Purchases and Sales Made in Q2 2023 in Janus Detroit Str Tr Henderson (JMBS)
This table provides information about the institutional ownership of Janus Detroit Str Tr Henderson (JMBS) during Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Aug 10, 2023
Q2 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
4.82KNew |
$219K - $227K
|
4.82K
$213K
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.64KNew |
$211K - $218K
|
4.64K
$205K
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
4.64KNew |
$211K - $218K
|
4.64K
$205K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.49K+ 15.19% |
$204K - $211K
|
34K
$1.51M
|
|
Jul 26, 2023
Q2 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
4.43K+ 12.2% |
$201K - $208K
|
40.7K
$1.8M
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.92K+ 25.74% |
$178K - $184K
|
19.2K
$847K
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
BUY
|
- |
3.74KNew |
$170K - $176K
|
3.74K
$165K
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
3.51K+ 6.58% |
$159K - $165K
|
56.8K
$2.51M
|
|
Jul 18, 2023
Q2 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
3.21K+ 1.96% |
$146K - $151K
|
167K
$7.39M
|
|
Aug 14, 2023
Q2 2023
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
3.08K+ 2.76% |
$140K - $145K
|
115K
$5.08M
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.79KNew |
$127K - $131K
|
2.79K
$124K
|
|
Jul 27, 2023
Q2 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
2.27K+ 18.62% |
$103K - $107K
|
14.5K
$641K
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
2.26K+ 3.17% |
$103K - $106K
|
73.7K
$3.26M
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
2.25K+ 16.09% |
$102K - $106K
|
16.3K
$719K
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.18K+ 10.48% |
$98.8K - $102K
|
22.9K
$1.01M
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.17K+ 47.16% |
$98.5K - $102K
|
6.77K
$299K
|
|
Aug 03, 2023
Q2 2023
|
Spc Financial, Inc.
|
BUY
|
- |
1.92K+ 0.25% |
$87K - $90K
|
765K
$33.8M
|
|
Jul 20, 2023
Q2 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
1.85K+ 19.41% |
$84K - $87K
|
11.4K
$503K
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
956+ 18.6% |
$43.4K - $44.9K
|
6.1K
$270K
|
|
Jul 11, 2023
Q2 2023
|
Advisory Resource Group
|
BUY
|
- |
897+ 1.41% |
$40.8K - $42.2K
|
64.5K
$2.85M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
845+ 16.89% |
$38.4K - $39.7K
|
5.85K
$259K
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
777+ 2.3% |
$35.3K - $36.5K
|
34.6K
$1.53M
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
725+ 3.64% |
$32.9K - $34.1K
|
20.6K
$913K
|
|
Feb 28, 2024
Q2 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
565+ 0.81% |
$25.7K - $26.6K
|
70.3K
$3.11M
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
545New |
$24.8K - $25.6K
|
545
$24.1K
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
515+ 8.71% |
$23.4K - $24.2K
|
6.43K
$284K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
360+ 60.3% |
$16.4K - $16.9K
|
957
$42.3K
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
203+ 0.35% |
$9.22K - $9.54K
|
57.4K
$2.54M
|
|
Aug 14, 2023
Q2 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
200+ 3.95% |
$9.09K - $9.4K
|
5.27K
$233K
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
188+ 3.53% |
$8.54K - $8.84K
|
5.52K
$244K
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
159New |
$7.22K - $7.47K
|
159
$7.03K
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
143New |
$6.5K - $6.72K
|
143
$6.33K
|
|
Aug 10, 2023
Q2 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
75+ 0.55% |
$3.41K - $3.53K
|
13.8K
$610K
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
29+ 0.68% |
$1.32K - $1.36K
|
4.27K
$189K
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10+ 0.45% |
$454 - $470
|
2.23K
$98.6K
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
10+ 2.82% |
$454 - $470
|
364
$16.1K
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1+ 1.12% |
$45.4 - $47
|
90
$3.98K
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-97- 30.89% |
$4.41K - $4.56K
|
217
$9.6K
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-202- 0.41% |
$9.18K - $9.49K
|
49.6K
$2.2M
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-216- 1.78% |
$9.81K - $10.2K
|
11.9K
$528K
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-281- 0.76% |
$12.8K - $13.2K
|
36.8K
$1.63M
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-327- 3.15% |
$14.9K - $15.4K
|
10K
$444K
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
SELL
|
- |
-940- 43.56% |
$42.7K - $44.2K
|
1.22K
$53.9K
|
|
Jul 06, 2023
Q2 2023
|
Capital Market Strategies LLC
|
SELL
|
- |
-1.04K- 5.73% |
$47.2K - $48.9K
|
17.1K
$757K
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2K- 16.0% |
$90.9K - $94K
|
10.5K
$465K
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-4.97K- 9.14% |
$226K - $234K
|
49.4K
$2.19M
|
|
Jul 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-8.26K- 24.19% |
$375K - $388K
|
25.9K
$1.14M
|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-10.3K- 34.31% |
$470K - $486K
|
19.8K
$876K
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-11.4K- 64.3% |
$517K - $535K
|
6.31K
$279K
|
|
Jul 31, 2023
Q2 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-12.1K- 43.14% |
$550K - $569K
|
16K
$707K
|