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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Beacon Pointe Advisors, Llc | Buy | +60,934 | +25.7% | 297,986 | $7.65M | Q2 2026 | Aug 18, 2026 |
| Alliancebernstein L.P. | Buy | +1,855,353 | +16.8% | 12,890,848 | $326.07M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +168,097 | +120.6% | 307,453 | $7.90M | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +100,000 | — | 100,000 | $2.57M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +67,735 | +22.9% | 363,190 | $9.33M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +47,138 | — | 47,138 | $1.21M | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, Llc | Sell | -35,544 | -27.1% | 95,719 | $2.46M | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | Sell | -22,616 | -14.5% | 132,843 | $3.41M | Q2 2026 | Aug 14, 2026 |
| Per Stirling Capital Management, Llc. | Buy | +16,935 | — | 16,935 | $434.89K | Q2 2026 | Aug 14, 2026 |
| Btg Pactual Asset Management Us Llc | Buy | +15,704 | — | 15,704 | $403.28K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -4,483 | -7.1% | 58,538 | $1.50M | Q2 2026 | Aug 14, 2026 |
| Mai Capital Management | Buy | +4,453 | +10.4% | 47,368 | $1.22M | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +25,975 | +3.7% | 723,052 | $18.57M | Q2 2026 | Aug 13, 2026 |
| Elequin Capital, Lp | Buy | +12,950 | — | 12,950 | $332.56K | Q2 2026 | Aug 13, 2026 |
| Captrust Financial Advisors | Buy | +11,990 | — | 11,990 | $307.90K | Q2 2026 | Aug 13, 2026 |
| Dynasty Wealth Management, Llc | Buy | +10,925 | +6.4% | 181,260 | $4.65M | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, Llc | Sell | -1,134 | -11.1% | 9,064 | $232.76K | Q2 2026 | Aug 13, 2026 |
| Jpmorgan Chase & Co | Buy | +26,713 | — | 26,713 | $685.72K | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +20,614 | +145.6% | 34,774 | $893.00K | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Buy | +8,774 | +558.5% | 10,345 | $265.66K | Q2 2026 | Aug 12, 2026 |
| Legacy Capital Wealth Partners, Llc | Sell | -8,585 | -19.8% | 34,713 | $891.43K | Q2 2026 | Aug 12, 2026 |
| Northrock Partners, Llc | Buy | +2,632,091 | +211.8% | 3,874,626 | $99.50M | Q2 2026 | Aug 11, 2026 |
| Tower Research Capital Llc (Trc) | Sell | -1,300 | -20.0% | 5,187 | $133.20K | Q2 2026 | Aug 11, 2026 |
| First American Trust, Fsb | Buy | +31,323 | +85.5% | 67,964 | $1.75M | Q2 2026 | Aug 10, 2026 |
| Arkadios Wealth Advisors | Buy | +14,309 | — | 14,309 | $367.45K | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Buy | +301,504 | +35.8% | 1,144,833 | $29.40M | Q2 2026 | Aug 07, 2026 |
| Mml Investors Services, Llc | Buy | +4,315 | +10.2% | 46,643 | $1.20M | Q2 2026 | Aug 07, 2026 |
| Pmg Wealth Management, Inc. | Buy | +24,800 | +133.7% | 43,350 | $1.11M | Q2 2026 | Aug 05, 2026 |
| Fifth Third Bancorp | Sell | -1,076 | -30.5% | 2,454 | $63.02K | Q2 2026 | Aug 05, 2026 |
| Envestnet Asset Management Inc | Buy | +52,703 | +18.7% | 333,965 | $8.58M | Q2 2026 | Aug 03, 2026 |
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.