Purchases and Sales Made in Q4 2023 in Jbg Smith Properties (JBGS)
This table provides information about the institutional ownership of Jbg Smith Properties (JBGS) during Q4 2023. The information is specifically focused on institutions that hold shares of JBG SMITH Properties.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
442New |
$5.66K - $7.95K
|
442
$7.23K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
394New |
$5.05K - $7.08K
|
394
$6.44K
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
299+ 1.14% |
$3.83K - $5.38K
|
26.5K
$434K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
194New |
$2.49K - $3.49K
|
194
$3.17K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
192New |
$2.46K - $3.45K
|
192
$3.14K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
146New |
$1.87K - $2.63K
|
146
$2.39K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
121New |
$1.55K - $2.18K
|
121
$1.98K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
120New |
$1.54K - $2.16K
|
120
$1.96K
|
|
|
Feb 14, 2024
Q4 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
106+ 0.15% |
$1.36K - $1.91K
|
72.5K
$1.19M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
102+ 61.82% |
$1.31K - $1.83K
|
267
$4.37K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
94+ 10.89% |
$1.2K - $1.69K
|
957
$15.6K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
25New |
$320 - $450
|
25
$409
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
18New |
$231 - $324
|
18
$294
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$12.8 - $18
|
1
$16.4
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-17- 23.29% |
$218 - $306
|
56
$916
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-32- 3.34% |
$410 - $575
|
925
$15.1K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-40- 21.05% |
$512 - $719
|
150
$2.45K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-57- 35.4% |
$730 - $1.02K
|
104
$1.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-59Closed |
$756 - $1.06K
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-88- 20.71% |
$1.13K - $1.58K
|
337
$5.51K
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-98- 32.67% |
$1.26K - $1.76K
|
202
$3.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-103- 0.19% |
$1.32K - $1.85K
|
53.8K
$879K
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-122- 0.26% |
$1.56K - $2.19K
|
46.7K
$763K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-220- 48.03% |
$2.82K - $3.96K
|
238
$3.89K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-264- 69.66% |
$3.38K - $4.75K
|
115
$1.88K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-275- 6.98% |
$3.52K - $4.94K
|
3.67K
$60K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-297- 2.13% |
$3.8K - $5.34K
|
13.6K
$223K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-358Closed |
$4.59K - $6.44K
|
0
$0
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-369- 25.8% |
$4.73K - $6.63K
|
1.06K
$17.3K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-534- 2.26% |
$6.84K - $9.6K
|
23.1K
$378K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-609- 5.48% |
$7.8K - $10.9K
|
10.5K
$172K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
SELL
|
- |
-655- 5.37% |
$8.39K - $11.8K
|
11.6K
$189K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-658- 6.22% |
$8.43K - $11.8K
|
9.93K
$162K
|
|
|
Feb 12, 2024
Q4 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-740- 0.91% |
$9.48K - $13.3K
|
80.6K
$1.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-830- 6.68% |
$10.6K - $14.9K
|
11.6K
$190K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-850- 31.19% |
$10.9K - $15.3K
|
1.88K
$30.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-907- 9.72% |
$11.6K - $16.3K
|
8.43K
$138K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.09K- 8.91% |
$13.9K - $19.5K
|
11.1K
$182K
|
|
|
Jan 26, 2024
Q4 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.25K- 7.6% |
$16.1K - $22.5K
|
15.2K
$249K
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-1.44K- 4.93% |
$18.5K - $25.9K
|
27.8K
$455K
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-1.44K- 9.09% |
$18.5K - $25.9K
|
14.4K
$236K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1.44K- 91.62% |
$18.5K - $26K
|
132
$2.16K
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-1.45K- 3.77% |
$18.6K - $26.1K
|
37K
$605K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-1.81K- 4.21% |
$23.1K - $32.5K
|
41.1K
$673K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.99K- 16.8% |
$25.5K - $35.8K
|
9.85K
$161K
|
|
|
Feb 13, 2024
Q4 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-2.01K- 19.5% |
$25.8K - $36.2K
|
8.3K
$136K
|
|
|
Jan 24, 2024
Q4 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-2.13K- 1.6% |
$27.2K - $38.2K
|
131K
$2.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-2.14K- 1.29% |
$27.4K - $38.4K
|
164K
$2.67M
|
|
|
Feb 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-2.2K- 7.13% |
$28.2K - $39.6K
|
28.7K
$468K
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-2.5K- 8.93% |
$32K - $45K
|
25.5K
$417K
|