Purchases and Sales Made in Q1 2023 in Usaa ETF Tr Core Intermediate (UITB)
This table provides information about the institutional ownership of Usaa ETF Tr Core Intermediate (UITB) during Q1 2023. The information is specifically focused on institutions that hold shares of USAA ETF TR CORE INTERMEDIATE .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
724K+ 13.82% |
$32.8M - $34.3M
|
5.96M
$279M
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
211KNew |
$9.57M - $10M
|
211K
$9.87M
|
|
May 02, 2023
Q1 2023
|
Victory Capital Management Inc
|
BUY
|
- |
150K+ 0.77% |
$6.78M - $7.1M
|
19.7M
$919M
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
47.5K+ 91.86% |
$2.15M - $2.25M
|
99.3K
$4.64M
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
35.4KNew |
$1.6M - $1.68M
|
35.4K
$1.66M
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
31.9KNew |
$1.44M - $1.51M
|
31.9K
$1.49M
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
18.3K+ 3.48% |
$827K - $865K
|
543K
$25.4M
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
17.9KNew |
$810K - $847K
|
17.9K
$836K
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
17.8K+ 14.32% |
$805K - $842K
|
142K
$6.63M
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
16.2K+ 276.8% |
$733K - $767K
|
22.1K
$1.03M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.9K+ 34.59% |
$582K - $609K
|
50K
$2.34M
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
11.7K+ 390.56% |
$532K - $556K
|
14.8K
$689K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11.3K+ 21.56% |
$512K - $536K
|
63.8K
$2.98M
|
|
May 09, 2023
Q1 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
10.2K+ 2.33% |
$460K - $482K
|
447K
$20.9M
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
8.36K+ 42.77% |
$378K - $396K
|
27.9K
$1.3M
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.69KNew |
$348K - $364K
|
7.69K
$359K
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.98KNew |
$271K - $283K
|
5.98K
$279K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.1K+ 214.88% |
$186K - $194K
|
6.01K
$281K
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.37K+ 27.4% |
$107K - $112K
|
11K
$515K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
985New |
$44.6K - $46.6K
|
985
$46K
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
560+ 3.09% |
$25.3K - $26.5K
|
18.7K
$872K
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
559New |
$25.3K - $26.5K
|
559
$26.1K
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
160New |
$7.24K - $7.57K
|
160
$7.47K
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
48+ 0.31% |
$2.17K - $2.27K
|
15.3K
$714K
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
39+ 0.49% |
$1.77K - $1.85K
|
7.94K
$371K
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.44% |
$181 - $189
|
923
$43.1K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-349- 1.75% |
$15.8K - $16.5K
|
19.6K
$913K
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-507- 19.05% |
$22.9K - $24K
|
2.15K
$101K
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-528- 48.98% |
$23.9K - $25K
|
550
$25.7K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-636- 6.61% |
$28.8K - $30.1K
|
8.98K
$419K
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.13K- 16.58% |
$51.3K - $53.7K
|
5.71K
$266K
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-41.8K- 46.59% |
$1.89M - $1.98M
|
47.9K
$2.24M
|