Latest Institutional Transactions on Jpmorgan Chase & CO Alerian Ml (AMJ)
This table provides information on the latest institutional transactions involving Jpmorgan Chase & CO Alerian Ml (AMJ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jun 13, 2024
Q1 2024
|
Nbw Capital LLC
|
BUY
|
- |
17.2K+ 103.04% |
$436K - $490K
|
33.9K
$959K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
53.8KNew |
$1.36M - $1.53M
|
53.8K
$1.52M
|
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
88.9K+ 62.64% |
$2.25M - $2.53M
|
231K
$6.53M
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-100- 1.13% |
$2.54K - $2.85K
|
8.77K
$248K
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
BUY
|
- |
408+ 0.66% |
$10.3K - $11.6K
|
61.9K
$1.75M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
64+ 0.4% |
$1.62K - $1.82K
|
15.9K
$450K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
14.7K+ 16.96% |
$372K - $418K
|
101K
$2.86M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-23.5K- 45.39% |
$597K - $671K
|
28.3K
$802K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5+ 0.05% |
$127 - $142
|
10.2K
$288K
|
|
|
May 15, 2024
Q1 2024
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-11.1K- 15.17% |
$281K - $316K
|
62.1K
$1.76M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-86.1K- 17.59% |
$2.18M - $2.45M
|
403K
$11.4M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-147K- 14.95% |
$3.72M - $4.18M
|
836K
$23.6M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
96.2K+ 90.36% |
$2.44M - $2.74M
|
203K
$5.74M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.28K- 6.78% |
$57.7K - $64.9K
|
31.3K
$886K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-127- 14.45% |
$3.22K - $3.62K
|
752
$21.3K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-431K- 95.85% |
$10.9M - $12.3M
|
18.6K
$528K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
18.5K+ 3.15% |
$468K - $526K
|
604K
$17.1M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-193- 98.97% |
$4.89K - $5.5K
|
2
$56.6
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.32K+ 2.44% |
$58.8K - $66.1K
|
97.2K
$2.75M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
28.1K+ 45.13% |
$711K - $799K
|
90.2K
$2.55M
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-1.16K- 34.3% |
$29.4K - $33K
|
2.22K
$62.8K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.28K+ 33.4% |
$108K - $122K
|
17.1K
$484K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
4+ 1.37% |
$101 - $114
|
296
$8.38K
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.71K- 9.28% |
$68.7K - $77.2K
|
26.5K
$750K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-236- 3.54% |
$5.98K - $6.72K
|
6.42K
$182K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-884- 6.19% |
$22.4K - $25.2K
|
13.4K
$379K
|
|
|
May 15, 2024
Q1 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-82- 0.99% |
$2.08K - $2.34K
|
8.21K
$232K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
400+ 15.38% |
$10.1K - $11.4K
|
3K
$84.9K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.25K+ 5.61% |
$108K - $121K
|
79.9K
$2.26M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-478- 3.18% |
$12.1K - $13.6K
|
14.6K
$412K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-400- 50.0% |
$10.1K - $11.4K
|
400
$11.3K
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
65.4KNew |
$1.66M - $1.86M
|
65.4K
$1.85M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.1K+ 35.07% |
$129K - $145K
|
19.6K
$555K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
28+ 0.91% |
$710 - $798
|
3.11K
$88.1K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
85.1K+ 11.0% |
$2.16M - $2.42M
|
859K
$24.3M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
823+ 7.32% |
$20.9K - $23.4K
|
12.1K
$341K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.03KNew |
$26.2K - $29.5K
|
1.03K
$29.3K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
766+ 5.03% |
$19.4K - $21.8K
|
16K
$453K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-712- 0.23% |
$18K - $20.3K
|
314K
$8.89M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
62.6K+ 12.26% |
$1.59M - $1.78M
|
573K
$16.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
28.3KNew |
$719K - $808K
|
28.3K
$802K
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
210+ 0.9% |
$5.32K - $5.98K
|
23.6K
$667K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.34K+ 40.61% |
$186K - $209K
|
25.4K
$720K
|
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
8.29KNew |
$210K - $236K
|
8.29K
$235K
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-2.15K- 2.74% |
$54.5K - $61.2K
|
76.3K
$2.16M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-44.4K- 41.68% |
$1.13M - $1.26M
|
62.1K
$1.76M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.1K+ 10.33% |
$332K - $373K
|
140K
$3.96M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-720- 0.62% |
$18.3K - $20.5K
|
116K
$3.28M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
13.1K+ 14.79% |
$332K - $373K
|
102K
$2.88M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
5.56K+ 8682.81% |
$141K - $158K
|
5.62K
$159K
|
|