Latest Institutional Transactions on Janus Detr Str Tr Henderson Sm (JSMD)
This table provides information on the latest institutional transactions involving Janus Detr Str Tr Henderson Sm (JSMD) 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 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
226New |
$14.1K - $17.7K
|
226
$18.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
22New |
$1.38K - $1.72K
|
22
$1.79K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
25+ 1.13% |
$1.56K - $1.95K
|
2.24K
$183K
|
|
|
Jul 29, 2025
Q2 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
2.67KNew |
$167K - $209K
|
2.67K
$217K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
173New |
$10.8K - $13.5K
|
173
$14.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
100+ 6.24% |
$6.25K - $7.82K
|
1.7K
$139K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
369New |
$23.1K - $28.9K
|
369
$30K
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-106- 4.99% |
$7.24K - $8.32K
|
2.02K
$164K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
14.2K+ 247.08% |
$967K - $1.11M
|
19.9K
$1.62M
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-5- 8.33% |
$342 - $392
|
55
$4.48K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
85New |
$5.81K - $6.67K
|
85
$6.92K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-70- 31.11% |
$4.78K - $5.49K
|
155
$12.6K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
110New |
$7.52K - $8.63K
|
110
$8.95K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
370New |
$25.3K - $29K
|
370
$30.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
7.58KNew |
$518K - $595K
|
7.58K
$617K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
37New |
$2.53K - $2.9K
|
37
$3.01K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-792- 16.89% |
$54.1K - $62.2K
|
3.9K
$317K
|
|
| Q4 2024 | |||||||
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
200New |
$14.3K - $16.6K
|
200
$16.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4+ 0.59% |
$286 - $331
|
687
$55.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
400New |
$28.6K - $33.1K
|
400
$32.6K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.95KNew |
$211K - $244K
|
2.95K
$240K
|
|
| Q3 2024 | |||||||
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
360+ 123.71% |
$23.5K - $26.2K
|
651
$53K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
535New |
$35K - $38.9K
|
535
$43.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-58Closed |
$3.79K - $4.22K
|
0
$0
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
275+ 73.33% |
$18K - $20K
|
650
$52.9K
|
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-24- 72.73% |
$1.57K - $1.75K
|
9
$733
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.37K- 4.14% |
$286K - $318K
|
101K
$8.24M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.45K+ 5.25% |
$487K - $543K
|
149K
$12.2M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
5+ 0.11% |
$324 - $347
|
4.67K
$380K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-102- 8.06% |
$6.61K - $7.08K
|
1.16K
$94.7K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-414- 9.36% |
$26.2K - $28.9K
|
4.01K
$326K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1K+ 29.18% |
$63.4K - $70.1K
|
4.44K
$361K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-20.6K- 83.41% |
$1.3M - $1.44M
|
4.1K
$334K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
133New |
$8.4K - $9.3K
|
133
$10.8K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.6KNew |
$575K - $709K
|
10.6K
$863K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
3.4KNew |
$184K - $227K
|
3.4K
$277K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
522New |
$28.3K - $34.9K
|
522
$42.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
8New |
$434 - $535
|
8
$651
|
|
| Q3 2023 | |||||||
|
Oct 24, 2023
Q3 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
71+ 1.09% |
$4.08K - $4.62K
|
6.61K
$538K
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
137New |
$7.47K - $8.52K
|
137
$11.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
777+ 85.01% |
$42.4K - $48.3K
|
1.69K
$138K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
40+ 0.09% |
$2.18K - $2.49K
|
45.6K
$3.71M
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
67New |
$3.65K - $4.16K
|
67
$5.45K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-8.41K- 71.43% |
$459K - $523K
|
3.36K
$274K
|
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-261- 7.01% |
$14.2K - $16.2K
|
3.46K
$282K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
157New |
$8.56K - $9.76K
|
157
$12.8K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.65KNew |
$449K - $521K
|
8.65K
$704K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
7.98KNew |
$414K - $481K
|
7.98K
$650K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-75- 90.36% |
$3.89K - $4.52K
|
8
$651
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
293New |
$14.4K - $16.4K
|
293
$23.8K
|
|