Latest Institutional Purchases of J P Morgan Betabuilders Develo (BBAX)
This list provides information on the latest institutional transactions involving J P Morgan Betabuilders Develo (BBAX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
52New |
$2.51K - $2.68K
|
52
$2.91K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
44New |
$2.12K - $2.27K
|
44
$2.46K
|
|
|
Jan 07, 2026
Q1 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
38+ 26.76% |
$1.83K - $1.96K
|
180
$10.1K
|
|
| Q4 2024 | |||||||
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
8.58KNew |
$418K - $466K
|
8.58K
$479K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.37KNew |
$66.6K - $74.3K
|
1.37K
$76.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
941New |
$45.9K - $51.2K
|
941
$52.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
785+ 18.88% |
$38.3K - $42.7K
|
4.94K
$276K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
392New |
$19.1K - $21.3K
|
392
$21.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
274New |
$13.4K - $14.9K
|
274
$15.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
230New |
$11.2K - $12.5K
|
230
$12.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
97New |
$4.73K - $5.27K
|
97
$5.42K
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
BUY
|
- |
50New |
$2.44K - $2.72K
|
50
$2.8K
|
|
|
Aug 29, 2025
Q4 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
40+ 500.0% |
$1.95K - $2.17K
|
48
$2.68K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
9New |
$439 - $489
|
9
$503
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
7New |
$341 - $381
|
7
$391
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4New |
$195 - $217
|
4
$224
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
7.13KNew |
$332K - $385K
|
7.13K
$399K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
5.95KNew |
$277K - $322K
|
5.95K
$333K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.23KNew |
$244K - $282K
|
5.23K
$292K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
5.21KNew |
$243K - $281K
|
5.21K
$291K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.57KNew |
$120K - $139K
|
2.57K
$143K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.71KNew |
$79.5K - $92.1K
|
1.71K
$95.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
1.65KNew |
$77K - $89.3K
|
1.65K
$92.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
581New |
$27.1K - $31.4K
|
581
$32.5K
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
BUY
|
- |
117New |
$5.45K - $6.32K
|
117
$6.54K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
77New |
$3.59K - $4.16K
|
77
$4.3K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
62New |
$2.89K - $3.35K
|
62
$3.47K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
15New |
$699 - $810
|
15
$839
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
12New |
$559 - $648
|
12
$671
|
|
| Q2 2024 | |||||||
|
Aug 05, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
128KNew |
$5.81M - $6.47M
|
128K
$7.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
4.3KNew |
$196K - $218K
|
4.3K
$240K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.04KNew |
$92.7K - $103K
|
2.04K
$114K
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
651New |
$29.7K - $33K
|
651
$36.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
632New |
$28.8K - $32K
|
632
$35.3K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1+ 1.33% |
$45.6 - $50.7
|
76
$4.25K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
5.44KNew |
$251K - $268K
|
5.44K
$304K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.29KNew |
$198K - $211K
|
4.29K
$240K
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
592New |
$27.4K - $29.2K
|
592
$33.1K
|
|
|
Mar 11, 2025
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
132New |
$6.1K - $6.51K
|
132
$7.38K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
66New |
$3.05K - $3.25K
|
66
$3.69K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
40New |
$1.85K - $1.97K
|
40
$2.24K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
20+ 153.85% |
$924 - $986
|
33
$1.84K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
18New |
$832 - $887
|
18
$1.01K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
13New |
$601 - $641
|
13
$727
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
4+ 33.33% |
$185 - $197
|
16
$894
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
25.3KNew |
$1.09M - $1.25M
|
25.3K
$1.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
9.94KNew |
$430K - $494K
|
9.94K
$555K
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
5.25KNew |
$228K - $261K
|
5.25K
$294K
|
|