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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
113New |
$10.5K - $11.7K
|
113
$11.6K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
19.3KNew |
$1.73M - $1.91M
|
19.3K
$1.98M
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.02KNew |
$270K - $299K
|
3.02K
$309K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
16.6KNew |
$1.48M - $1.64M
|
16.6K
$1.7M
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
27New |
$2.41K - $2.67K
|
27
$2.76K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
122New |
$10.9K - $12.1K
|
122
$12.5K
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
300New |
$26.8K - $29.6K
|
300
$30.7K
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
1.15KNew |
$103K - $114K
|
1.15K
$118K
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-238- 3.84% |
$21.3K - $23.5K
|
5.96K
$610K
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
51New |
$4.56K - $5.04K
|
51
$5.22K
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
192New |
$17.2K - $19K
|
192
$19.6K
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
35.5KNew |
$3.17M - $3.51M
|
35.5K
$3.63M
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
172New |
$15.4K - $17K
|
172
$17.6K
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
92New |
$8.23K - $9.09K
|
92
$9.41K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
46.9K+ 170.1% |
$3.96M - $4.43M
|
74.5K
$7.62M
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
43.1KNew |
$3.64M - $4.07M
|
43.1K
$4.41M
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
82New |
$6.92K - $7.74K
|
82
$8.39K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
28.7K+ 51.48% |
$2.42M - $2.71M
|
84.5K
$8.64M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.26K+ 35.99% |
$275K - $308K
|
12.3K
$1.26M
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
282+ 23.82% |
$23.8K - $26.6K
|
1.47K
$150K
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
31New |
$2.62K - $2.93K
|
31
$3.17K
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
6.88KNew |
$580K - $649K
|
6.88K
$703K
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
413+ 3.38% |
$34.8K - $39K
|
12.6K
$1.29M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.25KNew |
$190K - $213K
|
2.25K
$231K
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
388New |
$32.7K - $36.6K
|
388
$39.7K
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
307+ 1.57% |
$25.9K - $29K
|
19.9K
$2.04M
|
|
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
SELL
|
- |
-500- 18.34% |
$42.2K - $47.2K
|
2.23K
$228K
|
|
Q4 2023 | |||||||
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
57New |
$4.22K - $4.91K
|
57
$5.83K
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
404New |
$29.9K - $34.8K
|
404
$41.3K
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
394+ 15.04% |
$29.2K - $34K
|
3.01K
$308K
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
16New |
$1.18K - $1.38K
|
16
$1.64K
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-10- 0.25% |
$740 - $862
|
4.04K
$413K
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
90New |
$6.66K - $7.76K
|
90
$9.2K
|
|
Q3 2023 | |||||||
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
24New |
$1.84K - $1.98K
|
24
$2.45K
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
404New |
$31K - $33.4K
|
404
$41.3K
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
111New |
$8.52K - $9.16K
|
111
$11.4K
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1New |
$76.8 - $82.6
|
1
$102
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
66New |
$5.07K - $5.45K
|
66
$6.75K
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.22% |
$76.8 - $82.6
|
451
$46.1K
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-120- 89.55% |
$9.21K - $9.91K
|
14
$1.43K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
50+ 23.7% |
$3.63K - $3.99K
|
261
$26.7K
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-770- 18.77% |
$55.9K - $61.4K
|
3.33K
$341K
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-64- 1.82% |
$4.64K - $5.1K
|
3.45K
$353K
|
|
Q1 2023 | |||||||
May 11, 2023
Q1 2023
|
Investors Research Corp
|
BUY
|
- |
21New |
$1.43K - $1.57K
|
21
$2.15K
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
14New |
$952 - $1.05K
|
14
$1.43K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
38New |
$2.58K - $2.85K
|
38
$3.89K
|
|
Q4 2022 | |||||||
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
2.13KNew |
$136K - $156K
|
2.13K
$217K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
70New |
$4.49K - $5.13K
|
70
$7.16K
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-45- 0.84% |
$2.89K - $3.3K
|
5.3K
$542K
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
55New |
$3.53K - $4.03K
|
55
$5.62K
|