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 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
24.9KNew |
$1.04M - $1.15M
|
24.9K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
23.9K+ 280.4% |
$1M - $1.1M
|
32.4K
$1.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
22.4KNew |
$938K - $1.03M
|
22.4K
$996K
|
|
|
Jan 18, 2024
Q4 2023
|
Patron Partners, LLC
|
BUY
|
- |
22K+ 188.89% |
$922K - $1.02M
|
33.7K
$1.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
20.1K+ 196.16% |
$842K - $929K
|
30.4K
$1.35M
|
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
19.2KNew |
$805K - $888K
|
19.2K
$854K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
18.4KNew |
$769K - $848K
|
18.4K
$816K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
17.4K+ 170.61% |
$729K - $804K
|
27.6K
$1.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
17.2KNew |
$720K - $794K
|
17.2K
$764K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
14.8K+ 23.17% |
$618K - $682K
|
78.5K
$3.49M
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
BUY
|
- |
14.8K+ 6.77% |
$617K - $681K
|
233K
$10.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
14.6K+ 142.18% |
$610K - $673K
|
24.9K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
14.2K+ 118.69% |
$596K - $657K
|
26.2K
$1.17M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
14KNew |
$586K - $647K
|
14K
$622K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.9K+ 76.26% |
$580K - $640K
|
32K
$1.42M
|
|
|
Jan 30, 2024
Q4 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
13.6KNew |
$570K - $629K
|
13.6K
$606K
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
12.7KNew |
$531K - $586K
|
12.7K
$564K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
12.2K+ 5.65% |
$511K - $564K
|
229K
$10.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11.3K+ 60.9% |
$474K - $523K
|
29.9K
$1.33M
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
11KNew |
$461K - $508K
|
11K
$489K
|
|
|
Jan 19, 2024
Q4 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
10.8K+ 166.41% |
$453K - $500K
|
17.3K
$770K
|
|
|
Feb 14, 2024
Q4 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
10.8K+ 70.8% |
$451K - $497K
|
26K
$1.15M
|
|
|
Jan 12, 2024
Q4 2023
|
Presidio Capital Management, LLC
|
BUY
|
- |
10.4K+ 66.85% |
$435K - $480K
|
26K
$1.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
10.4K+ 68.13% |
$435K - $480K
|
25.7K
$1.14M
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
9.97KNew |
$417K - $460K
|
9.97K
$443K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
9.51K+ 187.67% |
$398K - $439K
|
14.6K
$648K
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
8.66KNew |
$362K - $400K
|
8.66K
$385K
|
|
|
Feb 14, 2024
Q4 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
8.18KNew |
$342K - $377K
|
8.18K
$363K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7.65KNew |
$320K - $353K
|
7.65K
$340K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
7.39KNew |
$309K - $341K
|
7.39K
$328K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
7.1KNew |
$297K - $328K
|
7.1K
$315K
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
BUY
|
- |
6.51K+ 0.85% |
$272K - $300K
|
774K
$34.4M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
6.25KNew |
$261K - $288K
|
6.25K
$277K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
6.1KNew |
$255K - $282K
|
6.1K
$271K
|
|
|
Jan 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
5.99K+ 2.87% |
$251K - $276K
|
215K
$9.54M
|
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
5.39KNew |
$225K - $249K
|
5.39K
$239K
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
5.37K+ 16.86% |
$225K - $248K
|
37.2K
$1.65M
|
|
|
Jan 12, 2024
Q4 2023
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
5.21KNew |
$218K - $240K
|
5.21K
$231K
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
4.99KNew |
$209K - $230K
|
4.99K
$222K
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
4.98KNew |
$208K - $230K
|
4.98K
$221K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.91KNew |
$205K - $226K
|
4.91K
$218K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.8KNew |
$201K - $222K
|
4.8K
$213K
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
BUY
|
- |
4.78KNew |
$200K - $221K
|
4.78K
$212K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
4.45K+ 73.03% |
$186K - $206K
|
10.6K
$469K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.92K+ 9.61% |
$164K - $181K
|
44.7K
$1.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
3.92KNew |
$164K - $181K
|
3.92K
$174K
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
3.9KNew |
$163K - $180K
|
3.9K
$173K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.57K+ 28.0% |
$149K - $165K
|
16.3K
$725K
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
3.43K+ 20.68% |
$143K - $158K
|
20K
$889K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3K+ 5.0% |
$126K - $138K
|
63K
$2.8M
|