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 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
103New |
$5.98K - $6.51K
|
103
$7.44K
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
4.01KNew |
$233K - $253K
|
4.01K
$290K
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-518- 7.6% |
$30.1K - $32.7K
|
6.3K
$455K
|
|
Nov 13, 2023
Q3 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
10.8KNew |
$629K - $684K
|
10.8K
$782K
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
26New |
$1.51K - $1.64K
|
26
$1.88K
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
533New |
$31K - $33.7K
|
533
$38.5K
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-350- 42.07% |
$20.3K - $22.1K
|
482
$34.8K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-9.73K- 60.11% |
$565K - $614K
|
6.46K
$466K
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
217New |
$12.6K - $13.7K
|
217
$15.7K
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
67New |
$3.89K - $4.23K
|
67
$4.84K
|
|
Nov 06, 2023
Q3 2023
|
Victory Capital Management Inc
|
BUY
|
- |
320KNew |
$18.6M - $20.2M
|
320K
$23.1M
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
355New |
$20.6K - $22.4K
|
355
$25.6K
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-9.41K- 43.61% |
$547K - $595K
|
12.2K
$879K
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
46New |
$2.67K - $2.91K
|
46
$3.32K
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
2.29K+ 15.47% |
$133K - $145K
|
17.1K
$1.23M
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
11.8KNew |
$688K - $748K
|
11.8K
$855K
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
BUY
|
- |
3.61KNew |
$210K - $228K
|
3.61K
$261K
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
549New |
$31.9K - $34.7K
|
549
$39.6K
|
|
Oct 17, 2023
Q3 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-138- 1.94% |
$8.02K - $8.72K
|
6.96K
$503K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
246New |
$14.3K - $15.5K
|
246
$17.8K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
39+ 8.55% |
$2.27K - $2.46K
|
495
$35.7K
|
|
Oct 10, 2023
Q3 2023
|
Navalign, LLC
|
BUY
|
- |
6.74KNew |
$391K - $426K
|
6.74K
$486K
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
BUY
|
- |
1.29KNew |
$74.8K - $81.3K
|
1.29K
$92.9K
|
|
Q2 2023 | |||||||
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-954- 91.47% |
$55.4K - $59.2K
|
89
$6.43K
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 4.17% |
$58 - $62
|
25
$1.81K
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-21.4K- 79.18% |
$1.24M - $1.33M
|
5.62K
$406K
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
3.54KNew |
$205K - $220K
|
3.54K
$256K
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.56KNew |
$206K - $221K
|
3.56K
$257K
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
21.2KNew |
$1.23M - $1.31M
|
21.2K
$1.53M
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
243New |
$14.1K - $15.1K
|
243
$17.5K
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
77New |
$4.47K - $4.78K
|
77
$5.56K
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
40.7K+ 161.2% |
$2.36M - $2.53M
|
66K
$4.77M
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-142- 37.17% |
$8.24K - $8.81K
|
240
$17.3K
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
25.7K+ 642.46% |
$1.49M - $1.6M
|
29.7K
$2.15M
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
39New |
$2.26K - $2.42K
|
39
$2.82K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
85New |
$4.93K - $5.27K
|
85
$6.14K
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
14+ 0.32% |
$812 - $868
|
4.42K
$319K
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-37- 1.49% |
$2.15K - $2.3K
|
2.44K
$176K
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
129New |
$7.49K - $8K
|
129
$9.32K
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2.51KNew |
$145K - $155K
|
2.51K
$181K
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
11.8KNew |
$687K - $735K
|
11.8K
$855K
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
52+ 0.85% |
$3.02K - $3.23K
|
6.18K
$446K
|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
3.56KNew |
$207K - $221K
|
3.56K
$257K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
123New |
$7.14K - $7.63K
|
123
$8.88K
|
|
Jul 14, 2023
Q2 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-56- 38.62% |
$3.25K - $3.47K
|
89
$6.43K
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
5.53KNew |
$321K - $343K
|
5.53K
$399K
|
|
Q1 2023 | |||||||
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-2- 7.41% |
$113 - $125
|
25
$1.81K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
43+ 15.03% |
$2.43K - $2.69K
|
329
$23.8K
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1.58KNew |
$89.4K - $98.9K
|
1.58K
$114K
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-164- 50.0% |
$9.28K - $10.3K
|
164
$11.8K
|