Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-253K- 98.81% |
$23.6M - $26.2M
|
3.06K
$333K
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-117K- 97.65% |
$10.9M - $12.1M
|
2.8K
$305K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-19.9K- 36.35% |
$1.85M - $2.06M
|
34.8K
$3.79M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.7K- 49.54% |
$718K - $798K
|
7.85K
$853K
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-5.96K- 24.85% |
$555K - $617K
|
18K
$1.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.83K- 5.98% |
$264K - $293K
|
44.4K
$4.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.17K- 36.1% |
$109K - $121K
|
2.06K
$224K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-964- 0.81% |
$89.9K - $99.9K
|
118K
$12.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-750- 27.27% |
$69.9K - $77.7K
|
2K
$217K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-479- 48.19% |
$44.7K - $49.6K
|
515
$56K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-425- 4.39% |
$39.6K - $44K
|
9.25K
$1.01M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-229- 4.01% |
$21.3K - $23.7K
|
5.48K
$596K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-220- 78.57% |
$20.5K - $22.8K
|
60
$6.52K
|
|
|
Nov 14, 2024
Q3 2024
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-109- 1.0% |
$10.2K - $11.3K
|
10.8K
$1.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-101- 15.88% |
$9.42K - $10.5K
|
535
$58.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-57- 0.5% |
$5.31K - $5.9K
|
11.5K
$1.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-28- 2.16% |
$2.61K - $2.9K
|
1.27K
$138K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-5- 2.79% |
$466 - $518
|
174
$18.9K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.75K- 52.06% |
$156K - $173K
|
1.61K
$175K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-238- 3.84% |
$21.3K - $23.5K
|
5.96K
$648K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-43- 1.2% |
$3.85K - $4.25K
|
3.54K
$385K
|
|
| Q1 2024 | |||||||
|
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
SELL
|
- |
-500- 18.34% |
$42.2K - $47.2K
|
2.23K
$242K
|
|
| Q4 2023 | |||||||
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-10- 0.25% |
$740 - $862
|
4.04K
$440K
|
|
| Q3 2023 | |||||||
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-120- 89.55% |
$9.21K - $9.91K
|
14
$1.52K
|
|
| Q2 2023 | |||||||
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-770- 18.77% |
$55.9K - $61.4K
|
3.33K
$362K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-64- 1.82% |
$4.64K - $5.1K
|
3.45K
$376K
|
|
| Q4 2022 | |||||||
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
SELL
|
- |
-18K- 7.86% |
$1.16M - $1.32M
|
211K
$23M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-45- 0.84% |
$2.89K - $3.3K
|
5.3K
$577K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-29.7K- 6.57% |
$1.91M - $2.3M
|
423K
$45.9M
|
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-42- 23.6% |
$2.7K - $3.25K
|
136
$14.8K
|
|
| Q2 2022 | |||||||
|
Aug 01, 2022
Q2 2022
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-72.8K- 96.07% |
$4.79M - $6.03M
|
2.98K
$324K
|
|
|
Jul 13, 2022
Q2 2022
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-52.1KClosed |
$3.43M - $4.31M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-2.5KClosed |
$165K - $207K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-645Closed |
$42.5K - $53.4K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-38Closed |
$2.5K - $3.15K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 11, 2022
Q1 2022
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-3.44KClosed |
$258K - $299K
|
0
$0
|
|
|
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
|
|
| 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 | |||||||
|
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
|
|