Latest Institutional Purchases of J P Morgan ETF Tr Betabuilders (BBCA)
This list provides information on the latest institutional transactions involving J P Morgan ETF Tr Betabuilders (BBCA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
66New |
$3.61K - $4.25K
|
66
$4.67K
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
54New |
$2.96K - $3.48K
|
54
$3.82K
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
22New |
$1.2K - $1.42K
|
22
$1.56K
|
|
Jan 31, 2024
Q4 2023
|
Eukles Asset Management
|
BUY
|
- |
12New |
$657 - $773
|
12
$849
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
10New |
$547 - $644
|
10
$708
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
5New |
$274 - $322
|
5
$354
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4New |
$219 - $258
|
4
$283
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2New |
$109 - $129
|
2
$142
|
|
Q3 2023 | |||||||
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
21.9KNew |
$1.27M - $1.38M
|
21.9K
$1.55M
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
11.8KNew |
$688K - $748K
|
11.8K
$838K
|
|
Nov 13, 2023
Q3 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
10.8KNew |
$629K - $684K
|
10.8K
$767K
|
|
Oct 10, 2023
Q3 2023
|
Navalign, LLC
|
BUY
|
- |
6.74KNew |
$391K - $426K
|
6.74K
$477K
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
4.01KNew |
$233K - $253K
|
4.01K
$284K
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
BUY
|
- |
3.61KNew |
$210K - $228K
|
3.61K
$256K
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
2.29K+ 15.47% |
$133K - $145K
|
17.1K
$1.21M
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
BUY
|
- |
1.29KNew |
$74.8K - $81.3K
|
1.29K
$91.1K
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
549New |
$31.9K - $34.7K
|
549
$38.8K
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
533New |
$31K - $33.7K
|
533
$37.7K
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
355New |
$20.6K - $22.4K
|
355
$25.1K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
246New |
$14.3K - $15.5K
|
246
$17.4K
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
217New |
$12.6K - $13.7K
|
217
$15.4K
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
103New |
$5.98K - $6.51K
|
103
$7.29K
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
67New |
$3.89K - $4.23K
|
67
$4.74K
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
46New |
$2.67K - $2.91K
|
46
$3.25K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
39+ 8.55% |
$2.27K - $2.46K
|
495
$35K
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
26New |
$1.51K - $1.64K
|
26
$1.84K
|
|
Q2 2023 | |||||||
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 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
25.7K+ 642.46% |
$1.49M - $1.6M
|
29.7K
$2.1M
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
11.8KNew |
$687K - $735K
|
11.8K
$838K
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
5.53KNew |
$321K - $343K
|
5.53K
$391K
|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
3.56KNew |
$207K - $221K
|
3.56K
$252K
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.56KNew |
$206K - $221K
|
3.56K
$252K
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2.51KNew |
$145K - $155K
|
2.51K
$177K
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
243New |
$14.1K - $15.1K
|
243
$17.2K
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
129New |
$7.49K - $8K
|
129
$9.13K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
123New |
$7.14K - $7.63K
|
123
$8.7K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
85New |
$4.93K - $5.27K
|
85
$6.01K
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
77New |
$4.47K - $4.78K
|
77
$5.45K
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
52+ 0.85% |
$3.02K - $3.23K
|
6.18K
$437K
|
|
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 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 4.17% |
$58 - $62
|
25
$1.77K
|
|
Q1 2023 | |||||||
Apr 11, 2023
Q1 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
4.01KNew |
$227K - $251K
|
4.01K
$284K
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1.58KNew |
$89.4K - $98.9K
|
1.58K
$112K
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
205New |
$11.6K - $12.8K
|
205
$14.5K
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
130New |
$7.36K - $8.14K
|
130
$9.2K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
43+ 15.03% |
$2.43K - $2.69K
|
329
$23.3K
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
11New |
$622 - $689
|
11
$778
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.95% |
$56.6 - $62.6
|
106
$7.5K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
8.3KNew |
$438K - $511K
|
8.3K
$587K
|