Purchases and Sales Made in Q4 2023 in Janus Detroit Str Tr Henderson (JMBS)
This table provides information about the institutional ownership of Janus Detroit Str Tr Henderson (JMBS) during Q4 2023. The information is specifically focused on institutions that hold shares of JANUS DETROIT STR TR HENDERSON.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12.4M+ 266.45% |
$521M - $574M
|
17.1M
$760M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
7.61MNew |
$318M - $351M
|
7.61M
$338M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
3M+ 74.61% |
$126M - $139M
|
7.03M
$312M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.21M+ 169.17% |
$50.6M - $55.8M
|
1.92M
$85.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
611K+ 95.75% |
$25.6M - $28.2M
|
1.25M
$55.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
547KNew |
$22.9M - $25.2M
|
547K
$24.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
539KNew |
$22.5M - $24.9M
|
539K
$23.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
506K+ 258.29% |
$21.2M - $23.4M
|
702K
$31.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
480KNew |
$20.1M - $22.2M
|
480K
$21.3M
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
473KNew |
$19.8M - $21.8M
|
473K
$21M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
396KNew |
$16.6M - $18.3M
|
396K
$17.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
364KNew |
$15.3M - $16.8M
|
364K
$16.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
218KNew |
$9.11M - $10.1M
|
218K
$9.67M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
202KNew |
$8.44M - $9.3M
|
202K
$8.96M
|
|
|
Feb 15, 2024
Q4 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
181KNew |
$7.58M - $8.36M
|
181K
$8.05M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
157K+ 6.81% |
$6.56M - $7.23M
|
2.46M
$109M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
156K+ 477.11% |
$6.51M - $7.18M
|
188K
$8.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
146K+ 39.1% |
$6.11M - $6.74M
|
520K
$23.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
142K+ 7.97% |
$5.93M - $6.54M
|
1.92M
$85.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
133K+ 46.29% |
$5.57M - $6.14M
|
420K
$18.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
132K+ 35.64% |
$5.51M - $6.08M
|
501K
$22.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
124K+ 98.83% |
$5.19M - $5.72M
|
249K
$11.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
118K+ 24.78% |
$4.94M - $5.45M
|
595K
$26.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
117K+ 135.68% |
$4.89M - $5.39M
|
203K
$9.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
114K+ 28.32% |
$4.76M - $5.25M
|
515K
$22.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
111K+ 6.06% |
$4.66M - $5.14M
|
1.95M
$86.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
100K+ 166.42% |
$4.19M - $4.62M
|
160K
$7.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
99.9K+ 296.34% |
$4.18M - $4.61M
|
134K
$5.94M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
80.1K+ 9.31% |
$3.35M - $3.69M
|
940K
$41.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
68.6K+ 37.97% |
$2.87M - $3.17M
|
249K
$11.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
65.1K+ 121.4% |
$2.72M - $3.01M
|
119K
$5.28M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
64.8K+ 402.13% |
$2.71M - $2.99M
|
80.9K
$3.59M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
63.4K+ 2.06% |
$2.65M - $2.93M
|
3.14M
$139M
|
|
|
Feb 14, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
62.6KNew |
$2.62M - $2.89M
|
62.6K
$2.78M
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
58.1KNew |
$2.43M - $2.68M
|
58.1K
$2.58M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
56.7K+ 73.89% |
$2.37M - $2.62M
|
134K
$5.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
55.9KNew |
$2.34M - $2.58M
|
55.9K
$2.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
55.7K+ 124.42% |
$2.33M - $2.57M
|
100K
$4.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
46.1K+ 191.7% |
$1.93M - $2.13M
|
70.2K
$3.12M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
43.4KNew |
$1.82M - $2M
|
43.4K
$1.93M
|
|
|
Feb 13, 2024
Q4 2023
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
43.2KNew |
$1.81M - $1.99M
|
43.2K
$1.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
40.8K+ 537.25% |
$1.71M - $1.88M
|
48.4K
$2.15M
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
39.6K+ 3.57% |
$1.66M - $1.83M
|
1.15M
$50.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
34.6K+ 27676.8% |
$1.45M - $1.6M
|
34.7K
$1.54M
|
|
|
Jan 23, 2024
Q4 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
33.8K+ 75.85% |
$1.41M - $1.56M
|
78.4K
$3.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
32K+ 66.47% |
$1.34M - $1.48M
|
80.1K
$3.56M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
29.8KNew |
$1.25M - $1.37M
|
29.8K
$1.32M
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
27.3K+ 56.96% |
$1.14M - $1.26M
|
75.3K
$3.34M
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
27KNew |
$1.13M - $1.25M
|
27K
$1.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Divergent Planning, LLC
|
BUY
|
- |
26.2K+ 4.47% |
$1.09M - $1.21M
|
611K
$27.1M
|