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This page summarizes the BLDR 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 BLDR 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 BLDR Share Count |
|---|
| Exchange Traded Concepts LLC |
890 |
21,670 |
+20,780 |
+2334.83% |
| Friedenthal Financial |
291 |
4,106 |
+3,815 |
+1311.00% |
| SJS Investment Consulting Inc. |
54 |
443 |
+389 |
+720.37% |
| Raymond James Trust N.A. |
3,573 |
13,836 |
+10,263 |
+287.24% |
| Bruce G. Allen Investments LLC |
7 |
25 |
+18 |
+257.14% |
| Wealth Enhancement Advisory Services LLC |
22,396 |
58,726 |
+36,330 |
+162.22% |
| Raymond James Financial Services Advisors Inc. |
47,128 |
97,772 |
+50,644 |
+107.46% |
| Robeco Institutional Asset Management B.V. |
242,245 |
475,786 |
+233,541 |
+96.41% |
| Congress Wealth Management LLC DE |
6,197 |
11,516 |
+5,319 |
+85.83% |
| Private Trust Co. NA |
345 |
631 |
+286 |
+82.90% |
| Capital Investment Advisors LLC |
3,581 |
6,419 |
+2,838 |
+79.25% |
| Hexagon Capital Partners LLC |
26 |
44 |
+18 |
+69.23% |
| Banque Cantonale Vaudoise |
10,481 |
17,096 |
+6,615 |
+63.11% |
| Fifth Third Bancorp |
744 |
1,071 |
+327 |
+43.95% |
| Mezzasalma Advisors LLC |
15,167 |
19,892 |
+4,725 |
+31.15% |
| Raymond James & Associates |
128,969 |
163,714 |
+34,745 |
+26.94% |
| Nations Financial Group Inc. IA ADV |
4,241 |
5,341 |
+1,100 |
+25.94% |
| Spire Wealth Management |
33,590 |
42,282 |
+8,692 |
+25.88% |
| First Horizon Advisors Inc. |
146 |
178 |
+32 |
+21.92% |
| Vaughan Nelson Investment Management L.P. |
13,390 |
16,190 |
+2,800 |
+20.91% |
| Wedge Capital Management L L P NC |
67,242 |
79,994 |
+12,752 |
+18.96% |
| Lindbrook Capital LLC |
233 |
271 |
+38 |
+16.31% |
| Allworth Financial LP |
178 |
207 |
+29 |
+16.29% |
| Transform Wealth LLC |
32,963 |
38,264 |
+5,301 |
+16.08% |
| Zurcher Kantonalbank Zurich Cantonalbank |
80,254 |
91,878 |
+11,624 |
+14.48% |
| Wedmont Private Capital |
1,629 |
1,850 |
+221 |
+13.57% |
| Salem Investment Counselors Inc. |
2,360 |
2,680 |
+320 |
+13.56% |
| GAMMA Investing LLC |
910 |
1,027 |
+117 |
+12.86% |
| AustralianSuper Pty Ltd |
118,072 |
131,806 |
+13,734 |
+11.63% |
| Capital Advisors Ltd. LLC |
30 |
33 |
+3 |
+10.00% |
| Veriti Management LLC |
2,945 |
3,238 |
+293 |
+9.95% |
| Massmutual Trust Co. FSB ADV |
409 |
440 |
+31 |
+7.58% |
| Park Avenue Securities LLC |
2,756 |
2,962 |
+206 |
+7.47% |
| Financial Management Professionals Inc. |
20 |
21 |
+1 |
+5.00% |
| Stratos Wealth Partners LTD. |
24,592 |
25,802 |
+1,210 |
+4.92% |
| Venturi Wealth Management LLC |
43 |
45 |
+2 |
+4.65% |
| Measured Wealth Private Client Group LLC |
3,512 |
3,675 |
+163 |
+4.64% |
| TrimTabs Asset Management LLC |
21,038 |
21,945 |
+907 |
+4.31% |
| CWM LLC |
2,908 |
2,986 |
+78 |
+2.68% |
| Kathmere Capital Management LLC |
5,287 |
5,406 |
+119 |
+2.25% |
| Atlas Capital Advisors LLC |
8,889 |
9,072 |
+183 |
+2.06% |
| Smith Anglin Financial LLC |
3,018 |
3,051 |
+33 |
+1.09% |
| Bank of New York Mellon Corp |
860,017 |
865,917 |
+5,900 |
+0.69% |
| Cyndeo Wealth Partners LLC |
1,490 |
1,497 |
+7 |
+0.47% |
| Czech National Bank |
21,610 |
21,703 |
+93 |
+0.43% |
| JGP Wealth Management LLC |
4,498 |
4,517 |
+19 |
+0.42% |
| Brown Advisory Inc. |
14,570 |
14,600 |
+30 |
+0.21% |
| Nilsine Partners LLC |
42,777 |
42,794 |
+17 |
+0.04% |
| 13F Filers Reporting New Positions In BLDR |
|---|
| First Financialcorp IN |
0 |
31 |
+31 |
+100% |
| Toth Financial Advisory Corp |
0 |
10 |
+10 |
+100% |
| Optimum Investment Advisors |
0 |
250 |
+250 |
+100% |
| Gateway Investment Advisers LLC |
0 |
1,602 |
+1,602 |
+100% |
| Denali Advisors LLC |
0 |
103 |
+103 |
+100% |
| Ballentine Partners LLC |
0 |
1,187 |
+1,187 |
+100% |
| Harbor Investment Advisory LLC |
0 |
21 |
+21 |
+100% |
| Diversified Trust Co |
0 |
2,681 |
+2,681 |
+100% |
| Origin Asset Management LLP |
0 |
1,078 |
+1,078 |
+100% |
| WESPAC Advisors LLC |
0 |
4,496 |
+4,496 |
+100% |
| Simplex Trading LLC |
0 |
798 |
+798 |
+100% |
| Mather Group LLC. |
0 |
44 |
+44 |
+100% |
| Westside Investment Management Inc. |
0 |
150 |
+150 |
+100% |
| Aviance Capital Partners LLC |
0 |
1,000 |
+1,000 |
+100% |
| Miracle Mile Advisors LLC |
0 |
3,312 |
+3,312 |
+100% |
| BTC Capital Management Inc. |
0 |
2,269 |
+2,269 |
+100% |
| Oliver Luxxe Assets LLC |
0 |
1,058 |
+1,058 |
+100% |
| Counterpoint Mutual Funds LLC |
0 |
1,202 |
+1,202 |
+100% |
| Fluent Financial LLC |
0 |
1,233 |
+1,233 |
+100% |
| Wealthfront Advisers LLC |
0 |
1,254 |
+1,254 |
+100% |
| E Fund Management Hong Kong Co. Ltd. |
0 |
448 |
+448 |
+100% |
| Caas Capital Management LP |
0 |
700 |
+700 |
+100% |
| Essex Private Wealth Management LLC |
0 |
1,000 |
+1,000 |
+100% |
| Horst & Graben Wealth Management LLC |
0 |
1,086 |
+1,086 |
+100% |
| Rise Advisors LLC |
0 |
79 |
+79 |
+100% |
| Tower Wealth Partners Inc. |
0 |
1,266 |
+1,266 |
+100% |
| Five Oceans Advisors |
0 |
1,150 |
+1,150 |
+100% |
| Next Level Private LLC |
0 |
1,052 |
+1,052 |
+100% |
| Simplicity Wealth LLC |
0 |
4,236 |
+4,236 |
+100% |
| Nvest Financial LLC |
0 |
1,277 |
+1,277 |
+100% |
| Glass Jacobson Investment Advisors llc |
0 |
839 |
+839 |
+100% |
| PFG Investments LLC |
0 |
962 |
+962 |
+100% |
| Clio Asset Management LLC |
0 |
41,525 |
+41,525 |
+100% |
| Norden Group LLC |
0 |
1,272 |
+1,272 |
+100% |
| Premier Path Wealth Partners LLC |
0 |
1,279 |
+1,279 |
+100% |
| West Paces Advisors Inc. |
0 |
4 |
+4 |
+100% |
| Gerber LLC |
0 |
1,418 |
+1,418 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| State of Michigan Retirement System |
40,000 |
40,000 |
UNCH |
0.00% |
| NBC Securities Inc. |
1,150 |
1,150 |
UNCH |
0.00% |
| ST Germain D J Co. Inc. |
34 |
34 |
UNCH |
0.00% |
| NBT Bank N A NY |
2,000 |
2,000 |
UNCH |
0.00% |
| Franklin Street Advisors Inc. NC |
1,735 |
1,735 |
UNCH |
0.00% |
| WASHINGTON TRUST Co |
2,702 |
2,702 |
UNCH |
0.00% |
| Trust Co. of Oklahoma |
5,354 |
5,354 |
UNCH |
0.00% |
| Los Angeles Capital Management & Equity Research Inc. |
5,543 |
5,543 |
UNCH |
0.00% |
| Contravisory Investment Management Inc. |
168 |
168 |
UNCH |
0.00% |
| Livforsakringsbolaget Skandia Omsesidigt |
309 |
309 |
UNCH |
0.00% |
| JJJ Advisors Inc. |
107 |
107 |
UNCH |
0.00% |
| Gulf International Bank UK Ltd |
10,589 |
10,589 |
UNCH |
0.00% |
| Abacus Planning Group Inc. |
2,224 |
2,224 |
UNCH |
0.00% |
| Symmetry Partners LLC |
15,895 |
15,895 |
UNCH |
0.00% |
| IFM Investors Pty Ltd |
24,558 |
24,558 |
UNCH |
0.00% |
| Pinnacle Bank |
39 |
39 |
UNCH |
0.00% |
| BlueSky Wealth Advisors LLC |
2,656 |
2,656 |
UNCH |
0.00% |
| Versant Capital Management Inc |
64 |
64 |
UNCH |
0.00% |
| Prestige Wealth Management Group LLC |
37 |
37 |
UNCH |
0.00% |
| PSI Advisors LLC |
275 |
275 |
UNCH |
0.00% |
| Heartwood Wealth Advisors LLC |
1,272 |
1,272 |
UNCH |
0.00% |
| Maryland State Retirement & Pension System |
9,719 |
9,719 |
UNCH |
0.00% |
| CVA Family Office LLC |
120 |
120 |
UNCH |
0.00% |
| N.E.W. Advisory Services LLC |
2,542 |
2,542 |
UNCH |
0.00% |
| Rosenberg Matthew Hamilton |
188 |
188 |
UNCH |
0.00% |
| Wolff Wiese Magana LLC |
5 |
5 |
UNCH |
0.00% |
| Iron Horse Wealth Management LLC |
83 |
83 |
UNCH |
0.00% |
| Byrne Asset Management LLC |
25 |
25 |
UNCH |
0.00% |
| Quantum Financial Advisors LLC |
3,723 |
3,723 |
UNCH |
0.00% |
| Armstrong Advisory Group Inc. |
35 |
35 |
UNCH |
0.00% |
| V Square Quantitative Management LLC |
2,781 |
2,781 |
UNCH |
0.00% |
| Fortitude Family Office LLC |
15 |
15 |
UNCH |
0.00% |
| 13F Filers Decreasing BLDR Share Count |
|---|
| Rational Advisors LLC |
47,625 |
8,465 |
-39,160 |
-82.23% |
| AdvisorNet Financial Inc |
65 |
18 |
-47 |
-72.31% |
| Oak Thistle LLC |
4,459 |
1,537 |
-2,922 |
-65.53% |
| Whalen Wealth Management Inc. |
4,414 |
2,140 |
-2,274 |
-51.52% |
| Hennessy Advisors Inc. |
32,900 |
16,500 |
-16,400 |
-49.85% |
| UMB Bank N A MO |
967 |
516 |
-451 |
-46.64% |
| Advisor Resource Council |
3,636 |
2,101 |
-1,535 |
-42.22% |
| Paradiem LLC |
30,986 |
20,177 |
-10,809 |
-34.88% |
| Handelsinvest Investeringsforvaltning |
4,476 |
2,946 |
-1,530 |
-34.18% |
| Assenagon Asset Management S.A. |
259,782 |
174,527 |
-85,255 |
-32.82% |
| Farmers & Merchants Investments Inc. |
114 |
80 |
-34 |
-29.82% |
| Center For Asset Management LLC |
8,756 |
6,308 |
-2,448 |
-27.96% |
| Allspring Global Investments Holdings LLC |
94,505 |
70,590 |
-23,915 |
-25.31% |
| Ashton Thomas Private Wealth LLC |
1,494 |
1,127 |
-367 |
-24.56% |
| Polianta Ltd |
6,800 |
5,200 |
-1,600 |
-23.53% |
| Strategic Investment Advisors MI |
28,768 |
22,140 |
-6,628 |
-23.04% |
| Hodges Capital Management Inc. |
54,056 |
42,288 |
-11,768 |
-21.77% |
| Cambridge Investment Research Advisors Inc. |
9,410 |
7,429 |
-1,981 |
-21.05% |
| First Dallas Securities Inc. |
3,425 |
2,725 |
-700 |
-20.44% |
| Amalgamated Bank |
53,689 |
42,729 |
-10,960 |
-20.41% |
| Wetzel Investment Advisors Inc. |
30 |
24 |
-6 |
-20.00% |
| Atticus Wealth Management LLC |
10 |
8 |
-2 |
-20.00% |
| Legato Capital Management LLC |
6,584 |
5,324 |
-1,260 |
-19.14% |
| Penbrook Management LLC |
12,801 |
10,520 |
-2,281 |
-17.82% |
| Natixis Advisors L.P. |
20,345 |
16,811 |
-3,534 |
-17.37% |
| State of Alaska Department of Revenue |
41,579 |
34,434 |
-7,145 |
-17.18% |
| Edmonds Duncan Registered Investment Advisors LLC |
1,923 |
1,669 |
-254 |
-13.21% |
| Guidance Capital Inc. |
1,820 |
1,620 |
-200 |
-10.99% |
| Newbridge Financial Services Group Inc. |
372 |
336 |
-36 |
-9.68% |
| Louisiana State Employees Retirement System |
7,900 |
7,200 |
-700 |
-8.86% |
| DNB Asset Management AS |
32,523 |
29,676 |
-2,847 |
-8.75% |
| Securian Asset Management Inc |
7,815 |
7,191 |
-624 |
-7.98% |
| Artemis Investment Management LLP |
830,761 |
768,421 |
-62,340 |
-7.50% |
| Amplius Wealth Advisors LLC |
1,386 |
1,293 |
-93 |
-6.71% |
| MorganRosel Wealth Management LLC |
6,236 |
5,856 |
-380 |
-6.09% |
| Fjarde AP Fonden Fourth Swedish National Pension Fund |
22,700 |
21,500 |
-1,200 |
-5.29% |
| MV Capital Management Inc. |
1,298 |
1,231 |
-67 |
-5.16% |
| SYSTM Wealth Solutions LLC |
608 |
577 |
-31 |
-5.10% |
| New Mexico Educational Retirement Board |
6,500 |
6,200 |
-300 |
-4.62% |
| Prairiewood Capital LLC |
5,884 |
5,626 |
-258 |
-4.38% |
| Shilanski & Associates Inc. |
9,698 |
9,277 |
-421 |
-4.34% |
| Yousif Capital Management LLC |
25,182 |
24,104 |
-1,078 |
-4.28% |
| Sumitomo Mitsui Trust Holdings Inc. |
367,961 |
352,741 |
-15,220 |
-4.14% |
| DekaBank Deutsche Girozentrale |
58,353 |
56,051 |
-2,302 |
-3.94% |
| Hartford Investment Management Co. |
8,320 |
7,999 |
-321 |
-3.86% |
| Triton Wealth Management PLLC |
3,485 |
3,377 |
-108 |
-3.10% |
| Cookson Peirce & Co. Inc. |
394,546 |
382,383 |
-12,163 |
-3.08% |
| One Wealth Advisors LLC |
3,334 |
3,250 |
-84 |
-2.52% |
| Verdence Capital Advisors LLC |
10,540 |
10,278 |
-262 |
-2.49% |
| Petra Financial Advisors Inc. |
8,833 |
8,620 |
-213 |
-2.41% |
| Catalyst Capital Advisors LLC |
47,625 |
46,725 |
-900 |
-1.89% |
| New York State Teachers Retirement System |
158,217 |
155,362 |
-2,855 |
-1.80% |
| Strategy Asset Managers LLC |
1,413 |
1,388 |
-25 |
-1.77% |
| Cigna Investments Inc. New |
1,337 |
1,314 |
-23 |
-1.72% |
| CENTRAL TRUST Co |
622 |
612 |
-10 |
-1.61% |
| Monument Capital Management |
26,723 |
26,331 |
-392 |
-1.47% |
| Financial Enhancement Group LLC |
4,101 |
4,044 |
-57 |
-1.39% |
| Opinicus Capital Inc. |
2,175 |
2,156 |
-19 |
-0.87% |
| Avitas Wealth Management LLC |
2,416 |
2,395 |
-21 |
-0.87% |
| Ritholtz Wealth Management |
41,893 |
41,544 |
-349 |
-0.83% |
| Flagship Harbor Advisors LLC |
2,304 |
2,290 |
-14 |
-0.61% |
| MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH |
49,732 |
49,454 |
-278 |
-0.56% |
| Global Retirement Partners LLC |
1,328 |
1,323 |
-5 |
-0.38% |
| 13F Filers Exiting BLDR |
|---|
| McGlone Suttner Wealth Management Inc. |
380 |
0 |
-380 |
-100.00% |
| International Assets Investment Management LLC |
132,383 |
0 |
-132,383 |
-100.00% |
| Kovack Advisors Inc. |
4,236 |
0 |
-4,236 |
-100.00% |
| Ibex Wealth Advisors |
21 |
0 |
-21 |
-100.00% |
| Cavalier Investments LLC |
4,344 |
0 |
-4,344 |
-100.00% |
| Trust Point Inc. |
2,204 |
0 |
-2,204 |
-100.00% |
| Gradient Investments LLC |
88 |
0 |
-88 |
-100.00% |
| Cutler Group LP |
217 |
0 |
-217 |
-100.00% |
| Weiss Multi Strategy Advisers LLC |
16,336 |
0 |
-16,336 |
-100.00% |
| First Hawaiian Bank |
3,844 |
0 |
-3,844 |
-100.00% |
See Summary: Institutional Holders of BLDR
See Details: Top 10 Hedge Funds Holding BLDR
Also See: BLDR Insider Buying
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