Latest Institutional Transactions on Janus Detroit Str Tr Henderson (JMBS)
This table provides information on the latest institutional transactions involving Janus Detroit Str Tr Henderson (JMBS) 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 |
---|---|---|---|---|---|---|---|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-46.8K- 0.61% |
$2.04M - $2.11M
|
7.6M
$345M
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-547- 54.48% |
$23.8K - $24.6K
|
457
$20.7K
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
20.6K+ 11.66% |
$898K - $929K
|
197K
$8.96M
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
50+ 1.27% |
$2.18K - $2.25K
|
4K
$181K
|
|
Aug 12, 2024
Q2 2024
|
Haverford Financial Services, Inc.
Radnor, PA |
BUY
|
- |
7.5KNew |
$327K - $338K
|
7.5K
$340K
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
10.2K+ 43.39% |
$443K - $458K
|
33.6K
$1.52M
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
35.3K+ 101.68% |
$1.54M - $1.59M
|
70K
$3.18M
|
|
Aug 09, 2024
Q2 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-787- 1.24% |
$34.3K - $35.5K
|
62.8K
$2.85M
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
9.55K+ 27.6% |
$416K - $430K
|
44.1K
$2M
|
|
Aug 09, 2024
Q2 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-179K- 9.23% |
$7.8M - $8.07M
|
1.76M
$79.9M
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-87.2K- 16.74% |
$3.8M - $3.93M
|
434K
$19.7M
|
|
Aug 09, 2024
Q2 2024
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-19.3K- 73.41% |
$842K - $871K
|
7K
$318K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.1K- 12.86% |
$47.9K - $49.5K
|
7.44K
$338K
|
|
Aug 09, 2024
Q2 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
230KNew |
$10M - $10.4M
|
230K
$10.4M
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
116New |
$5.05K - $5.23K
|
116
$5.26K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-114- 5.17% |
$4.96K - $5.14K
|
2.09K
$94.9K
|
|
Aug 08, 2024
Q2 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
86.4K+ 15.63% |
$3.76M - $3.89M
|
639K
$29M
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
16+ 1.32% |
$697 - $721
|
1.23K
$55.9K
|
|
Aug 08, 2024
Q2 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
27K+ 52.66% |
$1.18M - $1.22M
|
78.3K
$3.55M
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
43.9K+ 12.96% |
$1.91M - $1.98M
|
383K
$17.4M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
70.6K+ 3.58% |
$3.08M - $3.18M
|
2.04M
$92.6M
|
|
Aug 08, 2024
Q2 2024
|
Tmd Wealth Management, LLC
|
BUY
|
- |
429KNew |
$18.7M - $19.3M
|
429K
$19.5M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
29K+ 3.73% |
$1.26M - $1.31M
|
808K
$36.6M
|
|
Aug 07, 2024
Q2 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
3.41K+ 1.84% |
$148K - $153K
|
189K
$8.57M
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
4.96K+ 7.22% |
$216K - $223K
|
73.6K
$3.34M
|
|
Aug 06, 2024
Q2 2024
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
10.7K+ 101.76% |
$467K - $483K
|
21.3K
$965K
|
|
Aug 06, 2024
Q2 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-268K- 42.98% |
$11.7M - $12.1M
|
355K
$16.1M
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
885+ 36.02% |
$38.5K - $39.9K
|
3.34K
$152K
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
17.4KNew |
$758K - $785K
|
17.4K
$790K
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-24- 0.62% |
$1.05K - $1.08K
|
3.83K
$174K
|
|
Aug 05, 2024
Q2 2024
|
Patron Partners, LLC
|
BUY
|
- |
55+ 0.18% |
$2.4K - $2.48K
|
31.1K
$1.41M
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.94K+ 12.15% |
$84.4K - $87.3K
|
17.9K
$811K
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
551+ 4.57% |
$24K - $24.8K
|
12.6K
$572K
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.27K+ 14.97% |
$55.4K - $57.3K
|
9.78K
$443K
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
117K+ 17.61% |
$5.08M - $5.26M
|
779K
$35.3M
|
|
Aug 02, 2024
Q2 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
21.3K+ 100.47% |
$927K - $959K
|
42.5K
$1.93M
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
686New |
$29.9K - $30.9K
|
686
$31.1K
|
|
Aug 02, 2024
Q2 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-37.9K- 8.55% |
$1.65M - $1.71M
|
405K
$18.4M
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-11.9K- 50.16% |
$520K - $538K
|
11.9K
$538K
|
|
Aug 01, 2024
Q2 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-3.38K- 19.78% |
$147K - $152K
|
13.7K
$621K
|
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
5.6KNew |
$244K - $252K
|
5.6K
$254K
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
SELL
|
- |
-22.5K- 1.92% |
$981K - $1.01M
|
1.15M
$52.2M
|
|
Jul 31, 2024
Q2 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
65.3KNew |
$2.85M - $2.94M
|
65.3K
$2.96M
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
- |
5.56KNew |
$242K - $250K
|
5.56K
$252K
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-110- 18.49% |
$4.79K - $4.96K
|
485
$22K
|
|
Jul 31, 2024
Q2 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
1.01K+ 1.68% |
$43.9K - $45.4K
|
61K
$2.77M
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
843+ 12.92% |
$36.7K - $38K
|
7.37K
$334K
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
5.21K+ 4.07% |
$227K - $235K
|
133K
$6.05M
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
602+ 2.1% |
$26.2K - $27.1K
|
29.3K
$1.33M
|