Purchases and Sales Made in Q1 2023 in Henry Jack & Associates Inc (JKHY)
This table provides information about the institutional ownership of Henry Jack & Associates Inc (JKHY) during Q1 2023. The information is specifically focused on institutions that hold shares of HENRY JACK & ASSOCIATES INC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 12, 2023
Q1 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
38+ 7.79% |
$5.37K - $6.93K
|
526
$90.5K
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
37+ 6.9% |
$5.23K - $6.75K
|
573
$98.6K
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
30+ 1.01% |
$4.24K - $5.47K
|
3K
$515K
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
28+ 6.48% |
$3.96K - $5.11K
|
460
$79.1K
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
28+ 0.9% |
$3.96K - $5.11K
|
3.13K
$538K
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
26+ 0.25% |
$3.67K - $4.74K
|
10.4K
$1.8M
|
|
Jun 20, 2024
Q1 2023
|
Abrdn PLC
|
BUY
|
- |
22+ 0.12% |
$3.11K - $4.01K
|
18.8K
$3.24M
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
22+ 64.71% |
$3.11K - $4.01K
|
56
$9.63K
|
|
Apr 28, 2023
Q1 2023
|
Abrdn PLC
|
BUY
|
- |
22+ 0.12% |
$3.11K - $4.01K
|
18.8K
$3.24M
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
22+ 5.12% |
$3.11K - $4.01K
|
452
$77.7K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
21+ 2.63% |
$2.97K - $3.83K
|
819
$141K
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
19+ 22.89% |
$2.68K - $3.47K
|
102
$17.5K
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
16+ 0.4% |
$2.26K - $2.92K
|
4.02K
$691K
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
15New |
$2.12K - $2.74K
|
15
$2.58K
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
15New |
$2.12K - $2.74K
|
15
$2.58K
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
14+ 1.83% |
$1.98K - $2.55K
|
780
$134K
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
13+ 31.71% |
$1.84K - $2.37K
|
54
$9.29K
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
BUY
|
- |
12+ 0.13% |
$1.7K - $2.19K
|
9.05K
$1.56M
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
11New |
$1.55K - $2.01K
|
11
$1.89K
|
|
May 16, 2023
Q1 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
11+ 61.11% |
$1.55K - $2.01K
|
29
$4.99K
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
11+ 5.85% |
$1.55K - $2.01K
|
199
$34.2K
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
BUY
|
- |
10+ 0.19% |
$1.41K - $1.82K
|
5.36K
$922K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
10New |
$1.41K - $1.82K
|
10
$1.72K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
9+ 0.39% |
$1.27K - $1.64K
|
2.3K
$395K
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
9New |
$1.27K - $1.64K
|
9
$1.55K
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
6+ 3.68% |
$848 - $1.09K
|
169
$29.1K
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
5+ 20.0% |
$706 - $912
|
30
$5.16K
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.0% |
$565 - $730
|
159K
$27.3M
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
4New |
$565 - $730
|
4
$688
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4+ 0.31% |
$565 - $730
|
1.3K
$224K
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3New |
$424 - $547
|
3
$516
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
2+ 0.9% |
$283 - $365
|
225
$38.7K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
1+ 2.33% |
$141 - $182
|
44
$7.57K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
1+ 0.07% |
$141 - $182
|
1.38K
$237K
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
1+ 0.45% |
$141 - $182
|
225
$38.7K
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.36% |
$141 - $182
|
278
$47.8K
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1New |
$141 - $182
|
1
$172
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1+ 0.87% |
$141 - $182
|
116
$20K
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1- 14.29% |
$141 - $182
|
6
$1.03K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1- 0.04% |
$141 - $182
|
2.37K
$408K
|
|
Apr 27, 2023
Q1 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-1- 0.07% |
$141 - $182
|
1.36K
$234K
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-2- 22.22% |
$283 - $365
|
7
$1.2K
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 1.53% |
$424 - $547
|
193
$33.2K
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-3- 0.2% |
$424 - $547
|
1.47K
$254K
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-4- 14.81% |
$565 - $730
|
23
$3.96K
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-4- 0.39% |
$565 - $730
|
1.01K
$174K
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-4- 28.57% |
$565 - $730
|
10
$1.72K
|
|
May 15, 2023
Q1 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-5- 0.05% |
$706 - $912
|
9.35K
$1.61M
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-6- 1.07% |
$848 - $1.09K
|
557
$95.8K
|