Purchases and Sales Made in Q1 2024 in J P Morgan Betabuilders Develo (BBAX)
This table provides information about the institutional ownership of J P Morgan Betabuilders Develo (BBAX) during Q1 2024. 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 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.6M+ 6.53% |
$212M - $227M
|
75M
$3.79B
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.52M+ 18.84% |
$70.4M - $75.1M
|
9.61M
$485M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
48.1K+ 16.35% |
$2.23M - $2.37M
|
343K
$17.3M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
48.1K+ 16.35% |
$2.23M - $2.37M
|
343K
$17.3M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
48.1K+ 16.34% |
$2.22M - $2.37M
|
343K
$17.3M
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
42.8K+ 20.87% |
$1.98M - $2.11M
|
248K
$12.5M
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
33.2K+ 6.66% |
$1.53M - $1.64M
|
532K
$26.9M
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
22.9KNew |
$1.06M - $1.13M
|
22.9K
$1.16M
|
|
|
May 02, 2024
Q1 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
10.8K+ 9.2% |
$500K - $533K
|
128K
$6.48M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.78K+ 347.26% |
$313K - $334K
|
8.73K
$441K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.63K+ 30.83% |
$260K - $277K
|
23.9K
$1.21M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.5KNew |
$254K - $271K
|
5.5K
$278K
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
5.44KNew |
$251K - $268K
|
5.44K
$275K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.29KNew |
$198K - $211K
|
4.29K
$217K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
3.23K+ 173.52% |
$149K - $159K
|
5.09K
$257K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.05K+ 11.2% |
$141K - $151K
|
30.3K
$1.53M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.8K+ 6.22% |
$83.1K - $88.6K
|
30.7K
$1.55M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.53K+ 87.2% |
$70.9K - $75.6K
|
3.29K
$166K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.24K+ 45.5% |
$57.3K - $61.1K
|
3.97K
$200K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.2K+ 12.26% |
$55.5K - $59.2K
|
11K
$556K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
896+ 5.63% |
$41.4K - $44.2K
|
16.8K
$849K
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
592New |
$27.4K - $29.2K
|
592
$29.9K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
585+ 1044.64% |
$27K - $28.8K
|
641
$32.4K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
416+ 1.98% |
$19.2K - $20.5K
|
21.4K
$1.08M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
323New |
$14.9K - $15.9K
|
323
$16.3K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
217New |
$10K - $10.7K
|
217
$11K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
197New |
$9.11K - $9.71K
|
197
$9.95K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
142+ 3550.0% |
$6.56K - $7K
|
146
$7.38K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
141+ 9.57% |
$6.52K - $6.95K
|
1.61K
$81.6K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
100+ 212.77% |
$4.62K - $4.93K
|
147
$7.43K
|
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
67+ 1.58% |
$3.1K - $3.3K
|
4.3K
$217K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
66New |
$3.05K - $3.25K
|
66
$3.33K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
40New |
$1.85K - $1.97K
|
40
$2.02K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
37New |
$1.71K - $1.82K
|
37
$1.87K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
28+ 20.14% |
$1.29K - $1.38K
|
167
$8.44K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
20+ 153.85% |
$924 - $986
|
33
$1.67K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
18New |
$832 - $887
|
18
$910
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
13New |
$601 - $641
|
13
$657
|
|
|
Sep 05, 2024
Q1 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
12New |
$555 - $591
|
12
$606
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
10+ 40.0% |
$462 - $493
|
35
$1.77K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
10New |
$462 - $493
|
10
$505
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
4+ 33.33% |
$185 - $197
|
16
$808
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-14- 50.0% |
$647 - $690
|
14
$707
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-16- 64.0% |
$740 - $789
|
9
$455
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
SELL
|
- |
-18Closed |
$832 - $887
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-19- 0.38% |
$878 - $937
|
4.99K
$252K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-59- 1.38% |
$2.73K - $2.91K
|
4.23K
$214K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-135- 34.97% |
$6.24K - $6.65K
|
251
$12.7K
|