Latest Institutional Purchases of J P Morgan Exchg Traded Fd (BBUS)
This list provides information on the latest institutional transactions involving J P Morgan Exchg Traded Fd (BBUS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
780K+ 26.62% |
$72.7M - $80.8M
|
3.71M
$396M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
536K+ 31.92% |
$50M - $55.5M
|
2.22M
$237M
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
533K+ 26.8% |
$49.7M - $55.2M
|
2.52M
$270M
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
496KNew |
$46.2M - $51.3M
|
496K
$52.9M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
300K+ 34.52% |
$27.9M - $31M
|
1.17M
$125M
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
197KNew |
$18.4M - $20.4M
|
197K
$21M
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
122K+ 12.46% |
$11.4M - $12.6M
|
1.1M
$118M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
122K+ 33.27% |
$11.4M - $12.6M
|
489K
$52.2M
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
119KNew |
$11.1M - $12.4M
|
119K
$12.8M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
115K+ 99.31% |
$10.7M - $11.9M
|
230K
$24.6M
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
89.7K+ 19.23% |
$8.36M - $9.29M
|
556K
$59.4M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
64.4K+ 5.09% |
$6M - $6.67M
|
1.33M
$142M
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
52.9K+ 47.3% |
$4.93M - $5.48M
|
165K
$17.6M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
51K+ 30.51% |
$4.76M - $5.29M
|
218K
$23.3M
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
49.9KNew |
$4.65M - $5.17M
|
49.9K
$5.33M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
45.3K+ 165.89% |
$4.22M - $4.69M
|
72.5K
$7.75M
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
40.7K+ 91.36% |
$3.8M - $4.22M
|
85.4K
$9.12M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
39.7K+ 18.63% |
$3.7M - $4.11M
|
252K
$27M
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
39.4K+ 42.83% |
$3.68M - $4.08M
|
131K
$14M
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
33K+ 9.92% |
$3.08M - $3.42M
|
366K
$39.1M
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
33K+ 31.05% |
$3.07M - $3.42M
|
139K
$14.9M
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
32K+ 38.73% |
$2.98M - $3.31M
|
115K
$12.2M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
31K+ 46270.15% |
$2.89M - $3.21M
|
31.1K
$3.32M
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
29.2K+ 4.51% |
$2.72M - $3.03M
|
677K
$72.4M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
24K+ 70.6% |
$2.23M - $2.48M
|
57.9K
$6.19M
|
|
Oct 15, 2024
Q3 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
23.2K+ 8.44% |
$2.16M - $2.4M
|
298K
$31.8M
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
18.3K+ 123.88% |
$1.71M - $1.9M
|
33.1K
$3.54M
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
16.7K+ 56.57% |
$1.56M - $1.73M
|
46.2K
$4.93M
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
16KNew |
$1.5M - $1.66M
|
16K
$1.71M
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
16KNew |
$1.5M - $1.66M
|
16K
$1.71M
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
12.1KNew |
$1.13M - $1.25M
|
12.1K
$1.29M
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
10.4KNew |
$968K - $1.08M
|
10.4K
$1.11M
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
10.2KNew |
$953K - $1.06M
|
10.2K
$1.09M
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
9.19K+ 79.61% |
$857K - $952K
|
20.7K
$2.22M
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
8.5K+ 73.78% |
$792K - $880K
|
20K
$2.14M
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
7.73K+ 9.56% |
$721K - $801K
|
88.7K
$9.47M
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.25K+ 6.04% |
$675K - $750K
|
127K
$13.6M
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6.77K+ 5.6% |
$631K - $701K
|
128K
$13.6M
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
6.77K+ 38.16% |
$631K - $701K
|
24.5K
$2.62M
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
6.66K+ 42.37% |
$621K - $690K
|
22.4K
$2.39M
|
|
Nov 04, 2024
Q3 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
6.62K+ 19.65% |
$617K - $686K
|
40.3K
$4.31M
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
BUY
|
- |
6.59K+ 18.55% |
$614K - $682K
|
42.1K
$4.5M
|
|
Oct 15, 2024
Q3 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
5.99K+ 36.07% |
$558K - $620K
|
22.6K
$2.41M
|
|
Nov 15, 2024
Q3 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
5.86KNew |
$546K - $607K
|
5.86K
$626K
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.62K+ 184.71% |
$524K - $582K
|
8.66K
$925K
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
5.5K+ 65.48% |
$513K - $570K
|
13.9K
$1.49M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.31K+ 66.04% |
$495K - $550K
|
13.3K
$1.43M
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
5.01K+ 6.1% |
$467K - $519K
|
87.2K
$9.32M
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.86K+ 11.64% |
$453K - $504K
|
46.7K
$4.98M
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
4.64K+ 6.48% |
$433K - $481K
|
76.3K
$8.15M
|