Latest Institutional Transactions on Jp Morgan Exc Trd Tr Betabuild (BBSC)
This table provides information on the latest institutional transactions involving Jp Morgan Exc Trd Tr Betabuild (BBSC) 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-1.47K- 25.49% |
$89K - $100K
|
4.3K
$298K
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$60.6 - $68
|
1
$69.4
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
44+ 3.84% |
$2.67K - $2.99K
|
1.19K
$82.5K
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
81+ 11.82% |
$4.91K - $5.51K
|
766
$53.2K
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
39.4K+ 932.68% |
$2.39M - $2.68M
|
43.7K
$3.03M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-547- 6.47% |
$33.1K - $37.2K
|
7.9K
$549K
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
213K+ 3.76% |
$12.9M - $14.5M
|
5.89M
$409M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.7K+ 37.75% |
$768K - $863K
|
46.3K
$3.21M
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
172+ 32.03% |
$10.4K - $11.7K
|
709
$49.2K
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.87K+ 9.75% |
$477K - $535K
|
88.6K
$6.15M
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-309- 0.98% |
$18.7K - $21K
|
31.2K
$2.16M
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
350New |
$21.2K - $23.8K
|
350
$24.3K
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.19KNew |
$314K - $353K
|
5.19K
$360K
|
|
Oct 15, 2024
Q3 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-192- 5.09% |
$11.6K - $13.1K
|
3.58K
$248K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.05% |
$182 - $204
|
5.86K
$407K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.16KNew |
$354K - $389K
|
6.16K
$427K
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
53New |
$3.05K - $3.35K
|
53
$3.68K
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
49+ 56.32% |
$2.82K - $3.1K
|
136
$9.44K
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
40New |
$2.3K - $2.53K
|
40
$2.78K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-910- 97.12% |
$52.3K - $57.5K
|
27
$1.87K
|
|
Q1 2024 | |||||||
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
21New |
$1.21K - $1.32K
|
21
$1.46K
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
3.26KNew |
$188K - $205K
|
3.26K
$226K
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.4KNew |
$599K - $652K
|
10.4K
$719K
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-76- 85.39% |
$4.39K - $4.78K
|
13
$902
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
5New |
$289 - $315
|
5
$347
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-681- 92.78% |
$39.3K - $42.8K
|
53
$3.68K
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-62.9K- 99.98% |
$3.63M - $3.95M
|
10
$694
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-390- 91.55% |
$22.5K - $24.5K
|
36
$2.5K
|
|
Q4 2023 | |||||||
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
165New |
$8.02K - $10.3K
|
165
$11.5K
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
497New |
$24.1K - $31.1K
|
497
$34.5K
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.07K+ 17.37% |
$52.2K - $67.3K
|
7.26K
$504K
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-269- 93.08% |
$13.1K - $16.9K
|
20
$1.39K
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.23K+ 7.59% |
$254K - $328K
|
74.1K
$5.14M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
973+ 18.45% |
$47.3K - $61K
|
6.25K
$434K
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-360- 14.37% |
$17.5K - $22.6K
|
2.15K
$149K
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3- 4.92% |
$146 - $188
|
58
$4.03K
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.97KNew |
$193K - $249K
|
3.97K
$276K
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
41New |
$1.99K - $2.57K
|
41
$2.85K
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.22K- 21.82% |
$59.2K - $76.4K
|
4.37K
$303K
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
92+ 0.24% |
$4.47K - $5.76K
|
37.7K
$2.62M
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
191New |
$9.28K - $12K
|
191
$13.3K
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.49K+ 11.53% |
$218K - $281K
|
43.5K
$3.02M
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-10- 31.25% |
$486 - $627
|
22
$1.53K
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
11New |
$534 - $689
|
11
$763
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
41New |
$1.99K - $2.57K
|
41
$2.85K
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
158New |
$7.68K - $9.9K
|
158
$11K
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
265+ 2.4% |
$12.9K - $16.6K
|
11.3K
$785K
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-229- 4.4% |
$11.1K - $14.3K
|
4.97K
$345K
|
|
Q3 2023 | |||||||
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
72New |
$3.78K - $4.39K
|
72
$5K
|