Latest Institutional Transactions on Janus Detr Str Tr Henderson Sm (JSMD)
This table provides information on the latest institutional transactions involving Janus Detr Str Tr Henderson Sm (JSMD) 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 |
---|---|---|---|---|---|---|---|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
133New |
$8.4K - $9.3K
|
133
$10.4K
|
|
Q4 2023 | |||||||
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.6KNew |
$575K - $709K
|
10.6K
$831K
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
3.4KNew |
$184K - $227K
|
3.4K
$267K
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
522New |
$28.3K - $34.9K
|
522
$41K
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
8New |
$434 - $535
|
8
$628
|
|
Q3 2023 | |||||||
Oct 24, 2023
Q3 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
71+ 1.09% |
$4.08K - $4.62K
|
6.61K
$519K
|
|
Q2 2023 | |||||||
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
137New |
$7.47K - $8.52K
|
137
$10.7K
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
777+ 85.01% |
$42.4K - $48.3K
|
1.69K
$133K
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
40+ 0.09% |
$2.18K - $2.49K
|
45.6K
$3.58M
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
67New |
$3.65K - $4.16K
|
67
$5.26K
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-8.41K- 71.43% |
$459K - $523K
|
3.36K
$264K
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-261- 7.01% |
$14.2K - $16.2K
|
3.46K
$272K
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
157New |
$8.56K - $9.76K
|
157
$12.3K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
28New |
$1.45K - $1.69K
|
28
$2.2K
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
7.98KNew |
$414K - $481K
|
7.98K
$626K
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.65KNew |
$449K - $521K
|
8.65K
$678K
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-75- 90.36% |
$3.89K - $4.52K
|
8
$628
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
293New |
$14.4K - $16.4K
|
293
$23K
|
|
Feb 09, 2023
Q4 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
21.7KNew |
$1.06M - $1.21M
|
21.7K
$1.7M
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
550New |
$27K - $30.7K
|
550
$43.1K
|
|
Q3 2022 | |||||||
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
SELL
|
- |
-38- 0.41% |
$1.84K - $2.26K
|
9.17K
$719K
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
57New |
$2.77K - $3.39K
|
57
$4.47K
|
|
Q2 2022 | |||||||
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-2.33KClosed |
$112K - $143K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
30New |
$1.44K - $1.84K
|
30
$2.35K
|
|
Jul 11, 2022
Q2 2022
|
Leo Brokerage, LLC
|
SELL
|
- |
-3.63KClosed |
$174K - $223K
|
0
$0
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-88.1KClosed |
$4.99M - $5.99M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
18.4KNew |
$1.04M - $1.25M
|
18.4K
$1.44M
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-13.4KClosed |
$757K - $908K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
11.5KNew |
$649K - $779K
|
11.5K
$899K
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-3.02KClosed |
$171K - $205K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 15, 2022
Q4 2021
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-116KClosed |
$7.43M - $8.19M
|
0
$0
|
|
Q3 2021 | |||||||
Oct 28, 2021
Q3 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
3.57K+ 10.55% |
$231K - $249K
|
37.4K
$2.93M
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-3KClosed |
$194K - $209K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
3New |
$194 - $210
|
3
$235
|
|
Aug 04, 2021
Q2 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.1KClosed |
$200K - $217K
|
0
$0
|
|
Q1 2021 | |||||||
Apr 28, 2021
Q1 2021
|
Qp Wealth Management, LLC
|
SELL
|
- |
-11.9KClosed |
$733K - $830K
|
0
$0
|
|
Apr 12, 2021
Q1 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-80Closed |
$4.91K - $5.56K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.17KClosed |
$61K - $74.4K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-974Closed |
$46.4K - $52.5K
|
0
$0
|
|
Oct 21, 2020
Q3 2020
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-239KClosed |
$11.4M - $12.9M
|
0
$0
|
|
Q2 2020 | |||||||
Aug 14, 2020
Q2 2020
|
Truist Financial Corp
|
SELL
|
- |
-99.6KClosed |
$3.33M - $4.87M
|
0
$0
|
|
Q1 2020 | |||||||
Apr 29, 2020
Q1 2020
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5.64KClosed |
$173K - $283K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.46KClosed |
$44.7K - $73.2K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 13, 2020
Q4 2019
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-15.9KClosed |
$671K - $773K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 15, 2019
Q3 2019
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-9.61KClosed |
$415K - $434K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-9.31KClosed |
$402K - $421K
|
0
$0
|
|
Oct 25, 2019
Q3 2019
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-87.8KClosed |
$3.79M - $3.97M
|
0
$0
|
|
Q1 2019 | |||||||
May 07, 2019
Q1 2019
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-950Closed |
N/A
|
0
$0
|
|
Q2 2018 | |||||||
Jul 30, 2018
Q2 2018
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-16.1KClosed |
N/A
|
0
$0
|
|
Q1 2018 | |||||||
May 16, 2018
Q1 2018
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-6.51KClosed |
N/A
|
0
$0
|