Purchases and Sales Made in Q3 2023 in Usaa ETF Tr Core Intermediate (UITB)
This table provides information about the institutional ownership of Usaa ETF Tr Core Intermediate (UITB) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
347K+ 146.07% |
$15.4M - $16.1M
|
585K
$27.3M
|
|
Nov 01, 2023
Q3 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
238K+ 123.97% |
$10.6M - $11M
|
429K
$20M
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
170KNew |
$7.53M - $7.85M
|
170K
$7.92M
|
|
Oct 11, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
158K+ 68.42% |
$7.03M - $7.32M
|
389K
$18.2M
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
99.1K+ 173907.02% |
$4.4M - $4.59M
|
99.2K
$4.63M
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
87.9K+ 16.2% |
$3.9M - $4.07M
|
631K
$29.5M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
87KNew |
$3.87M - $4.03M
|
87K
$4.06M
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
78.4KNew |
$3.48M - $3.63M
|
78.4K
$3.66M
|
|
Nov 06, 2023
Q3 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
72.5KNew |
$3.22M - $3.36M
|
72.5K
$3.39M
|
|
Nov 02, 2023
Q3 2023
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
67.7KNew |
$3.01M - $3.13M
|
67.7K
$3.16M
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
48.5K+ 66.27% |
$2.15M - $2.24M
|
122K
$5.68M
|
|
Nov 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
44.4K+ 2.11% |
$1.97M - $2.06M
|
2.15M
$100M
|
|
Oct 18, 2023
Q3 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
40.9K+ 6.42% |
$1.81M - $1.89M
|
677K
$31.6M
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
39.2K+ 755.33% |
$1.74M - $1.81M
|
44.3K
$2.07M
|
|
Nov 06, 2023
Q3 2023
|
Victory Capital Management Inc
|
BUY
|
- |
33.7K+ 0.17% |
$1.5M - $1.56M
|
19.7M
$921M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
26.2KNew |
$1.17M - $1.21M
|
26.2K
$1.23M
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
24.5K+ 34.58% |
$1.09M - $1.13M
|
95.2K
$4.45M
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
22.6K+ 941.17% |
$1M - $1.05M
|
25K
$1.17M
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
22.4KNew |
$996K - $1.04M
|
22.4K
$1.05M
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
21.5K+ 4395.49% |
$953K - $993K
|
21.9K
$1.02M
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
21.1K+ 43.03% |
$938K - $978K
|
70.2K
$3.28M
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
18.2K+ 83.94% |
$808K - $843K
|
39.9K
$1.86M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14.6K+ 71.7% |
$649K - $676K
|
35K
$1.63M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.2K+ 11.74% |
$499K - $521K
|
107K
$5M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.95K+ 98.45% |
$398K - $414K
|
18K
$843K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.67K+ 33.45% |
$385K - $401K
|
34.6K
$1.61M
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.12KNew |
$360K - $376K
|
8.12K
$379K
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
7.4KNew |
$329K - $342K
|
7.4K
$346K
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
6.8KNew |
$302K - $315K
|
6.8K
$318K
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.42K+ 94.08% |
$285K - $297K
|
13.3K
$619K
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
6.38K+ 19.32% |
$283K - $295K
|
39.4K
$1.84M
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.1K+ 33.68% |
$271K - $282K
|
24.2K
$1.13M
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5KNew |
$222K - $231K
|
5K
$233K
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
4.15K+ 22.66% |
$184K - $192K
|
22.5K
$1.05M
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.89K+ 8.5% |
$83.9K - $87.4K
|
24.1K
$1.13M
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.27KNew |
$56.3K - $58.6K
|
1.27K
$59.2K
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
220+ 1.93% |
$9.77K - $10.2K
|
11.6K
$543K
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
210New |
$9.33K - $9.72K
|
210
$9.81K
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
62+ 0.77% |
$2.75K - $2.87K
|
8.07K
$377K
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.86% |
$355 - $370
|
938
$43.8K
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2New |
$88.8 - $92.6
|
2
$93.4
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
1New |
$44.4 - $46.3
|
1
$46.7
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-16- 94.12% |
$711 - $740
|
1
$46.7
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-120- 1.55% |
$5.33K - $5.55K
|
7.62K
$356K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-233- 84.42% |
$10.3K - $10.8K
|
43
$2.01K
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-330- 15.32% |
$14.7K - $15.3K
|
1.82K
$85.2K
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-764- 5.62% |
$33.9K - $35.4K
|
12.8K
$599K
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-5.01K- 27.24% |
$222K - $232K
|
13.4K
$625K
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-5.93K- 39.75% |
$263K - $274K
|
8.98K
$419K
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.22K- 53.75% |
$276K - $288K
|
5.35K
$250K
|