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On this page, we present all of the funds holding BTO from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding BTO, with a link to that fund's top holdings. The next columns
indicate the amount of BTO stock held by each of the funds holding BTO, followed by the BTO position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 74 funds holding BTO within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Morgan Stanley. For more details on the positions held by Morgan Stanley
(or by any of the other funds holding BTO), click the fund name in the "Holder" column of the funds-holding-BTO table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
Morgan Stanley | 1,345,517 | $40,473 | 12/31/2023 | BTO | 1,345,517 | $40,473 | 12/31/2023 | Wells Fargo & Company MN | 589,601 | $17,735 | 12/31/2023 | BTO | 589,601 | $17,735 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 410,138 | $12,132 | 03/31/2024 | BTO | 410,138 | $12,132 | 03/31/2024 | Janney Montgomery Scott LLC | 208,796 | $6,281 | 12/31/2023 | BTO | 208,796 | $6,281 | 12/31/2023 | Royal Bank of Canada | 154,135 | $4,637 | 12/31/2023 | BTO | 154,135 | $4,637 | 12/31/2023 | Raymond James & Associates | 119,283 | $3,528 | 03/31/2024 | BTO | 119,283 | $3,528 | 03/31/2024 | FCA Corp TX | 91,296 | $2,746 | 12/31/2023 | BTO | 91,296 | $2,746 | 12/31/2023 | Aurora Investment Counsel | 86,761 | $2,610 | 12/31/2023 | BTO | 86,761 | $2,610 | 12/31/2023 | LPL Financial LLC | 78,819 | $2,371 | 12/31/2023 | BTO | 78,819 | $2,371 | 12/31/2023 | North Star Asset Management Inc. | 78,104 | $2,349 | 12/31/2023 | BTO | 78,104 | $2,349 | 12/31/2023 | Stifel Financial Corp | 74,146 | $2,230 | 12/31/2023 | BTO | 74,146 | $2,230 | 12/31/2023 | Mesirow Financial Investment Management Inc. | 44,500 | $1,316 | 03/31/2024 | BTO | 44,500 | $1,316 | 03/31/2024 | Bank of America Corp DE | 43,675 | $1,314 | 12/31/2023 | BTO | 43,675 | $1,314 | 12/31/2023 | Wolverine Asset Management LLC | 40,995 | $1,233 | 12/31/2023 | BTO | 40,995 | $1,233 | 12/31/2023 | Pensionmark Financial Group LLC | 38,073 | $1,145 | 12/31/2023 | BTO | 38,073 | $1,145 | 12/31/2023 | UBS Group AG | 37,298 | $1,122 | 12/31/2023 | BTO | 37,298 | $1,122 | 12/31/2023 | Gilliland Jeter Wealth Management LLC | 36,317 | $1,092 | 12/31/2023 | BTO | 36,317 | $1,092 | 12/31/2023 | Landscape Capital Management L.L.C. | 33,531 | $1,009 | 12/31/2023 | BTO | 33,531 | $1,009 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 34,008 | $1,006 | 03/31/2024 | BTO | 34,008 | $1,006 | 03/31/2024 | Lincoln National Corp | 33,108 | $996 | 12/31/2023 | BTO | 33,108 | $996 | 12/31/2023 | Oppenheimer & Co. Inc. | 25,506 | $767 | 12/31/2023 | BTO | 25,506 | $767 | 12/31/2023 | Samalin Investment Counsel LLC | 22,075 | $664 | 12/31/2023 | BTO | 22,075 | $664 | 12/31/2023 | Stephens Inc. AR | 20,593 | $619 | 12/31/2023 | BTO | 20,593 | $619 | 12/31/2023 | Peapack Gladstone Financial Corp | 19,515 | $587 | 12/31/2023 | BTO | 19,515 | $587 | 12/31/2023 | Advisor Group Holdings Inc. | 15,505 | $466 | 12/31/2023 | BTO | 15,505 | $466 | 12/31/2023 | Commonwealth Equity Services LLC | 14,670 | $441 | 12/31/2023 | BTO | 14,670 | $441 | 12/31/2023 | All Season Financial Advisors Inc. | 14,413 | $426 | 03/31/2024 | BTO | 14,413 | $426 | 03/31/2024 | Mariner LLC | 14,051 | $423 | 12/31/2023 | BTO | 14,051 | $423 | 12/31/2023 | D.A. Davidson & CO. | 14,016 | $422 | 12/31/2023 | BTO | 14,016 | $422 | 12/31/2023 | National Asset Management Inc. | 13,678 | $412 | 12/31/2023 | BTO | 13,678 | $412 | 12/31/2023 | Formidable Asset Management LLC | 12,910 | $388 | 12/31/2023 | BTO | 12,910 | $388 | 12/31/2023 | Elequin Capital LP | 12,609 | $379 | 12/31/2023 | BTO | 12,609 | $379 | 12/31/2023 | L.M. Kohn & Company | 12,301 | $364 | 03/31/2024 | BTO | 12,301 | $364 | 03/31/2024 | Advisory Services Network LLC | 11,829 | $356 | 12/31/2023 | BTO | 11,829 | $356 | 12/31/2023 | JPMorgan Chase & Co. | 11,785 | $354 | 12/31/2023 | BTO | 11,785 | $354 | 12/31/2023 | Ameriprise Financial Inc. | 11,124 | $335 | 12/31/2023 | BTO | 11,124 | $335 | 12/31/2023 | Institute for Wealth Management LLC. | 10,868 | $327 | 12/31/2023 | BTO | 10,868 | $327 | 12/31/2023 | Thrivent Financial for Lutherans | 10,737 | $323 | 12/31/2023 | BTO | 10,737 | $323 | 12/31/2023 | STA Wealth Management LLC | 10,464 | $315 | 12/31/2023 | BTO | 10,464 | $315 | 12/31/2023 | Atria Wealth Solutions Inc. | 10,372 | $312 | 12/31/2023 | BTO | 10,372 | $312 | 12/31/2023 | HighTower Advisors LLC | 10,221 | $306 | 12/31/2023 | BTO | 10,221 | $306 | 12/31/2023 | Private Advisor Group LLC | 9,663 | $291 | 12/31/2023 | BTO | 9,663 | $291 | 12/31/2023 | Wedbush Securities Inc. | 8,838 | $266 | 12/31/2023 | BTO | 8,838 | $266 | 12/31/2023 | Comerica Bank | 8,635 | $260 | 12/31/2023 | BTO | 8,635 | $260 | 12/31/2023 | Steward Partners Investment Advisory LLC | 8,457 | $254 | 12/31/2023 | BTO | 8,457 | $254 | 12/31/2023 | Abel Hall LLC | 8,000 | $241 | 12/31/2023 | BTO | 8,000 | $241 | 12/31/2023 | The PNC Financial Services Group Inc. | 7,717 | $232 | 12/31/2023 | BTO | 7,717 | $232 | 12/31/2023 | Invesco Ltd. | 7,663 | $231 | 12/31/2023 | BTO | 7,663 | $231 | 12/31/2023 | J.W. Cole Advisors Inc. | 7,408 | $223 | 12/31/2023 | BTO | 7,408 | $223 | 12/31/2023 | Redwood Wealth Management Group LLC | 7,329 | $220 | 12/31/2023 | BTO | 7,329 | $220 | 12/31/2023 | Wintrust Investments LLC | 6,807 | $205 | 12/31/2023 | BTO | 6,807 | $205 | 12/31/2023 | Mendota Financial Group LLC | 4,485 | $133 | 03/31/2024 | BTO | 4,485 | $133 | 03/31/2024 | Allworth Financial LP | 3,381 | $100 | 03/31/2024 | BTO | 3,381 | $100 | 03/31/2024 | Highlander Capital Management LLC | 1,713 | $52 | 12/31/2023 | BTO | 1,713 | $52 | 12/31/2023 | Thompson Investment Management Inc. | 649 | $19 | 03/31/2024 | BTO | 649 | $19 | 03/31/2024 | AdvisorNet Financial Inc | 600 | $18 | 03/31/2024 | BTO | 600 | $18 | 03/31/2024 | Creative Financial Designs Inc. ADV | 600 | $18 | 12/31/2023 | BTO | 600 | $18 | 12/31/2023 | Toth Financial Advisory Corp | 560 | $17 | 03/31/2024 | BTO | 560 | $17 | 03/31/2024 | GWM Advisors LLC | 576 | $17 | 12/31/2023 | BTO | 576 | $17 | 12/31/2023 | Private Trust Co. NA | 500 | $15 | 03/31/2024 | BTO | 500 | $15 | 03/31/2024 | CWM LLC | 514 | $15 | 03/31/2024 | BTO | 514 | $15 | 03/31/2024 | IFP Advisors Inc | 500 | $15 | 12/31/2023 | BTO | 500 | $15 | 12/31/2023 | Spire Wealth Management | 429 | $13 | 03/31/2024 | BTO | 429 | $13 | 03/31/2024 | Bogart Wealth LLC | 231 | $7 | 03/31/2024 | BTO | 231 | $7 | 03/31/2024 | Principal Securities Inc. | 225 | $7 | 12/31/2023 | BTO | 225 | $7 | 12/31/2023 | Global Retirement Partners LLC | 171 | $5 | 03/31/2024 | BTO | 171 | $5 | 03/31/2024 | Geneos Wealth Management Inc. | 165 | $5 | 12/31/2023 | BTO | 165 | $5 | 12/31/2023 | LM Advisors LLC | 154 | $5 | 12/31/2023 | BTO | 154 | $5 | 12/31/2023 | Harbour Investments Inc. | 125 | $4 | 12/31/2023 | BTO | 125 | $4 | 12/31/2023 | Northwestern Mutual Wealth Management Co. | 80 | $2 | 12/31/2023 | BTO | 80 | $2 | 12/31/2023 | Benjamin F. Edwards & Company Inc. | 50 | $2 | 12/31/2023 | BTO | 50 | $2 | 12/31/2023 | Huntington National Bank | 1 | $0 | 12/31/2023 | BTO | 1 | $0 | 12/31/2023 | FMR LLC | 1 | $0 | 12/31/2023 | BTO | 1 | $0 | 12/31/2023 | Proequities Inc. | 0 | $0 | 12/31/2023 | BTO | 0 | $0 | 12/31/2023 | Tower Research Capital LLC TRC | 3 | $0 | 12/31/2023 | BTO | 3 | $0 | 12/31/2023 |
See Summary: Institutional Holders of BTO
See Details: Top 10 Hedge Funds Holding BTO
Also See: BTO Insider Buying
Also See: BTO Holdings Changes
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