AB TAX AWARE INTER MUNI (TAFM) Institutional Ownership Changes & 13F Activity

AB TAX AWARE INTER MUNI (TAFM). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Northrock Partners, Llc, Alliancebernstein L.P., Lpl Financial Llc, Jane Street Group, Llc, and Ameritas Advisory Services, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Beacon Pointe Advisors, LlcBuy+60,934+25.7%297,986$7.65MQ2 2026Aug 18, 2026
Alliancebernstein L.P.Buy+1,855,353+16.8%12,890,848$326.07MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+168,097+120.6%307,453$7.90MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+100,000100,000$2.57MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+67,735+22.9%363,190$9.33MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+47,13847,138$1.21MQ2 2026Aug 14, 2026
Cresset Asset Management, LlcSell-35,544-27.1%95,719$2.46MQ2 2026Aug 14, 2026
Ausdal Financial Partners, Inc.Sell-22,616-14.5%132,843$3.41MQ2 2026Aug 14, 2026
Per Stirling Capital Management, Llc.Buy+16,93516,935$434.89KQ2 2026Aug 14, 2026
Btg Pactual Asset Management Us LlcBuy+15,70415,704$403.28KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Sell-4,483-7.1%58,538$1.50MQ2 2026Aug 14, 2026
Mai Capital ManagementBuy+4,453+10.4%47,368$1.22MQ2 2026Aug 14, 2026
Steward Partners Investment Advisory, LlcBuy+25,975+3.7%723,052$18.57MQ2 2026Aug 13, 2026
Elequin Capital, LpBuy+12,95012,950$332.56KQ2 2026Aug 13, 2026
Captrust Financial AdvisorsBuy+11,99011,990$307.90KQ2 2026Aug 13, 2026
Dynasty Wealth Management, LlcBuy+10,925+6.4%181,260$4.65MQ2 2026Aug 13, 2026
Sanctuary Advisors, LlcSell-1,134-11.1%9,064$232.76KQ2 2026Aug 13, 2026
Jpmorgan Chase & CoBuy+26,71326,713$685.72KQ2 2026Aug 12, 2026
Newedge Advisors, LlcBuy+20,614+145.6%34,774$893.00KQ2 2026Aug 12, 2026
Harbour Investments, Inc.Buy+8,774+558.5%10,345$265.66KQ2 2026Aug 12, 2026
Legacy Capital Wealth Partners, LlcSell-8,585-19.8%34,713$891.43KQ2 2026Aug 12, 2026
Northrock Partners, LlcBuy+2,632,091+211.8%3,874,626$99.50MQ2 2026Aug 11, 2026
Tower Research Capital Llc (Trc)Sell-1,300-20.0%5,187$133.20KQ2 2026Aug 11, 2026
First American Trust, FsbBuy+31,323+85.5%67,964$1.75MQ2 2026Aug 10, 2026
Arkadios Wealth AdvisorsBuy+14,30914,309$367.45KQ2 2026Aug 10, 2026
Lpl Financial LlcBuy+301,504+35.8%1,144,833$29.40MQ2 2026Aug 07, 2026
Mml Investors Services, LlcBuy+4,315+10.2%46,643$1.20MQ2 2026Aug 07, 2026
Pmg Wealth Management, Inc.Buy+24,800+133.7%43,350$1.11MQ2 2026Aug 05, 2026
Fifth Third BancorpSell-1,076-30.5%2,454$63.02KQ2 2026Aug 05, 2026
Envestnet Asset Management IncBuy+52,703+18.7%333,965$8.58MQ2 2026Aug 03, 2026
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Frequently asked questions about TAFM activity

  • Which institutional owners are buying TAFM?

    Institutional owners buying TAFM include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in TAFM activity?

    "Buy" means an investor increased their reported position in TAFM compared to the prior reporting period. This reflects growing exposure to AB TAX AWARE INTER MUNI (TAFM) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in TAFM increasing?

    Institutional interest in TAFM can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.