Free Trial

AB Tax-Aware Intermediate Municipal ETF (TAFM) Institutional Ownership

$25.32 -0.03 (-0.12%)
As of 10/8/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for AB Tax-Aware Intermediate Municipal ETF (NYSEARCA:TAFM)

Number of
Institutional Buyers
(last 12 months)
26
Total
Institutional Inflows
(last 12 months)
$220.82M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$8.55M
Get TAFM Insider Trade Alerts

Want to know when executives and insiders are buying or selling AB Tax-Aware Intermediate Municipal ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

TAFM Institutional Buying and Selling by Quarter

AB Tax-Aware Intermediate Municipal ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/8/2025Leverty Financial Group LLC8,582$218K0.1%-97.4%0.060%
9/4/2025Osaic Holdings Inc.3,763$94K0.0%+574.4%0.030%
8/19/2025Advisory Services Network LLC35,242$871K0.0%+4.6%0.284%
8/14/2025Jane Street Group LLC192,622$4.80M0.0%+41.4%1.612%
8/14/2025Raymond James Financial Inc.77,192$1.92M0.0%N/A0.646%
8/14/2025Alliancebernstein L.P.5,790,470$144.32M0.0%+14.4%48.456%
8/13/2025Beacon Pointe Advisors LLC58,440$1.46M0.0%+153.6%0.489%
8/8/2025Advisory Resource Group115,523$2.88M0.6%N/A0.967%
8/7/2025Americana Partners LLC152,710$3.81M0.1%+9.7%1.278%
8/6/2025Vestmark Advisory Solutions Inc.191,023$4.76M0.1%N/A1.599%
8/1/2025Envestnet Asset Management Inc.207,138$5.16M0.0%+530.8%1.733%
7/31/2025FSM Wealth Advisors LLC293,811$7.28M1.2%+484.1%2.459%
7/25/2025NorthRock Partners LLC1,412,105$35.19M0.9%N/A11.817%
7/25/2025Landmark Wealth Management LLC19,925$497K0.2%N/A0.167%
7/25/2025Concurrent Investment Advisors LLC51,286$1.28M0.0%N/A0.429%
7/22/2025Wealthcare Advisory Partners LLC22,094$551K0.0%N/A0.185%
7/18/2025Truist Financial Corp243,359$6.07M0.0%+1,272.5%2.054%
7/17/2025Leverty Financial Group LLC324,172$8.08M2.4%+3.4%2.736%
7/17/2025LVW Advisors LLC879,311$21.92M2.4%+8.3%7.420%
5/19/2025Jane Street Group LLC136,208$3.43M0.0%+1,257.2%1.233%
5/16/2025Integrated Wealth Concepts LLC81,808$2.06M0.0%N/A0.740%
5/16/2025Alliancebernstein L.P.5,060,187$127.34M0.0%+49.2%45.794%
5/13/2025HighTower Advisors LLC534,565$13.45M0.0%+19.6%4.838%
4/30/2025Alpha Cubed Investments LLC8,880$223K0.0%N/A0.112%
4/29/2025Envestnet Asset Management Inc.32,838$826K0.0%+255.4%0.416%
4/28/2025Capital Investment Counsel Inc23,464$590K0.1%+124.2%0.297%
4/28/2025Private Trust Co. NA4,352$110K0.0%N/A0.055%
4/28/2025FSM Wealth Advisors LLC50,303$1.27M0.3%N/A0.637%
4/10/2025Leverty Financial Group LLC313,506$7.89M3.2%N/A4.237%
4/9/2025LVW Advisors LLC811,847$20.43M2.4%+102.4%10.971%
2/14/2025Jane Street Group LLC10,036$254K0.0%N/A0.836%
2/13/2025Advisory Services Network LLC33,376$844K0.0%N/A2.781%
2/13/2025Envestnet Asset Management Inc.9,241$234K0.0%N/A0.770%
2/12/2025Alliancebernstein L.P.3,391,857$85.73M0.0%+86.9%282.655%
2/7/2025HighTower Advisors LLC446,985$11.30M0.0%N/A37.249%
2/6/2025Atria Investments Inc17,771$449K0.0%N/A1.481%
2/3/2025Capital Investment Counsel Inc10,464$264K0.0%N/A0.872%
1/31/2025Sanctuary Advisors LLC18,404$467K0.0%-43.1%1.534%
1/31/2025Americana Partners LLC102,308$2.59M0.1%+5.7%8.526%
1/27/2025Silver Oak Securities Incorporated12,549$317K0.0%N/A1.046%
1/16/2025LVW Advisors LLC401,177$10.14M1.2%N/A33.431%
11/25/2024Sanctuary Advisors LLC32,364$827K0.0%N/A2.697%
10/28/2024Americana Partners LLC96,757$2.50M0.2%-6.6%8.063%
(Data available from 1/1/2016 forward)

TAFM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TAFM shares?

During the previous two years, 26 institutional investors and hedge funds held shares of AB Tax-Aware Intermediate Municipal ETF. The most heavily invested institutionals were Alliancebernstein L.P. ($144.32M), NorthRock Partners LLC ($35.19M), LVW Advisors LLC ($21.92M), HighTower Advisors LLC ($13.45M), FSM Wealth Advisors LLC ($7.28M), Truist Financial Corp ($6.07M), and Envestnet Asset Management Inc. ($5.16M).Learn more on AB Tax-Aware Intermediate Municipal ETF's institutional investors.

Which institutional investors have been buying AB Tax-Aware Intermediate Municipal ETF's stock?

Of the 26 institutional investors that purchased AB Tax-Aware Intermediate Municipal ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Alliancebernstein L.P. ($3.98M), NorthRock Partners LLC ($1.41M), LVW Advisors LLC ($879.31K), HighTower Advisors LLC ($534.57K), Leverty Financial Group LLC ($324.17K), FSM Wealth Advisors LLC ($293.81K), and Truist Financial Corp ($225.63K).

How much institutional buying is happening at AB Tax-Aware Intermediate Municipal ETF?

Institutional investors have bought a total of 8,795,689 shares in the last 24 months. This purchase volume represents approximately $220.82M in transactions.

Which of AB Tax-Aware Intermediate Municipal ETF's major shareholders have been selling company stock?

The following institutional investors have sold AB Tax-Aware Intermediate Municipal ETF stock in the last 24 months: Leverty Financial Group LLC ($315.59K), Sanctuary Advisors LLC ($13.96K), and Americana Partners LLC ($6.81K).

How much institutional selling is happening at AB Tax-Aware Intermediate Municipal ETF?

Institutional investors have sold a total of 336,355 shares in the last 24 months. This volume of shares sold represents approximately $8.55M in transactions.



This page (NYSEARCA:TAFM) was last updated on 10/9/2025 by MarketBeat.com Staff
From Our Partners