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American Century Diversified Municipal Bond ETF (TAXF) Institutional Ownership

$50.14 +0.16 (+0.32%)
(As of 12/20/2024 04:33 PM ET)
Compare

Institutional Ownership Changes (13F Filings) for American Century Diversified Municipal Bond ETF (NYSEARCA:TAXF)

Number of
Institutional Buyers
(last 12 months)
45
Total
Institutional Inflows
(last 12 months)
$83.80M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$14.64M
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TAXF Institutional Buying and Selling by Quarter

American Century Diversified Municipal Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/25/2024 Pine Valley Investments Ltd Liability Co41,529$2.14M0.1%-3.9%0.477%
11/15/2024 HighTower Advisors LLC133,941$6.89M0.0%+26.1%1.540%
11/15/2024 Arrowroot Family Office LLC4,727$243K0.1%+14.7%0.054%
11/14/2024 Captrust Financial Advisors18,283$940K0.0%-1.7%0.210%
11/12/2024 Certified Advisory Corp55,097$2.83M0.3%-8.1%0.633%
11/8/2024 First Horizon Advisors Inc.1,175$60K0.0%N/A0.014%
11/6/2024 OneDigital Investment Advisors LLC138,806$7.14M0.1%-9.1%1.595%
11/5/2024 Prime Capital Investment Advisors LLC21,067$1.08M0.0%+46.3%0.242%
11/1/2024 Atria Investments Inc111,008$5.71M0.1%+3.5%1.276%
10/30/2024 Landmark Wealth Management LLC55,519$2.86M1.2%+0.4%0.638%
10/25/2024 Financial Advocates Investment Management35,388$1.87M0.1%+9.5%0.407%
10/25/2024 Mutual Advisors LLC36,336$1.83M0.1%-4.9%0.418%
10/24/2024 Goldstein Advisors LLC382,929$19.69M3.0%+5.5%4.401%
10/22/2024 Altus Wealth Group LLC6,647$342K0.1%-4.8%0.076%
10/22/2024 Private Advisor Group LLC204,142$10.50M0.1%+11.6%2.346%
10/21/2024 Foundations Investment Advisors LLC5,522$284K0.0%+12.2%0.063%
10/19/2024CNB Bank22,325$1.15M0.5%-23.9%0.257%
10/16/2024 Global Retirement Partners LLC50,021$2.57M0.1%+2.6%0.575%
10/16/2024 Good Life Advisors LLC19,956$1.03M0.1%-25.2%0.229%
10/16/2024 Sunpointe LLC13,966$718K0.6%N/A0.161%
10/16/2024 ERn Financial LLC13,446$691K0.1%-2.8%0.155%
10/11/2024 CX Institutional509,397$26.19M1.2%+2.7%5.855%
10/10/2024 First Affirmative Financial Network12,232$629K0.3%+4.5%0.141%
10/9/2024 GEM Asset Management LLC66,934$3.41M2.0%+1.1%0.769%
10/8/2024 CWM LLC959,910$49.36M0.2%+25.2%11.033%
10/8/2024 Dynamic Advisor Solutions LLC38,695$1.99M0.1%+8.6%0.445%
9/5/2024 Sanctuary Advisors LLC82,650$4.13M0.0%N/A0.950%
8/14/2024 Certified Advisory Corp59,959$3.02M0.4%-0.8%0.689%
8/8/2024 Envestnet Asset Management Inc.1,935,952$97.50M0.0%+9.0%22.252%
8/8/2024 PFG Advisors14,608$736K0.0%+31.0%0.168%
8/7/2024 GEM Asset Management LLC66,236$3.34M2.1%+1.9%0.761%
8/2/2024 Foundations Investment Advisors LLC4,920$248K0.0%N/A0.057%
7/31/2024Commonwealth Equity Services LLC91,857$4.63M0.0%+9.7%1.056%
7/30/2024 Pine Valley Investments Ltd Liability Co43,206$2.18M0.1%+2.8%0.497%
7/29/2024FAS Wealth Partners Inc.49,844$2.51M0.2%+8.4%0.573%
7/29/2024 Financial Advocates Investment Management32,313$1.63M0.1%+11.3%0.371%
7/26/2024 Cambridge Investment Research Advisors Inc.95,719$4.82M0.0%+16.6%1.100%
7/24/2024 Goldstein Advisors LLC362,794$18.27M3.1%+6.1%4.170%
7/17/2024 ERn Financial LLC13,833$697K0.1%-3.6%0.159%
7/16/2024 Lodestone Wealth Management LLC11,020$555K0.3%-18.4%0.127%
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7/15/2024 Dynamic Advisor Solutions LLC35,630$1.79M0.1%+39.0%0.410%
7/11/2024 U.S. Capital Wealth Advisors LLC51,432$2.59M0.1%+44.9%0.591%
7/11/2024 CX Institutional495,770$24.97M1.2%-2.1%5.699%
7/10/2024CGN Advisors LLC6,865$346K0.0%-9.1%0.079%
7/10/2024 Stewardship Advisors LLC15,626$787K0.3%-44.8%0.180%
7/10/2024 CWM LLC766,784$38.62M0.2%+4.6%8.814%
5/23/2024 ARQ Wealth Advisors LLC40,797$2.06M0.9%N/A0.469%
5/21/2024 Atria Investments Inc105,592$5.34M0.1%-0.6%1.214%
5/16/2024 Jane Street Group LLC109,004$5.51M0.0%+391.1%1.253%
5/9/2024 Orion Portfolio Solutions LLC51,072$2.58M0.0%+26.5%0.587%
5/9/2024 Condor Capital Management136,759$6.91M0.7%+122.0%1.572%
5/7/2024 PFG Advisors11,155$564K0.0%-2.2%0.128%
5/4/2024 Geneos Wealth Management Inc.1,450$73K0.0%+517.0%0.017%
5/2/2024 Mutual Advisors LLC46,832$2.37M0.1%+13.6%0.538%
4/30/2024 Private Advisor Group LLC185,021$9.35M0.1%-5.8%2.127%
4/30/2024 J.W. Cole Advisors Inc.14,274$722K0.0%+3.9%0.164%
4/29/2024Commonwealth Equity Services LLC83,752$4.23M0.0%+0.9%0.963%
4/29/2024FAS Wealth Partners Inc.45,985$2.33M0.2%+7.9%0.529%
4/25/2024 Cambridge Investment Research Advisors Inc.82,101$4.15M0.0%-0.4%0.944%
4/24/2024 Landmark Wealth Management LLC50,243$2.54M1.2%+4.8%0.578%
4/23/2024 Global Retirement Partners LLC40,401$2.04M0.1%+16.6%0.464%
4/23/2024 McAdam LLC4,494$227K0.0%-4.8%0.052%
4/23/2024Raymond James Financial Services Advisors Inc.119,709$6.05M0.0%-11.5%1.376%
4/16/2024 ERn Financial LLC14,353$726K0.1%+2.0%0.165%
4/12/2024 Dynamic Advisor Solutions LLC25,631$1.30M0.0%-2.5%0.371%
4/12/2024CGN Advisors LLC7,556$382K0.0%-8.8%0.110%
4/11/2024 First Affirmative Financial Network11,807$597K0.4%+7.9%0.171%
3/6/2024 SageView Advisory Group LLC12,165$617K0.0%-2.7%0.176%
2/15/2024 Comerica Bank20,835$1.06M0.0%+2.2%0.302%
2/14/2024 Visionary Wealth Advisors73,419$3.74M0.3%+158.3%1.064%
2/14/2024 Core Wealth Advisors Inc.39,300$2.00M0.7%+16.3%0.570%
2/13/2024 Envestnet Asset Management Inc.1,646,484$83.91M0.0%+16.5%23.862%
2/12/2024 Condor Capital Management61,599$3.14M0.3%-53.5%0.893%
2/12/2024 Goldstein Advisors LLC327,683$16.70M2.8%+2.2%4.749%
2/12/2024 Pine Valley Investments Ltd Liability Co38,422$1.96M0.1%-21.5%0.557%
2/9/2024 Orion Portfolio Solutions LLC40,388$2.06M0.0%-9.2%0.585%
2/9/2024 SageView Advisory Group LLC12,165$617K0.0%-2.7%0.176%
2/9/2024 Cambridge Investment Research Advisors Inc.82,407$4.20M0.0%+4.3%1.194%
2/9/2024 Certified Advisory Corp58,204$2.97M0.4%+3.7%0.844%
2/8/2024 Financial Advocates Investment Management21,302$1.12M0.1%+18.9%0.309%
2/6/2024 Private Advisor Group LLC196,449$10.01M0.1%-2.3%2.847%
2/6/2024 U.S. Capital Wealth Advisors LLC25,969$1.32M0.1%+291.9%0.376%
2/2/2024 Truist Financial Corp129,658$6.61M0.0%-2.6%1.879%
2/1/2024 CWM LLC684,060$34.86M0.2%+30.2%9.914%
2/1/2024 CRA Financial Services LLC6,171$314K0.1%-3.3%0.089%
1/31/2024CNB Bank33,825$1.72M0.9%-1.3%0.490%
1/31/2024 J.W. Cole Advisors Inc.13,735$700K0.0%-20.1%0.199%
1/24/2024 Private Trust Co. NA7,530$384K0.0%-10.4%0.109%
1/23/2024FAS Wealth Partners Inc.42,609$2.17M0.2%-7.3%0.618%
1/22/2024 Landmark Wealth Management LLC47,963$2.44M1.2%+39.4%0.695%
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1/19/2024 SFG Wealth Management LLC.14,916$760K0.5%+21.3%0.216%
1/19/2024 PFG Advisors11,406$581K0.0%-7.0%0.165%
1/19/2024 ERn Financial LLC14,077$711K0.1%-55.2%0.204%
1/18/2024 Global Retirement Partners LLC34,660$1.76M0.1%+4.4%0.502%
1/18/2024 Good Life Advisors LLC21,136$1.08M0.1%+8.2%0.306%
1/16/2024Raymond James Financial Services Advisors Inc.135,271$6.89M0.0%N/A1.960%
1/16/2024Raymond James & Associates6,572$335K0.0%N/A0.095%
1/12/2024 Mutual Advisors LLC41,223$2.10M0.1%+210.8%0.597%
1/12/2024 CX Institutional395,400$20.15M1.1%-13.8%5.730%
1/12/2024 Westside Investment Management Inc.14,800$754K0.2%+34.5%0.214%
(Data available from 1/1/2016 forward)

TAXF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TAXF shares?

During the previous two years, 81 institutional investors and hedge funds held shares of American Century Diversified Municipal Bond ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($97.50M), CWM LLC ($49.36M), CX Institutional ($26.19M), Resources Investment Advisors LLC. ($21.44M), Goldstein Advisors LLC ($19.69M), LPL Financial LLC ($16.80M), and Private Advisor Group LLC ($10.50M).Learn more on TAXF's institutional investors.

Which institutional investors have been buying American Century Diversified Municipal Bond ETF stock?

Of the 68 institutional investors that purchased American Century Diversified Municipal Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($1.08M), CWM LLC ($912.18K), Goldstein Advisors LLC ($368.71K), Private Advisor Group LLC ($222.13K), Raymond James Financial Services Advisors Inc. ($135.27K), Stewardship Advisors LLC ($123.50K), and Condor Capital Management ($114.96K).

How much institutional buying is happening at American Century Diversified Municipal Bond ETF?

Institutional investors have bought a total of 4,291,589 shares in the last 24 months. This purchase volume represents approximately $213.21M in transactions.

Which American Century Diversified Municipal Bond ETF major shareholders have been selling company stock?

Of the 45 institutional investors that sold American Century Diversified Municipal Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Resources Investment Advisors LLC. ($314.10K), CX Institutional ($73.50K), Condor Capital Management ($70.91K), Great Valley Advisor Group Inc. ($46.16K), CGN Advisors LLC ($42.65K), Synovus Financial Corp ($39.47K), and Merit Financial Group LLC ($38.00K).

How much institutional selling is happening at American Century Diversified Municipal Bond ETF?

Institutional investors have sold a total of 947,730 shares in the last 24 months. This volume of shares sold represents approximately $47.03M in transactions.


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This page (NYSEARCA:TAXF) was last updated on 12/22/2024 by MarketBeat.com Staff
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