Purchases and Sales Made in Q3 2023 in J P Morgan Betabuilders Develo (BBAX)
This table provides information about the institutional ownership of J P Morgan Betabuilders Develo (BBAX) during Q3 2023. The information is specifically focused on institutions that hold shares of J P MORGAN BETABUILDERS DEVELO.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
837K+ 1.19% |
$37.3M - $41.7M
|
71.2M
$3.64B
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
44.4K+ 121.04% |
$1.98M - $2.21M
|
81.1K
$4.15M
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
41.1K+ 69.08% |
$1.83M - $2.05M
|
101K
$5.15M
|
|
Nov 02, 2023
Q3 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
27.7K+ 13.12% |
$1.23M - $1.38M
|
239K
$12.2M
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
13.8KNew |
$616K - $689K
|
13.8K
$708K
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
12.6K+ 117.87% |
$560K - $627K
|
23.2K
$1.19M
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
11.3K+ 113.84% |
$504K - $564K
|
21.3K
$1.09M
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
10.3K+ 5.38% |
$457K - $512K
|
201K
$10.3M
|
|
Nov 13, 2023
Q3 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
8.31K+ 19.71% |
$370K - $414K
|
50.5K
$2.58M
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.41K+ 12.97% |
$330K - $369K
|
64.5K
$3.3M
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.46KNew |
$243K - $272K
|
5.46K
$280K
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.19KNew |
$231K - $259K
|
5.19K
$266K
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
4.73KNew |
$211K - $236K
|
4.73K
$242K
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.51KNew |
$201K - $225K
|
4.51K
$231K
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
4.25KNew |
$190K - $212K
|
4.25K
$218K
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.46K+ 35.22% |
$154K - $172K
|
13.3K
$680K
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.75K+ 31.77% |
$123K - $137K
|
11.4K
$584K
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
2.11K+ 383.3% |
$94.1K - $105K
|
2.66K
$136K
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.09K+ 10.46% |
$92.9K - $104K
|
22K
$1.13M
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
BUY
|
- |
1.63KNew |
$72.6K - $81.3K
|
1.63K
$83.5K
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.57KNew |
$69.7K - $78K
|
1.57K
$80.1K
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.11K+ 5.12% |
$49.6K - $55.5K
|
22.9K
$1.17M
|
|
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
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
611+ 10.91% |
$27.2K - $30.5K
|
6.21K
$318K
|
|
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
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
355+ 7.3% |
$15.8K - $17.7K
|
5.22K
$267K
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
351New |
$15.6K - $17.5K
|
351
$18K
|
|
Nov 13, 2023
Q3 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
320New |
$14.3K - $16K
|
320
$16.4K
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
301New |
$13.4K - $15K
|
301
$15.4K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
226New |
$10.1K - $11.3K
|
226
$11.6K
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
133+ 52.99% |
$5.93K - $6.63K
|
384
$19.7K
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
122New |
$5.44K - $6.08K
|
122
$6.25K
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
113New |
$5.03K - $5.63K
|
113
$5.79K
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
93New |
$4.14K - $4.64K
|
93
$4.76K
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
59New |
$2.63K - $2.94K
|
59
$3.02K
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
47New |
$2.09K - $2.34K
|
47
$2.41K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
39+ 11.14% |
$1.74K - $1.94K
|
389
$19.9K
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
33+ 0.61% |
$1.47K - $1.65K
|
5.45K
$279K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
23New |
$1.02K - $1.15K
|
23
$1.18K
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
22New |
$980 - $1.1K
|
22
$1.13K
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
14New |
$624 - $698
|
14
$717
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
10New |
$446 - $499
|
10
$512
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
10New |
$446 - $499
|
10
$512
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1New |
$44.6 - $49.9
|
1
$51.2
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3- 0.77% |
$134 - $150
|
387
$19.8K
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-90- 57.69% |
$4.01K - $4.49K
|
66
$3.38K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-110- 8.77% |
$4.9K - $5.48K
|
1.14K
$58.6K
|