Purchases and Sales Made in Q4 2024 in J P Morgan Betabuilders Develo (BBAX)
This table provides information about the institutional ownership of J P Morgan Betabuilders Develo (BBAX) during Q4 2024. The information is specifically focused on institutions that hold shares of J P MORGAN BETABUILDERS DEVELO.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
994K+ 1.32% |
$48.5M - $54M
|
76.3M
$3.94B
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18.4K+ 48.45% |
$897K - $1M
|
56.4K
$2.91M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
13.9K+ 17.92% |
$679K - $757K
|
91.6K
$4.72M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.24K+ 45.46% |
$450K - $502K
|
29.6K
$1.53M
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
8.58KNew |
$418K - $466K
|
8.58K
$442K
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
6.99KNew |
$341K - $380K
|
6.99K
$360K
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
5.8KNew |
$283K - $315K
|
5.8K
$299K
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.76KNew |
$281K - $313K
|
5.76K
$297K
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
4.07K+ 8.07% |
$199K - $221K
|
54.5K
$2.81M
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.36K+ 4048.19% |
$164K - $183K
|
3.44K
$178K
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
2.28K+ 18.39% |
$111K - $124K
|
14.7K
$758K
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.37KNew |
$66.6K - $74.3K
|
1.37K
$70.5K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.09K+ 24.25% |
$53.1K - $59.3K
|
5.59K
$288K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1KNew |
$48.8K - $54.4K
|
1K
$51.6K
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
941New |
$45.9K - $51.2K
|
941
$48.5K
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
890+ 171.81% |
$43.4K - $48.4K
|
1.41K
$72.6K
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
867+ 129.6% |
$42.3K - $47.1K
|
1.54K
$79.2K
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
785+ 18.88% |
$38.3K - $42.7K
|
4.94K
$255K
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
783+ 89.38% |
$38.2K - $42.6K
|
1.66K
$85.6K
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
683+ 6830.0% |
$33.3K - $37.1K
|
693
$35.8K
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
392New |
$19.1K - $21.3K
|
392
$20.2K
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
236+ 3.11% |
$11.5K - $12.8K
|
7.83K
$404K
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
231+ 4.59% |
$11.3K - $12.6K
|
5.27K
$272K
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
230New |
$11.2K - $12.5K
|
230
$11.9K
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
150+ 1.05% |
$7.31K - $8.15K
|
14.4K
$742K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
114New |
$5.56K - $6.2K
|
114
$5.88K
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
102+ 784.62% |
$4.97K - $5.54K
|
115
$5.93K
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
97New |
$4.73K - $5.27K
|
97
$5K
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
BUY
|
- |
50New |
$2.44K - $2.72K
|
50
$2.58K
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
37+ 284.62% |
$1.8K - $2.01K
|
50
$2.58K
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
32New |
$1.56K - $1.74K
|
32
$1.65K
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
32+ 213.33% |
$1.56K - $1.74K
|
47
$2.42K
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
26+ 2.18% |
$1.27K - $1.41K
|
1.22K
$63K
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
18New |
$878 - $978
|
18
$929
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
9New |
$439 - $489
|
9
$464
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
7New |
$341 - $381
|
7
$361
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7+ 3.38% |
$341 - $381
|
214
$11K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4New |
$195 - $217
|
4
$206
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2- 0.23% |
$97.5 - $109
|
859
$44.3K
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-3- 5.17% |
$146 - $163
|
55
$2.84K
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-14- 29.17% |
$683 - $761
|
34
$1.75K
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-41- 19.16% |
$2K - $2.23K
|
173
$8.93K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-89Closed |
$4.34K - $4.84K
|
0
$0
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-98- 2.13% |
$4.78K - $5.33K
|
4.51K
$233K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-199- 10.41% |
$9.7K - $10.8K
|
1.71K
$88.4K
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-211- 3.18% |
$10.3K - $11.5K
|
6.42K
$331K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-249- 72.81% |
$12.1K - $13.5K
|
93
$4.8K
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-381- 11.08% |
$18.6K - $20.7K
|
3.06K
$158K
|