Latest Institutional Transactions on Janus Detroit Str Tr Henderson (JMBS)
This table provides information on the latest institutional transactions involving Janus Detroit Str Tr Henderson (JMBS) 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 |
---|---|---|---|---|---|---|---|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.55K+ 174.98% |
$200K - $212K
|
7.16K
$323K
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
261K+ 3.45% |
$11.5M - $12.2M
|
7.85M
$354M
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
14K+ 1.84% |
$615K - $652K
|
772K
$34.8M
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-6.5K- 8.09% |
$286K - $303K
|
73.8K
$3.33M
|
|
Feb 06, 2025
Q4 2024
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-38.9K- 13.84% |
$1.71M - $1.81M
|
242K
$10.9M
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.05K+ 8.79% |
$46K - $48.7K
|
12.9K
$583K
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.95MNew |
$130M - $138M
|
2.95M
$133M
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
57.1K+ 4.02% |
$2.51M - $2.66M
|
1.48M
$66.5M
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
37+ 2.74% |
$1.63K - $1.73K
|
1.39K
$62.6K
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
17+ 1.93% |
$749 - $793
|
896
$40.4K
|
|
Feb 05, 2025
Q4 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-9.47K- 44.5% |
$417K - $442K
|
11.8K
$533K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
214+ 5.98% |
$9.42K - $9.98K
|
3.79K
$171K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-725- 95.52% |
$31.9K - $33.8K
|
34
$1.53K
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
16.8K+ 11.27% |
$738K - $782K
|
166K
$7.47M
|
|
Feb 04, 2025
Q4 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
5.5K+ 8.25% |
$242K - $257K
|
72.2K
$3.26M
|
|
Feb 04, 2025
Q4 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-363K- 3.61% |
$16M - $16.9M
|
9.68M
$437M
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
712KNew |
$31.3M - $33.2M
|
712K
$32.1M
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-148- 0.41% |
$6.52K - $6.9K
|
35.7K
$1.61M
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-7.47K- 5.02% |
$329K - $348K
|
141K
$6.37M
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3+ 1.7% |
$132 - $140
|
179
$8.07K
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-4.07K- 10.74% |
$179K - $190K
|
33.9K
$1.53M
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
405New |
$17.8K - $18.9K
|
405
$18.3K
|
|
Jan 31, 2025
Q4 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-468- 0.85% |
$20.6K - $21.8K
|
54.3K
$2.45M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.9K- 2.39% |
$128K - $135K
|
118K
$5.34M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-29.8K- 28.05% |
$1.31M - $1.39M
|
76.4K
$3.45M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.27K+ 3.6% |
$56K - $59.3K
|
36.6K
$1.65M
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.43K- 16.93% |
$63.1K - $66.8K
|
7.03K
$317K
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
6.81K+ 2.36% |
$300K - $318K
|
295K
$13.3M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3+ 1.15% |
$132 - $140
|
263
$11.9K
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-97.4K- 67.63% |
$4.29M - $4.54M
|
46.6K
$2.1M
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-5.21K- 12.96% |
$230K - $243K
|
35K
$1.58M
|
|
Jan 30, 2025
Q4 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
258KNew |
$11.4M - $12M
|
258K
$11.6M
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
28.9KNew |
$1.27M - $1.35M
|
28.9K
$1.31M
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-497- 4.72% |
$21.9K - $23.2K
|
10K
$452K
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
222+ 3.73% |
$9.77K - $10.4K
|
6.17K
$278K
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
1.19K+ 13.08% |
$52.3K - $55.4K
|
10.3K
$463K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-269- 32.49% |
$11.8K - $12.5K
|
559
$25.2K
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
540+ 7.9% |
$23.8K - $25.2K
|
7.37K
$333K
|
|
Jan 29, 2025
Q4 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
SELL
|
- |
-346- 0.5% |
$15.2K - $16.1K
|
68.5K
$3.09M
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
4.27KNew |
$188K - $199K
|
4.27K
$192K
|
|
Jan 29, 2025
Q4 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
39.6K+ 10.07% |
$1.74M - $1.85M
|
433K
$19.5M
|
|
Jan 29, 2025
Q4 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
2.29K+ 46.35% |
$101K - $107K
|
7.23K
$326K
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-5.25K- 26.87% |
$231K - $245K
|
14.3K
$644K
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
SELL
|
- |
-64.2K- 5.62% |
$2.83M - $2.99M
|
1.08M
$48.6M
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
470New |
$20.7K - $21.9K
|
470
$21.2K
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.45K+ 1.21% |
$63.6K - $67.4K
|
121K
$5.44M
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
148New |
$6.52K - $6.9K
|
148
$6.68K
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
26.3K+ 7.96% |
$1.16M - $1.23M
|
356K
$16.1M
|
|
Jan 27, 2025
Q4 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-1.24K- 2.84% |
$54.4K - $57.6K
|
42.3K
$1.91M
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
2.28K+ 8.33% |
$100K - $106K
|
29.6K
$1.33M
|