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On this page, we present all of the funds holding BSMR from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding BSMR, with a link to that fund's top holdings. The next columns
indicate the amount of BSMR stock held by each of the funds holding BSMR, followed by the BSMR position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 68 funds holding BSMR within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Confluence Investment Management LLC. For more details on the positions held by Confluence Investment Management LLC
(or by any of the other funds holding BSMR), click the fund name in the "Holder" column of the funds-holding-BSMR table below.
| Holder | Amount | Position Size
($ in 1000's) | As of |
|---|
 Confluence Investment Management LLC | 259,568 | $6,140 | 03/31/2024 | | BSMR | 259,568 | $6,140 | 03/31/2024 | | Morgan Stanley | 215,051 | $5,140 | 12/31/2023 | | BSMR | 215,051 | $5,140 | 12/31/2023 | | Key Financial Inc | 201,711 | $4,821 | 12/31/2023 | | BSMR | 201,711 | $4,821 | 12/31/2023 | | LPL Financial LLC | 178,411 | $4,265 | 12/31/2023 | | BSMR | 178,411 | $4,265 | 12/31/2023 | | Wells Fargo & Company MN | 163,166 | $3,900 | 12/31/2023 | | BSMR | 163,166 | $3,900 | 12/31/2023 | | Commonwealth Equity Services LLC | 133,191 | $3,184 | 12/31/2023 | | BSMR | 133,191 | $3,184 | 12/31/2023 | | Invesco Ltd. | 133,151 | $3,183 | 12/31/2023 | | BSMR | 133,151 | $3,183 | 12/31/2023 | | GWM Advisors LLC | 114,098 | $2,727 | 12/31/2023 | | BSMR | 114,098 | $2,727 | 12/31/2023 | | Atlantic Union Bankshares Corp | 112,611 | $2,664 | 03/31/2024 | | BSMR | 112,611 | $2,664 | 03/31/2024 | | Raymond James & Associates | 107,597 | $2,545 | 03/31/2024 | | BSMR | 107,597 | $2,545 | 03/31/2024 | | UBS Group AG | 92,400 | $2,209 | 12/31/2023 | | BSMR | 92,400 | $2,209 | 12/31/2023 | | Bank of America Corp DE | 80,646 | $1,928 | 12/31/2023 | | BSMR | 80,646 | $1,928 | 12/31/2023 | | Asset Dedication LLC | 69,092 | $1,637 | 03/31/2024 | | BSMR | 69,092 | $1,637 | 03/31/2024 | | Garrett Investment Advisors LLC | 68,408 | $1,618 | 03/31/2024 | | BSMR | 68,408 | $1,618 | 03/31/2024 | | Colony Group LLC | 53,627 | $1,282 | 12/31/2023 | | BSMR | 53,627 | $1,282 | 12/31/2023 | | Jane Street Group LLC | 52,784 | $1,262 | 12/31/2023 | | BSMR | 52,784 | $1,262 | 12/31/2023 | | Fortress Wealth Management Inc. | 50,569 | $1,196 | 03/31/2024 | | BSMR | 50,569 | $1,196 | 03/31/2024 | | Envestnet Asset Management Inc. | 49,615 | $1,186 | 12/31/2023 | | BSMR | 49,615 | $1,186 | 12/31/2023 | | Precedent Wealth Partners LLC | 48,637 | $1,151 | 03/31/2024 | | BSMR | 48,637 | $1,151 | 03/31/2024 | | Astoria Portfolio Advisors LLC. | 43,050 | $1,011 | 03/31/2024 | | BSMR | 43,050 | $1,011 | 03/31/2024 | | Kestra Advisory Services LLC | 39,967 | $955 | 12/31/2023 | | BSMR | 39,967 | $955 | 12/31/2023 | | Advisor Group Holdings Inc. | 39,495 | $944 | 12/31/2023 | | BSMR | 39,495 | $944 | 12/31/2023 | | Steward Partners Investment Advisory LLC | 37,147 | $888 | 12/31/2023 | | BSMR | 37,147 | $888 | 12/31/2023 | | Hobbs Group Advisors LLC | 35,007 | $837 | 12/31/2023 | | BSMR | 35,007 | $837 | 12/31/2023 | | River Street Advisors LLC | 35,000 | $828 | 03/31/2024 | | BSMR | 35,000 | $828 | 03/31/2024 | | WESPAC Advisors LLC | 34,644 | $820 | 03/31/2024 | | BSMR | 34,644 | $820 | 03/31/2024 | | Savant Capital LLC | 32,386 | $774 | 12/31/2023 | | BSMR | 32,386 | $774 | 12/31/2023 | | Nelson Van Denburg & Campbell Wealth Management Group LLC | 31,149 | $745 | 12/31/2023 | | BSMR | 31,149 | $745 | 12/31/2023 | | Raymond James Financial Services Advisors Inc. | 28,732 | $680 | 03/31/2024 | | BSMR | 28,732 | $680 | 03/31/2024 | | Paulson Wealth Management Inc. | 25,925 | $620 | 12/31/2023 | | BSMR | 25,925 | $620 | 12/31/2023 | | Krilogy Financial LLC | 22,934 | $543 | 03/31/2024 | | BSMR | 22,934 | $543 | 03/31/2024 | | MML Investors Services LLC | 21,656 | $518 | 12/31/2023 | | BSMR | 21,656 | $518 | 12/31/2023 | | Tlwm | 21,840 | $517 | 03/31/2024 | | BSMR | 21,840 | $517 | 03/31/2024 | | Equitable Holdings Inc. | 21,255 | $508 | 12/31/2023 | | BSMR | 21,255 | $508 | 12/31/2023 | | Royal Harbor Partners LLC | 19,773 | $473 | 12/31/2023 | | BSMR | 19,773 | $473 | 12/31/2023 | | Captrust Financial Advisors | 19,567 | $468 | 12/31/2023 | | BSMR | 19,567 | $468 | 12/31/2023 | | Midland Wealth Advisors LLC | 19,119 | $457 | 12/31/2023 | | BSMR | 19,119 | $457 | 12/31/2023 | | Sterling Financial Group Inc. | 18,611 | $440 | 03/31/2024 | | BSMR | 18,611 | $440 | 03/31/2024 | | HighTower Advisors LLC | 16,825 | $403 | 12/31/2023 | | BSMR | 16,825 | $403 | 12/31/2023 | | Oceanside Advisors LLC | 15,620 | $369 | 03/31/2024 | | BSMR | 15,620 | $369 | 03/31/2024 | | Integrated Wealth Concepts LLC | 15,262 | $365 | 12/31/2023 | | BSMR | 15,262 | $365 | 12/31/2023 | | Private Advisor Group LLC | 15,013 | $359 | 12/31/2023 | | BSMR | 15,013 | $359 | 12/31/2023 | | Cooksen Wealth LLC | 14,862 | $352 | 03/31/2024 | | BSMR | 14,862 | $352 | 03/31/2024 | | Horizons Wealth Management | 14,626 | $350 | 03/31/2024 | | BSMR | 14,626 | $350 | 03/31/2024 | | Beacon Pointe Advisors LLC | 13,680 | $327 | 12/31/2023 | | BSMR | 13,680 | $327 | 12/31/2023 | | Stifel Financial Corp | 13,107 | $313 | 12/31/2023 | | BSMR | 13,107 | $313 | 12/31/2023 | | Benjamin F. Edwards & Company Inc. | 13,038 | $312 | 12/31/2023 | | BSMR | 13,038 | $312 | 12/31/2023 | | Bill Few Associates Inc. | 12,859 | $304 | 03/31/2024 | | BSMR | 12,859 | $304 | 03/31/2024 | | Addison Advisors LLC | 11,495 | $275 | 12/31/2023 | | BSMR | 11,495 | $275 | 12/31/2023 | | Royal Bank of Canada | 11,225 | $268 | 12/31/2023 | | BSMR | 11,225 | $268 | 12/31/2023 | | Denver Wealth Management Inc. | 11,031 | $261 | 03/31/2024 | | BSMR | 11,031 | $261 | 03/31/2024 | | Silverlake Wealth Management LLC | 10,924 | $258 | 03/31/2024 | | BSMR | 10,924 | $258 | 03/31/2024 | | Cambridge Investment Research Advisors Inc. | 10,852 | $257 | 03/31/2024 | | BSMR | 10,852 | $257 | 03/31/2024 | | MONECO Advisors LLC | 10,671 | $252 | 03/31/2024 | | BSMR | 10,671 | $252 | 03/31/2024 | | Levy Wealth Management Group LLC | 10,475 | $250 | 03/31/2024 | | BSMR | 10,475 | $250 | 03/31/2024 | | Creative Planning | 10,150 | $243 | 12/31/2023 | | BSMR | 10,150 | $243 | 12/31/2023 | | Foundry Financial Group Inc. | 9,360 | $224 | 12/31/2023 | | BSMR | 9,360 | $224 | 12/31/2023 | | Huntington National Bank | 6,751 | $161 | 12/31/2023 | | BSMR | 6,751 | $161 | 12/31/2023 | | Northwestern Mutual Wealth Management Co. | 3,979 | $95 | 12/31/2023 | | BSMR | 3,979 | $95 | 12/31/2023 | | Webster Bank N. A. | 2,525 | $60 | 03/31/2024 | | BSMR | 2,525 | $60 | 03/31/2024 | | CWM LLC | 1,393 | $33 | 03/31/2024 | | BSMR | 1,393 | $33 | 03/31/2024 | | ORG Partners LLC | 850 | $20 | 12/31/2023 | | BSMR | 850 | $20 | 12/31/2023 | | AdvisorNet Financial Inc | 784 | $19 | 03/31/2024 | | BSMR | 784 | $19 | 03/31/2024 | | Advisory Services Network LLC | 762 | $18 | 12/31/2023 | | BSMR | 762 | $18 | 12/31/2023 | | Comerica Bank | 696 | $17 | 12/31/2023 | | BSMR | 696 | $17 | 12/31/2023 | | IFP Advisors Inc | 700 | $17 | 12/31/2023 | | BSMR | 700 | $17 | 12/31/2023 | | Capital Analysts LLC | 646 | $15 | 12/31/2023 | | BSMR | 646 | $15 | 12/31/2023 | | West Branch Capital LLC | 500 | $12 | 03/31/2024 | | BSMR | 500 | $12 | 03/31/2024 | | Proequities Inc. | 0 | $0 | 12/31/2023 | | BSMR | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of BSMR
See Details: Top 10 Hedge Funds Holding BSMR
Also See: BSMR Holdings Changes
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