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 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-5Closed |
$234 - $283
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-43Closed |
$2.01K - $2.43K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-120Closed |
$5.61K - $6.79K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-2.32KClosed |
$108K - $131K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
380New |
$17.8K - $21.5K
|
380
$19.5K
|
|
|
Aug 09, 2022
Q2 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-5.42KClosed |
$253K - $307K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
8.08KNew |
$378K - $457K
|
8.08K
$414K
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
1.72KNew |
$80.2K - $97K
|
1.72K
$87.8K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
83New |
$3.88K - $4.7K
|
83
$4.25K
|
|
|
Jul 26, 2022
Q2 2022
|
First Premier Bank
|
BUY
|
- |
1.16KNew |
$54.2K - $65.6K
|
1.16K
$59.4K
|
|
|
Jul 22, 2022
Q2 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
155New |
$7.24K - $8.77K
|
155
$7.94K
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
6New |
$280 - $339
|
6
$307
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
35New |
$1.64K - $1.98K
|
35
$1.79K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-28Closed |
$1.31K - $1.58K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
147New |
$6.87K - $8.32K
|
147
$7.53K
|
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
243+ 2.35% |
$11.4K - $13.7K
|
10.6K
$542K
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
147New |
$6.87K - $8.32K
|
147
$7.53K
|
|
| Q1 2022 | |||||||
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-57Closed |
$2.91K - $3.21K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-522Closed |
$26.6K - $29.4K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-16.7KClosed |
$852K - $940K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-2.34KClosed |
$119K - $132K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-13Closed |
$664 - $733
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-5.85KClosed |
$299K - $330K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-196Closed |
$10K - $11K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-25Closed |
$1.28K - $1.41K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-34Closed |
$1.74K - $1.92K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-144Closed |
$7.35K - $8.12K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
City Holding CO
|
SELL
|
- |
-13Closed |
$664 - $733
|
0
$0
|
|
| Q4 2021 | |||||||
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
6New |
$318 - $346
|
6
$307
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
515+ 275.4% |
$27.3K - $29.7K
|
702
$35.9K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-63Closed |
$3.33K - $3.64K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-5.37KClosed |
$284K - $310K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1Closed |
$52.9 - $57.7
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
1.89K+ 21.97% |
$99.8K - $109K
|
10.5K
$536K
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-19.3KClosed |
$1.02M - $1.12M
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-57Closed |
$3.02K - $3.29K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-430Closed |
$22.8K - $24.8K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
SELL
|
- |
-5Closed |
$265 - $289
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-40- 5.04% |
$2.12K - $2.31K
|
754
$38.6K
|
|
| Q3 2021 | |||||||
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
SELL
|
- |
-55Closed |
$2.97K - $3.25K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-4.22KClosed |
$228K - $250K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.74KClosed |
$148K - $162K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-562Closed |
$30.3K - $33.2K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Founders Capital Management
|
SELL
|
- |
-76Closed |
$4.1K - $4.49K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-33- 16.42% |
$1.89K - $2K
|
168
$8.6K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
15New |
$861 - $911
|
15
$768
|
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
88New |
$5.05K - $5.34K
|
88
$4.51K
|
|
|
Jul 16, 2021
Q2 2021
|
Newton One Investments LLC
|
BUY
|
- |
367New |
$21.1K - $22.3K
|
367
$18.8K
|
|