Purchases and Sales Made in Q1 2024 in Janus Detroit Str Tr Henderson (JMBS)
This table provides information about the institutional ownership of Janus Detroit Str Tr Henderson (JMBS) during Q1 2024. The information is specifically focused on institutions that hold shares of JANUS DETROIT STR TR HENDERSON.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
176+ 16.92% |
$7.84K - $8.09K
|
1.22K
$54.9K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
174New |
$7.75K - $8K
|
174
$7.85K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
156+ 2.45% |
$6.95K - $7.17K
|
6.52K
$294K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
110+ 22.68% |
$4.9K - $5.05K
|
595
$26.8K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
95New |
$4.23K - $4.37K
|
95
$4.29K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
67+ 0.79% |
$2.99K - $3.08K
|
8.54K
$385K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
36+ 0.75% |
$1.6K - $1.65K
|
4.84K
$218K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
20+ 0.52% |
$891 - $919
|
3.86K
$174K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
16New |
$713 - $735
|
16
$722
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
12+ 0.17% |
$535 - $551
|
7.11K
$321K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
7+ 0.02% |
$312 - $322
|
34.7K
$1.57M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
7+ 0.82% |
$312 - $322
|
856
$38.6K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1+ 0.59% |
$44.6 - $46
|
171
$7.72K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-22- 0.99% |
$980 - $1.01K
|
2.21K
$99.6K
|
|
|
May 14, 2024
Q1 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-32- 0.19% |
$1.43K - $1.47K
|
17.1K
$770K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-39- 5.35% |
$1.74K - $1.79K
|
690
$31.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-49- 0.57% |
$2.18K - $2.25K
|
8.61K
$388K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-101- 38.7% |
$4.5K - $4.64K
|
160
$7.22K
|
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-110- 0.34% |
$4.9K - $5.05K
|
32.1K
$1.45M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-123- 0.84% |
$5.48K - $5.65K
|
14.5K
$652K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-126- 2.11% |
$5.61K - $5.79K
|
5.84K
$264K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-136- 0.74% |
$6.06K - $6.25K
|
18.2K
$823K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-439- 0.78% |
$19.6K - $20.2K
|
55.5K
$2.5M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-440- 6.05% |
$19.6K - $20.2K
|
6.84K
$308K
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-466- 4.23% |
$20.8K - $21.4K
|
10.5K
$476K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-554- 7.5% |
$24.7K - $25.5K
|
6.83K
$308K
|
|
|
Nov 01, 2024
Q1 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-556- 8.9% |
$24.8K - $25.5K
|
5.69K
$257K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-559- 84.83% |
$24.9K - $25.7K
|
100
$4.51K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-959- 1.37% |
$42.7K - $44.1K
|
69.3K
$3.13M
|
|
|
May 15, 2024
Q1 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-1.03K- 12.64% |
$46K - $47.5K
|
7.14K
$322K
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-1.14K- 8.37% |
$50.6K - $52.2K
|
12.4K
$560K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.19K- 2.51% |
$53K - $54.6K
|
46.1K
$2.08M
|
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-1.4K- 11.05% |
$62.2K - $64.1K
|
11.2K
$507K
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-1.68K- 5.51% |
$74.6K - $77K
|
28.7K
$1.3M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.8K- 0.14% |
$80.2K - $82.7K
|
1.25M
$56.3M
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.65K- 4.56% |
$118K - $122K
|
55.5K
$2.5M
|
|
|
May 02, 2024
Q1 2024
|
Patron Partners, LLC
|
SELL
|
- |
-2.69K- 7.98% |
$120K - $124K
|
31K
$1.4M
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-3.07K- 30.82% |
$137K - $141K
|
6.9K
$311K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-3.51K- 89.59% |
$156K - $161K
|
408
$18.4K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.53KClosed |
$157K - $162K
|
0
$0
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.68K- 14.8% |
$164K - $169K
|
21.2K
$956K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-4.92K- 3.07% |
$219K - $226K
|
155K
$7.01M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-6.22K- 11.75% |
$277K - $286K
|
46.7K
$2.11M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-6.34K- 21.29% |
$282K - $291K
|
23.4K
$1.06M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-7.02K- 5.76% |
$313K - $322K
|
115K
$5.18M
|
|
|
May 09, 2024
Q1 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-9.62K- 0.49% |
$429K - $442K
|
1.94M
$87.5M
|
|
|
May 13, 2024
Q1 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-11.7K- 15.49% |
$519K - $536K
|
63.6K
$2.87M
|