Purchases and Sales Made in Q4 2024 in Janus Detroit Str Tr Henderson (JMBS)
This table provides information about the institutional ownership of Janus Detroit Str Tr Henderson (JMBS) during Q4 2024. 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 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.95MNew |
$130M - $138M
|
2.95M
$131M
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
712KNew |
$31.3M - $33.2M
|
712K
$31.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
285KNew |
$12.5M - $13.3M
|
285K
$12.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
279K+ 28.88% |
$12.3M - $13M
|
1.25M
$55.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
262K+ 106.57% |
$11.5M - $12.2M
|
508K
$22.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
261K+ 3.45% |
$11.5M - $12.2M
|
7.85M
$349M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
258KNew |
$11.4M - $12M
|
258K
$11.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
119K+ 8.34% |
$5.24M - $5.55M
|
1.54M
$68.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
75.3K+ 23.26% |
$3.31M - $3.51M
|
399K
$17.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
69.2K+ 10.43% |
$3.05M - $3.23M
|
733K
$32.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
65.4K+ 13.72% |
$2.88M - $3.05M
|
542K
$24.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
57.1K+ 4.02% |
$2.51M - $2.66M
|
1.48M
$65.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
57K+ 23.04% |
$2.51M - $2.66M
|
304K
$13.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
49.5KNew |
$2.18M - $2.31M
|
49.5K
$2.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
39.6K+ 10.07% |
$1.74M - $1.85M
|
433K
$19.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
39.2K+ 53.16% |
$1.73M - $1.83M
|
113K
$5.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Divergent Planning, LLC
|
BUY
|
- |
30.7K+ 4.32% |
$1.35M - $1.43M
|
740K
$32.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Asio Capital, LLC
|
BUY
|
- |
29K+ 15.91% |
$1.28M - $1.35M
|
211K
$9.39M
|
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
28.9KNew |
$1.27M - $1.35M
|
28.9K
$1.29M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
26.3K+ 7.96% |
$1.16M - $1.23M
|
356K
$15.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
23.1K+ 21.36% |
$1.02M - $1.08M
|
131K
$5.83M
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
21.8K+ 646.88% |
$960K - $1.02M
|
25.2K
$1.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
20.6K+ 12.16% |
$907K - $961K
|
190K
$8.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
17.9K+ 16.03% |
$788K - $835K
|
130K
$5.75M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
16.8K+ 11.27% |
$738K - $782K
|
166K
$7.35M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
16.6K+ 3.49% |
$732K - $775K
|
493K
$21.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
14.3K+ 26.15% |
$630K - $668K
|
69K
$3.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
14K+ 1.84% |
$615K - $652K
|
772K
$34.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
9.64K+ 29.06% |
$425K - $450K
|
42.8K
$1.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
9.49K+ 69.59% |
$418K - $443K
|
23.1K
$1.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
7.67K+ 15.53% |
$338K - $358K
|
57K
$2.53M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
7.06KNew |
$311K - $329K
|
7.06K
$314K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
6.81K+ 2.36% |
$300K - $318K
|
295K
$13.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
5.5K+ 8.25% |
$242K - $257K
|
72.2K
$3.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
4.65KNew |
$205K - $217K
|
4.65K
$207K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.55K+ 174.98% |
$200K - $212K
|
7.16K
$318K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
4.55KNew |
$200K - $212K
|
4.55K
$202K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
4.27KNew |
$188K - $199K
|
4.27K
$189K
|
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
BUY
|
- |
3.51K+ 2.68% |
$155K - $164K
|
135K
$5.98M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
3.06K+ 4.24% |
$135K - $143K
|
75.2K
$3.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
2.29K+ 46.35% |
$101K - $107K
|
7.23K
$321K
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
2.28K+ 8.33% |
$100K - $106K
|
29.6K
$1.31M
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.26K+ 2.48% |
$99.5K - $105K
|
93.3K
$4.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.45K+ 1.21% |
$63.6K - $67.4K
|
121K
$5.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.27K+ 3.6% |
$56K - $59.3K
|
36.6K
$1.63M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
1.19K+ 13.08% |
$52.3K - $55.4K
|
10.3K
$456K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.05K+ 8.79% |
$46K - $48.7K
|
12.9K
$574K
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
592+ 6.95% |
$26.1K - $27.6K
|
9.11K
$405K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
540+ 7.9% |
$23.8K - $25.2K
|
7.37K
$328K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
470New |
$20.7K - $21.9K
|
470
$20.9K
|