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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
12New |
$520 - $596
|
12
$591
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
10New |
$433 - $497
|
10
$493
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
9+ 19.15% |
$390 - $447
|
56
$2.76K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
7New |
$303 - $348
|
7
$345
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5New |
$217 - $248
|
5
$246
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2New |
$86.7 - $99.4
|
2
$98.5
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
2+ 0.52% |
$86.7 - $99.4
|
386
$19K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1New |
$43.3 - $49.7
|
1
$49.3
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-13- -0.0% |
$563 - $646
|
294K
$14.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-88- 72.13% |
$3.81K - $4.37K
|
34
$1.67K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-91- 0.14% |
$3.94K - $4.52K
|
64.4K
$3.17M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-198- 3.64% |
$8.58K - $9.84K
|
5.25K
$259K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-234- 1.27% |
$10.1K - $11.6K
|
18.2K
$899K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-290- 1.36% |
$12.6K - $14.4K
|
21K
$1.03M
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-301Closed |
$13K - $15K
|
0
$0
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-350- 89.97% |
$15.2K - $17.4K
|
39
$1.92K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-380- 4.09% |
$16.5K - $18.9K
|
8.92K
$439K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-458- 19.74% |
$19.8K - $22.8K
|
1.86K
$91.7K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-459- 20.7% |
$19.9K - $22.8K
|
1.76K
$86.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-984- 9.13% |
$42.6K - $48.9K
|
9.79K
$482K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.2K- 19.28% |
$51.9K - $59.5K
|
5.01K
$247K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.21K- 77.19% |
$52.3K - $60K
|
357
$17.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.22K- 45.2% |
$52.6K - $60.4K
|
1.47K
$72.5K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.84K- 69.02% |
$79.6K - $91.3K
|
825
$40.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-3.09K- 1.54% |
$134K - $153K
|
198K
$9.75M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-6.37K- 7.85% |
$276K - $316K
|
74.7K
$3.68M
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-8.32K- 43.84% |
$361K - $413K
|
10.7K
$525K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-8.68K- 76.11% |
$376K - $431K
|
2.73K
$134K
|
|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-33.7K- 14.14% |
$1.46M - $1.68M
|
205K
$10.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-46.8K- 13.72% |
$2.03M - $2.33M
|
294K
$14.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-55.6K- 14.02% |
$2.41M - $2.76M
|
341K
$16.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-60.5K- 33.61% |
$2.62M - $3.01M
|
119K
$5.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-642K- 7.35% |
$27.8M - $31.9M
|
8.08M
$398M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-721K- 1.01% |
$31.2M - $35.8M
|
70.4M
$3.47B
|