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|
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This page summarizes the BHP 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 BHP 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).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing BHP Share Count |
|---|
| Range Financial Group LLC |
8,486 |
34,166 |
+25,680 |
+302.62% |
| Sound Income Strategies LLC |
83 |
328 |
+245 |
+295.18% |
| Global Wealth Strategies & Associates |
144 |
413 |
+269 |
+186.81% |
| One Wealth Advisors LLC |
3,688 |
7,942 |
+4,254 |
+115.35% |
| Aaron Wealth Advisors |
5,147 |
10,157 |
+5,010 |
+97.34% |
| Exchange Traded Concepts LLC |
3,967 |
5,925 |
+1,958 |
+49.36% |
| Sage Mountain Advisors LLC |
3,693 |
5,236 |
+1,543 |
+41.78% |
| Ritholtz Wealth Management |
37,185 |
51,382 |
+14,197 |
+38.18% |
| JJJ Advisors Inc. |
1,190 |
1,606 |
+416 |
+34.96% |
| SYSTM Wealth Solutions LLC |
817 |
1,091 |
+274 |
+33.54% |
| Addenda Capital Inc. |
88,594 |
112,562 |
+23,968 |
+27.05% |
| Jeppson Wealth Management LLC |
25,407 |
31,608 |
+6,201 |
+24.41% |
| Strong Tower Advisory Services |
15,649 |
18,699 |
+3,050 |
+19.49% |
| Wedmont Private Capital |
3,515 |
4,185 |
+670 |
+19.06% |
| Naviter Wealth LLC |
48,853 |
57,149 |
+8,296 |
+16.98% |
| Financial Management Professionals Inc. |
4,393 |
5,052 |
+659 |
+15.00% |
| Strategic Planning Group LLC |
16,381 |
18,687 |
+2,306 |
+14.08% |
| Requisite Capital Management LLC |
12,674 |
14,332 |
+1,658 |
+13.08% |
| Sunbelt Securities Inc. |
1,904 |
2,135 |
+231 |
+12.13% |
| Traveka Wealth LLC |
5,027 |
5,574 |
+547 |
+10.88% |
| Lifestyle Asset Management Inc. |
3,959 |
4,352 |
+393 |
+9.93% |
| CWM LLC |
7,518 |
8,084 |
+566 |
+7.53% |
| Raymond James & Associates |
279,297 |
296,256 |
+16,959 |
+6.07% |
| Chicago Partners Investment Group LLC |
8,037 |
8,481 |
+444 |
+5.52% |
| TruWealth Advisors LLC |
6,894 |
7,254 |
+360 |
+5.22% |
| Sage Rhino Capital LLC |
17,690 |
18,573 |
+883 |
+4.99% |
| Bank of New York Mellon Corp |
122,322 |
128,291 |
+5,969 |
+4.88% |
| Legacy Wealth Asset Management LLC |
33,679 |
35,254 |
+1,575 |
+4.68% |
| Royal Fund Management LLC |
18,323 |
19,173 |
+850 |
+4.64% |
| Regions Financial Corp |
17,072 |
17,843 |
+771 |
+4.52% |
| Rosenberg Matthew Hamilton |
2,770 |
2,891 |
+121 |
+4.37% |
| International Assets Investment Management LLC |
6,804 |
7,098 |
+294 |
+4.32% |
| Archford Capital Strategies LLC |
8,897 |
9,231 |
+334 |
+3.75% |
| Townsend & Associates Inc |
236,437 |
244,491 |
+8,054 |
+3.41% |
| Shepherd Financial Partners LLC |
24,941 |
25,781 |
+840 |
+3.37% |
| Pinnacle Associates Ltd. |
3,840 |
3,964 |
+124 |
+3.23% |
| Mather Group LLC. |
4,098 |
4,223 |
+125 |
+3.05% |
| Cohen Investment Advisors LLC |
46,320 |
47,565 |
+1,245 |
+2.69% |
| Ballentine Partners LLC |
8,007 |
8,212 |
+205 |
+2.56% |
| GHP Investment Advisors Inc. |
770 |
789 |
+19 |
+2.47% |
| Brown Advisory Inc. |
15,661 |
15,999 |
+338 |
+2.16% |
| Petredis Investment Advisors LLC |
63,989 |
65,183 |
+1,194 |
+1.87% |
| Cullen Investment Group LTD. |
3,816 |
3,881 |
+65 |
+1.70% |
| Teamwork Financial Advisors LLC |
8,514 |
8,654 |
+140 |
+1.64% |
| Benedict Financial Advisors Inc. |
8,284 |
8,399 |
+115 |
+1.39% |
| Stonegate Investment Group LLC |
34,364 |
34,833 |
+469 |
+1.36% |
| Wesbanco Bank Inc. |
4,265 |
4,312 |
+47 |
+1.10% |
| Allworth Financial LP |
1,441 |
1,454 |
+13 |
+0.90% |
| 180 Wealth Advisors LLC |
17,886 |
18,045 |
+159 |
+0.89% |
| Stephenson National Bank & Trust |
6,009 |
6,051 |
+42 |
+0.70% |
| Norway Savings Bank |
17,115 |
17,225 |
+110 |
+0.64% |
| Hennion & Walsh Asset Management Inc. |
47,547 |
47,813 |
+266 |
+0.56% |
| Venturi Wealth Management LLC |
7,507 |
7,547 |
+40 |
+0.53% |
| Jamison Private Wealth Management Inc. |
76,581 |
76,963 |
+382 |
+0.50% |
| AdvisorNet Financial Inc |
1,246 |
1,252 |
+6 |
+0.48% |
| Bristlecone Advisors LLC |
11,546 |
11,588 |
+42 |
+0.36% |
| Vicus Capital |
263,019 |
263,927 |
+908 |
+0.35% |
| Pinnacle West Asset Management Inc. |
7,700 |
7,725 |
+25 |
+0.32% |
| Moody Lynn & Lieberson LLC |
18,950 |
19,000 |
+50 |
+0.26% |
| Bridge Creek Capital Management LLC |
46,314 |
46,414 |
+100 |
+0.22% |
| Natixis Advisors L.P. |
444,702 |
445,576 |
+874 |
+0.20% |
| Trivant Custom Portfolio Group LLC |
43,404 |
43,432 |
+28 |
+0.06% |
| Raymond James Financial Services Advisors Inc. |
66,447 |
66,482 |
+35 |
+0.05% |
| 13F Filers Reporting New Positions In BHP |
|---|
| U S Global Investors Inc. |
0 |
3,500 |
+3,500 |
+100% |
| WASHINGTON TRUST Co |
0 |
133 |
+133 |
+100% |
| Viking Fund Management LLC |
0 |
580 |
+580 |
+100% |
| Farmers & Merchants Investments Inc. |
0 |
777 |
+777 |
+100% |
| American National Bank |
0 |
897 |
+897 |
+100% |
| Founders Financial Securities LLC |
0 |
10,926 |
+10,926 |
+100% |
| Confluence Investment Management LLC |
0 |
7,224 |
+7,224 |
+100% |
| Harbor Investment Advisory LLC |
0 |
12 |
+12 |
+100% |
| YHB Investment Advisors Inc. |
0 |
124 |
+124 |
+100% |
| Mesirow Financial Investment Management Inc. |
0 |
17,421 |
+17,421 |
+100% |
| Dynamic Advisor Solutions LLC |
0 |
6,194 |
+6,194 |
+100% |
| Private Ocean LLC |
0 |
255 |
+255 |
+100% |
| Harbour Capital Advisors LLC |
0 |
7,197 |
+7,197 |
+100% |
| Meridian Wealth Management LLC |
0 |
4,449 |
+4,449 |
+100% |
| Stratos Wealth Advisors LLC |
0 |
24,521 |
+24,521 |
+100% |
| Red Cedar Investment Management LLC |
0 |
22,258 |
+22,258 |
+100% |
| Banque Cantonale Vaudoise |
0 |
800 |
+800 |
+100% |
| Caas Capital Management LP |
0 |
8,956 |
+8,956 |
+100% |
| Rise Advisors LLC |
0 |
509 |
+509 |
+100% |
| GoalVest Advisory LLC |
0 |
3,150 |
+3,150 |
+100% |
| Newbridge Financial Services Group Inc. |
0 |
1,515 |
+1,515 |
+100% |
| Allspring Global Investments Holdings LLC |
0 |
5,591 |
+5,591 |
+100% |
| Whalen Wealth Management Inc. |
0 |
3,905 |
+3,905 |
+100% |
| Redmont Wealth Advisors LLC |
0 |
135 |
+135 |
+100% |
| Simplicity Wealth LLC |
0 |
5,143 |
+5,143 |
+100% |
| WFA Asset Management Corp |
0 |
540 |
+540 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Caldwell Sutter Capital Inc. |
85 |
85 |
UNCH |
0.00% |
| Valley National Advisers Inc. |
72 |
72 |
UNCH |
0.00% |
| Salem Investment Counselors Inc. |
933 |
933 |
UNCH |
0.00% |
| Miller Howard Investments Inc. NY |
120,000 |
120,000 |
UNCH |
0.00% |
| Norwood Financial Corp |
200 |
200 |
UNCH |
0.00% |
| Parsons Capital Management Inc. RI |
15,690 |
15,690 |
UNCH |
0.00% |
| Optimum Investment Advisors |
3,050 |
3,050 |
UNCH |
0.00% |
| Canal Insurance CO |
40,000 |
40,000 |
UNCH |
0.00% |
| Acropolis Investment Management LLC |
2,584 |
2,584 |
UNCH |
0.00% |
| Pacific Heights Asset Management LLC |
160,000 |
160,000 |
UNCH |
0.00% |
| AlphaMark Advisors LLC |
200 |
200 |
UNCH |
0.00% |
| Bangor Savings Bank |
858 |
858 |
UNCH |
0.00% |
| Narwhal Capital Management |
19,450 |
19,450 |
UNCH |
0.00% |
| Asset Dedication LLC |
6 |
6 |
UNCH |
0.00% |
| Timber Creek Capital Management LLC |
5,000 |
5,000 |
UNCH |
0.00% |
| Trust Co |
249 |
249 |
UNCH |
0.00% |
| First PREMIER Bank |
1,461 |
1,461 |
UNCH |
0.00% |
| Sugarloaf Wealth Management LLC |
805 |
805 |
UNCH |
0.00% |
| Pinnacle Bank |
1,141 |
1,141 |
UNCH |
0.00% |
| Founders Capital Management |
101 |
101 |
UNCH |
0.00% |
| Bogart Wealth LLC |
1,135 |
1,135 |
UNCH |
0.00% |
| Sawyer & Company Inc |
1,450 |
1,450 |
UNCH |
0.00% |
| Carmichael Hill & Associates Inc. |
2,068 |
2,068 |
UNCH |
0.00% |
| Essex Savings Bank |
8,804 |
8,804 |
UNCH |
0.00% |
| Prestige Wealth Management Group LLC |
100 |
100 |
UNCH |
0.00% |
| Pacifica Partners Inc. |
6,499 |
6,499 |
UNCH |
0.00% |
| Bellevue Asset Management LLC |
297 |
297 |
UNCH |
0.00% |
| CVA Family Office LLC |
3,600 |
3,600 |
UNCH |
0.00% |
| Center for Financial Planning Inc. |
500 |
500 |
UNCH |
0.00% |
| Capital Market Strategies LLC |
3,850 |
3,850 |
UNCH |
0.00% |
| Gleason Group Inc. |
13,493 |
13,493 |
UNCH |
0.00% |
| Annapolis Financial Services LLC |
72 |
72 |
UNCH |
0.00% |
| Touchstone Capital Inc. |
5,997 |
5,997 |
UNCH |
0.00% |
| SOA Wealth Advisors LLC. |
426 |
426 |
UNCH |
0.00% |
| Bank of New Hampshire |
3,000 |
3,000 |
UNCH |
0.00% |
| Ameliora Wealth Management Ltd. |
380 |
380 |
UNCH |
0.00% |
| City State Bank |
25 |
25 |
UNCH |
0.00% |
| Byrne Asset Management LLC |
27 |
27 |
UNCH |
0.00% |
| Armstrong Advisory Group Inc. |
327 |
327 |
UNCH |
0.00% |
| Signature Resources Capital Management LLC |
102 |
102 |
UNCH |
0.00% |
| Coston McIsaac & Partners |
234 |
234 |
UNCH |
0.00% |
| Stephens Consulting LLC |
200 |
200 |
UNCH |
0.00% |
| Compass Wealth Management LLC |
3,610 |
3,610 |
UNCH |
0.00% |
| Halpern Financial Inc. |
203 |
203 |
UNCH |
0.00% |
| Arlington Trust Co LLC |
130 |
130 |
UNCH |
0.00% |
| Financial Perspectives Inc |
365 |
365 |
UNCH |
0.00% |
| 13F Filers Decreasing BHP Share Count |
|---|
| NBT Bank N A NY |
3,209 |
116 |
-3,093 |
-96.39% |
| Simplex Trading LLC |
112,500 |
5,701 |
-106,799 |
-94.93% |
| Jackson Square Capital LLC |
16,222 |
5,959 |
-10,263 |
-63.27% |
| Kingswood Wealth Advisors LLC |
7,269 |
3,474 |
-3,795 |
-52.21% |
| GAMMA Investing LLC |
2,923 |
1,553 |
-1,370 |
-46.87% |
| UMB Bank N A MO |
39,153 |
22,848 |
-16,305 |
-41.64% |
| Solstein Capital LLC |
3,655 |
2,485 |
-1,170 |
-32.01% |
| Private Trust Co. NA |
329 |
229 |
-100 |
-30.40% |
| NBC Securities Inc. |
678 |
472 |
-206 |
-30.38% |
| Callahan Advisors LLC |
96,620 |
68,438 |
-28,182 |
-29.17% |
| Fifth Third Bancorp |
56,085 |
41,253 |
-14,832 |
-26.45% |
| Atlas Capital Advisors LLC |
1,252 |
936 |
-316 |
-25.24% |
| SeaCrest Wealth Management LLC |
16,766 |
12,592 |
-4,174 |
-24.90% |
| Veracity Capital LLC |
13,883 |
10,831 |
-3,052 |
-21.98% |
| Spire Wealth Management |
7,715 |
6,195 |
-1,520 |
-19.70% |
| Raymond James Trust N.A. |
4,474 |
3,606 |
-868 |
-19.40% |
| Perpetual Ltd |
431,209 |
355,309 |
-75,900 |
-17.60% |
| DGS Capital Management LLC |
19,052 |
15,793 |
-3,259 |
-17.11% |
| Cambridge Investment Research Advisors Inc. |
62,751 |
52,476 |
-10,275 |
-16.37% |
| Breakwater Capital Group |
9,309 |
7,952 |
-1,357 |
-14.58% |
| Flagship Harbor Advisors LLC |
14,035 |
12,221 |
-1,814 |
-12.92% |
| Security National Bank |
42,082 |
36,774 |
-5,308 |
-12.61% |
| Essex Financial Services Inc. |
7,522 |
6,588 |
-934 |
-12.42% |
| Willis Investment Counsel |
466,201 |
411,298 |
-54,903 |
-11.78% |
| First Financialcorp IN |
5,858 |
5,171 |
-687 |
-11.73% |
| Valeo Financial Advisors LLC |
8,295 |
7,411 |
-884 |
-10.66% |
| Bruce G. Allen Investments LLC |
1,640 |
1,466 |
-174 |
-10.61% |
| Financial Sense Advisors Inc. |
39,517 |
35,371 |
-4,146 |
-10.49% |
| Wealth Enhancement Advisory Services LLC |
18,838 |
16,875 |
-1,963 |
-10.42% |
| Kovack Advisors Inc. |
6,258 |
5,610 |
-648 |
-10.35% |
| Veriti Management LLC |
36,256 |
32,626 |
-3,630 |
-10.01% |
| Northwest Bancshares Inc. |
22,399 |
20,160 |
-2,239 |
-10.00% |
| Sivia Capital Partners LLC |
4,742 |
4,285 |
-457 |
-9.64% |
| Lindbrook Capital LLC |
5,034 |
4,578 |
-456 |
-9.06% |
| CENTRAL TRUST Co |
5,899 |
5,398 |
-501 |
-8.49% |
| Clarius Group LLC |
12,086 |
11,141 |
-945 |
-7.82% |
| Keel Point LLC |
4,011 |
3,719 |
-292 |
-7.28% |
| Sumitomo Mitsui Trust Holdings Inc. |
147,246 |
138,037 |
-9,209 |
-6.25% |
| Fulcrum Equity Management |
4,965 |
4,657 |
-308 |
-6.20% |
| Aprio Wealth Management LLC |
3,703 |
3,478 |
-225 |
-6.08% |
| Paradiem LLC |
9,276 |
8,762 |
-514 |
-5.54% |
| Nicholas Hoffman & Company LLC. |
10,867 |
10,298 |
-569 |
-5.24% |
| Stratos Wealth Partners LTD. |
5,021 |
4,782 |
-239 |
-4.76% |
| Albert D Mason Inc. |
12,403 |
11,817 |
-586 |
-4.72% |
| Legal Advantage Investments Inc. |
10,611 |
10,118 |
-493 |
-4.65% |
| First Horizon Advisors Inc. |
3,988 |
3,808 |
-180 |
-4.51% |
| Farmers & Merchants Trust Co of Chambersburg PA |
3,134 |
3,000 |
-134 |
-4.28% |
| Strategy Asset Managers LLC |
118,671 |
114,829 |
-3,842 |
-3.24% |
| Hourglass Capital LLC |
69,918 |
68,035 |
-1,883 |
-2.69% |
| D. B. Root & Company LLC |
23,513 |
22,997 |
-516 |
-2.19% |
| Segment Wealth Management LLC |
3,977 |
3,895 |
-82 |
-2.06% |
| Checchi Capital Advisers LLC |
20,556 |
20,249 |
-307 |
-1.49% |
| Yousif Capital Management LLC |
44,596 |
43,991 |
-605 |
-1.36% |
| Successful Portfolios LLC |
4,846 |
4,797 |
-49 |
-1.01% |
| Shorepath Capital Management LLC |
63,743 |
63,181 |
-562 |
-0.88% |
| Hexagon Capital Partners LLC |
8,291 |
8,221 |
-70 |
-0.84% |
| Park Avenue Securities LLC |
20,143 |
20,016 |
-127 |
-0.63% |
| Global Retirement Partners LLC |
2,865 |
2,851 |
-14 |
-0.49% |
| Kempner Capital Management Inc. |
15,121 |
15,120 |
-1 |
-0.01% |
| 13F Filers Exiting BHP |
|---|
| Sapient Capital LLC |
7,376 |
0 |
-7,376 |
-100.00% |
| SJS Investment Consulting Inc. |
500 |
0 |
-500 |
-100.00% |
| Financial Management Network Inc. |
3,146 |
0 |
-3,146 |
-100.00% |
| Planned Solutions Inc. |
2,576 |
0 |
-2,576 |
-100.00% |
| Tennessee Valley Asset Management Partners |
194 |
0 |
-194 |
-100.00% |
| Coastal Investment Advisors Inc. |
3,156 |
0 |
-3,156 |
-100.00% |
| Independence Bank of Kentucky |
50 |
0 |
-50 |
-100.00% |
| Bfsg LLC |
70 |
0 |
-70 |
-100.00% |
| Kohmann Bosshard Financial Services LLC |
3,108 |
0 |
-3,108 |
-100.00% |
| First Personal Financial Services |
287 |
0 |
-287 |
-100.00% |
| Gradient Investments LLC |
84 |
0 |
-84 |
-100.00% |
| Cutler Group LP |
1,260 |
0 |
-1,260 |
-100.00% |
| Diversified Trust Co |
3,032 |
0 |
-3,032 |
-100.00% |
| IMC Chicago LLC |
16,188 |
0 |
-16,188 |
-100.00% |
| Chesley Taft & Associates LLC |
17,925 |
0 |
-17,925 |
-100.00% |
| Bourgeon Capital Management LLC |
89 |
0 |
-89 |
-100.00% |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP MA |
7,325 |
0 |
-7,325 |
-100.00% |
| Fulton Bank N.A. |
3,451 |
0 |
-3,451 |
-100.00% |
| ST Germain D J Co. Inc. |
250 |
0 |
-250 |
-100.00% |
See Summary: Institutional Holders of BHP
See Details: Top 10 Hedge Funds Holding BHP
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