Purchases and Sales Made in Q4 2024 in Henry Jack & Associates Inc (JKHY)
This table provides information about the institutional ownership of Henry Jack & Associates Inc (JKHY) during Q4 2024. The information is specifically focused on institutions that hold shares of HENRY JACK & ASSOCIATES INC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
143+ 76.88% |
$24.5K - $26.6K
|
329
$57.2K
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
136+ 1.6% |
$23.3K - $25.3K
|
8.63K
$1.5M
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
132New |
$22.6K - $24.6K
|
132
$22.9K
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
129+ 10.59% |
$22.1K - $24K
|
1.35K
$234K
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
126New |
$21.6K - $23.5K
|
126
$21.9K
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
123+ 647.37% |
$21K - $22.9K
|
142
$24.7K
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
119+ 0.95% |
$20.4K - $22.2K
|
12.7K
$2.21M
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
118+ 10.14% |
$20.2K - $22K
|
1.28K
$223K
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
112+ 1.28% |
$19.2K - $20.9K
|
8.85K
$1.54M
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
106+ 7.74% |
$18.1K - $19.7K
|
1.48K
$256K
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
106+ 2.01% |
$18.1K - $19.7K
|
5.39K
$937K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
93+ 6.93% |
$15.9K - $17.3K
|
1.44K
$249K
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
91+ 3.9% |
$15.6K - $16.9K
|
2.43K
$421K
|
|
Jan 30, 2025
Q4 2024
|
Empire Life Investments Inc.
|
BUY
|
- |
86+ 0.83% |
$14.7K - $16K
|
10.5K
$1.82M
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
85+ 2.25% |
$14.5K - $15.8K
|
3.87K
$673K
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
84+ 494.12% |
$14.4K - $15.6K
|
101
$17.6K
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
83+ 12.24% |
$14.2K - $15.5K
|
761
$132K
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
83+ 3.98% |
$14.2K - $15.5K
|
2.17K
$376K
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
83+ 7.18% |
$14.2K - $15.5K
|
1.24K
$215K
|
|
Feb 06, 2025
Q4 2024
|
Torray LLC
|
BUY
|
- |
76+ 0.73% |
$13K - $14.1K
|
10.4K
$1.82M
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
74New |
$12.7K - $13.8K
|
74
$12.9K
|
|
Jan 24, 2025
Q4 2024
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
68+ 1.9% |
$11.6K - $12.7K
|
3.65K
$634K
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
55New |
$9.41K - $10.2K
|
55
$9.56K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
55+ 3.05% |
$9.41K - $10.2K
|
1.86K
$323K
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
49+ 119.51% |
$8.38K - $9.12K
|
90
$15.6K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
41New |
$7.02K - $7.63K
|
41
$7.13K
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
41New |
$7.02K - $7.63K
|
41
$7.13K
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
38New |
$6.5K - $7.07K
|
38
$6.6K
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
35+ 1.7% |
$5.99K - $6.52K
|
2.09K
$363K
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
33+ 1.41% |
$5.65K - $6.14K
|
2.38K
$413K
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
BUY
|
- |
30+ 2.55% |
$5.13K - $5.59K
|
1.21K
$210K
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
21+ 38.18% |
$3.59K - $3.91K
|
76
$13.2K
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
20+ 15.87% |
$3.42K - $3.72K
|
146
$25.4K
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
16+ 15.84% |
$2.74K - $2.98K
|
117
$20.3K
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
12New |
$2.05K - $2.23K
|
12
$2.09K
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
12New |
$2.05K - $2.23K
|
12
$2.09K
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
11+ 0.42% |
$1.88K - $2.05K
|
2.62K
$456K
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
10+ 0.16% |
$1.71K - $1.86K
|
6.26K
$1.09M
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
10+ 3.33% |
$1.71K - $1.86K
|
310
$53.9K
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
9+ 225.0% |
$1.54K - $1.68K
|
13
$2.26K
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
8New |
$1.37K - $1.49K
|
8
$1.39K
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
7+ 0.2% |
$1.2K - $1.3K
|
3.59K
$624K
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
4+ 17.39% |
$684 - $745
|
27
$4.69K
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4+ 5.71% |
$684 - $745
|
74
$12.9K
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
4+ 0.24% |
$684 - $745
|
1.65K
$287K
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
4+ 18.18% |
$684 - $745
|
26
$4.52K
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3+ 0.12% |
$513 - $559
|
2.56K
$445K
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
3+ 1.34% |
$513 - $559
|
227
$39.5K
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3+ 1.2% |
$513 - $559
|
252
$43.8K
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
BUY
|
- |
3+ 0.21% |
$513 - $559
|
1.44K
$250K
|