Latest Institutional Purchases of J P Morgan Exch Traded Fd Tr B (BBIN)
This list provides information on the latest institutional transactions involving J P Morgan Exch Traded Fd Tr B (BBIN) 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 |
---|---|---|---|---|---|---|---|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
58.5K+ 24.94% |
$3.33M - $3.72M
|
293K
$18.1M
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
26.6K+ 9.52% |
$1.51M - $1.69M
|
306K
$18.9M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
25KNew |
$1.42M - $1.59M
|
25K
$1.54M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.05KNew |
$287K - $321K
|
5.05K
$311K
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
4.71K+ 9.06% |
$268K - $300K
|
56.7K
$3.5M
|
|
Oct 18, 2024
Q3 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
2.58K+ 45.13% |
$147K - $164K
|
8.29K
$511K
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.26K+ 9.48% |
$71.7K - $80.2K
|
14.5K
$897K
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
1.21K+ 16.3% |
$68.9K - $77.1K
|
8.65K
$533K
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
585+ 9.17% |
$33.3K - $37.2K
|
6.96K
$429K
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
204+ 1.79% |
$11.6K - $13K
|
11.6K
$715K
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
41New |
$2.33K - $2.61K
|
41
$2.53K
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
10New |
$569 - $637
|
10
$616
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
515K+ 129.94% |
$29.6M - $31.8M
|
912K
$56.2M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
441K+ 237.74% |
$25.3M - $27.2M
|
626K
$38.6M
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
435K+ 1389.32% |
$25M - $26.9M
|
466K
$28.8M
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
191K+ 28.96% |
$11M - $11.8M
|
852K
$52.5M
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
180K+ 2600.52% |
$10.3M - $11.1M
|
187K
$11.5M
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
154K+ 11.31% |
$8.86M - $9.53M
|
1.52M
$93.6M
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
109K+ 217.47% |
$6.24M - $6.71M
|
159K
$9.78M
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
76KNew |
$4.36M - $4.69M
|
76K
$4.68M
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
71.7K+ 14.65% |
$4.11M - $4.42M
|
561K
$34.6M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
56.5K+ 14.08% |
$3.24M - $3.49M
|
458K
$28.2M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
49.1K+ 26.4% |
$2.82M - $3.03M
|
235K
$14.5M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
45.7K+ 66.57% |
$2.62M - $2.82M
|
114K
$7.04M
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
32.7K+ 358.07% |
$1.88M - $2.02M
|
41.8K
$2.58M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
24.9K+ 3.99% |
$1.43M - $1.54M
|
650K
$40.1M
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
19.9KNew |
$1.14M - $1.23M
|
19.9K
$1.22M
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
15K+ 2.44% |
$861K - $926K
|
630K
$38.8M
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.2K+ 12.8% |
$584K - $629K
|
89.7K
$5.53M
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
7.76K+ 72.79% |
$446K - $479K
|
18.4K
$1.14M
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
5.24K+ 3.75% |
$301K - $324K
|
145K
$8.93M
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
4.76KNew |
$273K - $294K
|
4.76K
$293K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4.09KNew |
$235K - $253K
|
4.09K
$252K
|
|
Aug 09, 2024
Q2 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
4.07KNew |
$234K - $251K
|
4.07K
$251K
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.05KNew |
$232K - $250K
|
4.05K
$250K
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.92K+ 7.14% |
$225K - $242K
|
58.8K
$3.62M
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
3.91K+ 1.49% |
$225K - $242K
|
267K
$16.5M
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.58KNew |
$206K - $221K
|
3.58K
$221K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.39K+ 9.51% |
$137K - $148K
|
27.6K
$1.7M
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.89K+ 15.34% |
$109K - $117K
|
14.2K
$878K
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
1.36KNew |
$78K - $83.9K
|
1.36K
$83.8K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
740+ 7400.0% |
$42.5K - $45.7K
|
750
$46.2K
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
467New |
$26.8K - $28.8K
|
467
$28.8K
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
387New |
$22.2K - $23.9K
|
387
$23.9K
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
374+ 56.58% |
$21.5K - $23.1K
|
1.04K
$63.8K
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
250+ 2.81% |
$14.4K - $15.4K
|
9.15K
$564K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
249+ 2.96% |
$14.3K - $15.4K
|
8.67K
$534K
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
200+ 4.55% |
$11.5K - $12.4K
|
4.6K
$283K
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
119+ 2.85% |
$6.83K - $7.35K
|
4.29K
$265K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
119+ 3.24% |
$6.83K - $7.35K
|
3.8K
$234K
|