Latest Institutional Transactions on J P Morgan Betabuilders Develo (BBAX)
This table provides information on the latest institutional transactions involving J P Morgan Betabuilders Develo (BBAX) 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 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
586+ 19.49% |
$25K - $32K
|
3.59K
$201K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.52K- 25.94% |
$108K - $138K
|
7.21K
$403K
|
|
|
Aug 08, 2025
Q2 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
690New |
$29.5K - $37.7K
|
690
$38.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
24.8KNew |
$1.06M - $1.36M
|
24.8K
$1.39M
|
|
|
Aug 06, 2025
Q2 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
15.5K+ 4.57% |
$663K - $848K
|
356K
$19.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-11- 3.42% |
$470 - $601
|
311
$17.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
74New |
$3.16K - $4.04K
|
74
$4.14K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
74New |
$3.16K - $4.04K
|
74
$4.14K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-92- 5.99% |
$3.93K - $5.03K
|
1.44K
$80.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
71New |
$3.03K - $3.88K
|
71
$3.97K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-94- 67.63% |
$4.01K - $5.14K
|
45
$2.52K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
172KNew |
$7.35M - $9.42M
|
172K
$9.64M
|
|
|
Aug 04, 2025
Q2 2025
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-611K- 67.17% |
$26.1M - $33.4M
|
299K
$16.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
3+ 50.0% |
$128 - $164
|
9
$504
|
|
|
Aug 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
3New |
$128 - $164
|
3
$168
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
30New |
$1.28K - $1.64K
|
30
$1.68K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
196New |
$8.37K - $10.7K
|
196
$11K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-280- 20.91% |
$12K - $15.3K
|
1.06K
$59.3K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-617- 5.89% |
$26.3K - $33.7K
|
9.85K
$551K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
6New |
$256 - $328
|
6
$336
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-8- 4.94% |
$342 - $437
|
154
$8.62K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
43.4K+ 6326.38% |
$1.85M - $2.37M
|
44.1K
$2.47M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.07% |
$128 - $164
|
4.51K
$253K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-6- 0.08% |
$256 - $328
|
7.9K
$442K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
17New |
$726 - $929
|
17
$951
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
3.6K+ 65.47% |
$154K - $197K
|
9.1K
$509K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
100New |
$4.27K - $5.47K
|
100
$5.6K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
197New |
$8.41K - $10.8K
|
197
$11K
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
BUY
|
- |
144New |
$6.15K - $7.87K
|
144
$8.06K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
40New |
$1.71K - $2.19K
|
40
$2.24K
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
807+ 0.33% |
$34.5K - $44.1K
|
243K
$13.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
496New |
$21.2K - $27.1K
|
496
$27.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.7K- 20.92% |
$72.7K - $93K
|
6.43K
$360K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
62New |
$2.65K - $3.39K
|
62
$3.47K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5+ 5.62% |
$213 - $273
|
94
$5.26K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.41KNew |
$103K - $132K
|
2.41K
$135K
|
|
| Q1 2025 | |||||||
|
Aug 15, 2025
Q1 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
40+ 500.0% |
$1.93K - $2.06K
|
48
$2.69K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
200New |
$9.64K - $10.3K
|
200
$11.2K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
23.4KNew |
$1.13M - $1.2M
|
23.4K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.29KNew |
$207K - $221K
|
4.29K
$240K
|
|
|
May 15, 2025
Q1 2025
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
29.6K+ 21.43% |
$1.43M - $1.53M
|
168K
$9.37M
|
|
|
May 14, 2025
Q1 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
5.62KNew |
$271K - $290K
|
5.62K
$314K
|
|
|
May 14, 2025
Q1 2025
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
9.87KNew |
$476K - $509K
|
9.87K
$552K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-683- 98.56% |
$32.9K - $35.2K
|
10
$560
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
52New |
$2.51K - $2.68K
|
52
$2.91K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.97M+ 5.2% |
$191M - $205M
|
80.3M
$4.49B
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-79- 1.13% |
$3.81K - $4.08K
|
6.92K
$387K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-91- 79.82% |
$4.39K - $4.69K
|
23
$1.29K
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
145New |
$6.99K - $7.48K
|
145
$8.11K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
488New |
$23.5K - $25.2K
|
488
$27.3K
|
|