Latest Institutional Transactions on J P Morgan ETF Tr Betabuilders (BBCA)
This table provides information on the latest institutional transactions involving J P Morgan ETF Tr Betabuilders (BBCA) 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 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-12.6K- 1.65% |
$807K - $914K
|
752K
$54.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.29K+ 24.99% |
$146K - $166K
|
11.4K
$833K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
137+ 2.16% |
$8.77K - $9.94K
|
6.47K
$471K
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
SELL
|
- |
-245- 1.19% |
$15.7K - $17.8K
|
20.4K
$1.48M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
621New |
$39.7K - $45K
|
621
$45.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
7.89K+ 6.42% |
$505K - $572K
|
131K
$9.52M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.79KNew |
$243K - $275K
|
3.79K
$276K
|
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-589- 1.24% |
$37.7K - $42.7K
|
47.1K
$3.43M
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
4.41KNew |
$282K - $320K
|
4.41K
$321K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
3.9K+ 122.44% |
$249K - $283K
|
7.08K
$515K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
47+ 0.56% |
$3.01K - $3.41K
|
8.43K
$614K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-500- 0.6% |
$32K - $36.3K
|
82.3K
$5.99M
|
|
|
Oct 29, 2024
Q3 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-7.29K- 34.41% |
$466K - $529K
|
13.9K
$1.01M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.53K+ 33.84% |
$162K - $184K
|
10K
$729K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-179- 10.74% |
$11.5K - $13K
|
1.49K
$108K
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
4.72KNew |
$302K - $342K
|
4.72K
$344K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-480Closed |
$30.7K - $34.8K
|
0
$0
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
4.11KNew |
$263K - $298K
|
4.11K
$299K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
55.3K+ 13.23% |
$3.54M - $4.01M
|
473K
$34.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-189- 13.18% |
$12.1K - $13.7K
|
1.25K
$90.6K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-1.12K- 4.34% |
$71.6K - $81.1K
|
24.6K
$1.79M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.83KNew |
$629K - $713K
|
9.83K
$715K
|
|
|
Oct 23, 2024
Q3 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
3.04KNew |
$195K - $221K
|
3.04K
$221K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
5+ 125.0% |
$320 - $363
|
9
$655
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
12+ 15.79% |
$768 - $870
|
88
$6.41K
|
|
|
Oct 21, 2024
Q3 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-342- 6.73% |
$21.9K - $24.8K
|
4.74K
$345K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-157- 2.35% |
$10K - $11.4K
|
6.52K
$474K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-591- 0.24% |
$37.8K - $42.9K
|
247K
$18M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
279KNew |
$17.9M - $20.2M
|
279K
$20.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
10New |
$640 - $725
|
10
$728
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-156- 18.48% |
$9.98K - $11.3K
|
688
$50.1K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
188New |
$12K - $13.6K
|
188
$13.7K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
284+ 129.09% |
$18.2K - $20.6K
|
504
$36.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
74+ 60.66% |
$4.74K - $5.37K
|
196
$14.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
4.22K+ 64.3% |
$270K - $306K
|
10.8K
$786K
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
480New |
$30.7K - $34.8K
|
480
$34.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
7.97K+ 112.58% |
$510K - $578K
|
15.1K
$1.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
19New |
$1.22K - $1.38K
|
19
$1.38K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-76- 0.53% |
$4.86K - $5.51K
|
14.2K
$1.03M
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-3.93K- 36.62% |
$252K - $285K
|
6.81K
$495K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-308- 6.91% |
$19.7K - $22.3K
|
4.15K
$302K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
101+ 561.11% |
$6.46K - $7.33K
|
119
$8.66K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-484- 6.03% |
$31K - $35.1K
|
7.55K
$549K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
492New |
$31.5K - $35.7K
|
492
$35.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-2.11K- 5.75% |
$135K - $153K
|
34.6K
$2.52M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-59- 1.04% |
$3.78K - $4.28K
|
5.6K
$408K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-118- 37.46% |
$7.55K - $8.56K
|
197
$14.3K
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-73- 82.02% |
$4.67K - $5.3K
|
16
$1.16K
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
4.11KNew |
$263K - $298K
|
4.11K
$299K
|