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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
18.3K+ 123.88% |
$1.71M - $1.9M
|
33.1K
$3.61M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
16.7K+ 56.57% |
$1.56M - $1.73M
|
46.2K
$5.03M
|
|
|
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
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
16KNew |
$1.5M - $1.66M
|
16K
$1.75M
|
|
|
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
|
Townsquare Capital LLC
|
BUY
|
- |
10.4KNew |
$968K - $1.08M
|
10.4K
$1.13M
|
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
8.5K+ 73.78% |
$792K - $880K
|
20K
$2.18M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.25K+ 6.04% |
$675K - $750K
|
127K
$13.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6.77K+ 5.6% |
$631K - $701K
|
128K
$13.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
6.66K+ 42.37% |
$621K - $690K
|
22.4K
$2.44M
|
|
|
Nov 04, 2024
Q3 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
6.62K+ 19.65% |
$617K - $686K
|
40.3K
$4.39M
|
|
|
Nov 15, 2024
Q3 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
5.86KNew |
$546K - $607K
|
5.86K
$638K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
5.5K+ 65.48% |
$513K - $570K
|
13.9K
$1.52M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.31K+ 66.04% |
$495K - $550K
|
13.3K
$1.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.86K+ 11.64% |
$453K - $504K
|
46.7K
$5.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.63K+ 49.41% |
$431K - $479K
|
14K
$1.52M
|
|
|
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
4.6K+ 4.14% |
$429K - $477K
|
116K
$12.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.23K+ 49.35% |
$395K - $438K
|
12.8K
$1.4M
|
|
|
Nov 14, 2024
Q3 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
4.08K+ 14.26% |
$380K - $422K
|
32.7K
$3.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.99KNew |
$279K - $310K
|
2.99K
$326K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.4K+ 37.27% |
$224K - $248K
|
8.83K
$963K
|
|
|
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
|
Signature Securities Group Corporation
|
BUY
|
- |
2.27KNew |
$211K - $235K
|
2.27K
$247K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.26K+ 11.88% |
$210K - $234K
|
21.3K
$2.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.2KNew |
$205K - $228K
|
2.2K
$239K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.99KNew |
$185K - $206K
|
1.99K
$216K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
1.82K+ 28.94% |
$169K - $188K
|
8.09K
$881K
|
|
|
Nov 04, 2024
Q3 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
1.31K+ 19.06% |
$122K - $135K
|
8.17K
$890K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.17K+ 20.38% |
$109K - $122K
|
6.94K
$756K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
1.1KNew |
$102K - $114K
|
1.1K
$120K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.02K+ 12.87% |
$94.7K - $105K
|
8.91K
$972K
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
871+ 14.0% |
$81.2K - $90.2K
|
7.09K
$773K
|
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
779+ 14.96% |
$72.6K - $80.7K
|
5.99K
$652K
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
616+ 12.24% |
$57.4K - $63.8K
|
5.65K
$616K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
569+ 18.53% |
$53K - $58.9K
|
3.64K
$397K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
549+ 1.39% |
$51.2K - $56.9K
|
40K
$4.36M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
478+ 23.33% |
$44.6K - $49.5K
|
2.53K
$275K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
384+ 60.38% |
$35.8K - $39.8K
|
1.02K
$111K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
314+ 10.1% |
$29.3K - $32.5K
|
3.42K
$373K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
284+ 2.86% |
$26.5K - $29.4K
|
10.2K
$1.11M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
256+ 11.22% |
$23.9K - $26.5K
|
2.54K
$277K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
208New |
$19.4K - $21.5K
|
208
$22.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
120New |
$11.2K - $12.4K
|
120
$13.1K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
113New |
$10.5K - $11.7K
|
113
$12.3K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
78New |
$7.27K - $8.08K
|
78
$8.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
78New |
$7.27K - $8.08K
|
78
$8.5K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
56New |
$5.22K - $5.8K
|
56
$6.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
34+ 5.23% |
$3.17K - $3.52K
|
684
$74.6K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
29+ 4.44% |
$2.7K - $3K
|
682
$74.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
26New |
$2.42K - $2.69K
|
26
$2.83K
|