Purchases and Sales Made in Q3 2023 in Janus Detroit Str Tr Henderson (JMBS)
This table provides information about the institutional ownership of Janus Detroit Str Tr Henderson (JMBS) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
6.94K+ 12.22% |
$300K - $318K
|
63.8K
$2.85M
|
|
Oct 23, 2023
Q3 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
6.51KNew |
$281K - $298K
|
6.51K
$291K
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.29KNew |
$272K - $288K
|
6.29K
$281K
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
6.23K+ 18.02% |
$270K - $286K
|
40.8K
$1.83M
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
5.95KNew |
$258K - $273K
|
5.95K
$267K
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
5.63K+ 121.33% |
$243K - $258K
|
10.3K
$459K
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
5.6KNew |
$242K - $257K
|
5.6K
$251K
|
|
Nov 09, 2023
Q3 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
5.2K+ 45.69% |
$225K - $239K
|
16.6K
$742K
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
4.39K+ 11.94% |
$190K - $201K
|
41.1K
$1.84M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.37K+ 74.64% |
$189K - $200K
|
10.2K
$457K
|
|
Oct 13, 2023
Q3 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
3.83K+ 9.39% |
$166K - $175K
|
44.6K
$1.99M
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.68K+ 43.59% |
$159K - $169K
|
12.1K
$543K
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
3.31K+ 47.61% |
$143K - $152K
|
10.3K
$459K
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
3.3K+ 23.92% |
$143K - $151K
|
17.1K
$765K
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
3.14K+ 8.84% |
$136K - $144K
|
38.7K
$1.73M
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
2.7K+ 4.24% |
$117K - $124K
|
66.3K
$2.97M
|
|
Nov 09, 2023
Q3 2023
|
Spc Financial, Inc.
|
BUY
|
- |
2.46K+ 0.32% |
$106K - $113K
|
767K
$34.3M
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.27K+ 81.39% |
$98.4K - $104K
|
5.07K
$227K
|
|
Oct 26, 2023
Q3 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
2.14K+ 4.0% |
$92.5K - $98K
|
55.6K
$2.49M
|
|
Dec 05, 2023
Q3 2023
|
Advisory Resource Group
|
BUY
|
- |
1.96K+ 3.04% |
$84.8K - $89.9K
|
66.5K
$2.98M
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.3K+ 12.15% |
$56.3K - $59.6K
|
12K
$537K
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.29K+ 20.4% |
$55.7K - $59.1K
|
7.6K
$340K
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
794New |
$34.4K - $36.4K
|
794
$35.5K
|
|
Nov 08, 2023
Q3 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
733+ 5.06% |
$31.7K - $33.6K
|
15.2K
$681K
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
400New |
$17.3K - $18.4K
|
400
$17.9K
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
267+ 47.76% |
$11.6K - $12.2K
|
826
$37K
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
203+ 127.67% |
$8.78K - $9.31K
|
362
$16.2K
|
|
Nov 14, 2023
Q3 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
145+ 2.75% |
$6.27K - $6.65K
|
5.41K
$242K
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
125New |
$5.41K - $5.74K
|
125
$5.6K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
68New |
$2.94K - $3.12K
|
68
$3.04K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10+ 0.45% |
$433 - $459
|
2.24K
$100K
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
3+ 0.05% |
$130 - $138
|
6.1K
$273K
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3+ 0.06% |
$130 - $138
|
5.43K
$243K
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1+ 1.11% |
$43.3 - $45.9
|
91
$4.07K
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-15- 4.12% |
$649 - $688
|
349
$15.6K
|
|
Nov 08, 2023
Q3 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-74- 0.2% |
$3.2K - $3.4K
|
36.3K
$1.63M
|
|
Nov 13, 2023
Q3 2023
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-110- 0.18% |
$4.76K - $5.05K
|
62.3K
$2.79M
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-143Closed |
$6.19K - $6.56K
|
0
$0
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-157- 72.35% |
$6.79K - $7.2K
|
60
$2.69K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-233- 47.17% |
$10.1K - $10.7K
|
261
$11.7K
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-331- 7.75% |
$14.3K - $15.2K
|
3.94K
$176K
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-470- 9.0% |
$20.3K - $21.6K
|
4.76K
$213K
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-559- 2.92% |
$24.2K - $25.6K
|
18.6K
$832K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-957Closed |
$41.4K - $43.9K
|
0
$0
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-1.02K- 1.77% |
$44K - $46.7K
|
56.4K
$2.52M
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
SELL
|
- |
-1.1K- 90.48% |
$47.7K - $50.6K
|
116
$5.19K
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.32K- 12.38% |
$57.2K - $60.7K
|
9.36K
$419K
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.38K- 2.8% |
$59.9K - $63.5K
|
48K
$2.15M
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.87K- 87.78% |
$80.8K - $85.7K
|
260
$11.6K
|