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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.8K+ 314.04% |
$177K - $205K
|
5.01K
$242K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
669New |
$31.2K - $36.1K
|
669
$32.3K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
62New |
$2.89K - $3.35K
|
62
$2.99K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
119New |
$5.55K - $6.43K
|
119
$5.74K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
2.6K+ 26.47% |
$121K - $140K
|
12.4K
$598K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.57KNew |
$120K - $139K
|
2.57K
$124K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2- 0.23% |
$93.2 - $108
|
861
$41.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
7+ 17.07% |
$326 - $378
|
48
$2.31K
|
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
3.53K+ 1.05% |
$165K - $191K
|
340K
$16.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
5.95KNew |
$277K - $322K
|
5.95K
$287K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-150- 62.76% |
$6.99K - $8.1K
|
89
$4.29K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-167- 3.21% |
$7.78K - $9.02K
|
5.04K
$243K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
132KNew |
$6.15M - $7.13M
|
132K
$6.36M
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-1K- 4.37% |
$46.6K - $54K
|
21.9K
$1.05M
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
12New |
$559 - $648
|
12
$579
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
6.75K+ 2.75% |
$314K - $364K
|
252K
$12.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-434- 67.71% |
$20.2K - $23.4K
|
207
$9.98K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-770- 86.71% |
$35.9K - $41.6K
|
118
$5.69K
|
|
|
Oct 15, 2024
Q3 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
30.8K+ 24.17% |
$1.44M - $1.67M
|
158K
$7.64M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
748New |
$34.9K - $40.4K
|
748
$36.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
581New |
$27.1K - $31.4K
|
581
$28K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
21.9K+ 111.24% |
$1.02M - $1.18M
|
41.6K
$2.01M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
954+ 395.85% |
$44.5K - $51.5K
|
1.2K
$57.6K
|
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
4.46KNew |
$208K - $241K
|
4.46K
$215K
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
BUY
|
- |
117New |
$5.45K - $6.32K
|
117
$5.64K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2New |
$91.1 - $101
|
2
$96.4
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
4.3KNew |
$196K - $218K
|
4.3K
$207K
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
651New |
$29.7K - $33K
|
651
$31.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-37Closed |
$1.69K - $1.88K
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-15- 7.61% |
$684 - $760
|
182
$8.77K
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
749+ 589.76% |
$34.1K - $38K
|
876
$42.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
48+ 1.12% |
$2.19K - $2.43K
|
4.35K
$210K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-8.05K- 88.31% |
$367K - $408K
|
1.07K
$51.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
632New |
$28.8K - $32K
|
632
$30.5K
|
|
|
Aug 05, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
128KNew |
$5.81M - $6.47M
|
128K
$6.15M
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-35- 20.96% |
$1.59K - $1.77K
|
132
$6.36K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
21New |
$957 - $1.06K
|
21
$1.01K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.04KNew |
$92.7K - $103K
|
2.04K
$98.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
342New |
$15.6K - $17.3K
|
342
$16.5K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-613- 12.86% |
$27.9K - $31.1K
|
4.15K
$200K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1+ 1.33% |
$45.6 - $50.7
|
76
$3.66K
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
SELL
|
- |
-12- 60.0% |
$547 - $608
|
8
$386
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-224- 42.75% |
$10.2K - $11.4K
|
300
$14.5K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-285- 79.83% |
$13K - $14.4K
|
72
$3.47K
|
|
| Q1 2024 | |||||||
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
18New |
$832 - $887
|
18
$868
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
10New |
$462 - $493
|
10
$482
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
20+ 153.85% |
$924 - $986
|
33
$1.59K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
66New |
$3.05K - $3.25K
|
66
$3.18K
|
|