Purchases and Sales Made in Q1 2025 in Henry Jack & Associates Inc (JKHY)
This table provides information about the institutional ownership of Henry Jack & Associates Inc (JKHY) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
125+ 0.98% |
$20.8K - $23.9K
|
12.8K
$2.21M
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
120+ 5.67% |
$20K - $23K
|
2.24K
$386K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
104+ 1.02% |
$17.3K - $19.9K
|
10.3K
$1.77M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
100New |
$16.6K - $19.1K
|
100
$17.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
98+ 6.68% |
$16.3K - $18.7K
|
1.56K
$269K
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
96+ 7.01% |
$16K - $18.4K
|
1.47K
$253K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
82New |
$13.7K - $15.7K
|
82
$14.1K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
75+ 9.83% |
$12.5K - $14.3K
|
838
$144K
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
64+ 2.1% |
$10.7K - $12.2K
|
3.12K
$537K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
64New |
$10.7K - $12.2K
|
64
$11K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
59+ 2.3% |
$9.82K - $11.3K
|
2.62K
$452K
|
|
|
Apr 16, 2025
Q1 2025
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
50+ 1.37% |
$8.32K - $9.56K
|
3.7K
$637K
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
48+ 3.07% |
$7.99K - $9.18K
|
1.61K
$277K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
45+ 346.15% |
$7.49K - $8.61K
|
58
$9.99K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
43+ 104.88% |
$7.16K - $8.23K
|
84
$14.5K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
39+ 1.8% |
$6.49K - $7.46K
|
2.21K
$380K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
39+ 5.12% |
$6.49K - $7.46K
|
800
$138K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
38+ 1.43% |
$6.33K - $7.27K
|
2.7K
$466K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
33+ 11.7% |
$5.49K - $6.31K
|
315
$54.3K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
33+ 100.0% |
$5.49K - $6.31K
|
66
$11.4K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
32+ 0.79% |
$5.33K - $6.12K
|
4.1K
$706K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
30+ 2.21% |
$4.99K - $5.74K
|
1.39K
$239K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
30New |
$4.99K - $5.74K
|
30
$5.17K
|
|
|
Apr 15, 2025
Q1 2025
|
Martin Capital Partners, LLC
|
BUY
|
- |
29+ 1.71% |
$4.83K - $5.55K
|
1.72K
$296K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
25New |
$4.16K - $4.78K
|
25
$4.31K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
20New |
$3.33K - $3.83K
|
20
$3.45K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
18+ 0.79% |
$3K - $3.44K
|
2.3K
$396K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
17+ 0.34% |
$2.83K - $3.25K
|
5.06K
$872K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
14+ 7.65% |
$2.33K - $2.68K
|
197
$33.9K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
14+ 9.59% |
$2.33K - $2.68K
|
160
$27.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
13+ 1300.0% |
$2.16K - $2.49K
|
14
$2.41K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
12+ 11.11% |
$2K - $2.3K
|
120
$20.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
12+ 4.76% |
$2K - $2.3K
|
264
$45.5K
|
|
|
May 07, 2025
Q1 2025
|
Summit Creek Advisors LLC
Minneapolis, MN |
BUY
|
- |
11+ 0.43% |
$1.83K - $2.1K
|
2.56K
$441K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
9New |
$1.5K - $1.72K
|
9
$1.55K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
9+ 75.0% |
$1.5K - $1.72K
|
21
$3.62K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
9+ 12.16% |
$1.5K - $1.72K
|
83
$14.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
8+ 160.0% |
$1.33K - $1.53K
|
13
$2.24K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
7+ 0.35% |
$1.17K - $1.34K
|
1.98K
$342K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
7+ 12.73% |
$1.17K - $1.34K
|
62
$10.7K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
6New |
$999 - $1.15K
|
6
$1.03K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
5+ 19.23% |
$832 - $956
|
31
$5.34K
|
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
4+ 0.24% |
$666 - $765
|
1.66K
$285K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
4+ 0.35% |
$666 - $765
|
1.15K
$197K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
4+ 1.62% |
$666 - $765
|
251
$43.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3+ 0.12% |
$499 - $574
|
2.6K
$447K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
3New |
$499 - $574
|
3
$517
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
2+ 0.1% |
$333 - $383
|
1.93K
$332K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2+ 0.14% |
$333 - $383
|
1.43K
$247K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
2New |
$333 - $383
|
2
$345
|