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 |
---|---|---|---|---|---|---|---|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
11.2KNew |
$496K - $528K
|
11.2K
$495K
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
42.7KNew |
$1.89M - $2.01M
|
42.7K
$1.88M
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
581K+ 166346.7% |
$25.6M - $27.3M
|
581K
$25.6M
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
664New |
$29.3K - $31.2K
|
664
$29.3K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
266K+ 11.45% |
$11.7M - $12.5M
|
2.59M
$114M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
62.9K+ 51.09% |
$2.77M - $2.95M
|
186K
$8.19M
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
BUY
|
- |
6.97KNew |
$308K - $328K
|
6.97K
$307K
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-5.05K- 11.68% |
$223K - $237K
|
38.2K
$1.68M
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
10New |
$441 - $470
|
10
$441
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.09K- 86.06% |
$48.2K - $51.4K
|
177
$7.8K
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
225+ 1.59% |
$9.93K - $10.6K
|
14.4K
$635K
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
149New |
$6.58K - $7K
|
149
$6.57K
|
|
Q2 2024 | |||||||
Nov 01, 2024
Q2 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-5.69KClosed |
$248K - $256K
|
0
$0
|
|
Sep 03, 2024
Q2 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
9.62K+ 1.89% |
$419K - $433K
|
518K
$22.8M
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1.83KNew |
$79.5K - $82.3K
|
1.83K
$80.5K
|
|
Aug 09, 2024
Q2 2024
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-19.3K- 73.41% |
$842K - $871K
|
7K
$309K
|
|
Aug 08, 2024
Q2 2024
|
Tmd Wealth Management, LLC
|
BUY
|
- |
429KNew |
$18.7M - $19.3M
|
429K
$18.9M
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
16+ 1.32% |
$697 - $721
|
1.23K
$54.3K
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
116New |
$5.05K - $5.23K
|
116
$5.11K
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
17.4KNew |
$758K - $785K
|
17.4K
$768K
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
686New |
$29.9K - $30.9K
|
686
$30.2K
|
|
Aug 01, 2024
Q2 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-3.38K- 19.78% |
$147K - $152K
|
13.7K
$603K
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
- |
5.56KNew |
$242K - $250K
|
5.56K
$245K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-110- 18.49% |
$4.79K - $4.96K
|
485
$21.4K
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-3.56K- 25.9% |
$155K - $160K
|
10.2K
$449K
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
58New |
$2.53K - $2.61K
|
58
$2.56K
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
736New |
$32.1K - $33.2K
|
736
$32.4K
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-303- 0.13% |
$13.2K - $13.7K
|
241K
$10.6M
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
60+ 4.85% |
$2.61K - $2.7K
|
1.3K
$57.2K
|
|
Q1 2024 | |||||||
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
174New |
$7.75K - $8K
|
174
$7.67K
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
187+ 3.4% |
$8.33K - $8.59K
|
5.69K
$251K
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5.09KNew |
$227K - $234K
|
5.09K
$224K
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-440- 6.05% |
$19.6K - $20.2K
|
6.84K
$301K
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.16KNew |
$230K - $237K
|
5.16K
$228K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.29K+ 1.29% |
$57.5K - $59.3K
|
102K
$4.48M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
27.6K+ 99.81% |
$1.23M - $1.27M
|
55.2K
$2.43M
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.65K- 4.56% |
$118K - $122K
|
55.5K
$2.44M
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
40.1K+ 7.78% |
$1.79M - $1.84M
|
555K
$24.5M
|
|
May 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
4.83KNew |
$215K - $222K
|
4.83K
$213K
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.8KNew |
$80K - $82.5K
|
1.8K
$79.1K
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-554- 7.5% |
$24.7K - $25.5K
|
6.83K
$301K
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-3.07K- 30.82% |
$137K - $141K
|
6.9K
$304K
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
95New |
$4.23K - $4.37K
|
95
$4.19K
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
94.3KNew |
$4.2M - $4.33M
|
94.3K
$4.16M
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
36+ 0.75% |
$1.6K - $1.65K
|
4.84K
$213K
|
|
Q4 2023 | |||||||
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.25K+ 9.91% |
$52.1K - $57.5K
|
13.8K
$609K
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-90.1KClosed |
$3.77M - $4.16M
|
0
$0
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
19.2KNew |
$805K - $888K
|
19.2K
$848K
|