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On this page, we present all of the funds holding BSMO from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding BSMO, with a link to that fund's top holdings. The next columns
indicate the amount of BSMO stock held by each of the funds holding BSMO, followed by the BSMO position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 98 funds holding BSMO within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by LPL Financial LLC. For more details on the positions held by LPL Financial LLC
(or by any of the other funds holding BSMO), click the fund name in the "Holder" column of the funds-holding-BSMO table below.
| Holder | Amount | Position Size
($ in 1000's) | As of |
|---|
 LPL Financial LLC | 451,602 | $11,252 | 12/31/2023 | | BSMO | 451,602 | $11,252 | 12/31/2023 | | Lido Advisors LLC | 413,721 | $10,308 | 12/31/2023 | | BSMO | 413,721 | $10,308 | 12/31/2023 | | Wells Fargo & Company MN | 390,994 | $9,742 | 12/31/2023 | | BSMO | 390,994 | $9,742 | 12/31/2023 | | Morgan Stanley | 375,335 | $9,351 | 12/31/2023 | | BSMO | 375,335 | $9,351 | 12/31/2023 | | Bank of America Corp DE | 272,296 | $6,784 | 12/31/2023 | | BSMO | 272,296 | $6,784 | 12/31/2023 | | OneAscent Financial Services LLC | 266,189 | $6,596 | 03/31/2024 | | BSMO | 266,189 | $6,596 | 03/31/2024 | | UBS Group AG | 250,655 | $6,245 | 12/31/2023 | | BSMO | 250,655 | $6,245 | 12/31/2023 | | Commonwealth Equity Services LLC | 204,243 | $5,061 | 03/31/2024 | | BSMO | 204,243 | $5,061 | 03/31/2024 | | Invesco Ltd. | 181,008 | $4,510 | 12/31/2023 | | BSMO | 181,008 | $4,510 | 12/31/2023 | | Integrated Wealth Concepts LLC | 151,149 | $3,766 | 12/31/2023 | | BSMO | 151,149 | $3,766 | 12/31/2023 | | Envestnet Asset Management Inc. | 143,561 | $3,577 | 12/31/2023 | | BSMO | 143,561 | $3,577 | 12/31/2023 | | Confluence Investment Management LLC | 142,489 | $3,531 | 03/31/2024 | | BSMO | 142,489 | $3,531 | 03/31/2024 | | Advisor Group Holdings Inc. | 140,873 | $3,510 | 12/31/2023 | | BSMO | 140,873 | $3,510 | 12/31/2023 | | GWM Advisors LLC | 113,874 | $2,837 | 12/31/2023 | | BSMO | 113,874 | $2,837 | 12/31/2023 | | Asset Dedication LLC | 104,160 | $2,584 | 03/31/2024 | | BSMO | 104,160 | $2,584 | 03/31/2024 | | Resonant Capital Advisors LLC | 98,067 | $2,443 | 12/31/2023 | | BSMO | 98,067 | $2,443 | 12/31/2023 | | Raymond James & Associates | 95,529 | $2,367 | 03/31/2024 | | BSMO | 95,529 | $2,367 | 03/31/2024 | | Jane Street Group LLC | 86,512 | $2,155 | 12/31/2023 | | BSMO | 86,512 | $2,155 | 12/31/2023 | | Stifel Financial Corp | 81,902 | $2,041 | 12/31/2023 | | BSMO | 81,902 | $2,041 | 12/31/2023 | | Focus Financial Network Inc. | 75,768 | $1,884 | 03/31/2024 | | BSMO | 75,768 | $1,884 | 03/31/2024 | | Garrett Investment Advisors LLC | 71,970 | $1,783 | 03/31/2024 | | BSMO | 71,970 | $1,783 | 03/31/2024 | | Key Financial Inc | 70,865 | $1,766 | 12/31/2023 | | BSMO | 70,865 | $1,766 | 12/31/2023 | | Cambridge Investment Research Advisors Inc. | 70,895 | $1,757 | 03/31/2024 | | BSMO | 70,895 | $1,757 | 03/31/2024 | | The PNC Financial Services Group Inc. | 65,972 | $1,644 | 12/31/2023 | | BSMO | 65,972 | $1,644 | 12/31/2023 | | Atlantic Union Bankshares Corp | 64,297 | $1,593 | 03/31/2024 | | BSMO | 64,297 | $1,593 | 03/31/2024 | | Leo Wealth LLC | 63,660 | $1,579 | 12/31/2023 | | BSMO | 63,660 | $1,579 | 12/31/2023 | | MML Investors Services LLC | 62,714 | $1,563 | 12/31/2023 | | BSMO | 62,714 | $1,563 | 12/31/2023 | | Private Advisor Group LLC | 51,452 | $1,282 | 12/31/2023 | | BSMO | 51,452 | $1,282 | 12/31/2023 | | Colony Group LLC | 51,323 | $1,279 | 12/31/2023 | | BSMO | 51,323 | $1,279 | 12/31/2023 | | Focus Financial Network Inc. ADV | 50,720 | $1,264 | 12/31/2023 | | BSMO | 50,720 | $1,264 | 12/31/2023 | | Astoria Portfolio Advisors LLC. | 50,926 | $1,262 | 03/31/2024 | | BSMO | 50,926 | $1,262 | 03/31/2024 | | Carnegie Capital Asset Management LLC | 49,645 | $1,237 | 12/31/2023 | | BSMO | 49,645 | $1,237 | 12/31/2023 | | Savant Capital LLC | 48,121 | $1,199 | 12/31/2023 | | BSMO | 48,121 | $1,199 | 12/31/2023 | | OLD Second National Bank of Aurora | 47,988 | $1,196 | 12/31/2023 | | BSMO | 47,988 | $1,196 | 12/31/2023 | | Denver Wealth Management Inc. | 48,134 | $1,193 | 03/31/2024 | | BSMO | 48,134 | $1,193 | 03/31/2024 | | PAX Financial Group LLC | 45,598 | $1,131 | 12/31/2023 | | BSMO | 45,598 | $1,131 | 12/31/2023 | | Hobbs Group Advisors LLC | 43,279 | $1,078 | 12/31/2023 | | BSMO | 43,279 | $1,078 | 12/31/2023 | | HighTower Advisors LLC | 39,073 | $972 | 12/31/2023 | | BSMO | 39,073 | $972 | 12/31/2023 | | River Street Advisors LLC | 38,012 | $942 | 03/31/2024 | | BSMO | 38,012 | $942 | 03/31/2024 | | Precedent Wealth Partners LLC | 36,719 | $910 | 03/31/2024 | | BSMO | 36,719 | $910 | 03/31/2024 | | Cornerstone Wealth Management LLC | 36,101 | $895 | 03/31/2024 | | BSMO | 36,101 | $895 | 03/31/2024 | | Webster Bank N. A. | 32,810 | $813 | 03/31/2024 | | BSMO | 32,810 | $813 | 03/31/2024 | | Mirador Capital Partners LP | 30,378 | $753 | 03/31/2024 | | BSMO | 30,378 | $753 | 03/31/2024 | | Captrust Financial Advisors | 29,860 | $744 | 12/31/2023 | | BSMO | 29,860 | $744 | 12/31/2023 | | AA Financial Advisors LLC | 29,541 | $736 | 12/31/2023 | | BSMO | 29,541 | $736 | 12/31/2023 | | Paulson Wealth Management Inc. | 26,953 | $672 | 12/31/2023 | | BSMO | 26,953 | $672 | 12/31/2023 | | Raymond James Financial Services Advisors Inc. | 25,461 | $631 | 03/31/2024 | | BSMO | 25,461 | $631 | 03/31/2024 | | Masso Torrence Wealth Management Inc. | 25,477 | $631 | 03/31/2024 | | BSMO | 25,477 | $631 | 03/31/2024 | | Secure Asset Management LLC | 24,432 | $609 | 12/31/2023 | | BSMO | 24,432 | $609 | 12/31/2023 | | Brown Advisory Inc. | 24,306 | $602 | 03/31/2024 | | BSMO | 24,306 | $602 | 03/31/2024 | | Horizons Wealth Management | 23,773 | $592 | 03/31/2024 | | BSMO | 23,773 | $592 | 03/31/2024 | | IFP Advisors Inc | 23,304 | $581 | 12/31/2023 | | BSMO | 23,304 | $581 | 12/31/2023 | | Dover Advisors LLC | 22,014 | $546 | 03/31/2024 | | BSMO | 22,014 | $546 | 03/31/2024 | | Equitable Holdings Inc. | 21,512 | $536 | 12/31/2023 | | BSMO | 21,512 | $536 | 12/31/2023 | | Beacon Pointe Advisors LLC | 21,338 | $532 | 12/31/2023 | | BSMO | 21,338 | $532 | 12/31/2023 | | Stephens Inc. AR | 21,300 | $531 | 12/31/2023 | | BSMO | 21,300 | $531 | 12/31/2023 | | We Are One Seven LLC | 21,079 | $525 | 12/31/2023 | | BSMO | 21,079 | $525 | 12/31/2023 | | Lantz Financial LLC | 21,013 | $521 | 03/31/2024 | | BSMO | 21,013 | $521 | 03/31/2024 | | Farther Finance Advisors LLC | 19,942 | $497 | 12/31/2023 | | BSMO | 19,942 | $497 | 12/31/2023 | | ORBA Wealth Advisors L.L.C. | 19,500 | $486 | 12/31/2023 | | BSMO | 19,500 | $486 | 12/31/2023 | | Private Trust Co. NA | 18,192 | $451 | 03/31/2024 | | BSMO | 18,192 | $451 | 03/31/2024 | | Claro Advisors LLC | 16,829 | $417 | 03/31/2024 | | BSMO | 16,829 | $417 | 03/31/2024 | | Foundry Financial Group Inc. | 16,097 | $401 | 12/31/2023 | | BSMO | 16,097 | $401 | 12/31/2023 | | Leavell Investment Management Inc. | 14,655 | $363 | 03/31/2024 | | BSMO | 14,655 | $363 | 03/31/2024 | | Voisard Asset Management Group Inc. | 14,664 | $363 | 03/31/2024 | | BSMO | 14,664 | $363 | 03/31/2024 | | Thrivent Financial for Lutherans | 14,208 | $354 | 12/31/2023 | | BSMO | 14,208 | $354 | 12/31/2023 | | Northwestern Mutual Wealth Management Co. | 13,199 | $329 | 12/31/2023 | | BSMO | 13,199 | $329 | 12/31/2023 | | Levy Wealth Management Group LLC | 12,497 | $311 | 03/31/2024 | | BSMO | 12,497 | $311 | 03/31/2024 | | WESPAC Advisors LLC | 12,478 | $309 | 03/31/2024 | | BSMO | 12,478 | $309 | 03/31/2024 | | Royal Bank of Canada | 12,367 | $308 | 12/31/2023 | | BSMO | 12,367 | $308 | 12/31/2023 | | Sentinel Pension Advisors Inc. | 11,983 | $299 | 12/31/2023 | | BSMO | 11,983 | $299 | 12/31/2023 | | Nelson Van Denburg & Campbell Wealth Management Group LLC | 11,521 | $287 | 12/31/2023 | | BSMO | 11,521 | $287 | 12/31/2023 | | Tlwm | 11,362 | $282 | 03/31/2024 | | BSMO | 11,362 | $282 | 03/31/2024 | | StrategIQ Financial Group LLC | 10,300 | $257 | 12/31/2023 | | BSMO | 10,300 | $257 | 12/31/2023 | | BCS Wealth Management | 9,644 | $239 | 03/31/2024 | | BSMO | 9,644 | $239 | 03/31/2024 | | Wealthsource Partners LLC | 9,332 | $233 | 12/31/2023 | | BSMO | 9,332 | $233 | 12/31/2023 | | Sterling Financial Group Inc. | 9,366 | $232 | 03/31/2024 | | BSMO | 9,366 | $232 | 03/31/2024 | | Latitude Advisors LLC | 9,323 | $231 | 03/31/2024 | | BSMO | 9,323 | $231 | 03/31/2024 | | Ameriprise Financial Inc. | 9,052 | $226 | 12/31/2023 | | BSMO | 9,052 | $226 | 12/31/2023 | | Heritage Trust Co | 8,979 | $224 | 12/31/2023 | | BSMO | 8,979 | $224 | 12/31/2023 | | Bill Few Associates Inc. | 8,838 | $219 | 03/31/2024 | | BSMO | 8,838 | $219 | 03/31/2024 | | Midland Wealth Advisors LLC | 8,272 | $206 | 12/31/2023 | | BSMO | 8,272 | $206 | 12/31/2023 | | MONECO Advisors LLC | 8,196 | $203 | 03/31/2024 | | BSMO | 8,196 | $203 | 03/31/2024 | | Capital Analysts LLC | 7,926 | $197 | 12/31/2023 | | BSMO | 7,926 | $197 | 12/31/2023 | | Advisory Services Network LLC | 7,519 | $187 | 12/31/2023 | | BSMO | 7,519 | $187 | 12/31/2023 | | Huntington National Bank | 6,836 | $170 | 12/31/2023 | | BSMO | 6,836 | $170 | 12/31/2023 | | Addison Advisors LLC | 5,585 | $139 | 12/31/2023 | | BSMO | 5,585 | $139 | 12/31/2023 | | Comerica Bank | 5,537 | $138 | 12/31/2023 | | BSMO | 5,537 | $138 | 12/31/2023 | | Tyler Stone Wealth Management | 3,668 | $91 | 12/31/2023 | | BSMO | 3,668 | $91 | 12/31/2023 | | Parallel Advisors LLC | 3,000 | $75 | 12/31/2023 | | BSMO | 3,000 | $75 | 12/31/2023 | | Harbour Investments Inc. | 2,866 | $71 | 12/31/2023 | | BSMO | 2,866 | $71 | 12/31/2023 | | Benjamin F. Edwards & Company Inc. | 2,725 | $68 | 03/31/2024 | | BSMO | 2,725 | $68 | 03/31/2024 | | Nalls Sherbakoff Group LLC | 1,434 | $36 | 12/31/2023 | | BSMO | 1,434 | $36 | 12/31/2023 | | CWM LLC | 1,345 | $33 | 03/31/2024 | | BSMO | 1,345 | $33 | 03/31/2024 | | AdvisorNet Financial Inc | 594 | $15 | 03/31/2024 | | BSMO | 594 | $15 | 03/31/2024 | | Principal Securities Inc. | 250 | $6 | 12/31/2023 | | BSMO | 250 | $6 | 12/31/2023 | | Davis Capital Management | 165 | $4 | 03/31/2024 | | BSMO | 165 | $4 | 03/31/2024 | | JPMorgan Chase & Co. | 133 | $3 | 12/31/2023 | | BSMO | 133 | $3 | 12/31/2023 | | Proequities Inc. | 0 | $0 | 12/31/2023 | | BSMO | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of BSMO
See Details: Top 10 Hedge Funds Holding BSMO
Also See: BSMO Holdings Changes
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