Latest Institutional Sells of Jp Morgan Exc Trd Tr Betabuild (BBSC)
This list provides information on the latest institutional transactions involving Jp Morgan Exc Trd Tr Betabuild (BBSC) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-545- 7.62% |
$28.7K - $36K
|
6.61K
$454K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-13- 24.53% |
$683 - $858
|
40
$2.75K
|
|
| Q1 2025 | |||||||
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.47K- 28.07% |
$88.1K - $105K
|
3.78K
$260K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-470- 30.96% |
$28.1K - $33.4K
|
1.05K
$72K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-25- 2.35% |
$1.5K - $1.77K
|
1.04K
$71.4K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
SELL
|
- |
-17- 2.4% |
$1.02K - $1.21K
|
692
$47.6K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-9- 12.68% |
$538 - $639
|
62
$4.26K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-444- 4.7% |
$29.1K - $33.2K
|
9K
$619K
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-153- 4.27% |
$10K - $11.5K
|
3.43K
$235K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-99- 28.29% |
$6.5K - $7.41K
|
251
$17.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1- 2.78% |
$65.7 - $74.9
|
35
$2.41K
|
|
| Q2 2024 | |||||||
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-910- 97.12% |
$52.3K - $57.5K
|
27
$1.86K
|
|
| Q1 2024 | |||||||
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-62.9K- 99.98% |
$3.63M - $3.95M
|
10
$687
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-76- 85.39% |
$4.39K - $4.78K
|
13
$893
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.22K- 21.82% |
$59.2K - $76.4K
|
4.37K
$300K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-360- 14.37% |
$17.5K - $22.6K
|
2.15K
$147K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-269- 93.08% |
$13.1K - $16.9K
|
20
$1.37K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-229- 4.4% |
$11.1K - $14.3K
|
4.97K
$342K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-10- 31.25% |
$486 - $627
|
22
$1.51K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-106- 0.73% |
$5.17K - $6.35K
|
14.4K
$988K
|
|
| Q2 2022 | |||||||
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-38Closed |
$1.86K - $2.35K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Apr 19, 2022
Q1 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-3.26KClosed |
$186K - $217K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-74Closed |
$4.22K - $4.93K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-64Closed |
$3.65K - $4.27K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-5.05KClosed |
$317K - $361K
|
0
$0
|
|