Purchases and Sales Made in Q4 2023 in Janus Detr Str Tr Henderson Sm (JSMD)
This table provides information about the institutional ownership of Janus Detr Str Tr Henderson Sm (JSMD) during Q4 2023. The information is specifically focused on institutions that hold shares of JANUS DETR STR TR HENDERSON SM.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
272KNew |
$14.8M - $18.2M
|
272K
$22M
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
175K+ 83.86% |
$9.48M - $11.7M
|
383K
$30.9M
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
64.3KNew |
$3.49M - $4.3M
|
64.3K
$5.2M
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
63.6K+ 18.51% |
$3.45M - $4.26M
|
407K
$32.9M
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
56.1K+ 8.3% |
$3.04M - $3.75M
|
732K
$59.1M
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
50.6K+ 64.55% |
$2.74M - $3.38M
|
129K
$10.4M
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
24.7KNew |
$1.34M - $1.65M
|
24.7K
$2M
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
24.6K+ 71.88% |
$1.34M - $1.65M
|
58.9K
$4.76M
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17K+ 98.96% |
$921K - $1.14M
|
34.1K
$2.76M
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
16.7K+ 95.84% |
$905K - $1.12M
|
34.1K
$2.75M
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
16.6K+ 17.36% |
$899K - $1.11M
|
112K
$9.05M
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.9K+ 4.07% |
$698K - $861K
|
329K
$26.6M
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
12.4KNew |
$671K - $827K
|
12.4K
$999K
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
11.6K+ 6.75% |
$627K - $773K
|
183K
$14.8M
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.6KNew |
$575K - $709K
|
10.6K
$856K
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.63K+ 10.29% |
$468K - $577K
|
92.5K
$7.47M
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
8.22K+ 28.82% |
$446K - $550K
|
36.8K
$2.97M
|
|
Feb 08, 2024
Q4 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
7.56K+ 2.19% |
$410K - $506K
|
353K
$28.5M
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
7.13K+ 21.54% |
$387K - $477K
|
40.2K
$3.25M
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.94K+ 28.76% |
$268K - $331K
|
22.1K
$1.79M
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.72KNew |
$256K - $316K
|
4.72K
$381K
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
4.03K+ 7.43% |
$219K - $270K
|
58.3K
$4.71M
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.98KNew |
$216K - $266K
|
3.98K
$321K
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.83K+ 74.3% |
$208K - $256K
|
8.99K
$726K
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.66K+ 176.66% |
$198K - $245K
|
5.72K
$462K
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
3.4KNew |
$184K - $227K
|
3.4K
$275K
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
2.46K+ 11.28% |
$134K - $165K
|
24.3K
$1.96M
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
1.93K+ 4.26% |
$105K - $129K
|
47.3K
$3.82M
|
|
Jan 29, 2024
Q4 2023
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
1.67K+ 41.15% |
$90.6K - $112K
|
5.73K
$463K
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.51K+ 3.15% |
$81.8K - $101K
|
49.4K
$3.99M
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.21KNew |
$65.4K - $80.7K
|
1.21K
$97.4K
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
1.05K+ 9.69% |
$57.2K - $70.5K
|
11.9K
$964K
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
682New |
$37K - $45.6K
|
682
$55.1K
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
560+ 6.34% |
$30.4K - $37.5K
|
9.39K
$759K
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
522New |
$28.3K - $34.9K
|
522
$42.2K
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
381+ 0.79% |
$20.7K - $25.5K
|
48.6K
$3.93M
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
291New |
$15.8K - $19.5K
|
291
$23.5K
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
231+ 6.59% |
$12.5K - $15.5K
|
3.74K
$302K
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
30+ 3.33% |
$1.63K - $2.01K
|
932
$75.3K
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
8New |
$434 - $535
|
8
$646
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
4+ 0.09% |
$217 - $268
|
4.45K
$359K
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$54.3 - $66.9
|
1
$80.8
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-77- 36.49% |
$4.18K - $5.15K
|
134
$10.8K
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-77- 36.49% |
$4.18K - $5.15K
|
134
$10.8K
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-82- 1.82% |
$4.45K - $5.49K
|
4.43K
$357K
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-86- 3.91% |
$4.67K - $5.75K
|
2.12K
$171K
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-92- 1.93% |
$4.99K - $6.15K
|
4.67K
$377K
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-142- 3.03% |
$7.7K - $9.5K
|
4.55K
$368K
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-291- 1.5% |
$15.8K - $19.5K
|
19.2K
$1.55M
|