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 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
16KNew |
$1.5M - $1.66M
|
16K
$1.92M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.99KNew |
$185K - $206K
|
1.99K
$238K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
478+ 23.33% |
$44.6K - $49.5K
|
2.53K
$303K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
26New |
$2.42K - $2.69K
|
26
$3.11K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-5- 2.79% |
$466 - $518
|
174
$20.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
120New |
$11.2K - $12.4K
|
120
$14.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
115K+ 99.31% |
$10.7M - $11.9M
|
230K
$27.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.31K+ 66.04% |
$495K - $550K
|
13.3K
$1.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
56New |
$5.22K - $5.8K
|
56
$6.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
496KNew |
$46.2M - $51.3M
|
496K
$59.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
256+ 11.22% |
$23.9K - $26.5K
|
2.54K
$304K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.26K+ 11.88% |
$210K - $234K
|
21.3K
$2.54M
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
113New |
$10.5K - $11.7K
|
113
$13.5K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.02KNew |
$270K - $299K
|
3.02K
$362K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
16.6KNew |
$1.48M - $1.64M
|
16.6K
$1.98M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
122New |
$10.9K - $12.1K
|
122
$14.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
27New |
$2.41K - $2.67K
|
27
$3.23K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
1.15KNew |
$103K - $114K
|
1.15K
$138K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
300New |
$26.8K - $29.6K
|
300
$35.9K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
51New |
$4.56K - $5.04K
|
51
$6.11K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
172New |
$15.4K - $17K
|
172
$20.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
35.5KNew |
$3.17M - $3.51M
|
35.5K
$4.25M
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
192New |
$17.2K - $19K
|
192
$23K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
92New |
$8.23K - $9.09K
|
92
$11K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
82New |
$6.92K - $7.74K
|
82
$9.82K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
43.1KNew |
$3.64M - $4.07M
|
43.1K
$5.16M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
46.9K+ 170.1% |
$3.96M - $4.43M
|
74.5K
$8.92M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.26K+ 35.99% |
$275K - $308K
|
12.3K
$1.48M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
28.7K+ 51.48% |
$2.42M - $2.71M
|
84.5K
$10.1M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
282+ 23.82% |
$23.8K - $26.6K
|
1.47K
$175K
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
31New |
$2.62K - $2.93K
|
31
$3.71K
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
6.88KNew |
$580K - $649K
|
6.88K
$823K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
413+ 3.38% |
$34.8K - $39K
|
12.6K
$1.51M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.25KNew |
$190K - $213K
|
2.25K
$270K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
388New |
$32.7K - $36.6K
|
388
$46.4K
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
307+ 1.57% |
$25.9K - $29K
|
19.9K
$2.38M
|
|
|
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
SELL
|
- |
-500- 18.34% |
$42.2K - $47.2K
|
2.23K
$267K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
404New |
$29.9K - $34.8K
|
404
$48.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
16New |
$1.18K - $1.38K
|
16
$1.92K
|
|
| Q3 2023 | |||||||
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
24New |
$1.84K - $1.98K
|
24
$2.87K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
404New |
$31K - $33.4K
|
404
$48.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
111New |
$8.52K - $9.16K
|
111
$13.3K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1New |
$76.8 - $82.6
|
1
$120
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
66New |
$5.07K - $5.45K
|
66
$7.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.22% |
$76.8 - $82.6
|
451
$54K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-120- 89.55% |
$9.21K - $9.91K
|
14
$1.68K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
50+ 23.7% |
$3.63K - $3.99K
|
261
$31.2K
|
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-770- 18.77% |
$55.9K - $61.4K
|
3.33K
$399K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-64- 1.82% |
$4.64K - $5.1K
|
3.45K
$413K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
BUY
|
- |
21New |
$1.43K - $1.57K
|
21
$2.51K
|
|