Purchases and Sales Made in Q3 2021 in American Centy ETF Tr Diversif (TAXF)
This table provides information about the institutional ownership of American Centy ETF Tr Diversif (TAXF) during Q3 2021. The information is specifically focused on institutions that hold shares of AMERICAN CENTY ETF TR DIVERSIF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
BUY
|
- |
368KNew |
$20.3M - $20.6M
|
368K
$18.6M
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
57.6K+ 7.17% |
$3.18M - $3.22M
|
862K
$43.6M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
50.6K+ 21.76% |
$2.79M - $2.83M
|
283K
$14.3M
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
24.7KNew |
$1.36M - $1.38M
|
24.7K
$1.25M
|
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
22.3KNew |
$1.23M - $1.25M
|
22.3K
$1.13M
|
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
20.7K+ 16.82% |
$1.14M - $1.16M
|
144K
$7.26M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19.2K+ 26.0% |
$1.06M - $1.07M
|
92.9K
$4.7M
|
|
|
Nov 09, 2021
Q3 2021
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
15.6K+ 64.86% |
$862K - $875K
|
39.8K
$2.01M
|
|
|
Oct 26, 2021
Q3 2021
|
First Affirmative Financial Network
|
BUY
|
- |
9.93KNew |
$547K - $555K
|
9.93K
$502K
|
|
|
Oct 12, 2021
Q3 2021
|
Hya Advisors, Inc
|
BUY
|
- |
7.56KNew |
$417K - $423K
|
7.56K
$382K
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.05KNew |
$389K - $394K
|
7.05K
$357K
|
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.38K+ 44.46% |
$352K - $357K
|
20.7K
$1.05M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.15K+ 75.91% |
$339K - $344K
|
14.3K
$721K
|
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
4.58KNew |
$253K - $256K
|
4.58K
$232K
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.32KNew |
$238K - $242K
|
4.32K
$219K
|
|
|
Nov 16, 2021
Q3 2021
|
E Rn Financial, LLC
|
BUY
|
- |
4.22K+ 77.83% |
$232K - $236K
|
9.64K
$487K
|
|
|
Oct 27, 2021
Q3 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
3K+ 30.71% |
$165K - $168K
|
12.8K
$646K
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.86K+ 12.13% |
$157K - $160K
|
26.4K
$1.33M
|
|
|
Oct 07, 2021
Q3 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.91K+ 6.8% |
$105K - $107K
|
30K
$1.52M
|
|
|
Nov 02, 2021
Q3 2021
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
1.5K+ 3.83% |
$82.7K - $83.9K
|
40.7K
$2.06M
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.28K+ 22.95% |
$70.3K - $71.4K
|
6.84K
$346K
|
|
|
Oct 19, 2021
Q3 2021
|
Stewardship Advisors, LLC
|
BUY
|
- |
920+ 9.69% |
$50.7K - $51.4K
|
10.4K
$527K
|
|
|
Oct 13, 2021
Q3 2021
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
807+ 2.39% |
$44.5K - $45.1K
|
34.6K
$1.75M
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
721+ 9.13% |
$39.7K - $40.3K
|
8.62K
$436K
|
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
653+ 1.76% |
$36K - $36.5K
|
37.7K
$1.91M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
403+ 14.7% |
$22.2K - $22.5K
|
3.15K
$159K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
214+ 157.35% |
$11.8K - $12K
|
350
$17.7K
|
|
|
Nov 12, 2021
Q3 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
194+ 0.51% |
$10.7K - $10.8K
|
38.6K
$1.95M
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
160New |
$8.82K - $8.95K
|
160
$8.09K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
102+ 1.93% |
$5.62K - $5.7K
|
5.38K
$272K
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4+ 0.03% |
$220 - $224
|
15.6K
$790K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$55.1 - $55.9
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-22- 0.01% |
$1.21K - $1.23K
|
197K
$9.95M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-85- 70.25% |
$4.68K - $4.75K
|
36
$1.82K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-870Closed |
$47.9K - $48.7K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.16KClosed |
$63.7K - $64.6K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-17.8KClosed |
$983K - $997K
|
0
$0
|