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Funds Holding BMVP

On this page, we present all of the funds holding BMVP from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding BMVP, with a link to that fund's top holdings. The next columns indicate the amount of BMVP stock held by each of the funds holding BMVP, followed by the BMVP position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 16 funds holding BMVP within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Institute for Wealth Management LLC.. For more details on the positions held by Institute for Wealth Management LLC. (or by any of the other funds holding BMVP), click the fund name in the "Holder" column of the funds-holding-BMVP table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Institute for Wealth Management LLC.61,231$2,784 03/31/2024
     BMVP61,231$2,784 03/31/2024
Commonwealth Equity Services LLC13,133$597 03/31/2024
     BMVP13,133$597 03/31/2024
Susquehanna International Group LLP12,009$546 03/31/2024
     BMVP12,009$546 03/31/2024
Evanson Asset Management LLC6,021$274 03/31/2024
     BMVP6,021$274 03/31/2024
Janney Montgomery Scott LLC4,575$208 03/31/2024
     BMVP4,575$208 03/31/2024
Bellevue Asset Management LLC1,920$87 03/31/2024
     BMVP1,920$87 03/31/2024
Blair William & Co. IL990$45 03/31/2024
     BMVP990$45 03/31/2024
Sandy Spring Bank813$37 03/31/2024
     BMVP813$37 03/31/2024
Rise Advisors LLC388$18 03/31/2024
     BMVP388$18 03/31/2024
Global Retirement Partners LLC321$15 03/31/2024
     BMVP321$15 03/31/2024
Addison Advisors LLC300$14 03/31/2024
     BMVP300$14 03/31/2024
PSI Advisors LLC281$13 03/31/2024
     BMVP281$13 03/31/2024
The PNC Financial Services Group Inc.210$9 12/31/2023
     BMVP210$9 12/31/2023
Capital Investment Advisory Services LLC174$8 03/31/2024
     BMVP174$8 03/31/2024
Proequities Inc.0$0 03/31/2024
     BMVP0$0 03/31/2024
Salem Investment Counselors Inc.3$0 03/31/2024
     BMVP3$0 03/31/2024
DHJJ Financial Advisors Ltd.3$0 03/31/2024
     BMVP3$0 03/31/2024

See Summary: Institutional Holders of BMVP
See Details: Top 10 Hedge Funds Holding BMVP

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