K
$1.96M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
1.61K+ 10.99% |
$80.6K - $82.6K
|
16.2K
$820K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.26K+ 2.58% |
$63K - $64.6K
|
50K
$2.53M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
999New |
$50.1K - $51.4K
|
999
$50.5K
|
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
698+ 1.05% |
$35K - $35.9K
|
66.9K
$3.39M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
602+ 12.24% |
$30.2K - $31K
|
5.52K
$279K
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
BUY
|
- |
527+ 4.5% |
$26.4K - $27.1K
|
12.2K
$619K
|
|
|
Oct 30, 2024
Q3 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
226+ 0.41% |
$11.3K - $11.6K
|
55.5K
$2.81M
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
84+ 0.76% |
$4.21K - $4.32K
|
11.1K
$562K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
61+ 0.84% |
$3.06K - $3.14K
|
7.31K
$370K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
46+ 5.12% |
$2.31K - $2.37K
|
945
$47.8K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
159K+ 8.97% |
$7.93M - $8.06M
|
1.94M
$97.9M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
45.9K+ 324.99% |
$2.28M - $2.32M
|
60K
$3.03M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
36.9K+ 16.53% |
$1.83M - $1.86M
|
260K
$13.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
35.1K+ 32.17% |
$1.75M - $1.77M
|
144K
$7.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16.7K+ 36.1% |
$833K - $846K
|
63.1K
$3.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
15.4K+ 25.09% |
$766K - $779K
|
76.8K
$3.88M
|
|
|
Aug 02, 2024
Q2 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
9K+ 22.05% |
$447K - $455K
|
49.8K
$2.52M
|
|
|
Aug 15, 2024
Q2 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
7.25K+ 16.72% |
$360K - $366K
|
50.6K
$2.56M
|
|
|
Aug 08, 2024
Q2 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
7.05K+ 5.15% |
$350K - $356K
|
144K
$7.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.18KNew |
$307K - $312K
|
6.18K
$312K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.93K+ 4.87% |
$245K - $249K
|
106K
$5.37M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.87KNew |
$242K - $246K
|
4.87K
$247K
|
|
|
Aug 13, 2024
Q2 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
4.12KNew |
$205K - $208K
|
4.12K
$208K
|
|
|
Aug 14, 2024
Q2 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
3.74K+ 52.89% |
$186K - $189K
|
10.8K
$547K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.16K+ 0.8% |
$157K - $160K
|
400K
$20.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.39K+ 14.74% |
$119K - $121K
|
18.6K
$941K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.33K+ 3.12% |
$116K - $118K
|
77.2K
$3.9M
|
|
|
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 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
882+ 2.95% |
$43.9K - $44.6K
|
30.8K
$1.56M
|
|
|
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
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
468+ 1.63% |
$23.3K - $23.7K
|
29.2K
$1.48M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
386+ 1.84% |
$19.2K - $19.5K
|
21.3K
$1.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
163+ 1.46% |
$8.11K - $8.24K
|
11.3K
$574K
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
98+ 0.8% |
$4.87K - $4.95K
|
12.3K
$623K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
86.8K+ 391.14% |
$4.37M - $4.44M
|
109K
$5.51M
|
|