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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
2.91K+ 7.52% |
$122K - $134K
|
41.6K
$1.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.8K+ 41.3% |
$117K - $129K
|
9.56K
$424K
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
2.66K+ 6.47% |
$111K - $123K
|
43.8K
$1.94M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.94K+ 74.05% |
$81K - $89.3K
|
4.55K
$202K
|
|
|
Jan 11, 2024
Q4 2023
|
Asio Capital, LLC
|
BUY
|
- |
1.78K+ 1.76% |
$74.4K - $82.1K
|
103K
$4.57M
|
|
|
Jan 24, 2024
Q4 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
1.76K+ 3.17% |
$73.8K - $81.4K
|
57.3K
$2.54M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.46K+ 12.0% |
$60.9K - $67.1K
|
13.6K
$602K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.4K+ 2.11% |
$58.7K - $64.7K
|
67.7K
$3M
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.25K+ 9.91% |
$52.1K - $57.5K
|
13.8K
$613K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.21KNew |
$50.7K - $55.9K
|
1.21K
$53.8K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
931+ 854.13% |
$39K - $43K
|
1.04K
$46.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
855+ 0.49% |
$35.8K - $39.5K
|
175K
$7.76M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
817+ 14.8% |
$34.2K - $37.7K
|
6.34K
$281K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
801+ 200.25% |
$33.5K - $37K
|
1.2K
$53.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
701New |
$29.3K - $32.4K
|
701
$31.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
604+ 1098.18% |
$25.3K - $27.9K
|
659
$29.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
550New |
$23K - $25.4K
|
550
$24.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
542+ 903.33% |
$22.7K - $25K
|
602
$26.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
485New |
$20.3K - $22.4K
|
485
$21.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
380+ 108.88% |
$15.9K - $17.5K
|
729
$32.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
373+ 565.15% |
$15.6K - $17.2K
|
439
$19.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
305+ 448.53% |
$12.8K - $14.1K
|
373
$16.5K
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
253+ 4.25% |
$10.6K - $11.7K
|
6.21K
$275K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
219New |
$9.16K - $10.1K
|
219
$9.71K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
161New |
$6.74K - $7.43K
|
161
$7.14K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
156+ 1.57% |
$6.53K - $7.2K
|
10.1K
$449K
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
109New |
$4.56K - $5.03K
|
109
$4.83K
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
90+ 1.66% |
$3.77K - $4.15K
|
5.5K
$244K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
80+ 1.27% |
$3.35K - $3.69K
|
6.37K
$282K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
79+ 86.81% |
$3.31K - $3.65K
|
170
$7.54K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
49New |
$2.05K - $2.26K
|
49
$2.17K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
7+ 0.83% |
$293 - $323
|
849
$37.7K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
4New |
$167 - $185
|
4
$177
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-10- 0.45% |
$418 - $462
|
2.23K
$98.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-95- 0.18% |
$3.97K - $4.38K
|
52.9K
$2.35M
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-103- 2.61% |
$4.31K - $4.75K
|
3.84K
$170K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-719- 1.5% |
$30.1K - $33.2K
|
47.3K
$2.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-804- 5.99% |
$33.6K - $37.1K
|
12.6K
$560K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-882- 9.43% |
$36.9K - $40.7K
|
8.48K
$376K
|
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-2.1K- 13.39% |
$87.7K - $96.7K
|
13.6K
$601K
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
SELL
|
- |
-3.49K- 0.3% |
$146K - $161K
|
1.17M
$51.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-4.11K- 11.33% |
$172K - $190K
|
32.2K
$1.43M
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-7.59K- 50.46% |
$318K - $350K
|
7.46K
$331K
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-9.39K- 14.08% |
$393K - $433K
|
57.3K
$2.54M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-9.85K- 94.24% |
$412K - $455K
|
602
$26.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-10K- 22.8% |
$419K - $462K
|
33.9K
$1.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-10.2K- 71.72% |
$427K - $470K
|
4.02K
$178K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-16.4K- 49.63% |
$685K - $756K
|
16.6K
$737K
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-16.4K- 43.97% |
$686K - $757K
|
20.9K
$927K
|