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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
63New |
$2.73K - $3.13K
|
63
$2.99K
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
5.25KNew |
$228K - $261K
|
5.25K
$249K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.67KNew |
$116K - $133K
|
2.67K
$127K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
70New |
$3.03K - $3.48K
|
70
$3.32K
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
10New |
$433 - $497
|
10
$474
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-350- 89.97% |
$15.2K - $17.4K
|
39
$1.85K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
165+ 750.0% |
$7.15K - $8.2K
|
187
$8.86K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
72New |
$3.12K - $3.58K
|
72
$3.41K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-88- 72.13% |
$3.81K - $4.37K
|
34
$1.61K
|
|
| Q3 2023 | |||||||
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-110- 8.77% |
$4.9K - $5.48K
|
1.14K
$54.2K
|
|
|
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
$474
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.19KNew |
$231K - $259K
|
5.19K
$246K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
93New |
$4.14K - $4.64K
|
93
$4.41K
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
772+ 1378.57% |
$34.4K - $38.5K
|
828
$39.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
320New |
$14.3K - $16K
|
320
$15.2K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.51KNew |
$201K - $225K
|
4.51K
$214K
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
59New |
$2.63K - $2.94K
|
59
$2.8K
|
|
|
Nov 06, 2023
Q3 2023
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-401K- 30.57% |
$17.8M - $20M
|
910K
$43.1M
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
113New |
$5.03K - $5.63K
|
113
$5.36K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
4.73KNew |
$211K - $236K
|
4.73K
$224K
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
576+ 3.9% |
$25.7K - $28.7K
|
15.4K
$728K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
23New |
$1.02K - $1.15K
|
23
$1.09K
|
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
522New |
$23.3K - $26K
|
522
$24.7K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
10New |
$446 - $499
|
10
$474
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
226New |
$10.1K - $11.3K
|
226
$10.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
BUY
|
- |
1.63KNew |
$72.6K - $81.3K
|
1.63K
$77.3K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
44New |
$2.05K - $2.23K
|
44
$2.09K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
28New |
$1.31K - $1.42K
|
28
$1.33K
|
|
|
Aug 04, 2023
Q2 2023
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
5.62KNew |
$262K - $284K
|
5.62K
$266K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
93New |
$4.34K - $4.71K
|
93
$4.41K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-624- 3.92% |
$29.1K - $31.6K
|
15.3K
$725K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-124- 30.69% |
$5.79K - $6.28K
|
280
$13.3K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
4.73KNew |
$221K - $240K
|
4.73K
$224K
|
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
BUY
|
- |
260+ 5.7% |
$12.1K - $13.2K
|
4.82K
$229K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
59New |
$2.75K - $2.99K
|
59
$2.8K
|
|
| Q1 2023 | |||||||
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
894New |
$42.4K - $48.5K
|
894
$42.4K
|
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1.12KNew |
$52.9K - $60.4K
|
1.12K
$52.9K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
36+ 20.34% |
$1.71K - $1.95K
|
213
$10.1K
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-7.15K- 83.77% |
$339K - $387K
|
1.38K
$65.6K
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.52KNew |
$120K - $136K
|
2.52K
$119K
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
7.3KNew |
$346K - $395K
|
7.3K
$346K
|
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-176- 50.0% |
$8.35K - $9.54K
|
176
$8.34K
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
39New |
$1.85K - $2.11K
|
39
$1.85K
|
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
13New |
$617 - $705
|
13
$616
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
153New |
$7.26K - $8.29K
|
153
$7.25K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.88% |
$47.5 - $54.2
|
114
$5.4K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
102New |
$4.84K - $5.53K
|
102
$4.83K
|
|
| Q4 2022 | |||||||
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.54K- 5.74% |
$106K - $128K
|
41.7K
$1.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
7.55KNew |
$316K - $381K
|
7.55K
$358K
|
|