Free Trial
→ Here’s the stock symbol I’ve promised (From Stansberry Research) (Ad)tc pixel Free TAFM Stock Alerts

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

$24.11 +0.16 (+0.67%)
As of 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
38
Total
Institutional Inflows
(last 12 months)
$165.67M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$8.13M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. 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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/8/2026Aletheian Wealth Advisors LLC8,620$207K0.1%N/A0.025%
10/8/2026Leverty Financial Group LLC238,217$5.72M1.1%+217.1%0.701%
9/23/2026Envestnet Asset Management Inc.333,965$8.58M0.0%+18.7%1.037%
9/9/2026NorthRock Partners LLC3,874,626$99.50M1.5%+211.8%13.888%
9/9/2026NewEdge Advisors LLC34,774$893K0.0%+4.8%0.125%
8/23/2026Ameritas Advisory Services LLC100,000$2.57M0.1%N/A0.358%
8/22/2026Concurrent Investment Advisors LLC85,095$2.19M0.0%-0.9%0.305%
7/10/2026Leverty Financial Group LLC75,118$1.93M0.4%+33.7%0.282%
6/3/2026NewEdge Advisors LLC33,179$839K0.0%-40.0%0.160%
5/1/2026Fifth Third Bancorp3,530$89K0.0%N/A0.017%
4/30/2026Kestra Advisory Services LLC46,873$1.19M0.0%+21.9%0.225%
4/27/2026Private Advisor Group LLC73,148$1.85M0.0%+19.3%0.353%
4/24/2026Barnes Pettey Financial Advisors LLC37,369$945K0.4%+18.4%0.182%
4/18/2026PMG Wealth Management Inc.18,550$468K0.3%N/A0.091%
2/18/2026Beacon Pointe Advisors LLC149,224$3.79M0.0%+122.2%0.807%
2/18/2026NewEdge Advisors LLC55,309$1.41M0.0%-27.0%0.299%
2/18/2026OLD Mission Capital LLC15,408$392K0.0%N/A0.083%
2/17/2026Osaic Holdings Inc.62,029$1.58M0.0%+38.7%0.335%
2/13/2026Kestra Advisory Services LLC38,444$977K0.0%+162.3%0.208%
2/13/2026Ausdal Financial Partners Inc.143,475$3.65M0.2%+1.6%0.776%
2/12/2026Jane Street Group LLC169,871$4.32M0.0%+63.2%0.918%
2/12/2026Commonwealth Equity Services LLC61,217$1.56M0.0%+8.2%0.331%
2/12/2026Great Valley Advisor Group Inc.23,440$596K0.0%N/A0.127%
2/11/2026LPL Financial LLC768,299$19.53M0.0%+23.5%4.153%
2/11/2026JPMorgan Chase & Co.288,885$7.34M0.0%+2,008.3%1.562%
2/10/2026Goldman Sachs Group Inc.113,719$2.89M0.0%-60.1%0.615%
2/10/2026Dynasty Wealth Management LLC175,156$4.45M0.0%+1.3%0.947%
2/9/2026Huntington National Bank8,934$227K0.0%N/A0.048%
2/9/2026Cary Street Partners Financial LLC15,799$402K0.0%N/A0.085%
2/6/2026Americana Partners LLC190,402$4.84M0.1%-4.4%1.029%
2/6/2026HighTower Advisors LLC555,602$14.12M0.0%+0.9%3.003%
2/2/2026Truist Financial Corp277,440$7.05M0.0%+21.9%1.500%
1/30/2026Barnes Pettey Financial Advisors LLC31,562$802K0.4%N/A0.172%
1/29/2026Comerica Bank3,521$90K0.0%N/A0.019%
1/29/2026Sanctuary Advisors LLC10,070$256K0.0%-45.2%0.056%
1/29/2026Concurrent Investment Advisors LLC80,187$2.04M0.0%+23.2%0.443%
1/23/2026FSM Wealth Advisors LLC443,104$11.26M1.5%+23.9%2.462%
1/23/2026Capital Investment Counsel Inc35,464$901K0.1%+34.0%0.197%
1/16/2026Legacy Capital Wealth Partners LLC37,305$948K0.2%+200.2%0.207%
1/14/2026LVW Advisors LLC1,005,869$25.57M2.6%+4.0%5.619%
Iran War Shock: What I Was Told In That Private Meeting (Ad)

You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially the reasons why we’re bombing the country.tc pixel

Because THIS is the real reason.
1/9/2026Leverty Financial Group LLC92,274$2.35M0.6%+975.2%0.515%
1/8/2026Wealth Enhancement Advisory Services LLC7,855$200K0.0%N/A0.044%
1/7/2026Sagespring Wealth Partners LLC10,221$260K0.0%N/A0.058%
11/17/2025Ausdal Financial Partners Inc.141,161$3.59M0.2%+1,634.2%0.911%
11/17/2025Alliancebernstein L.P.7,568,438$192.39M0.1%+30.7%48.829%
11/14/2025Raymond James Financial Inc.151,500$3.85M0.0%+96.3%0.977%
11/14/2025NorthRock Partners LLC1,339,891$34.06M0.6%-5.1%8.644%
11/13/2025Private Advisor Group LLC58,444$1.49M0.0%+25.5%0.377%
11/7/2025HighTower Advisors LLC550,593$14.00M0.0%+1.1%3.552%
11/5/2025Envestnet Asset Management Inc.225,540$5.73M0.0%+8.9%1.455%
11/3/2025Truist Financial Corp227,510$5.78M0.0%-6.5%1.468%
10/31/2025Capital Investment Counsel Inc26,464$673K0.1%+12.8%0.173%
10/30/2025Huntleigh Advisors Inc.9,200$234K0.0%N/A0.062%
10/29/2025Dynasty Wealth Management LLC172,845$4.39M0.1%N/A1.160%
10/29/2025Americana Partners LLC199,203$5.06M0.2%+30.4%1.337%
10/27/2025Concurrent Investment Advisors LLC65,101$1.66M0.0%+26.9%0.437%
10/22/2025Advisory Resource Group122,114$3.10M0.6%+5.7%0.836%
10/20/2025LVW Advisors LLC967,446$24.59M2.5%+10.0%6.626%
10/17/2025FSM Wealth Advisors LLC357,492$9.09M1.3%+21.7%2.449%
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%
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)

The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions.tc pixel

See the 5 stocks to avoid
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%


TAFM Institutional Ownership - Frequently Asked Questions

During the previous two years, 49 institutional investors and hedge funds held shares of AB Tax-Aware Intermediate Municipal ETF. The most heavily invested institutionals were Alliancebernstein L.P. ($192.39M), NorthRock Partners LLC ($99.50M), LVW Advisors LLC ($25.57M), LPL Financial LLC ($19.53M), HighTower Advisors LLC ($14.12M), FSM Wealth Advisors LLC ($11.26M), and Envestnet Asset Management Inc. ($8.58M).Learn more on AB Tax-Aware Intermediate Municipal ETF's institutional investors.

Of the 48 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. ($5.75M), NorthRock Partners LLC ($4.04M), LVW Advisors LLC ($1.01M), Leverty Financial Group LLC ($589.90K), HighTower Advisors LLC ($545.41K), FSM Wealth Advisors LLC ($443.10K), and Envestnet Asset Management Inc. ($278.24K).

Institutional investors have bought a total of 6,498,387 shares in the last 24 months. This purchase volume represents approximately $165.67M in transactions.

The following institutional investors have sold AB Tax-Aware Intermediate Municipal ETF stock in the last 24 months: Goldman Sachs Group Inc. ($171.33K), NorthRock Partners LLC ($72.21K), NewEdge Advisors LLC ($42.55K), Truist Financial Corp ($15.85K), Americana Partners LLC ($8.80K), Sanctuary Advisors LLC ($8.31K), and Concurrent Investment Advisors LLC ($772.00).

Institutional investors have sold a total of 319,818 shares in the last 24 months. This volume of shares sold represents approximately $8.13M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:TAFM is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/8/2026. New 13F filings are added each quarter as they're published.
From Our Partners
Buffett's Final Warning: "The Dollar Is Going to Hell"
On May 3rd, 2025, Warren Buffett looked at his shareholders for the last time and said: "The dollar is going t...
Decentralized Masters | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
These gold assets are priced for $1,800 gold [it's over $4,000]
Gold's major miners are generating record free cash flow, with margins as high as 75 percent even after gold's...
Golden Portfolio | Sponsoredtc pixel
Your withdrawal order could cost you in taxes
If you have $2M or more saved, the 4% rule points to roughly $92,000 a year - but it's a single-variable answe...
SmartAsset | Sponsoredtc pixel
Elon Musk’s Hushed FCC Filing. Dec 8th.
Elon Musk quietly filed a document with the federal government tied to artificial intelligence, one of the lar...
Paradigm Press | Sponsoredtc pixel
Why major institutions are piling into this digital asset now
BlackRock, JPMorgan, Goldman Sachs, and Fidelity are reportedly accumulating a scarce blockchain asset - one t...
Awesomely | Sponsoredtc pixel