Purchases and Sales Made in Q4 2023 in J P Morgan Betabuilders Develo (BBAX)
This table provides information about the institutional ownership of J P Morgan Betabuilders Develo (BBAX) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
363K+ 268.39% |
$15.7M - $18M
|
498K
$24.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
256KNew |
$11.1M - $12.7M
|
256K
$12.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
163K+ 184.17% |
$7.06M - $8.09M
|
251K
$12.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
117KNew |
$5.09M - $5.84M
|
117K
$5.79M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
117KNew |
$5.07M - $5.81M
|
117K
$5.76M
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
47.1KNew |
$2.04M - $2.34M
|
47.1K
$2.32M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
32.1KNew |
$1.39M - $1.59M
|
32.1K
$1.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
25.3KNew |
$1.09M - $1.25M
|
25.3K
$1.24M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
23.4K+ 428.46% |
$1.01M - $1.16M
|
28.9K
$1.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
23.4K+ 169.1% |
$1.01M - $1.16M
|
37.2K
$1.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.8K+ 318.13% |
$598K - $686K
|
18.2K
$894K
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
9.94KNew |
$430K - $494K
|
9.94K
$489K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
7.39KNew |
$320K - $367K
|
7.39K
$364K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
6.51K+ 124.73% |
$282K - $323K
|
11.7K
$577K
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
5.25KNew |
$228K - $261K
|
5.25K
$259K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.22K+ 23.7% |
$226K - $259K
|
27.3K
$1.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.02KNew |
$217K - $249K
|
5.02K
$247K
|
|
|
Feb 09, 2024
Q4 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
4.23KNew |
$183K - $210K
|
4.23K
$208K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
4.09KNew |
$177K - $203K
|
4.09K
$202K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.68K+ 10.08% |
$159K - $183K
|
40.2K
$1.98M
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
3.01K+ 5.96% |
$130K - $149K
|
53.5K
$2.63M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.67KNew |
$116K - $133K
|
2.67K
$131K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.64K+ 19.9% |
$114K - $131K
|
15.9K
$784K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.19K+ 5.12% |
$51.5K - $59.1K
|
24.4K
$1.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
1.12KNew |
$48.5K - $55.6K
|
1.12K
$55.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.01K+ 15.54% |
$43.6K - $50K
|
7.49K
$369K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
960New |
$41.6K - $47.7K
|
960
$47.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
573New |
$24.8K - $28.5K
|
573
$28.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
524New |
$22.7K - $26K
|
524
$25.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
508New |
$22K - $25.2K
|
508
$25K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
377New |
$16.3K - $18.7K
|
377
$18.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
365+ 36500.0% |
$15.8K - $18.1K
|
366
$18K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
286New |
$12.4K - $14.2K
|
286
$14.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
255New |
$11K - $12.7K
|
255
$12.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
BUY
|
- |
240New |
$10.4K - $11.9K
|
240
$11.8K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
203+ 278.08% |
$8.8K - $10.1K
|
276
$13.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
165+ 750.0% |
$7.15K - $8.2K
|
187
$9.21K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
127New |
$5.5K - $6.31K
|
127
$6.25K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
72New |
$3.12K - $3.58K
|
72
$3.55K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
70New |
$3.03K - $3.48K
|
70
$3.45K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
68New |
$2.95K - $3.38K
|
68
$3.35K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
63New |
$2.73K - $3.13K
|
63
$3.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
59New |
$2.56K - $2.93K
|
59
$2.91K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
50New |
$2.17K - $2.48K
|
50
$2.46K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
37+ 0.87% |
$1.6K - $1.84K
|
4.29K
$211K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
30New |
$1.3K - $1.49K
|
30
$1.48K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
18New |
$780 - $894
|
18
$887
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
14+ 100.0% |
$607 - $696
|
28
$1.38K
|
|
|
Jan 31, 2024
Q4 2023
|
Eukles Asset Management
|
BUY
|
- |
14New |
$607 - $696
|
14
$690
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
12+ 1200.0% |
$520 - $596
|
13
$640
|