Purchases and Sales Made in Q1 2023 in J P Morgan Betabuilders Develo (BBAX)
This table provides information about the institutional ownership of J P Morgan Betabuilders Develo (BBAX) during Q1 2023. The information is specifically focused on institutions that hold shares of J P MORGAN BETABUILDERS DEVELO.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.62M+ 3448.41% |
$362M - $413M
|
7.84M
$400M
|
|
May 04, 2023
Q1 2023
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
1.31MNew |
$62.2M - $71M
|
1.31M
$66.9M
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
245K+ 0.34% |
$11.6M - $13.3M
|
73M
$3.73B
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
104KNew |
$4.94M - $5.64M
|
104K
$5.31M
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
98.2K+ 29.03% |
$4.66M - $5.32M
|
436K
$22.3M
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
63.9K+ 721.51% |
$3.03M - $3.46M
|
72.8K
$3.71M
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
58.1KNew |
$2.76M - $3.15M
|
58.1K
$2.96M
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
37.8K+ 31.28% |
$1.79M - $2.05M
|
159K
$8.09M
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
30.2KNew |
$1.43M - $1.63M
|
30.2K
$1.54M
|
|
Apr 28, 2023
Q1 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
21.8K+ 11.8% |
$1.04M - $1.18M
|
207K
$10.6M
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
19K+ 7.61% |
$901K - $1.03M
|
269K
$13.7M
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
17KNew |
$807K - $921K
|
17K
$867K
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
12.2KNew |
$581K - $664K
|
12.2K
$625K
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
8K+ 69.0% |
$380K - $434K
|
19.6K
$1M
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
7.3KNew |
$346K - $395K
|
7.3K
$372K
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.9K+ 39.51% |
$280K - $320K
|
20.8K
$1.06M
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
5.3K+ 565.64% |
$252K - $287K
|
6.24K
$318K
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.17KNew |
$198K - $226K
|
4.17K
$213K
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.43K+ 56.6% |
$163K - $186K
|
9.48K
$483K
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.77K+ 1236.16% |
$131K - $150K
|
2.99K
$153K
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2.76K+ 12.89% |
$131K - $149K
|
24.1K
$1.23M
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.74K+ 28.52% |
$130K - $148K
|
12.3K
$629K
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.52KNew |
$120K - $136K
|
2.52K
$128K
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.24K+ 295.38% |
$106K - $121K
|
2.99K
$153K
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
2.21K+ 4.66% |
$105K - $120K
|
49.7K
$2.54M
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1.12KNew |
$52.9K - $60.4K
|
1.12K
$56.9K
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
894New |
$42.4K - $48.5K
|
894
$45.6K
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
785+ 6.07% |
$37.3K - $42.5K
|
13.7K
$700K
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
773+ 4.31% |
$36.7K - $41.9K
|
18.7K
$956K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
704+ 13.07% |
$33.4K - $38.2K
|
6.09K
$311K
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
513+ 545.74% |
$24.4K - $27.8K
|
607
$31K
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
350New |
$16.6K - $19K
|
350
$17.9K
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
285+ 5.26% |
$13.5K - $15.4K
|
5.7K
$291K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
270+ 7.69% |
$12.8K - $14.6K
|
3.78K
$193K
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
221+ 3.88% |
$10.5K - $12K
|
5.92K
$302K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
212New |
$10.1K - $11.5K
|
212
$10.8K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
208+ 416.0% |
$9.87K - $11.3K
|
258
$13.2K
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
160New |
$7.6K - $8.67K
|
160
$8.16K
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
153New |
$7.26K - $8.29K
|
153
$7.81K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
124+ 44.29% |
$5.89K - $6.72K
|
404
$20.6K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
120+ 47.81% |
$5.7K - $6.5K
|
371
$18.9K
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
105+ 318.18% |
$4.98K - $5.69K
|
138
$7.04K
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
102New |
$4.84K - $5.53K
|
102
$5.2K
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
70+ 0.44% |
$3.32K - $3.79K
|
15.9K
$813K
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
39New |
$1.85K - $2.11K
|
39
$1.99K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
36+ 20.34% |
$1.71K - $1.95K
|
213
$10.9K
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
13New |
$617 - $705
|
13
$663
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
7+ 25.93% |
$332 - $379
|
34
$1.73K
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.88% |
$47.5 - $54.2
|
114
$5.82K
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-69- 1.4% |
$3.28K - $3.74K
|
4.86K
$248K
|