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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2023
Q2 2023
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
5.62KNew |
$262K - $284K
|
5.62K
$288K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
93New |
$4.34K - $4.71K
|
93
$4.76K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-5.96K- 95.53% |
$278K - $302K
|
279
$14.3K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-124- 30.69% |
$5.79K - $6.28K
|
280
$14.3K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-624- 3.92% |
$29.1K - $31.6K
|
15.3K
$784K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
4.73KNew |
$221K - $240K
|
4.73K
$242K
|
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
BUY
|
- |
260+ 5.7% |
$12.1K - $13.2K
|
4.82K
$247K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
59New |
$2.75K - $2.99K
|
59
$3.02K
|
|
| Q1 2023 | |||||||
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
894New |
$42.4K - $48.5K
|
894
$45.8K
|
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1.12KNew |
$52.9K - $60.4K
|
1.12K
$57.1K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
36+ 20.34% |
$1.71K - $1.95K
|
213
$10.9K
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-7.15K- 83.77% |
$339K - $387K
|
1.38K
$70.9K
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.52KNew |
$120K - $136K
|
2.52K
$129K
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
785+ 6.07% |
$37.3K - $42.5K
|
13.7K
$702K
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
7.3KNew |
$346K - $395K
|
7.3K
$374K
|
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-176- 50.0% |
$8.35K - $9.54K
|
176
$9.01K
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
39New |
$1.85K - $2.11K
|
39
$2K
|
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
13New |
$617 - $705
|
13
$666
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
153New |
$7.26K - $8.29K
|
153
$7.83K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.88% |
$47.5 - $54.2
|
114
$5.84K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
102New |
$4.84K - $5.53K
|
102
$5.22K
|
|
| Q4 2022 | |||||||
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.54K- 5.74% |
$106K - $128K
|
41.7K
$2.13M
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
8.25KNew |
$346K - $417K
|
8.25K
$422K
|
|
|
Feb 14, 2023
Q4 2022
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
7.55KNew |
$316K - $381K
|
7.55K
$387K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.31KNew |
$54.8K - $66.1K
|
1.31K
$67K
|
|
|
Feb 13, 2023
Q4 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
17.8KNew |
$746K - $899K
|
17.8K
$912K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-156- 39.49% |
$6.54K - $7.88K
|
239
$12.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
4.7KNew |
$197K - $237K
|
4.7K
$240K
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5MNew |
$210M - $253M
|
5M
$256M
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
708New |
$29.7K - $35.8K
|
708
$36.2K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
81New |
$3.39K - $4.09K
|
81
$4.15K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
69New |
$2.89K - $3.48K
|
69
$3.53K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
520New |
$22K - $26.3K
|
520
$26.6K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1.72KNew |
$72.6K - $86.6K
|
1.72K
$87.8K
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
15New |
$635 - $758
|
15
$768
|
|
|
Nov 08, 2022
Q3 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
4New |
$169 - $202
|
4
$205
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-249- 87.99% |
$10.5K - $12.6K
|
34
$1.74K
|
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
BUY
|
- |
56+ 6.49% |
$2.37K - $2.83K
|
919
$47.1K
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
25.4K+ 219.19% |
$1.08M - $1.29M
|
37.1K
$1.9M
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
32New |
$1.35K - $1.62K
|
32
$1.64K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 6.67% |
$42.3 - $50.5
|
16
$819
|
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
23New |
$973 - $1.16K
|
23
$1.18K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
3.9KNew |
$165K - $197K
|
3.9K
$200K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
SELL
|
- |
-1.13K- 79.91% |
$47.7K - $56.9K
|
283
$14.5K
|
|
|
Oct 20, 2022
Q3 2022
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-32- 58.18% |
$1.35K - $1.62K
|
23
$1.18K
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
301New |
$12.7K - $15.2K
|
301
$15.4K
|
|
|
Oct 05, 2022
Q3 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-16.5K- 54.69% |
$697K - $832K
|
13.6K
$699K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
210New |
$9.82K - $11.9K
|
210
$10.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
903New |
$42.2K - $51.1K
|
903
$46.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-3.68KClosed |
$172K - $208K
|
0
$0
|
|