Purchases and Sales Made in Q4 2022 in American Centy ETF Tr Diversif (TAXF)
This table provides information about the institutional ownership of American Centy ETF Tr Diversif (TAXF) during Q4 2022. 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 03, 2023
Q4 2022
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
276KNew |
$13M - $13.7M
|
276K
$14M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
216K+ 29.6% |
$10.2M - $10.7M
|
946K
$47.8M
|
|
|
Jan 30, 2023
Q4 2022
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
51.3KNew |
$2.42M - $2.55M
|
51.3K
$2.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
39.9K+ 99.88% |
$1.88M - $1.98M
|
79.9K
$4.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
25K+ 28.03% |
$1.18M - $1.24M
|
114K
$5.79M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
22.4K+ 312.25% |
$1.05M - $1.11M
|
29.5K
$1.49M
|
|
|
Feb 07, 2023
Q4 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
22.1K+ 117.58% |
$1.04M - $1.1M
|
41K
$2.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
19.7KNew |
$928K - $978K
|
19.7K
$996K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.8K+ 28.5% |
$886K - $934K
|
84.8K
$4.29M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17K+ 20.95% |
$803K - $847K
|
98.4K
$4.97M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
15.9KNew |
$748K - $788K
|
15.9K
$802K
|
|
|
Feb 09, 2023
Q4 2022
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
14.2KNew |
$669K - $706K
|
14.2K
$718K
|
|
|
Feb 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
11.7KNew |
$552K - $582K
|
11.7K
$592K
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
11KNew |
$519K - $547K
|
11K
$556K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
10.6KNew |
$500K - $527K
|
10.6K
$536K
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
9.91K+ 38.43% |
$467K - $492K
|
35.7K
$1.81M
|
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
9.58KNew |
$452K - $476K
|
9.58K
$485K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
9.35K+ 19.31% |
$441K - $465K
|
57.8K
$2.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.11K+ 18.05% |
$429K - $453K
|
59.6K
$3.01M
|
|
|
Jan 13, 2023
Q4 2022
|
Stewardship Advisors, LLC
|
BUY
|
- |
8.87K+ 26.41% |
$418K - $441K
|
42.4K
$2.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.77KNew |
$366K - $386K
|
7.77K
$393K
|
|
|
Jan 12, 2023
Q4 2022
|
Peak Financial Advisors LLC
|
BUY
|
- |
7.47KNew |
$352K - $371K
|
7.47K
$378K
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
7.33K+ 57.22% |
$346K - $364K
|
20.1K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.65KNew |
$266K - $281K
|
5.65K
$286K
|
|
|
Feb 09, 2023
Q4 2022
|
Firestone Capital Management
|
BUY
|
- |
5.22KNew |
$246K - $259K
|
5.22K
$264K
|
|
|
Feb 06, 2023
Q4 2022
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
5.12KNew |
$241K - $254K
|
5.12K
$259K
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
4.38KNew |
$206K - $218K
|
4.38K
$221K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.29K+ 9.28% |
$202K - $213K
|
50.5K
$2.55M
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
3.37K+ 0.81% |
$159K - $167K
|
418K
$21.1M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
3.11K+ 2.2% |
$147K - $155K
|
144K
$7.3M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.53K+ 23.21% |
$72.3K - $76.2K
|
8.14K
$412K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
1.41KNew |
$66.5K - $70.1K
|
1.41K
$71.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
1.3K+ 7.33% |
$61.4K - $64.7K
|
19.1K
$964K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
793New |
$37.4K - $39.4K
|
793
$40.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
767+ 2.52% |
$36.2K - $38.1K
|
31.3K
$1.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
628New |
$29.6K - $31.2K
|
628
$31.8K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
587+ 8.06% |
$27.7K - $29.2K
|
7.87K
$398K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
536+ 5.73% |
$25.3K - $26.6K
|
9.88K
$500K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
324+ 32400.0% |
$15.3K - $16.1K
|
325
$16.4K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-10- 0.01% |
$471 - $497
|
170K
$8.58M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-312- 1.97% |
$14.7K - $15.5K
|
15.5K
$785K
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.39K- 7.15% |
$65.4K - $68.9K
|
18K
$911K
|
|
|
Jan 23, 2023
Q4 2022
|
First Affirmative Financial Network
|
SELL
|
- |
-1.51K- 11.87% |
$70.9K - $74.8K
|
11.2K
$565K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.64K- 0.89% |
$77.2K - $81.4K
|
183K
$9.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-2.08K- 5.44% |
$97.8K - $103K
|
36.1K
$1.82M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.55K- 12.04% |
$120K - $127K
|
18.6K
$942K
|
|
|
Jan 20, 2023
Q4 2022
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-3.14K- 10.88% |
$148K - $156K
|
25.7K
$1.3M
|
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-3.25K- 24.86% |
$153K - $162K
|
9.82K
$497K
|