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 |
---|---|---|---|---|---|---|---|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
46New |
$2.67K - $2.91K
|
46
$3.26K
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
2.29K+ 15.47% |
$133K - $145K
|
17.1K
$1.21M
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
11.8KNew |
$688K - $748K
|
11.8K
$838K
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
549New |
$31.9K - $34.7K
|
549
$38.9K
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
BUY
|
- |
3.61KNew |
$210K - $228K
|
3.61K
$256K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
246New |
$14.3K - $15.5K
|
246
$17.4K
|
|
Oct 17, 2023
Q3 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-138- 1.94% |
$8.02K - $8.72K
|
6.96K
$493K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
39+ 8.55% |
$2.27K - $2.46K
|
495
$35K
|
|
Oct 10, 2023
Q3 2023
|
Navalign, LLC
|
BUY
|
- |
6.74KNew |
$391K - $426K
|
6.74K
$477K
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
BUY
|
- |
1.29KNew |
$74.8K - $81.3K
|
1.29K
$91.1K
|
|
Q2 2023 | |||||||
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-954- 91.47% |
$55.4K - $59.2K
|
89
$6.3K
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 4.17% |
$58 - $62
|
25
$1.77K
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-21.4K- 79.18% |
$1.24M - $1.33M
|
5.62K
$398K
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.56KNew |
$206K - $221K
|
3.56K
$252K
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
243New |
$14.1K - $15.1K
|
243
$17.2K
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
77New |
$4.47K - $4.78K
|
77
$5.45K
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
25.7K+ 642.46% |
$1.49M - $1.6M
|
29.7K
$2.11M
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-142- 37.17% |
$8.24K - $8.81K
|
240
$17K
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
40.7K+ 161.2% |
$2.36M - $2.53M
|
66K
$4.67M
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
39New |
$2.26K - $2.42K
|
39
$2.76K
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
14+ 0.32% |
$812 - $868
|
4.42K
$313K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
85New |
$4.93K - $5.27K
|
85
$6.02K
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-37- 1.49% |
$2.15K - $2.3K
|
2.44K
$173K
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
129New |
$7.49K - $8K
|
129
$9.13K
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2.51KNew |
$145K - $155K
|
2.51K
$177K
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
11.8KNew |
$687K - $735K
|
11.8K
$838K
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
52+ 0.85% |
$3.02K - $3.23K
|
6.18K
$437K
|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
3.56KNew |
$207K - $221K
|
3.56K
$252K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
123New |
$7.14K - $7.63K
|
123
$8.71K
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
5.53KNew |
$321K - $343K
|
5.53K
$391K
|
|
Q1 2023 | |||||||
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-2- 7.41% |
$113 - $125
|
25
$1.77K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
43+ 15.03% |
$2.43K - $2.69K
|
329
$23.3K
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1.58KNew |
$89.4K - $98.9K
|
1.58K
$112K
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-164- 50.0% |
$9.28K - $10.3K
|
164
$11.6K
|
|
May 05, 2023
Q1 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-7.04K- 8.87% |
$398K - $441K
|
72.3K
$5.12M
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
11New |
$622 - $689
|
11
$779
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
205New |
$11.6K - $12.8K
|
205
$14.5K
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.95% |
$56.6 - $62.6
|
106
$7.5K
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
130New |
$7.36K - $8.14K
|
130
$9.2K
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-89- 0.68% |
$5.04K - $5.57K
|
13K
$919K
|
|
Apr 11, 2023
Q1 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
4.01KNew |
$227K - $251K
|
4.01K
$284K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
6.11KNew |
$322K - $377K
|
6.11K
$433K
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
8.3KNew |
$438K - $511K
|
8.3K
$587K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2New |
$105 - $123
|
2
$142
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
2.11KNew |
$111K - $130K
|
2.11K
$149K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
307+ 6.91% |
$16.2K - $18.9K
|
4.75K
$336K
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
637New |
$33.6K - $39.2K
|
637
$45.1K
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
336New |
$17.7K - $20.7K
|
336
$23.8K
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
65New |
$3.43K - $4K
|
65
$4.6K
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-59- 16.91% |
$3.11K - $3.63K
|
290
$20.5K
|