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 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.23KNew |
$244K - $282K
|
5.23K
$292K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
7.13KNew |
$332K - $385K
|
7.13K
$399K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
77New |
$3.59K - $4.16K
|
77
$4.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
1.65KNew |
$77K - $89.3K
|
1.65K
$92.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
5.21KNew |
$243K - $281K
|
5.21K
$291K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
15New |
$699 - $810
|
15
$839
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-80- 56.34% |
$3.73K - $4.32K
|
62
$3.47K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
62New |
$2.89K - $3.35K
|
62
$3.47K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.57KNew |
$120K - $139K
|
2.57K
$143K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
5.95KNew |
$277K - $322K
|
5.95K
$333K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-1K- 4.37% |
$46.6K - $54K
|
21.9K
$1.22M
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
12New |
$559 - $648
|
12
$671
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
581New |
$27.1K - $31.4K
|
581
$32.5K
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
BUY
|
- |
117New |
$5.45K - $6.32K
|
117
$6.54K
|
|
| Q2 2024 | |||||||
|
Sep 24, 2025
Q2 2024
|
Caldwell Trust CO
Venice, FL |
SELL
|
- |
-152Closed |
$6.93K - $7.7K
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
651New |
$29.7K - $33K
|
651
$36.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
4.3KNew |
$196K - $218K
|
4.3K
$240K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
632New |
$28.8K - $32K
|
632
$35.3K
|
|
|
Aug 05, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
128KNew |
$5.81M - $6.47M
|
128K
$7.13M
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-35- 20.96% |
$1.59K - $1.77K
|
132
$7.38K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.04KNew |
$92.7K - $103K
|
2.04K
$114K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-613- 12.86% |
$27.9K - $31.1K
|
4.15K
$232K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1+ 1.33% |
$45.6 - $50.7
|
76
$4.25K
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
SELL
|
- |
-12- 60.0% |
$547 - $608
|
8
$447
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-224- 42.75% |
$10.2K - $11.4K
|
300
$16.8K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-285- 79.83% |
$13K - $14.4K
|
72
$4.02K
|
|
| Q1 2024 | |||||||
|
Mar 11, 2025
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
132New |
$6.1K - $6.51K
|
132
$7.38K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
18New |
$832 - $887
|
18
$1.01K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
20+ 153.85% |
$924 - $986
|
33
$1.84K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
66New |
$3.05K - $3.25K
|
66
$3.69K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
40New |
$1.85K - $1.97K
|
40
$2.24K
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
5.44KNew |
$251K - $268K
|
5.44K
$304K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-14- 50.0% |
$647 - $690
|
14
$783
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.29KNew |
$198K - $211K
|
4.29K
$240K
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
592New |
$27.4K - $29.2K
|
592
$33.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-135- 34.97% |
$6.24K - $6.65K
|
251
$14K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
13New |
$601 - $641
|
13
$727
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
SELL
|
- |
-18Closed |
$832 - $887
|
0
$0
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
4+ 33.33% |
$185 - $197
|
16
$894
|
|
| Q4 2023 | |||||||
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-301Closed |
$13K - $15K
|
0
$0
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2New |
$86.7 - $99.4
|
2
$112
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
7New |
$303 - $348
|
7
$391
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-380- 4.09% |
$16.5K - $18.9K
|
8.92K
$498K
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
25.3KNew |
$1.09M - $1.25M
|
25.3K
$1.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
9.94KNew |
$430K - $494K
|
9.94K
$555K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
68New |
$2.95K - $3.38K
|
68
$3.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
127New |
$5.5K - $6.31K
|
127
$7.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
59New |
$2.56K - $2.93K
|
59
$3.3K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5New |
$217 - $248
|
5
$280
|
|