Latest Institutional Transactions on J P Morgan Exchg Traded Fd (BBUS)
This table provides information on the latest institutional transactions involving J P Morgan Exchg Traded Fd (BBUS) 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 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-117K- 97.65% |
$10.9M - $12.1M
|
2.8K
$306K
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.25K+ 6.04% |
$675K - $750K
|
127K
$13.9M
|
|
Nov 15, 2024
Q3 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
5.86KNew |
$546K - $607K
|
5.86K
$639K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
39.4K+ 42.83% |
$3.68M - $4.08M
|
131K
$14.3M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
1.1KNew |
$102K - $114K
|
1.1K
$120K
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
284+ 2.86% |
$26.5K - $29.4K
|
10.2K
$1.11M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
78New |
$7.27K - $8.08K
|
78
$8.51K
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.02K+ 12.87% |
$94.7K - $105K
|
8.91K
$972K
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
18+ 0.51% |
$1.68K - $1.86K
|
3.55K
$388K
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.86K+ 11.64% |
$453K - $504K
|
46.7K
$5.09M
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-19.9K- 36.35% |
$1.85M - $2.06M
|
34.8K
$3.8M
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
32+ 0.62% |
$2.98K - $3.31K
|
5.16K
$563K
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
122K+ 12.46% |
$11.4M - $12.6M
|
1.1M
$120M
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
384+ 60.38% |
$35.8K - $39.8K
|
1.02K
$111K
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
49.9KNew |
$4.65M - $5.17M
|
49.9K
$5.44M
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
40.7K+ 91.36% |
$3.8M - $4.22M
|
85.4K
$9.31M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-57- 0.5% |
$5.31K - $5.9K
|
11.5K
$1.25M
|
|
Nov 14, 2024
Q3 2024
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-109- 1.0% |
$10.2K - $11.3K
|
10.8K
$1.17M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
45.3K+ 165.89% |
$4.22M - $4.69M
|
72.5K
$7.91M
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.99KNew |
$279K - $310K
|
2.99K
$326K
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.83K- 5.98% |
$264K - $293K
|
44.4K
$4.85M
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
549+ 1.39% |
$51.2K - $56.9K
|
40K
$4.37M
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6.77K+ 5.6% |
$631K - $701K
|
128K
$13.9M
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-28- 2.16% |
$2.61K - $2.9K
|
1.27K
$138K
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-750- 27.27% |
$69.9K - $77.7K
|
2K
$218K
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
64.4K+ 5.09% |
$6M - $6.67M
|
1.33M
$145M
|
|
Nov 14, 2024
Q3 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
4.08K+ 14.26% |
$380K - $422K
|
32.7K
$3.56M
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
5.5K+ 65.48% |
$513K - $570K
|
13.9K
$1.52M
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
15New |
$1.4K - $1.55K
|
15
$1.64K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.2KNew |
$205K - $228K
|
2.2K
$240K
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
1.82K+ 28.94% |
$169K - $188K
|
8.09K
$882K
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
616+ 12.24% |
$57.4K - $63.8K
|
5.65K
$616K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-101- 15.88% |
$9.42K - $10.5K
|
535
$58.4K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
39.7K+ 18.63% |
$3.7M - $4.11M
|
252K
$27.5M
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
10.4KNew |
$968K - $1.08M
|
10.4K
$1.13M
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.63K+ 49.41% |
$431K - $479K
|
14K
$1.53M
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
78New |
$7.27K - $8.08K
|
78
$8.51K
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
12.1KNew |
$1.13M - $1.25M
|
12.1K
$1.32M
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
32K+ 38.73% |
$2.98M - $3.31M
|
115K
$12.5M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
51K+ 30.51% |
$4.76M - $5.29M
|
218K
$23.8M
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
2.27KNew |
$211K - $235K
|
2.27K
$247K
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-220- 78.57% |
$20.5K - $22.8K
|
60
$6.54K
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
16KNew |
$1.5M - $1.66M
|
16K
$1.75M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-479- 48.19% |
$44.7K - $49.6K
|
515
$56.2K
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
16KNew |
$1.5M - $1.66M
|
16K
$1.75M
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-253K- 98.81% |
$23.6M - $26.2M
|
3.06K
$334K
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.36K+ 9.86% |
$220K - $245K
|
26.3K
$2.87M
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
208New |
$19.4K - $21.5K
|
208
$22.7K
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.17K- 36.1% |
$109K - $121K
|
2.06K
$225K
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
197KNew |
$18.4M - $20.4M
|
197K
$21.5M
|