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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
5.37KNew |
$332K - $359K
|
5.37K
$380K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-158- 44.63% |
$9.77K - $10.6K
|
196
$13.9K
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
901New |
$55.7K - $60.2K
|
901
$63.8K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-22K- 32.46% |
$1.36M - $1.47M
|
45.8K
$3.24M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-23- 50.0% |
$1.42K - $1.54K
|
23
$1.63K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
1+ 0.48% |
$61.8 - $66.8
|
210
$14.9K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
SELL
|
- |
-18Closed |
$1.11K - $1.2K
|
0
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
8+ 9.64% |
$495 - $534
|
91
$6.44K
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
5+ 38.46% |
$309 - $334
|
18
$1.27K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
55New |
$3.4K - $3.67K
|
55
$3.89K
|
|
| Q4 2023 | |||||||
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-315Closed |
$17.2K - $20.3K
|
0
$0
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2New |
$109 - $129
|
2
$142
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
5New |
$274 - $322
|
5
$354
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-391- 3.75% |
$21.4K - $25.2K
|
10K
$711K
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
3.22KNew |
$176K - $207K
|
3.22K
$228K
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
7.03KNew |
$385K - $453K
|
7.03K
$498K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
1.26K+ 25.7% |
$69K - $81.2K
|
6.16K
$436K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
1.13KNew |
$61.9K - $72.9K
|
1.13K
$80.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
145New |
$7.94K - $9.34K
|
145
$10.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
54New |
$2.96K - $3.48K
|
54
$3.82K
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-223- 57.03% |
$12.2K - $14.4K
|
168
$11.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
7.13KNew |
$390K - $459K
|
7.13K
$505K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
561New |
$30.7K - $36.1K
|
561
$39.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
629New |
$34.4K - $40.5K
|
629
$44.5K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4New |
$219 - $258
|
4
$283
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
939New |
$51.4K - $60.5K
|
939
$66.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
66New |
$3.61K - $4.25K
|
66
$4.67K
|
|
|
Jan 31, 2024
Q4 2023
|
Eukles Asset Management
|
BUY
|
- |
12New |
$657 - $773
|
12
$849
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.29K- 2.89% |
$70.7K - $83.2K
|
43.4K
$3.07M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.97KNew |
$162K - $191K
|
2.97K
$210K
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
BUY
|
- |
3.13KNew |
$171K - $202K
|
3.13K
$222K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
22New |
$1.2K - $1.42K
|
22
$1.56K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
200New |
$10.9K - $12.9K
|
200
$14.2K
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
10New |
$547 - $644
|
10
$708
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
181+ 754.17% |
$9.91K - $11.7K
|
205
$14.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-71- 66.98% |
$3.89K - $4.57K
|
35
$2.48K
|
|
| Q3 2023 | |||||||
|
Mar 11, 2024
Q3 2023
|
Nepc LLC
Boston, MA |
SELL
|
- |
-4.73KClosed |
$275K - $299K
|
0
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
21.9KNew |
$1.27M - $1.38M
|
21.9K
$1.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
4.01KNew |
$233K - $253K
|
4.01K
$284K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-518- 7.6% |
$30.1K - $32.7K
|
6.3K
$446K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
103New |
$5.98K - $6.51K
|
103
$7.29K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-39- 10.6% |
$2.27K - $2.46K
|
329
$23.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
10.8KNew |
$629K - $684K
|
10.8K
$767K
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
26New |
$1.51K - $1.64K
|
26
$1.84K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
533New |
$31K - $33.7K
|
533
$37.7K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-9.73K- 60.11% |
$565K - $614K
|
6.46K
$457K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
217New |
$12.6K - $13.7K
|
217
$15.4K
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
67New |
$3.89K - $4.23K
|
67
$4.74K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
355New |
$20.6K - $22.4K
|
355
$25.1K
|
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-9.41K- 43.61% |
$547K - $595K
|
12.2K
$862K
|
|