Purchases and Sales Made in Q3 2023 in Henry Jack & Associates Inc (JKHY)
This table provides information about the institutional ownership of Henry Jack & Associates Inc (JKHY) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
29New |
$4.28K - $5.03K
|
29
$4.99K
|
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
29New |
$4.28K - $5.03K
|
29
$4.99K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
28+ 11.76% |
$4.13K - $4.86K
|
266
$45.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
17+ 1.96% |
$2.51K - $2.95K
|
886
$152K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
17+ 13.93% |
$2.51K - $2.95K
|
139
$23.9K
|
|
|
Oct 13, 2023
Q3 2023
|
Martin Capital Partners, LLC
|
BUY
|
- |
16+ 0.26% |
$2.36K - $2.77K
|
6.24K
$1.07M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
15+ 0.65% |
$2.21K - $2.6K
|
2.32K
$399K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
14+ 0.73% |
$2.07K - $2.43K
|
1.93K
$332K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
14+ 1.11% |
$2.07K - $2.43K
|
1.27K
$219K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
12+ 11.32% |
$1.77K - $2.08K
|
118
$20.3K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
12+ 19.35% |
$1.77K - $2.08K
|
74
$12.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
11New |
$1.62K - $1.91K
|
11
$1.89K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
10+ 17.24% |
$1.48K - $1.73K
|
68
$11.7K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
8+ 1.14% |
$1.18K - $1.39K
|
708
$122K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
7+ 1.07% |
$1.03K - $1.21K
|
661
$114K
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
7+ 116.67% |
$1.03K - $1.21K
|
13
$2.24K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
6+ 0.31% |
$885 - $1.04K
|
1.92K
$330K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
6New |
$885 - $1.04K
|
6
$1.03K
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
5+ 0.13% |
$738 - $867
|
3.75K
$644K
|
|
|
Nov 08, 2023
Q3 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
5+ 0.02% |
$738 - $867
|
24.1K
$4.15M
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
3+ 4.17% |
$443 - $520
|
75
$12.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
3+ 5.08% |
$443 - $520
|
62
$10.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
3+ 0.13% |
$443 - $520
|
2.3K
$396K
|
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3+ 0.08% |
$443 - $520
|
3.81K
$655K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
3+ 21.43% |
$443 - $520
|
17
$2.92K
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
3+ 2.17% |
$443 - $520
|
141
$24.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
1+ 2.78% |
$148 - $173
|
37
$6.36K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 0.51% |
$148 - $173
|
197
$33.9K
|
|
|
Nov 26, 2024
Q3 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-1- 0.57% |
$148 - $173
|
175
$30.1K
|
|
|
Oct 27, 2023
Q3 2023
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-3- -0.0% |
$443 - $520
|
152K
$26.1M
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-3- 75.0% |
$443 - $520
|
1
$172
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-4- 0.72% |
$590 - $694
|
550
$94.6K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-5- 4.9% |
$738 - $867
|
97
$16.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-5- 1.71% |
$738 - $867
|
287
$49.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-5- 1.26% |
$738 - $867
|
393
$67.6K
|
|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-6- 0.14% |
$885 - $1.04K
|
4.29K
$738K
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-7- 5.3% |
$1.03K - $1.21K
|
125
$21.5K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-7- 5.3% |
$1.03K - $1.21K
|
125
$21.5K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-12- 40.0% |
$1.77K - $2.08K
|
18
$3.1K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-13- 2.53% |
$1.92K - $2.25K
|
500
$86K
|
|
|
Nov 08, 2023
Q3 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-13- 0.46% |
$1.92K - $2.25K
|
2.82K
$485K
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-15- 1.01% |
$2.21K - $2.6K
|
1.47K
$254K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-17- 20.24% |
$2.51K - $2.95K
|
67
$11.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-22- 0.48% |
$3.25K - $3.82K
|
4.58K
$788K
|
|
|
Nov 09, 2023
Q3 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-25- 50.0% |
$3.69K - $4.34K
|
25
$4.3K
|
|
|
Oct 19, 2023
Q3 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-30- 0.56% |
$4.43K - $5.2K
|
5.3K
$912K
|
|
|
Oct 25, 2023
Q3 2023
|
Monument Capital Management
|
SELL
|
- |
-30- 1.08% |
$4.43K - $5.2K
|
2.75K
$473K
|
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-31- 1.38% |
$4.57K - $5.38K
|
2.22K
$381K
|
|
|
Nov 13, 2023
Q3 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-34- 2.23% |
$5.02K - $5.9K
|
1.49K
$257K
|