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This page summarizes the BHF holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether BHF is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer12/31/2023
 Share Count 		3/31/2024
 Share Count 		Change% Change
13F Filers Increasing BHF Share Count
Rise Advisors LLC 11 299 +288 +2618.18%
Venturi Wealth Management LLC 51 212 +161 +315.69%
Sound Income Strategies LLC 2 5 +3 +150.00%
CWM LLC 754 945 +191 +25.33%
Range Financial Group LLC 9,403 11,096 +1,693 +18.00%
Allspring Global Investments Holdings LLC 78,559 87,859 +9,300 +11.84%
Private Trust Co. NA 613 660 +47 +7.67%
Robeco Institutional Asset Management B.V. 157,675 169,077 +11,402 +7.23%
Massmutual Trust Co. FSB ADV 22 23 +1 +4.55%
Louisiana State Employees Retirement System 18,000 18,500 +500 +2.78%
State of Michigan Retirement System 15,368 15,768 +400 +2.60%
Alaska Permanent Fund Corp 51,744 52,642 +898 +1.74%
Veriti Management LLC 3,892 3,895 +3 +0.08%
Wiley BROS. Aintree Capital LLC 8,124 8,130 +6 +0.07%
13F Filers Reporting New Positions In BHF
Lowe Wealth Advisors LLC 0 24 +24 +100%
Register Financial Advisors LLC 0 108 +108 +100%
13F Filers With Unchanged Share Count
First Hawaiian Bank 12,117 12,117 UNCH 0.00%
New Mexico Educational Retirement Board 14,000 14,000 UNCH 0.00%
Barrett & Company Inc. 47 47 UNCH 0.00%
NBT Bank N A NY 11 11 UNCH 0.00%
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA 1 1 UNCH 0.00%
Tompkins Financial Corp 15 15 UNCH 0.00%
Farmers & Merchants Investments Inc. 33 33 UNCH 0.00%
Bangor Savings Bank 34 34 UNCH 0.00%
State of Alaska Department of Revenue 6,936 6,936 UNCH 0.00%
Atlas Capital Advisors LLC 4,399 4,399 UNCH 0.00%
DekaBank Deutsche Girozentrale 4,427 4,427 UNCH 0.00%
Asset Dedication LLC 5 5 UNCH 0.00%
Oakworth Capital Inc. 70 70 UNCH 0.00%
Capital Advisors Ltd. LLC 4 4 UNCH 0.00%
CKW Financial Group 500 500 UNCH 0.00%
MCF Advisors LLC 3 3 UNCH 0.00%
Tradewinds Capital Management LLC 19 19 UNCH 0.00%
MV Capital Management Inc. 23 23 UNCH 0.00%
Roble Belko & Company Inc 13 13 UNCH 0.00%
Moisand Fitzgerald Tamayo LLC 6 6 UNCH 0.00%
Sugarloaf Wealth Management LLC 5 5 UNCH 0.00%
Pinnacle Bank 17 17 UNCH 0.00%
Bfsg LLC 3,160 3,160 UNCH 0.00%
Security National Bank 3 3 UNCH 0.00%
Carmichael Hill & Associates Inc. 2 2 UNCH 0.00%
Independence Bank of Kentucky 147 147 UNCH 0.00%
West Branch Capital LLC 45 45 UNCH 0.00%
Global Retirement Partners LLC 106 106 UNCH 0.00%
Aspire Private Capital LLC 17 17 UNCH 0.00%
Maryland State Retirement & Pension System 5,085 5,085 UNCH 0.00%
Tsfg LLC 40 40 UNCH 0.00%
CVA Family Office LLC 90 90 UNCH 0.00%
Rosenberg Matthew Hamilton 12 12 UNCH 0.00%
IAG Wealth Partners LLC 7 7 UNCH 0.00%
Iron Horse Wealth Management LLC 1 1 UNCH 0.00%
DHJJ Financial Advisors Ltd. 5 5 UNCH 0.00%
Robbins Farley LLC 19 19 UNCH 0.00%
SOA Wealth Advisors LLC. 49 49 UNCH 0.00%
SJS Investment Consulting Inc. 20 20 UNCH 0.00%
Chemistry Wealth Management LLC 16,342 16,342 UNCH 0.00%
Red Tortoise LLC 49 49 UNCH 0.00%
Global Wealth Strategies & Associates 5 5 UNCH 0.00%
Armstrong Advisory Group Inc. 22 22 UNCH 0.00%
Horizons Wealth Management 24 24 UNCH 0.00%
Coston McIsaac & Partners 27 27 UNCH 0.00%
Stephens Consulting LLC 91 91 UNCH 0.00%
Financial Freedom LLC 20 20 UNCH 0.00%
CGC Financial Services LLC 9 9 UNCH 0.00%
PFS Partners LLC 16 16 UNCH 0.00%
Bruce G. Allen Investments LLC 34 34 UNCH 0.00%
13F Filers Decreasing BHF Share Count
Newbridge Financial Services Group Inc. 459 5 -454 -98.91%
Insight Financial Services 25 13 -12 -48.00%
Spire Wealth Management 2,167 1,167 -1,000 -46.15%
GAMMA Investing LLC 1,158 706 -452 -39.03%
Salem Investment Counselors Inc. 249 159 -90 -36.14%
Handelsinvest Investeringsforvaltning 6,302 4,148 -2,154 -34.18%
Hexagon Capital Partners LLC 124 84 -40 -32.26%
Valley National Advisers Inc. 66 46 -20 -30.30%
NBC Securities Inc. 94 72 -22 -23.40%
AdvisorNet Financial Inc 63 49 -14 -22.22%
Gradient Investments LLC 47 40 -7 -14.89%
Amalgamated Bank 42,890 37,717 -5,173 -12.06%
ST Germain D J Co. Inc. 74 67 -7 -9.46%
Versant Capital Management Inc 43 39 -4 -9.30%
Fruth Investment Management 11,800 10,900 -900 -7.63%
Fifth Third Bancorp 908 839 -69 -7.60%
13F Filers Exiting BHF
Wetzel Investment Advisors Inc. 9 0 -9 -100.00%
Financial Perspectives Inc 5 0 -5 -100.00%
McGlone Suttner Wealth Management Inc. 33 0 -33 -100.00%
Level Financial Advisors Inc. 17 0 -17 -100.00%
Tennessee Valley Asset Management Partners 8 0 -8 -100.00%
Red Door Wealth Management LLC 3,815 0 -3,815 -100.00%
Assenagon Asset Management S.A. 229,339 0 -229,339 -100.00%
Cutler Group LP 1,464 0 -1,464 -100.00%
Diversified Trust Co 9,789 0 -9,789 -100.00%
Raymond James Financial Services Advisors Inc. 27,231 0 -27,231 -100.00%
Indiana Trust & Investment Management CO 7 0 -7 -100.00%
Raymond James & Associates 4,788 0 -4,788 -100.00%

See Summary: Institutional Holders of BHF
See Details: Top 10 Hedge Funds Holding BHF
Also See: BHF Insider Buying

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