Latest Institutional Transactions on J P Morgan Betabuilders Develo (BBAX)
This table provides information on the latest institutional transactions involving J P Morgan Betabuilders Develo (BBAX) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
256KNew |
$11.1M - $12.7M
|
256K
$13.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
25.3KNew |
$1.09M - $1.25M
|
25.3K
$1.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.01K+ 15.54% |
$43.6K - $50K
|
7.49K
$383K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-380- 4.09% |
$16.5K - $18.9K
|
8.92K
$456K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.02KNew |
$217K - $249K
|
5.02K
$257K
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
9.94KNew |
$430K - $494K
|
9.94K
$509K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
127New |
$5.5K - $6.31K
|
127
$6.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
68New |
$2.95K - $3.38K
|
68
$3.48K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
50New |
$2.17K - $2.48K
|
50
$2.56K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
59New |
$2.56K - $2.93K
|
59
$3.02K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
286New |
$12.4K - $14.2K
|
286
$14.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
960New |
$41.6K - $47.7K
|
960
$49.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
573New |
$24.8K - $28.5K
|
573
$29.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
BUY
|
- |
240New |
$10.4K - $11.9K
|
240
$12.3K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5New |
$217 - $248
|
5
$256
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
63New |
$2.73K - $3.13K
|
63
$3.23K
|
|
|
Jan 31, 2024
Q4 2023
|
Eukles Asset Management
|
BUY
|
- |
14New |
$607 - $696
|
14
$717
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
1.12KNew |
$48.5K - $55.6K
|
1.12K
$57.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
5.25KNew |
$228K - $261K
|
5.25K
$269K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.67KNew |
$116K - $133K
|
2.67K
$137K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
70New |
$3.03K - $3.48K
|
70
$3.58K
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
10New |
$433 - $497
|
10
$512
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-350- 89.97% |
$15.2K - $17.4K
|
39
$2K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
165+ 750.0% |
$7.15K - $8.2K
|
187
$9.57K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
72New |
$3.12K - $3.58K
|
72
$3.69K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-88- 72.13% |
$3.81K - $4.37K
|
34
$1.74K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
4.09KNew |
$177K - $203K
|
4.09K
$210K
|
|
| Q3 2023 | |||||||
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-110- 8.77% |
$4.9K - $5.48K
|
1.14K
$58.6K
|
|
|
Mar 11, 2024
Q3 2023
|
Nepc LLC
Boston, MA |
SELL
|
- |
-4.1KClosed |
$183K - $205K
|
0
$0
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
10New |
$446 - $499
|
10
$512
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.19KNew |
$231K - $259K
|
5.19K
$266K
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
772+ 1378.57% |
$34.4K - $38.5K
|
828
$42.4K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
93New |
$4.14K - $4.64K
|
93
$4.76K
|
|
|
Nov 13, 2023
Q3 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
320New |
$14.3K - $16K
|
320
$16.4K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.51KNew |
$201K - $225K
|
4.51K
$231K
|
|
|
Nov 06, 2023
Q3 2023
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-401K- 30.57% |
$17.8M - $20M
|
910K
$46.6M
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
59New |
$2.63K - $2.94K
|
59
$3.02K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
113New |
$5.03K - $5.63K
|
113
$5.79K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
4.73KNew |
$211K - $236K
|
4.73K
$242K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
23New |
$1.02K - $1.15K
|
23
$1.18K
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
576+ 3.9% |
$25.7K - $28.7K
|
15.4K
$786K
|
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
522New |
$23.3K - $26K
|
522
$26.7K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
10New |
$446 - $499
|
10
$512
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
226New |
$10.1K - $11.3K
|
226
$11.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
BUY
|
- |
1.63KNew |
$72.6K - $81.3K
|
1.63K
$83.5K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 8.33% |
$46.7 - $50.6
|
13
$666
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.35K+ 13.79% |
$109K - $119K
|
19.3K
$990K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
44New |
$2.05K - $2.23K
|
44
$2.25K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
28New |
$1.31K - $1.42K
|
28
$1.43K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
43New |
$2.01K - $2.18K
|
43
$2.2K
|
|