Purchases and Sales Made in Q4 2023 in Jp Morgan Exc Trd Tr Betabuild (BBSC)
This table provides information about the institutional ownership of Jp Morgan Exc Trd Tr Betabuild (BBSC) during Q4 2023. The information is specifically focused on institutions that hold shares of JP MORGAN EXC-TRD TR BETABUILD.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
38K+ 48.83% |
$1.85M - $2.38M
|
116K
$8.03M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
25.9K+ 38.88% |
$1.26M - $1.62M
|
92.6K
$6.42M
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
23.3K+ 233.06% |
$1.13M - $1.46M
|
33.3K
$2.31M
|
|
|
Feb 12, 2024
Q4 2023
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
19KNew |
$925K - $1.19M
|
19K
$1.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.2K+ 8.17% |
$640K - $825K
|
174K
$12.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.23K+ 7.59% |
$254K - $328K
|
74.1K
$5.14M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.49K+ 11.53% |
$218K - $281K
|
43.5K
$3.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.97KNew |
$193K - $249K
|
3.97K
$276K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.07K+ 17.37% |
$52.2K - $67.3K
|
7.26K
$504K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
973+ 18.45% |
$47.3K - $61K
|
6.25K
$434K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
854New |
$41.5K - $53.5K
|
854
$59.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
791+ 434.62% |
$38.4K - $49.6K
|
973
$67.5K
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
497New |
$24.1K - $31.1K
|
497
$34.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
283+ 197.9% |
$13.7K - $17.7K
|
426
$29.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
265+ 2.4% |
$12.9K - $16.6K
|
11.3K
$785K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
191New |
$9.28K - $12K
|
191
$13.3K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
165New |
$8.02K - $10.3K
|
165
$11.5K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
158New |
$7.68K - $9.9K
|
158
$11K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
121+ 15.98% |
$5.88K - $7.58K
|
878
$60.9K
|
|
|
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
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
41New |
$1.99K - $2.57K
|
41
$2.85K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
41New |
$1.99K - $2.57K
|
41
$2.85K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
22+ 3.09% |
$1.07K - $1.38K
|
734
$50.9K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
11New |
$534 - $689
|
11
$763
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
10New |
$486 - $627
|
10
$694
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3- 4.92% |
$146 - $188
|
58
$4.03K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-10- 31.25% |
$486 - $627
|
22
$1.53K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-229- 4.4% |
$11.1K - $14.3K
|
4.97K
$345K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-269- 93.08% |
$13.1K - $16.9K
|
20
$1.39K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-360- 14.37% |
$17.5K - $22.6K
|
2.15K
$149K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-754- 99.47% |
$36.6K - $47.2K
|
4
$278
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-1.06K- 1.66% |
$51.5K - $66.5K
|
62.9K
$4.36M
|
|
|
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 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.3K- 21.24% |
$501K - $646K
|
38.2K
$2.65M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-652K- 6.48% |
$31.7M - $40.9M
|
9.41M
$653M
|