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Funds Holding BWG

On this page, we present all of the funds holding BWG from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding BWG, with a link to that fund's top holdings. The next columns indicate the amount of BWG stock held by each of the funds holding BWG, followed by the BWG position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 41 funds holding BWG 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 BWG), click the fund name in the "Holder" column of the funds-holding-BWG table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley1,908,866$15,949 12/31/2023
     BWG1,908,866$15,949 12/31/2023
Allspring Global Investments Holdings LLC1,257,856$10,667 03/31/2024
     BWG1,257,856$10,667 03/31/2024
Pathstone Holdings LLC714,319$5,968 12/31/2023
     BWG714,319$5,968 12/31/2023
Rivernorth Capital Management LLC554,946$4,639 12/31/2023
     BWG554,946$4,639 12/31/2023
Wells Fargo & Company MN507,438$4,240 12/31/2023
     BWG507,438$4,240 12/31/2023
Bank of America Corp DE447,431$3,738 12/31/2023
     BWG447,431$3,738 12/31/2023
Guggenheim Capital LLC226,119$1,890 12/31/2023
     BWG226,119$1,890 12/31/2023
LPL Financial LLC168,094$1,404 12/31/2023
     BWG168,094$1,404 12/31/2023
Stephens Inc. AR166,383$1,390 12/31/2023
     BWG166,383$1,390 12/31/2023
Matisse Capital149,900$1,271 03/31/2024
     BWG149,900$1,271 03/31/2024
Shaker Financial Services LLC151,059$1,262 12/31/2023
     BWG151,059$1,262 12/31/2023
Private Advisor Group LLC125,350$1,063 03/31/2024
     BWG125,350$1,063 03/31/2024
Alexander Randolph Advisory Inc.114,900$960 12/31/2023
     BWG114,900$960 12/31/2023
Royal Bank of Canada107,249$896 12/31/2023
     BWG107,249$896 12/31/2023
GWM Advisors LLC74,900$626 12/31/2023
     BWG74,900$626 12/31/2023
Raymond James & Associates70,198$595 03/31/2024
     BWG70,198$595 03/31/2024
Saba Capital Management L.P.62,069$519 12/31/2023
     BWG62,069$519 12/31/2023
Main Street Group LTD $488 12/31/2023
     NTF BOND FUNDS48,292$488 12/31/2023
UBS Group AG38,430$321 12/31/2023
     BWG38,430$321 12/31/2023
Landscape Capital Management L.L.C.37,429$313 12/31/2023
     BWG37,429$313 12/31/2023
SFI Advisors LLC35,934$300 12/31/2023
     BWG35,934$300 12/31/2023
Invesco Ltd.28,188$236 12/31/2023
     BWG28,188$236 12/31/2023
Baird Financial Group Inc.28,010$234 12/31/2023
     BWG28,010$234 12/31/2023
Ameriprise Financial Inc.27,623$231 12/31/2023
     BWG27,623$231 12/31/2023
Cetera Investment Advisers23,064$193 12/31/2023
     BWG23,064$193 12/31/2023
Commonwealth Equity Services LLC21,884$186 03/31/2024
     BWG21,884$186 03/31/2024
Advisor Group Holdings Inc.22,208$186 12/31/2023
     BWG22,208$186 12/31/2023
NBT Bank N A NY18,700$159 03/31/2024
     BWG18,700$159 03/31/2024
Nomura Holdings Inc.18,379$154 12/31/2023
     BWG18,379$154 12/31/2023
Wedbush Securities Inc.17,116$143 12/31/2023
     BWG17,116$143 12/31/2023
HighTower Advisors LLC15,733$120 12/31/2023
     BWG15,733$120 12/31/2023
PFG Investments LLC11,601$98 03/31/2024
     BWG11,601$98 03/31/2024
Nelson Van Denburg & Campbell Wealth Management Group LLC8,834$75 03/31/2024
     BWG8,834$75 03/31/2024
Advisory Services Network LLC7,452$62 12/31/2023
     BWG7,452$62 12/31/2023
Comerica Bank2,948$25 12/31/2023
     BWG2,948$25 12/31/2023
Private Trust Co. NA703$6 03/31/2024
     BWG703$6 03/31/2024
Northwestern Mutual Wealth Management Co.710$6 12/31/2023
     BWG710$6 12/31/2023
Larson Financial Group LLC665$6 12/31/2023
     BWG665$6 12/31/2023
First Manhattan Co.350$3 12/31/2023
     BWG350$3 12/31/2023
Bessemer Group Inc.378$3 12/31/2023
     BWG378$3 12/31/2023
JPMorgan Chase & Co.232$2 12/31/2023
     BWG232$2 12/31/2023
Proequities Inc.0$0 03/31/2024
     BWG0$0 03/31/2024

See Summary: Institutional Holders of BWG
See Details: Top 10 Hedge Funds Holding BWG
Also See: BWG Insider Buying
Also See: BWG Holdings Changes

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