Latest Institutional Purchases of Jp Morgan Exc Trd Fd Tr Betabu (BBMC)
This list provides information on the latest institutional transactions involving Jp Morgan Exc Trd Fd Tr Betabu (BBMC) 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 |
---|---|---|---|---|---|---|---|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
752K+ 4.3% |
$64.1M - $69.1M
|
18.2M
$1.64B
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
107KNew |
$9.11M - $9.82M
|
107K
$9.58M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
25.4K+ 852.13% |
$2.16M - $2.33M
|
28.4K
$2.54M
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
22.4K+ 21.77% |
$1.91M - $2.06M
|
125K
$11.2M
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
11.9KNew |
$1.01M - $1.09M
|
11.9K
$1.07M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.22K+ 42.71% |
$445K - $479K
|
17.4K
$1.56M
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.47K+ 13.65% |
$211K - $227K
|
20.6K
$1.85M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.33KNew |
$198K - $214K
|
2.33K
$208K
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
1.86K+ 35.13% |
$158K - $171K
|
7.14K
$640K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.1K+ 35.04% |
$93.5K - $101K
|
4.23K
$379K
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
1.04K+ 5.46% |
$88.9K - $95.8K
|
20.2K
$1.81M
|
|
Jul 18, 2024
Q2 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
457+ 19.89% |
$39K - $42K
|
2.76K
$247K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
250+ 18.48% |
$21.3K - $23K
|
1.6K
$144K
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
181+ 18.3% |
$15.4K - $16.6K
|
1.17K
$105K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
181+ 29.05% |
$15.4K - $16.6K
|
804
$72.1K
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
65New |
$5.54K - $5.97K
|
65
$5.83K
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
46+ 460.0% |
$3.92K - $4.23K
|
56
$5.02K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
7+ 1.26% |
$597 - $643
|
562
$50.4K
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
6New |
$512 - $551
|
6
$538
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
5+ 4.2% |
$426 - $459
|
124
$11.1K
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
4+ 7.55% |
$341 - $368
|
57
$5.11K
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
3+ 4.62% |
$256 - $276
|
68
$6.1K
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2New |
$171 - $184
|
2
$179
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.1KNew |
$908K - $1.03M
|
11.1K
$999K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.97K+ 13.9% |
$242K - $275K
|
24.4K
$2.18M
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2KNew |
$163K - $185K
|
2K
$179K
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.8K+ 8.97% |
$147K - $167K
|
21.9K
$1.97M
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
52New |
$4.24K - $4.81K
|
52
$4.66K
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
14New |
$1.14K - $1.29K
|
14
$1.26K
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
14+ 46.67% |
$1.14K - $1.29K
|
44
$3.95K
|
|
Q4 2023 | |||||||
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
740New |
$51.7K - $63.3K
|
740
$66.3K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
150New |
$10.5K - $12.8K
|
150
$13.4K
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
40New |
$2.79K - $3.42K
|
40
$3.59K
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
28New |
$1.96K - $2.39K
|
28
$2.51K
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
8New |
$559 - $684
|
8
$717
|
|
Q3 2023 | |||||||
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
5New |
$371 - $412
|
5
$448
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
30New |
$2.17K - $2.38K
|
30
$2.69K
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
14New |
$1.01K - $1.11K
|
14
$1.26K
|
|
Q1 2023 | |||||||
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7New |
$500 - $577
|
7
$628
|
|
Q4 2022 | |||||||
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
3.04K+ 42.42% |
$217K - $237K
|
10.2K
$915K
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
814New |
$58K - $63.4K
|
814
$73K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
42New |
$2.99K - $3.27K
|
42
$3.77K
|
|
Q3 2022 | |||||||
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.77K+ 26.45% |
N/A
|
18K
$1.62M
|
|
Q1 2022 | |||||||
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
BUY
|
- |
12New |
N/A
|
12
$1.08K
|