Latest Institutional Transactions on Julius Baer Group LTD Unsponso (JBAXY)
This table provides information on the latest institutional transactions involving Julius Baer Group LTD Unsponso (JBAXY) 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
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.89K+ 5.25% |
$20.1K - $23K
|
37.8K
$490K
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
29.4KNew |
$314K - $358K
|
29.4K
$380K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
17+ 6.25% |
$182 - $207
|
289
$3.74K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
145+ 8.8% |
$1.55K - $1.77K
|
1.79K
$23.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-300- 14.29% |
$3.2K - $3.65K
|
1.8K
$23.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Henry James International Management Inc.
|
SELL
|
- |
-171- 1.33% |
$1.83K - $2.08K
|
12.7K
$165K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
644+ 31.51% |
$6.88K - $7.84K
|
2.69K
$34.8K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-27- 3.04% |
$281 - $328
|
862
$11.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
10.3KNew |
$108K - $126K
|
10.3K
$134K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
56New |
$579 - $649
|
56
$725
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
545+ 147.3% |
$6.6K - $7.86K
|
915
$11.8K
|
|
| Q2 2023 | |||||||
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-148- 20.39% |
$1.79K - $2.17K
|
578
$7.49K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
14.1KNew |
$161K - $192K
|
14.1K
$182K
|
|
|
May 09, 2023
Q1 2023
|
Todd Asset Management LLC
|
BUY
|
- |
5.08K+ 1.91% |
$58.1K - $69.2K
|
271K
$3.51M
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
SELL
|
- |
-104- 0.63% |
$1.19K - $1.42K
|
16.4K
$212K
|
|
| Q2 2022 | |||||||
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
609+ 16.86% |
$5.46K - $7.2K
|
4.22K
$54.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-648Closed |
$5.81K - $7.67K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Nvwm, LLC
|
SELL
|
- |
-323Closed |
$2.89K - $3.82K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-424Closed |
$4.06K - $5.88K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-645Closed |
$7.8K - $8.98K
|
0
$0
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2.92KClosed |
$18.3K - $27.2K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Arkadios Wealth Advisors
|
SELL
|
- |
-22Closed |
$138 - $205
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-58.9KClosed |
$295K - $622K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-59.1KClosed |
$296K - $624K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Copeland Capital Management, LLC
|
SELL
|
- |
-223Closed |
$1.12K - $2.35K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Jan 17, 2020
Q4 2019
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-13KClosed |
$108K - $134K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Oct 16, 2019
Q3 2019
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-134Closed |
$1.14K - $1.21K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Sep 13, 2021
Q2 2019
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-180Closed |
N/A
|
0
$0
|
|
|
Aug 05, 2019
Q2 2019
|
Weaver Consulting Group
|
SELL
|
- |
-454Closed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Jul 18, 2018
Q2 2018
|
Gemmer Asset Management LLC
|
SELL
|
- |
-118Closed |
N/A
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 02, 2018
Q4 2017
|
Trust CO Of Vermont
|
SELL
|
- |
-353Closed |
N/A
|
0
$0
|
|