Purchases and Sales Made in Q4 2021 in American Centy ETF Tr Diversif (TAXF)
This table provides information about the institutional ownership of American Centy ETF Tr Diversif (TAXF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
106K+ 12.34% |
$5.83M - $5.89M
|
968K
$49M
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
BUY
|
- |
89.5K+ 24.34% |
$4.9M - $4.96M
|
457K
$23.1M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
74.6K+ 26.37% |
$4.09M - $4.13M
|
358K
$18.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
37.8K+ 40.74% |
$2.07M - $2.1M
|
131K
$6.61M
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
31.7K+ 202.71% |
$1.73M - $1.75M
|
47.3K
$2.39M
|
|
|
Feb 10, 2022
Q4 2021
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
22.9KNew |
$1.25M - $1.27M
|
22.9K
$1.16M
|
|
|
Jan 27, 2022
Q4 2021
|
Landmark Wealth Management, LLC
|
BUY
|
- |
21.5KNew |
$1.18M - $1.19M
|
21.5K
$1.09M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
21.1KNew |
$1.15M - $1.17M
|
21.1K
$1.07M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
20.7K+ 54.84% |
$1.13M - $1.15M
|
58.4K
$2.96M
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
20.4KNew |
$1.12M - $1.13M
|
20.4K
$1.03M
|
|
|
Feb 09, 2022
Q4 2021
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
18.3KNew |
$1M - $1.01M
|
18.3K
$924K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
18.2KNew |
$997K - $1.01M
|
18.2K
$921K
|
|
|
Feb 09, 2022
Q4 2021
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
15.8K+ 39.8% |
$867K - $877K
|
55.6K
$2.81M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
15.5K+ 62.91% |
$850K - $860K
|
40.2K
$2.03M
|
|
|
Apr 12, 2022
Q4 2021
|
Fortune 45 LLC
|
BUY
|
- |
9.87KNew |
$541K - $547K
|
9.87K
$499K
|
|
|
Jan 26, 2022
Q4 2021
|
Hya Advisors, Inc
|
BUY
|
- |
8.28K+ 109.58% |
$454K - $459K
|
15.8K
$801K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.03K+ 56.35% |
$440K - $445K
|
22.3K
$1.13M
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
7.31K+ 46.73% |
$401K - $405K
|
23K
$1.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.36K+ 28.51% |
$348K - $352K
|
28.6K
$1.45M
|
|
|
Feb 14, 2022
Q4 2021
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
6.33KNew |
$347K - $351K
|
6.33K
$320K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.3K+ 89.35% |
$345K - $349K
|
13.4K
$675K
|
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
4.71KNew |
$258K - $261K
|
4.71K
$238K
|
|
|
Feb 10, 2022
Q4 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
4.46K+ 11.56% |
$244K - $247K
|
43K
$2.18M
|
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.4K+ 14.64% |
$241K - $244K
|
34.4K
$1.74M
|
|
|
Feb 17, 2022
Q4 2021
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
4.15KNew |
$227K - $230K
|
4.15K
$210K
|
|
|
Feb 14, 2022
Q4 2021
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
4.07KNew |
$223K - $225K
|
4.07K
$206K
|
|
|
Feb 11, 2022
Q4 2021
|
Investment Advisory Group, LLC
|
BUY
|
- |
4KNew |
$219K - $222K
|
4K
$202K
|
|
|
Feb 11, 2022
Q4 2021
|
E Rn Financial, LLC
|
BUY
|
- |
3.15K+ 32.71% |
$173K - $175K
|
12.8K
$647K
|
|
|
Feb 14, 2022
Q4 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
1.82K+ 14.25% |
$99.7K - $101K
|
14.6K
$738K
|
|
|
Jan 19, 2022
Q4 2021
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1.8K+ 5.2% |
$98.5K - $99.7K
|
36.4K
$1.84M
|
|
|
Jan 31, 2022
Q4 2021
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
1.76K+ 4.32% |
$96.4K - $97.5K
|
42.5K
$2.15M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.38K+ 862.5% |
$75.6K - $76.5K
|
1.54K
$77.9K
|
|
|
Feb 15, 2022
Q4 2021
|
First Affirmative Financial Network
|
BUY
|
- |
1.32K+ 13.27% |
$72.2K - $73K
|
11.2K
$569K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
726+ 2.75% |
$39.8K - $40.2K
|
27.1K
$1.37M
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
366New |
$20K - $20.3K
|
366
$18.5K
|
|
|
Jan 14, 2022
Q4 2021
|
Stewardship Advisors, LLC
|
BUY
|
- |
210+ 2.02% |
$11.5K - $11.6K
|
10.6K
$537K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
100New |
$5.48K - $5.54K
|
100
$5.06K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
63New |
$3.45K - $3.49K
|
63
$3.19K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
27+ 7.71% |
$1.48K - $1.5K
|
377
$19.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
15+ 0.35% |
$821 - $831
|
4.34K
$219K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-36Closed |
$1.97K - $1.99K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-190Closed |
$10.4K - $10.5K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-249- 3.64% |
$13.6K - $13.8K
|
6.59K
$333K
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-934- 13.54% |
$51.1K - $51.7K
|
5.96K
$302K
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.76K- 8.48% |
$96.4K - $97.5K
|
19K
$960K
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5.38KClosed |
$295K - $298K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-23.1K- 16.08% |
$1.26M - $1.28M
|
120K
$6.09M
|