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On this page, we present all of the funds holding BSMS from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding BSMS, with a link to that fund's top holdings. The next columns
indicate the amount of BSMS stock held by each of the funds holding BSMS, followed by the BSMS position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 49 funds holding BSMS 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 BSMS), click the fund name in the "Holder" column of the funds-holding-BSMS table below.
| Holder | Amount | Position Size
($ in 1000's) | As of |
|---|
 Confluence Investment Management LLC | 287,790 | $6,757 | 03/31/2024 | | BSMS | 287,790 | $6,757 | 03/31/2024 | | Morgan Stanley | 204,812 | $4,865 | 12/31/2023 | | BSMS | 204,812 | $4,865 | 12/31/2023 | | LPL Financial LLC | 176,446 | $4,191 | 12/31/2023 | | BSMS | 176,446 | $4,191 | 12/31/2023 | | Commonwealth Equity Services LLC | 163,072 | $3,829 | 03/31/2024 | | BSMS | 163,072 | $3,829 | 03/31/2024 | | Invesco Ltd. | 135,020 | $3,207 | 12/31/2023 | | BSMS | 135,020 | $3,207 | 12/31/2023 | | Wells Fargo & Company MN | 90,647 | $2,153 | 12/31/2023 | | BSMS | 90,647 | $2,153 | 12/31/2023 | | Envestnet Asset Management Inc. | 69,150 | $1,643 | 12/31/2023 | | BSMS | 69,150 | $1,643 | 12/31/2023 | | Garrett Investment Advisors LLC | 63,101 | $1,482 | 03/31/2024 | | BSMS | 63,101 | $1,482 | 03/31/2024 | | Key Financial Inc | 60,856 | $1,446 | 03/31/2024 | | BSMS | 60,856 | $1,446 | 03/31/2024 | | Colony Group LLC | 53,869 | $1,280 | 12/31/2023 | | BSMS | 53,869 | $1,280 | 12/31/2023 | | Raymond James & Associates | 53,087 | $1,246 | 03/31/2024 | | BSMS | 53,087 | $1,246 | 03/31/2024 | | Bank of America Corp DE | 51,512 | $1,224 | 12/31/2023 | | BSMS | 51,512 | $1,224 | 12/31/2023 | | Asset Dedication LLC | 51,550 | $1,217 | 03/31/2024 | | BSMS | 51,550 | $1,217 | 03/31/2024 | | Precedent Wealth Partners LLC | 49,431 | $1,161 | 03/31/2024 | | BSMS | 49,431 | $1,161 | 03/31/2024 | | MML Investors Services LLC | 39,866 | $947 | 12/31/2023 | | BSMS | 39,866 | $947 | 12/31/2023 | | Integrated Wealth Concepts LLC | 39,840 | $946 | 12/31/2023 | | BSMS | 39,840 | $946 | 12/31/2023 | | Advisor Group Holdings Inc. | 33,222 | $789 | 12/31/2023 | | BSMS | 33,222 | $789 | 12/31/2023 | | Hobbs Group Advisors LLC | 30,653 | $728 | 12/31/2023 | | BSMS | 30,653 | $728 | 12/31/2023 | | UBS Group AG | 29,621 | $704 | 12/31/2023 | | BSMS | 29,621 | $704 | 12/31/2023 | | Savant Capital LLC | 28,463 | $676 | 12/31/2023 | | BSMS | 28,463 | $676 | 12/31/2023 | | Venture Visionary Partners LLC | 25,242 | $600 | 12/31/2023 | | BSMS | 25,242 | $600 | 12/31/2023 | | Sterling Financial Group Inc. | 22,013 | $517 | 03/31/2024 | | BSMS | 22,013 | $517 | 03/31/2024 | | Dover Advisors LLC | 21,890 | $514 | 03/31/2024 | | BSMS | 21,890 | $514 | 03/31/2024 | | Royal Harbor Partners LLC | 19,804 | $465 | 03/31/2024 | | BSMS | 19,804 | $465 | 03/31/2024 | | Horizons Wealth Management | 18,919 | $449 | 03/31/2024 | | BSMS | 18,919 | $449 | 03/31/2024 | | Private Advisor Group LLC | 16,097 | $378 | 03/31/2024 | | BSMS | 16,097 | $378 | 03/31/2024 | | Cooksen Wealth LLC | 15,048 | $353 | 03/31/2024 | | BSMS | 15,048 | $353 | 03/31/2024 | | Addison Advisors LLC | 14,815 | $352 | 12/31/2023 | | BSMS | 14,815 | $352 | 12/31/2023 | | Stifel Financial Corp | 14,470 | $344 | 12/31/2023 | | BSMS | 14,470 | $344 | 12/31/2023 | | Wilbanks Smith & Thomas Asset Management LLC | 14,133 | $336 | 12/31/2023 | | BSMS | 14,133 | $336 | 12/31/2023 | | Raymond James Financial Services Advisors Inc. | 13,990 | $328 | 03/31/2024 | | BSMS | 13,990 | $328 | 03/31/2024 | | MONECO Advisors LLC | 13,502 | $317 | 03/31/2024 | | BSMS | 13,502 | $317 | 03/31/2024 | | Bill Few Associates Inc. | 12,837 | $301 | 03/31/2024 | | BSMS | 12,837 | $301 | 03/31/2024 | | Captrust Financial Advisors | 11,447 | $272 | 12/31/2023 | | BSMS | 11,447 | $272 | 12/31/2023 | | FF Advisors LLC | 11,215 | $263 | 03/31/2024 | | BSMS | 11,215 | $263 | 03/31/2024 | | Silverlake Wealth Management LLC | 10,997 | $258 | 03/31/2024 | | BSMS | 10,997 | $258 | 03/31/2024 | | Beacon Pointe Advisors LLC | 10,671 | $253 | 12/31/2023 | | BSMS | 10,671 | $253 | 12/31/2023 | | Foundry Financial Group Inc. | 10,533 | $247 | 03/31/2024 | | BSMS | 10,533 | $247 | 03/31/2024 | | Northwestern Mutual Wealth Management Co. | 9,802 | $233 | 12/31/2023 | | BSMS | 9,802 | $233 | 12/31/2023 | | Cambridge Investment Research Advisors Inc. | 9,828 | $231 | 03/31/2024 | | BSMS | 9,828 | $231 | 03/31/2024 | | Nelson Van Denburg & Campbell Wealth Management Group LLC | 9,601 | $225 | 03/31/2024 | | BSMS | 9,601 | $225 | 03/31/2024 | | Royal Bank of Canada | 7,985 | $190 | 12/31/2023 | | BSMS | 7,985 | $190 | 12/31/2023 | | Benjamin F. Edwards & Company Inc. | 7,187 | $169 | 03/31/2024 | | BSMS | 7,187 | $169 | 03/31/2024 | | Huntington National Bank | 5,216 | $124 | 12/31/2023 | | BSMS | 5,216 | $124 | 12/31/2023 | | GWM Advisors LLC | 5,032 | $120 | 12/31/2023 | | BSMS | 5,032 | $120 | 12/31/2023 | | Davis Capital Management | 1,810 | $42 | 03/31/2024 | | BSMS | 1,810 | $42 | 03/31/2024 | | Comerica Bank | 1,312 | $31 | 12/31/2023 | | BSMS | 1,312 | $31 | 12/31/2023 | | Advisory Services Network LLC | 837 | $20 | 12/31/2023 | | BSMS | 837 | $20 | 12/31/2023 | | ORG Partners LLC | 850 | $20 | 12/31/2023 | | BSMS | 850 | $20 | 12/31/2023 | | Proequities Inc. | 0 | $0 | 03/31/2024 | | BSMS | 0 | $0 | 03/31/2024 |
See Summary: Institutional Holders of BSMS
See Details: Top 10 Hedge Funds Holding BSMS
Also See: BSMS Holdings Changes
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