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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
413+ 3.38% |
$34.8K - $39K
|
12.6K
$1.41M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.25KNew |
$190K - $213K
|
2.25K
$252K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
388New |
$32.7K - $36.6K
|
388
$43.4K
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
307+ 1.57% |
$25.9K - $29K
|
19.9K
$2.23M
|
|
|
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
SELL
|
- |
-500- 18.34% |
$42.2K - $47.2K
|
2.23K
$249K
|
|
| Q4 2023 | |||||||
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
57New |
$4.22K - $4.91K
|
57
$6.37K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
404New |
$29.9K - $34.8K
|
404
$45.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
16New |
$1.18K - $1.38K
|
16
$1.79K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-10- 0.25% |
$740 - $862
|
4.04K
$452K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
90New |
$6.66K - $7.76K
|
90
$10.1K
|
|
| Q3 2023 | |||||||
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
24New |
$1.84K - $1.98K
|
24
$2.68K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
404New |
$31K - $33.4K
|
404
$45.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
111New |
$8.52K - $9.16K
|
111
$12.4K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1New |
$76.8 - $82.6
|
1
$112
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
66New |
$5.07K - $5.45K
|
66
$7.38K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.22% |
$76.8 - $82.6
|
451
$50.4K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-120- 89.55% |
$9.21K - $9.91K
|
14
$1.56K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
50+ 23.7% |
$3.63K - $3.99K
|
261
$29.2K
|
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-770- 18.77% |
$55.9K - $61.4K
|
3.33K
$372K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-64- 1.82% |
$4.64K - $5.1K
|
3.45K
$386K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
BUY
|
- |
21New |
$1.43K - $1.57K
|
21
$2.35K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
14New |
$952 - $1.05K
|
14
$1.56K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
38New |
$2.58K - $2.85K
|
38
$4.25K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
2.13KNew |
$136K - $156K
|
2.13K
$238K
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-45- 0.84% |
$2.89K - $3.3K
|
5.3K
$593K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
70New |
$4.49K - $5.13K
|
70
$7.82K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
55New |
$3.53K - $4.03K
|
55
$6.15K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
141+ 613.04% |
$9.04K - $10.3K
|
164
$18.3K
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
SELL
|
- |
-18K- 7.86% |
$1.16M - $1.32M
|
211K
$23.6M
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.16KNew |
$203K - $232K
|
3.16K
$353K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-29.7K- 6.57% |
$1.91M - $2.3M
|
423K
$47.2M
|
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-42- 23.6% |
$2.7K - $3.25K
|
136
$15.2K
|
|
|
Nov 03, 2022
Q3 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
9.4KNew |
$605K - $728K
|
9.4K
$1.05M
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.3KNew |
$85.4K - $107K
|
1.3K
$145K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-645Closed |
$42.5K - $53.4K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-2.5KClosed |
$165K - $207K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
178+ 1483.33% |
$11.7K - $14.7K
|
190
$21.2K
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-38Closed |
$2.5K - $3.15K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
95New |
$6.25K - $7.87K
|
95
$10.6K
|
|
|
Aug 01, 2022
Q2 2022
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-72.8K- 96.07% |
$4.79M - $6.03M
|
2.98K
$333K
|
|
|
Jul 13, 2022
Q2 2022
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-52.1KClosed |
$3.43M - $4.31M
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-447Closed |
$33.6K - $38.8K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-284Closed |
$21.3K - $24.7K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-3.44KClosed |
$258K - $299K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
81+ 71.05% |
$6.36K - $7.04K
|
195
$21.8K
|
|
| Q4 2020 | |||||||
|
Jan 26, 2021
Q4 2020
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-4.6KClosed |
$274K - $317K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Apr 22, 2020
Q1 2020
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-5.42KClosed |
$220K - $340K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Aug 13, 2024
Q3 2019
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
100New |
$5.12K - $5.45K
|
100
$11.2K
|
|
|
Nov 08, 2019
Q3 2019
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-695Closed |
$35.6K - $37.9K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-6.17KClosed |
$305K - $330K
|
0
$0
|
|