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Funds Holding BSMW

On this page, we present all of the funds holding BSMW from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding BSMW, with a link to that fund's top holdings. The next columns indicate the amount of BSMW stock held by each of the funds holding BSMW, followed by the BSMW position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 30 funds holding BSMW within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Wells Fargo & Company MN. For more details on the positions held by Wells Fargo & Company MN (or by any of the other funds holding BSMW), click the fund name in the "Holder" column of the funds-holding-BSMW table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Wells Fargo & Company MN418,738$10,912 12/31/2023
     BSMW418,738$10,912 12/31/2023
Morgan Stanley250,909$6,539 12/31/2023
     BSMW250,909$6,539 12/31/2023
Jane Street Group LLC233,328$6,081 12/31/2023
     BSMW233,328$6,081 12/31/2023
Envision Financial Planning LLC144,841$3,696 03/31/2024
     BSMW144,841$3,696 03/31/2024
Atlantic Union Bankshares Corp89,258$2,277 03/31/2024
     BSMW89,258$2,277 03/31/2024
LPL Financial LLC82,308$2,145 12/31/2023
     BSMW82,308$2,145 12/31/2023
Raymond James & Associates58,394$1,490 03/31/2024
     BSMW58,394$1,490 03/31/2024
Sterling Financial Group Inc.54,311$1,386 03/31/2024
     BSMW54,311$1,386 03/31/2024
Ameriprise Financial Inc.50,697$1,321 12/31/2023
     BSMW50,697$1,321 12/31/2023
Invesco Ltd.45,499$1,186 12/31/2023
     BSMW45,499$1,186 12/31/2023
Bank of Montreal Can25,500$665 12/31/2023
     BSMW25,500$665 12/31/2023
Royal Bank of Canada23,274$607 12/31/2023
     BSMW23,274$607 12/31/2023
Bank of America Corp DE20,564$536 12/31/2023
     BSMW20,564$536 12/31/2023
Addison Advisors LLC19,009$485 03/31/2024
     BSMW19,009$485 03/31/2024
Captrust Financial Advisors16,055$418 12/31/2023
     BSMW16,055$418 12/31/2023
Commonwealth Equity Services LLC16,033$409 03/31/2024
     BSMW16,033$409 03/31/2024
Envestnet Asset Management Inc.14,101$367 12/31/2023
     BSMW14,101$367 12/31/2023
Confluence Investment Management LLC13,011$332 03/31/2024
     BSMW13,011$332 03/31/2024
Integrated Wealth Concepts LLC12,118$316 12/31/2023
     BSMW12,118$316 12/31/2023
Kestra Advisory Services LLC11,577$302 12/31/2023
     BSMW11,577$302 12/31/2023
Beacon Pointe Advisors LLC9,149$238 12/31/2023
     BSMW9,149$238 12/31/2023
Bill Few Associates Inc.7,855$200 03/31/2024
     BSMW7,855$200 03/31/2024
Hobbs Group Advisors LLC4,078$106 12/31/2023
     BSMW4,078$106 12/31/2023
Benjamin F. Edwards & Company Inc.2,792$71 03/31/2024
     BSMW2,792$71 03/31/2024
Asset Dedication LLC2,549$64 03/31/2024
     BSMW2,549$64 03/31/2024
IFP Advisors Inc2,112$55 12/31/2023
     BSMW2,112$55 12/31/2023
First Command Advisory Services Inc.1,776$45 03/31/2024
     BSMW1,776$45 03/31/2024
Comerica Bank1,017$27 12/31/2023
     BSMW1,017$27 12/31/2023
Advisor Group Holdings Inc.849$22 12/31/2023
     BSMW849$22 12/31/2023
Tower Research Capital LLC TRC 29$1 12/31/2023
     BSMW29$1 12/31/2023
Proequities Inc.0$0 03/31/2024
     BSMW0$0 03/31/2024

See Summary: Institutional Holders of BSMW
See Details: Top 10 Hedge Funds Holding BSMW
Also See: BSMW Holdings Changes

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