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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.
Holder | Amount | Position Size
($ in 1000's) | As of |
Wells Fargo & Company MN | 418,738 | $10,912 | 12/31/2023 | BSMW | 418,738 | $10,912 | 12/31/2023 | Morgan Stanley | 250,909 | $6,539 | 12/31/2023 | BSMW | 250,909 | $6,539 | 12/31/2023 | Jane Street Group LLC | 233,328 | $6,081 | 12/31/2023 | BSMW | 233,328 | $6,081 | 12/31/2023 | Envision Financial Planning LLC | 144,841 | $3,696 | 03/31/2024 | BSMW | 144,841 | $3,696 | 03/31/2024 | Atlantic Union Bankshares Corp | 89,258 | $2,277 | 03/31/2024 | BSMW | 89,258 | $2,277 | 03/31/2024 | LPL Financial LLC | 82,308 | $2,145 | 12/31/2023 | BSMW | 82,308 | $2,145 | 12/31/2023 | Raymond James & Associates | 58,394 | $1,490 | 03/31/2024 | BSMW | 58,394 | $1,490 | 03/31/2024 | Sterling Financial Group Inc. | 54,311 | $1,386 | 03/31/2024 | BSMW | 54,311 | $1,386 | 03/31/2024 | Ameriprise Financial Inc. | 50,697 | $1,321 | 12/31/2023 | BSMW | 50,697 | $1,321 | 12/31/2023 | Invesco Ltd. | 45,499 | $1,186 | 12/31/2023 | BSMW | 45,499 | $1,186 | 12/31/2023 | Bank of Montreal Can | 25,500 | $665 | 12/31/2023 | BSMW | 25,500 | $665 | 12/31/2023 | Royal Bank of Canada | 23,274 | $607 | 12/31/2023 | BSMW | 23,274 | $607 | 12/31/2023 | Bank of America Corp DE | 20,564 | $536 | 12/31/2023 | BSMW | 20,564 | $536 | 12/31/2023 | Addison Advisors LLC | 19,009 | $485 | 03/31/2024 | BSMW | 19,009 | $485 | 03/31/2024 | Captrust Financial Advisors | 16,055 | $418 | 12/31/2023 | BSMW | 16,055 | $418 | 12/31/2023 | Commonwealth Equity Services LLC | 16,033 | $409 | 03/31/2024 | BSMW | 16,033 | $409 | 03/31/2024 | Envestnet Asset Management Inc. | 14,101 | $367 | 12/31/2023 | BSMW | 14,101 | $367 | 12/31/2023 | Confluence Investment Management LLC | 13,011 | $332 | 03/31/2024 | BSMW | 13,011 | $332 | 03/31/2024 | Integrated Wealth Concepts LLC | 12,118 | $316 | 12/31/2023 | BSMW | 12,118 | $316 | 12/31/2023 | Kestra Advisory Services LLC | 11,577 | $302 | 12/31/2023 | BSMW | 11,577 | $302 | 12/31/2023 | Beacon Pointe Advisors LLC | 9,149 | $238 | 12/31/2023 | BSMW | 9,149 | $238 | 12/31/2023 | Bill Few Associates Inc. | 7,855 | $200 | 03/31/2024 | BSMW | 7,855 | $200 | 03/31/2024 | Hobbs Group Advisors LLC | 4,078 | $106 | 12/31/2023 | BSMW | 4,078 | $106 | 12/31/2023 | Benjamin F. Edwards & Company Inc. | 2,792 | $71 | 03/31/2024 | BSMW | 2,792 | $71 | 03/31/2024 | Asset Dedication LLC | 2,549 | $64 | 03/31/2024 | BSMW | 2,549 | $64 | 03/31/2024 | IFP Advisors Inc | 2,112 | $55 | 12/31/2023 | BSMW | 2,112 | $55 | 12/31/2023 | First Command Advisory Services Inc. | 1,776 | $45 | 03/31/2024 | BSMW | 1,776 | $45 | 03/31/2024 | Comerica Bank | 1,017 | $27 | 12/31/2023 | BSMW | 1,017 | $27 | 12/31/2023 | Advisor Group Holdings Inc. | 849 | $22 | 12/31/2023 | BSMW | 849 | $22 | 12/31/2023 | Tower Research Capital LLC TRC | 29 | $1 | 12/31/2023 | BSMW | 29 | $1 | 12/31/2023 | Proequities Inc. | 0 | $0 | 03/31/2024 | BSMW | 0 | $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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