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 |
---|---|---|---|---|---|---|---|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
11New |
$580 - $678
|
11
$779
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
93New |
$4.9K - $5.73K
|
93
$6.58K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
588New |
$31.4K - $37.2K
|
588
$41.6K
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
BUY
|
- |
5.96KNew |
$319K - $377K
|
5.96K
$422K
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
34New |
$1.82K - $2.15K
|
34
$2.41K
|
|
Nov 08, 2022
Q3 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
3New |
$160 - $190
|
3
$212
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-269- 90.88% |
$14.4K - $17K
|
27
$1.91K
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5.79K+ 13.46% |
$309K - $366K
|
48.8K
$3.45M
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
BUY
|
- |
30+ 4.17% |
$1.6K - $1.9K
|
749
$53K
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
32New |
$1.71K - $2.02K
|
32
$2.26K
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
31New |
$1.66K - $1.96K
|
31
$2.19K
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
22New |
$1.18K - $1.39K
|
22
$1.56K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
4.78KNew |
$255K - $302K
|
4.78K
$338K
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
11.4K+ 3.38% |
$608K - $720K
|
348K
$24.6M
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
238New |
$12.7K - $15.1K
|
238
$16.8K
|
|
Oct 12, 2022
Q3 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
5.53KNew |
$295K - $350K
|
5.53K
$391K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
1.8KNew |
$103K - $127K
|
1.8K
$127K
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
474New |
$27.3K - $33.5K
|
474
$33.5K
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-3Closed |
$173 - $212
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
5.51KNew |
$317K - $390K
|
5.51K
$390K
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
3.75KNew |
$216K - $265K
|
3.75K
$266K
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-181Closed |
$10.4K - $12.8K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
419New |
$24.1K - $29.6K
|
419
$29.7K
|
|
Aug 10, 2022
Q2 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
73+ 1.84% |
$4.21K - $5.16K
|
4.03K
$286K
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
SELL
|
- |
-5Closed |
$288 - $353
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-29- 96.67% |
$1.67K - $2.05K
|
1
$70.8
|
|
Aug 08, 2022
Q2 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
8.21KNew |
$473K - $580K
|
8.21K
$581K
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
215New |
$12.4K - $15.2K
|
215
$15.2K
|
|
Aug 03, 2022
Q2 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-2.56KClosed |
$147K - $181K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
101New |
$5.82K - $7.14K
|
101
$7.15K
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
59+ 74.68% |
$3.4K - $4.17K
|
138
$9.77K
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-152Closed |
$8.76K - $10.7K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
12New |
$691 - $848
|
12
$849
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
340New |
$19.6K - $24K
|
340
$24.1K
|
|
Jul 29, 2022
Q2 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-3.34KClosed |
$192K - $236K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
87New |
$5.01K - $6.15K
|
87
$6.16K
|
|
Jul 26, 2022
Q2 2022
|
First Premier Bank
|
BUY
|
- |
908New |
$52.3K - $64.2K
|
908
$64.3K
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
BUY
|
- |
16New |
$922 - $1.13K
|
16
$1.13K
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
20New |
$1.15K - $1.41K
|
20
$1.42K
|
|
Jul 21, 2022
Q2 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
8New |
$461 - $566
|
8
$566
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
BUY
|
- |
323New |
$18.6K - $22.8K
|
323
$22.9K
|
|
Jul 18, 2022
Q2 2022
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-3.36KClosed |
$194K - $238K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
158New |
$9.1K - $11.2K
|
158
$11.2K
|
|
Jul 13, 2022
Q2 2022
|
Retirement Planning Group
|
BUY
|
- |
5.2KNew |
$299K - $367K
|
5.2K
$368K
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
189New |
$10.9K - $13.4K
|
189
$13.4K
|
|
Jul 05, 2022
Q2 2022
|
Canandaigua National Corp
|
SELL
|
- |
-3.52KClosed |
$203K - $249K
|
0
$0
|
|
Q1 2022 | |||||||
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-401- 45.52% |
$26K - $28.4K
|
480
$34K
|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-52Closed |
$3.37K - $3.68K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-8.69KClosed |
$563K - $615K
|
0
$0
|