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 |
---|---|---|---|---|---|---|---|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-210- 87.5% |
$4.56K - $4.85K
|
30
$0
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
2.85KNew |
$61.9K - $65.9K
|
2.85K
$0
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
83+ 518.75% |
$1.8K - $1.92K
|
99
$0
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
645+ 11.51% |
$14K - $14.9K
|
6.25K
$0
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-610- 6.28% |
$13.2K - $14.1K
|
9.1K
$0
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-165- 26.11% |
$3.58K - $3.81K
|
467
$0
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-20.6K- 55.87% |
$447K - $476K
|
16.3K
$0
|
|
Q1 2023 | |||||||
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
70+ 11.48% |
$1.47K - $1.66K
|
680
$0
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.53K- 18.59% |
$32K - $36.3K
|
6.69K
$0
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
600+ 2.88% |
$12.6K - $14.3K
|
21.4K
$0
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-138- 2.44% |
$2.89K - $3.28K
|
5.52K
$0
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.64KNew |
$34.4K - $39K
|
1.64K
$0
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
9.1KNew |
$191K - $216K
|
9.1K
$0
|
|
May 12, 2023
Q1 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
102K+ 261.54% |
$2.14M - $2.43M
|
141K
$0
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
2+ 0.0% |
$41.9 - $47.5
|
54.3K
$0
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
8.85KNew |
$185K - $210K
|
8.85K
$0
|
|
May 11, 2023
Q1 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
272New |
$5.7K - $6.47K
|
272
$0
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.98K- 19.09% |
$62.4K - $70.8K
|
12.6K
$0
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
16.1KNew |
$337K - $382K
|
16.1K
$0
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-5.5K- 99.98% |
$115K - $131K
|
1
$0
|
|
May 10, 2023
Q1 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-248- 58.35% |
$5.2K - $5.89K
|
177
$0
|
|
May 09, 2023
Q1 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-14.5K- 12.5% |
$303K - $344K
|
101K
$0
|
|
May 03, 2023
Q1 2023
|
B&D White Capital Company, LLC
|
SELL
|
- |
-798- 1.92% |
$16.7K - $19K
|
40.7K
$0
|
|
May 02, 2023
Q1 2023
|
Kayne Anderson Capital Advisors LP
|
BUY
|
PUT |
2KNew |
$41.9K - $47.5K
|
2K
$0
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-636- 3.7% |
$13.3K - $15.1K
|
16.5K
$0
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
1.8KNew |
$37.8K - $42.9K
|
1.8K
$0
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
88.8KNew |
$1.86M - $2.11M
|
88.8K
$0
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
626New |
$13.1K - $14.9K
|
626
$0
|
|
Q4 2022 | |||||||
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
6.37KNew |
$134K - $147K
|
6.37K
$0
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
46.6K+ 25.95% |
$981K - $1.07M
|
226K
$0
|
|
Feb 14, 2023
Q4 2022
|
Sourcerock Group LLC
Denver, CO |
BUY
|
- |
25.8KNew |
$542K - $593K
|
25.8K
$0
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
824New |
$17.3K - $19K
|
824
$0
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
6.19KNew |
$130K - $143K
|
6.19K
$0
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
200New |
$4.21K - $4.61K
|
200
$0
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
6.71KNew |
$141K - $155K
|
6.71K
$0
|
|
Feb 14, 2023
Q4 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
25.8KNew |
$542K - $593K
|
25.8K
$0
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
46.1KNew |
$970K - $1.06M
|
46.1K
$0
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-220- 76.92% |
$4.63K - $5.07K
|
66
$0
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1.5K+ 405.41% |
$31.6K - $34.6K
|
1.87K
$0
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-146- 24.33% |
$3.07K - $3.36K
|
454
$0
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
37New |
$778 - $852
|
37
$0
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
943New |
$19.8K - $21.7K
|
943
$0
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
400New |
$8.42K - $9.22K
|
400
$0
|
|
Q3 2022 | |||||||
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
303New |
N/A
|
303
$0
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
7.05K+ 22.49% |
N/A
|
38.4K
$0
|
|
Nov 10, 2022
Q3 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-450- 36.0% |
N/A
|
800
$0
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.92KNew |
N/A
|
2.92K
$0
|
|
Nov 10, 2022
Q3 2022
|
Wolverine Asset Management LLC
|
BUY
|
- |
17.9KNew |
N/A
|
17.9K
$0
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-21.5K- 99.54% |
N/A
|
100
$0
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.26KNew |
N/A
|
1.26K
$0
|