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This page summarizes the BKT 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 BKT 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 BKT Share Count |
Raymond James & Associates |
197,521 |
284,205 |
+86,684 |
+43.89% |
Arkadios Wealth Advisors |
38,163 |
42,141 |
+3,978 |
+10.42% |
Melfa Wealth Management LLC |
353,093 |
373,843 |
+20,750 |
+5.88% |
Raymond James Trust N.A. |
42,911 |
45,411 |
+2,500 |
+5.83% |
Raymond James Financial Services Advisors Inc. |
476,555 |
484,820 |
+8,265 |
+1.73% |
Aviance Capital Partners LLC |
17,328 |
17,446 |
+118 |
+0.68% |
13F Filers Reporting New Positions In BKT |
Proequities Inc. |
0 |
0 |
UNCH |
100% |
Private Advisor Group LLC |
0 |
10,332 |
+10,332 |
+100% |
Nelson Van Denburg & Campbell Wealth Management Group LLC |
0 |
0 |
UNCH |
100% |
13F Filers With Unchanged Share Count |
Creative Financial Designs Inc. ADV |
642 |
642 |
UNCH |
0.00% |
Webster Bank N. A. |
997 |
997 |
UNCH |
0.00% |
North Star Investment Management Corp. |
66 |
66 |
UNCH |
0.00% |
Allworth Financial LP |
6,773 |
6,773 |
UNCH |
0.00% |
GPS Wealth Strategies Group LLC |
766 |
766 |
UNCH |
0.00% |
Global Retirement Partners LLC |
666 |
666 |
UNCH |
0.00% |
Meadow Creek Wealth Advisors LLC |
17,093 |
17,093 |
UNCH |
0.00% |
Allspring Global Investments Holdings LLC |
1,282,440 |
1,282,440 |
UNCH |
0.00% |
Fortitude Advisory Group L.L.C. |
22,840 |
22,840 |
UNCH |
0.00% |
13F Filers Decreasing BKT Share Count |
Riverbridge Partners LLC |
49,173 |
31,775 |
-17,398 |
-35.38% |
Courier Capital LLC |
163,641 |
153,504 |
-10,137 |
-6.19% |
Commonwealth Equity Services LLC |
16,896 |
16,345 |
-551 |
-3.26% |
13F Filers Exiting BKT |
International Assets Investment Management LLC |
105,479 |
0 |
-105,479 |
-100.00% |
TrueWealth Advisors LLC |
11,495 |
0 |
-11,495 |
-100.00% |
Transform Wealth LLC |
23,755 |
0 |
-23,755 |
-100.00% |
See Summary: Institutional Holders of BKT
See Details: Top 10 Hedge Funds Holding BKT
Also See: BKT Insider Buying
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