Latest Institutional Purchases of J P Morgan Betabuilders Develo (BBAX)
This list provides information on the latest institutional transactions involving J P Morgan Betabuilders Develo (BBAX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
522New |
$23.3K - $26K
|
522
$26.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
320New |
$14.3K - $16K
|
320
$16.2K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
226New |
$10.1K - $11.3K
|
226
$11.4K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
113New |
$5.03K - $5.63K
|
113
$5.71K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
93New |
$4.14K - $4.64K
|
93
$4.7K
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
59New |
$2.63K - $2.94K
|
59
$2.98K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
23New |
$1.02K - $1.15K
|
23
$1.16K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
10New |
$446 - $499
|
10
$505
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
10New |
$446 - $499
|
10
$505
|
|
| Q2 2023 | |||||||
|
Aug 04, 2023
Q2 2023
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
5.62KNew |
$262K - $284K
|
5.62K
$284K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
4.73KNew |
$221K - $240K
|
4.73K
$239K
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.35K+ 13.79% |
$109K - $119K
|
19.3K
$978K
|
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
BUY
|
- |
260+ 5.7% |
$12.1K - $13.2K
|
4.82K
$244K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
93New |
$4.34K - $4.71K
|
93
$4.7K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
59New |
$2.75K - $2.99K
|
59
$2.98K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
44New |
$2.05K - $2.23K
|
44
$2.22K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
43New |
$2.01K - $2.18K
|
43
$2.17K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
28New |
$1.31K - $1.42K
|
28
$1.41K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 8.33% |
$46.7 - $50.6
|
13
$657
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
7.3KNew |
$346K - $395K
|
7.3K
$369K
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.52KNew |
$120K - $136K
|
2.52K
$127K
|
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1.12KNew |
$52.9K - $60.4K
|
1.12K
$56.3K
|
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
894New |
$42.4K - $48.5K
|
894
$45.2K
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
153New |
$7.26K - $8.29K
|
153
$7.73K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
102New |
$4.84K - $5.53K
|
102
$5.15K
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
39New |
$1.85K - $2.11K
|
39
$1.97K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
36+ 20.34% |
$1.71K - $1.95K
|
213
$10.8K
|
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
13New |
$617 - $705
|
13
$657
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.88% |
$47.5 - $54.2
|
114
$5.76K
|
|
| Q4 2022 | |||||||
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5MNew |
$210M - $253M
|
5M
$253M
|
|
|
Feb 13, 2023
Q4 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
17.8KNew |
$746K - $899K
|
17.8K
$900K
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
8.25KNew |
$346K - $417K
|
8.25K
$417K
|
|
|
Feb 14, 2023
Q4 2022
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
7.55KNew |
$316K - $381K
|
7.55K
$382K
|
|
|
Feb 13, 2023
Q4 2022
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
4.7KNew |
$197K - $237K
|
4.7K
$237K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
708New |
$29.7K - $35.8K
|
708
$35.8K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
81New |
$3.39K - $4.09K
|
81
$4.09K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
69New |
$2.89K - $3.48K
|
69
$3.49K
|
|
| Q3 2022 | |||||||
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
25.4K+ 219.19% |
$1.08M - $1.29M
|
37.1K
$1.87M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
3.9KNew |
$165K - $197K
|
3.9K
$197K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1.72KNew |
$72.6K - $86.6K
|
1.72K
$86.7K
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
520New |
$22K - $26.3K
|
520
$26.3K
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
301New |
$12.7K - $15.2K
|
301
$15.2K
|
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
BUY
|
- |
56+ 6.49% |
$2.37K - $2.83K
|
919
$46.4K
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
32New |
$1.35K - $1.62K
|
32
$1.62K
|
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
23New |
$973 - $1.16K
|
23
$1.16K
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
15New |
$635 - $758
|
15
$758
|
|
|
Nov 08, 2022
Q3 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
4New |
$169 - $202
|
4
$202
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 6.67% |
$42.3 - $50.5
|
16
$808
|
|
| Q2 2022 | |||||||
|
Aug 08, 2022
Q2 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
8.08KNew |
$378K - $457K
|
8.08K
$408K
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
1.72KNew |
$80.2K - $97K
|
1.72K
$86.7K
|
|