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|
|
This page summarizes the BP 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 BP 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 BP Share Count |
|---|
| Kessler Investment Group LLC |
5 |
2,682 |
+2,677 |
+53540.00% |
| West Branch Capital LLC |
151 |
901 |
+750 |
+496.69% |
| Allspring Global Investments Holdings LLC |
2,289 |
8,793 |
+6,504 |
+284.14% |
| Bogart Wealth LLC |
1,579 |
5,543 |
+3,964 |
+251.04% |
| HighMark Wealth Management LLC |
24 |
78 |
+54 |
+225.00% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
6,764 |
16,006 |
+9,242 |
+136.64% |
| Crescent Grove Advisors LLC |
6,085 |
13,777 |
+7,692 |
+126.41% |
| Mcdonald Partners LLC |
9,636 |
19,086 |
+9,450 |
+98.07% |
| Allworth Financial LP |
9,506 |
17,641 |
+8,135 |
+85.58% |
| Covenant Partners LLC |
11,080 |
20,234 |
+9,154 |
+82.62% |
| Indiana Trust & Investment Management CO |
910 |
1,575 |
+665 |
+73.08% |
| Zurcher Kantonalbank Zurich Cantonalbank |
4,149 |
7,007 |
+2,858 |
+68.88% |
| Wiley BROS. Aintree Capital LLC |
6,253 |
10,132 |
+3,879 |
+62.03% |
| BKD Wealth Advisors LLC |
11,345 |
18,346 |
+7,001 |
+61.71% |
| Financial Management Professionals Inc. |
496 |
731 |
+235 |
+47.38% |
| Aurum Wealth Management Group LLC |
7,149 |
10,302 |
+3,153 |
+44.10% |
| Willis Johnson & Associates Inc. |
66,720 |
94,975 |
+28,255 |
+42.35% |
| Mission Wealth Management LP |
17,981 |
24,640 |
+6,659 |
+37.03% |
| WASHINGTON TRUST Co |
160 |
219 |
+59 |
+36.88% |
| Farmers & Merchants Investments Inc. |
655 |
889 |
+234 |
+35.73% |
| Stonegate Investment Group LLC |
8,290 |
11,090 |
+2,800 |
+33.78% |
| CKW Financial Group |
328 |
428 |
+100 |
+30.49% |
| Bridge Creek Capital Management LLC |
6,500 |
8,325 |
+1,825 |
+28.08% |
| Benjamin F. Edwards & Company Inc. |
12,739 |
16,204 |
+3,465 |
+27.20% |
| Phillips Wealth Planners LLC |
7,025 |
8,936 |
+1,911 |
+27.20% |
| GAMMA Investing LLC |
2,169 |
2,755 |
+586 |
+27.02% |
| Argyle Capital Management Inc. |
15,041 |
18,441 |
+3,400 |
+22.60% |
| Van ECK Associates Corp |
1,025,800 |
1,247,765 |
+221,965 |
+21.64% |
| Fulton Bank N.A. |
10,247 |
12,328 |
+2,081 |
+20.31% |
| Richard P Slaughter Associates Inc |
77,366 |
92,442 |
+15,076 |
+19.49% |
| Ritholtz Wealth Management |
96,534 |
114,881 |
+18,347 |
+19.01% |
| OneAscent Financial Services LLC |
6,593 |
7,828 |
+1,235 |
+18.73% |
| Wesbanco Bank Inc. |
20,936 |
24,221 |
+3,285 |
+15.69% |
| American National Bank |
15,384 |
17,792 |
+2,408 |
+15.65% |
| Hennessy Advisors Inc. |
131,000 |
150,800 |
+19,800 |
+15.11% |
| HB Wealth Management LLC |
13,471 |
15,460 |
+1,989 |
+14.77% |
| Venturi Wealth Management LLC |
15,064 |
17,144 |
+2,080 |
+13.81% |
| Stock Yards Bank & Trust Co. |
40,350 |
45,683 |
+5,333 |
+13.22% |
| Sequoia Financial Advisors LLC |
28,505 |
32,161 |
+3,656 |
+12.83% |
| Duncker Streett & Co. Inc. |
5,780 |
6,480 |
+700 |
+12.11% |
| Dakota Wealth Management |
6,299 |
6,996 |
+697 |
+11.07% |
| Perigon Wealth Management LLC |
7,901 |
8,774 |
+873 |
+11.05% |
| Valeo Financial Advisors LLC |
45,098 |
49,655 |
+4,557 |
+10.10% |
| Hartford Financial Management Inc. |
2,000 |
2,199 |
+199 |
+9.95% |
| InTrack Investment Management Inc |
18,097 |
19,823 |
+1,726 |
+9.54% |
| Greenleaf Trust |
19,014 |
20,793 |
+1,779 |
+9.36% |
| Naviter Wealth LLC |
59,647 |
65,097 |
+5,450 |
+9.14% |
| AlphaMark Advisors LLC |
2,835 |
3,085 |
+250 |
+8.82% |
| Bank of New York Mellon Corp |
349,376 |
379,501 |
+30,125 |
+8.62% |
| Park Avenue Securities LLC |
55,447 |
60,198 |
+4,751 |
+8.57% |
| Capital Advisors Inc. OK |
75,446 |
81,806 |
+6,360 |
+8.43% |
| Harbor Investment Advisory LLC |
1,588 |
1,718 |
+130 |
+8.19% |
| Toth Financial Advisory Corp |
2,031 |
2,182 |
+151 |
+7.43% |
| Trust Point Inc. |
11,242 |
12,076 |
+834 |
+7.42% |
| International Assets Investment Management LLC |
41,233 |
44,242 |
+3,009 |
+7.30% |
| CHICAGO TRUST Co NA |
13,902 |
14,902 |
+1,000 |
+7.19% |
| City State Bank |
4,370 |
4,681 |
+311 |
+7.12% |
| CWM LLC |
53,950 |
57,722 |
+3,772 |
+6.99% |
| Nicholas Hoffman & Company LLC. |
10,414 |
11,113 |
+699 |
+6.71% |
| CVA Family Office LLC |
463 |
494 |
+31 |
+6.70% |
| Mitchell & Pahl Private Wealth LLC |
18,971 |
20,229 |
+1,258 |
+6.63% |
| Royal Fund Management LLC |
36,500 |
38,824 |
+2,324 |
+6.37% |
| Avaii Wealth Management LLC |
5,668 |
6,017 |
+349 |
+6.16% |
| Advocate Group LLC |
143,084 |
151,664 |
+8,580 |
+6.00% |
| Bank of New Hampshire |
45,914 |
48,368 |
+2,454 |
+5.34% |
| Range Financial Group LLC |
20,108 |
21,179 |
+1,071 |
+5.33% |
| BKM Wealth Management LLC |
3,465 |
3,640 |
+175 |
+5.05% |
| Cyndeo Wealth Partners LLC |
38,492 |
40,377 |
+1,885 |
+4.90% |
| Neville Rodie & Shaw Inc. |
129,654 |
135,358 |
+5,704 |
+4.40% |
| First Hawaiian Bank |
18,718 |
19,469 |
+751 |
+4.01% |
| Berger Financial Group Inc |
6,048 |
6,279 |
+231 |
+3.82% |
| Natixis Advisors L.P. |
1,657,086 |
1,718,917 |
+61,831 |
+3.73% |
| Successful Portfolios LLC |
8,146 |
8,447 |
+301 |
+3.70% |
| Verdence Capital Advisors LLC |
36,059 |
37,355 |
+1,296 |
+3.59% |
| Legacy Wealth Asset Management LLC |
12,160 |
12,594 |
+434 |
+3.57% |
| Wealth Enhancement Advisory Services LLC |
210,760 |
218,103 |
+7,343 |
+3.48% |
| Accel Wealth Management |
10,421 |
10,771 |
+350 |
+3.36% |
| MONECO Advisors LLC |
13,133 |
13,552 |
+419 |
+3.19% |
| Pinnacle Financial Partners Inc. |
11,381 |
11,696 |
+315 |
+2.77% |
| Baker Ellis Asset Management LLC |
128,987 |
132,377 |
+3,390 |
+2.63% |
| 180 Wealth Advisors LLC |
9,115 |
9,345 |
+230 |
+2.52% |
| Wedmont Private Capital |
6,439 |
6,601 |
+162 |
+2.52% |
| Signet Financial Management LLC |
105,595 |
108,250 |
+2,655 |
+2.51% |
| Butensky & Cohen Financial Security Inc. |
120,802 |
123,464 |
+2,662 |
+2.20% |
| CAPROCK Group Inc. |
40,460 |
41,327 |
+867 |
+2.14% |
| Confluence Wealth Services Inc. |
10,258 |
10,468 |
+210 |
+2.05% |
| Country Club Bank GFN |
11,358 |
11,536 |
+178 |
+1.57% |
| Sage Rhino Capital LLC |
11,250 |
11,416 |
+166 |
+1.48% |
| Rosenberg Matthew Hamilton |
10,919 |
11,060 |
+141 |
+1.29% |
| Financial Partners Group LLC |
87,058 |
88,163 |
+1,105 |
+1.27% |
| Raymond James Trust N.A. |
78,363 |
79,337 |
+974 |
+1.24% |
| Silicon Valley Capital Partners |
2,494 |
2,523 |
+29 |
+1.16% |
| Fiduciary Alliance LLC |
16,395 |
16,584 |
+189 |
+1.15% |
| Keb Asset Management LLC |
9,183 |
9,286 |
+103 |
+1.12% |
| Investment Partners LTD. |
14,546 |
14,693 |
+147 |
+1.01% |
| TrueWealth Advisors LLC |
9,509 |
9,604 |
+95 |
+1.00% |
| Cullen Investment Group LTD. |
5,665 |
5,721 |
+56 |
+0.99% |
| CRA Financial Services LLC |
7,934 |
8,009 |
+75 |
+0.95% |
| Hedges Asset Management LLC |
85,899 |
86,499 |
+600 |
+0.70% |
| Concord Wealth Partners |
1,123 |
1,130 |
+7 |
+0.62% |
| Kennedy Investment Group |
55,155 |
55,482 |
+327 |
+0.59% |
| NBT Bank N A NY |
9,206 |
9,244 |
+38 |
+0.41% |
| Vishria Bird Financial Group LLC |
146,972 |
147,548 |
+576 |
+0.39% |
| Oak Harvest Investment Services |
21,165 |
21,248 |
+83 |
+0.39% |
| Valued Wealth Advisors LLC |
264 |
265 |
+1 |
+0.38% |
| Canal Insurance CO |
328,900 |
330,000 |
+1,100 |
+0.33% |
| Stableford Capital II LLC |
29,839 |
29,903 |
+64 |
+0.21% |
| Sivia Capital Partners LLC |
8,604 |
8,621 |
+17 |
+0.20% |
| Foster Victor Wealth Advisors LLC |
16,250 |
16,275 |
+25 |
+0.15% |
| Hexagon Capital Partners LLC |
10,332 |
10,345 |
+13 |
+0.13% |
| Allen Mooney & Barnes Investment Advisors LLC |
13,336 |
13,344 |
+8 |
+0.06% |
| BSW Wealth Partners |
10,687 |
10,691 |
+4 |
+0.04% |
| 13F Filers Reporting New Positions In BP |
|---|
| Romano Brothers AND Company |
0 |
5,385 |
+5,385 |
+100% |
| Godsey & Gibb Associates |
0 |
4 |
+4 |
+100% |
| Hartline Investment Corp |
0 |
10,367 |
+10,367 |
+100% |
| Valicenti Advisory Services Inc. |
0 |
50,360 |
+50,360 |
+100% |
| First Citizens Bank & Trust Co. |
0 |
7,670 |
+7,670 |
+100% |
| Cookson Peirce & Co. Inc. |
0 |
24,812 |
+24,812 |
+100% |
| Cutler Investment Counsel LLC |
0 |
5,370 |
+5,370 |
+100% |
| Founders Financial Securities LLC |
0 |
21,013 |
+21,013 |
+100% |
| Bath Savings Trust Co |
0 |
5,592 |
+5,592 |
+100% |
| Northwest Investment Counselors LLC |
0 |
32 |
+32 |
+100% |
| YHB Investment Advisors Inc. |
0 |
1,701 |
+1,701 |
+100% |
| Mesirow Financial Investment Management Inc. |
0 |
182,812 |
+182,812 |
+100% |
| Catalyst Capital Advisors LLC |
0 |
14,000 |
+14,000 |
+100% |
| Wealthcare Advisory Partners LLC |
0 |
8,166 |
+8,166 |
+100% |
| SpiderRock Advisors LLC |
0 |
17,266 |
+17,266 |
+100% |
| Stratos Wealth Advisors LLC |
0 |
6,616 |
+6,616 |
+100% |
| Vanguard Capital Wealth Advisors |
0 |
7,120 |
+7,120 |
+100% |
| Avondale Wealth Management |
0 |
3,000 |
+3,000 |
+100% |
| Bay Colony Advisory Group Inc d b a Bay Colony Advisors |
0 |
10,367 |
+10,367 |
+100% |
| Main Street Financial Solutions LLC |
0 |
7,086 |
+7,086 |
+100% |
| Summit Financial LLC |
0 |
7,271 |
+7,271 |
+100% |
| Inscription Capital LLC |
0 |
10,675 |
+10,675 |
+100% |
| Cornerstone Wealth Group LLC |
0 |
5,802 |
+5,802 |
+100% |
| Pavion Blue Capital LLC |
0 |
5,448 |
+5,448 |
+100% |
| LifeSteps Financial Inc. |
0 |
109 |
+109 |
+100% |
| Future Financial Wealth Managment LLC |
0 |
2,818 |
+2,818 |
+100% |
| Caas Capital Management LP |
0 |
22,612 |
+22,612 |
+100% |
| Aaron Wealth Advisors |
0 |
9,800 |
+9,800 |
+100% |
| Rise Advisors LLC |
0 |
1,623 |
+1,623 |
+100% |
| Iron Horse Wealth Management LLC |
0 |
343 |
+343 |
+100% |
| Foster Group Inc. |
0 |
5,869 |
+5,869 |
+100% |
| Ellsworth Advisors LLC |
0 |
26,410 |
+26,410 |
+100% |
| Mayflower Financial Advisors LLC |
0 |
5,504 |
+5,504 |
+100% |
| Newbridge Financial Services Group Inc. |
0 |
10,153 |
+10,153 |
+100% |
| Cottonwood Capital Advisors LLC |
0 |
5,220 |
+5,220 |
+100% |
| Redmont Wealth Advisors LLC |
0 |
245 |
+245 |
+100% |
| Simplicity Wealth LLC |
0 |
176,100 |
+176,100 |
+100% |
| Global Assets Advisory LLC |
0 |
58,276 |
+58,276 |
+100% |
| Drive Wealth Management LLC |
0 |
5,708 |
+5,708 |
+100% |
| Register Financial Advisors LLC |
0 |
193 |
+193 |
+100% |
| Mendota Financial Group LLC |
0 |
346 |
+346 |
+100% |
| PFG Investments LLC |
0 |
35,959 |
+35,959 |
+100% |
| Dupree Financial Group LLC |
0 |
8,182 |
+8,182 |
+100% |
| Christopher J. Hasenberg Inc |
0 |
1,726 |
+1,726 |
+100% |
| Philip James Wealth Mangement LLC |
0 |
6,262 |
+6,262 |
+100% |
| Focus Financial Network Inc. |
0 |
10,201 |
+10,201 |
+100% |
| Accordant Advisory Group Inc |
0 |
37,152 |
+37,152 |
+100% |
| Financial Synergies Wealth Advisors Inc. |
0 |
164 |
+164 |
+100% |
| Emprise Bank |
0 |
6,052 |
+6,052 |
+100% |
| Ashton Thomas Private Wealth LLC |
0 |
5,957 |
+5,957 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Equitable Trust Co. |
18,857 |
18,857 |
UNCH |
0.00% |
| Hazlett Burt & Watson Inc. |
1,358 |
1,358 |
UNCH |
0.00% |
| Caldwell Sutter Capital Inc. |
1,361 |
1,361 |
UNCH |
0.00% |
| Altfest L J & Co. Inc. |
6,081 |
6,081 |
UNCH |
0.00% |
| Augustine Asset Management Inc. |
11,404 |
11,404 |
UNCH |
0.00% |
| Atlantic Union Bankshares Corp |
8,391 |
8,391 |
UNCH |
0.00% |
| Salem Investment Counselors Inc. |
1,020 |
1,020 |
UNCH |
0.00% |
| Barrett & Company Inc. |
1,597 |
1,597 |
UNCH |
0.00% |
| Delta Capital Management LLC |
80,430 |
80,430 |
UNCH |
0.00% |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP MA |
10,586 |
10,586 |
UNCH |
0.00% |
| Stephenson National Bank & Trust |
2,692 |
2,692 |
UNCH |
0.00% |
| Hudson Valley Investment Advisors Inc. ADV |
8,609 |
8,609 |
UNCH |
0.00% |
| Osborne Partners Capital Management LLC |
21,477 |
21,477 |
UNCH |
0.00% |
| Bridges Investment Management Inc. |
7,188 |
7,188 |
UNCH |
0.00% |
| Norwood Financial Corp |
1,670 |
1,670 |
UNCH |
0.00% |
| Courier Capital LLC |
20,110 |
20,110 |
UNCH |
0.00% |
| Baldwin Brothers Inc. MA |
5,275 |
5,275 |
UNCH |
0.00% |
| Charter Trust Co. |
7,303 |
7,303 |
UNCH |
0.00% |
| Optimum Investment Advisors |
7,379 |
7,379 |
UNCH |
0.00% |
| Spirit of America Management Corp NY |
81,361 |
81,361 |
UNCH |
0.00% |
| Atwood & Palmer Inc. |
2,350 |
2,350 |
UNCH |
0.00% |
| Adirondack Trust Co. |
2,277 |
2,277 |
UNCH |
0.00% |
| Albion Financial Group UT |
316 |
316 |
UNCH |
0.00% |
| Sigma Investment Counselors Inc. |
8,334 |
8,334 |
UNCH |
0.00% |
| North Point Portfolio Managers Corp OH |
6,957 |
6,957 |
UNCH |
0.00% |
| Webster Bank N. A. |
180 |
180 |
UNCH |
0.00% |
| Cullinan Associates Inc. |
14,000 |
14,000 |
UNCH |
0.00% |
| Central Bank & Trust Co. |
1,543 |
1,543 |
UNCH |
0.00% |
| MeadowBrook Investment Advisors LLC |
1,298 |
1,298 |
UNCH |
0.00% |
| Pacific Heights Asset Management LLC |
160,000 |
160,000 |
UNCH |
0.00% |
| North Star Investment Management Corp. |
16,966 |
16,966 |
UNCH |
0.00% |
| Bangor Savings Bank |
1,151 |
1,151 |
UNCH |
0.00% |
| Hanson & Doremus Investment Management |
528 |
528 |
UNCH |
0.00% |
| GHP Investment Advisors Inc. |
937 |
937 |
UNCH |
0.00% |
| Fruth Investment Management |
12,192 |
12,192 |
UNCH |
0.00% |
| Cubic Asset Management LLC |
14,480 |
14,480 |
UNCH |
0.00% |
| Harel Insurance Investments & Financial Services Ltd. |
208 |
208 |
UNCH |
0.00% |
| DekaBank Deutsche Girozentrale |
29,626 |
29,626 |
UNCH |
0.00% |
| Asset Allocation & Management Company LLC |
12,000 |
12,000 |
UNCH |
0.00% |
| Rocky Mountain Advisers LLC |
865 |
865 |
UNCH |
0.00% |
| Westside Investment Management Inc. |
1,811 |
1,811 |
UNCH |
0.00% |
| United Asset Strategies Inc. |
7,150 |
7,150 |
UNCH |
0.00% |
| Lowe Wealth Advisors LLC |
500 |
500 |
UNCH |
0.00% |
| Oakworth Capital Inc. |
4,970 |
4,970 |
UNCH |
0.00% |
| JJJ Advisors Inc. |
6,638 |
6,638 |
UNCH |
0.00% |
| Cranbrook Wealth Management LLC |
82 |
82 |
UNCH |
0.00% |
| Allen Capital Group LLC |
14,111 |
14,111 |
UNCH |
0.00% |
| MCF Advisors LLC |
2,564 |
2,564 |
UNCH |
0.00% |
| Sunbelt Securities Inc. |
11,026 |
11,026 |
UNCH |
0.00% |
| MV Capital Management Inc. |
146 |
146 |
UNCH |
0.00% |
| Moisand Fitzgerald Tamayo LLC |
1,277 |
1,277 |
UNCH |
0.00% |
| Krilogy Financial LLC |
12,149 |
12,149 |
UNCH |
0.00% |
| Grove Bank & Trust |
6,407 |
6,407 |
UNCH |
0.00% |
| Founders Capital Management |
323 |
323 |
UNCH |
0.00% |
| Sawyer & Company Inc |
1,314 |
1,314 |
UNCH |
0.00% |
| WealthShield Partners LLC |
6,542 |
6,542 |
UNCH |
0.00% |
| Carmichael Hill & Associates Inc. |
882 |
882 |
UNCH |
0.00% |
| Independence Bank of Kentucky |
700 |
700 |
UNCH |
0.00% |
| Murphy Middleton Hinkle & Parker Inc. |
77,009 |
77,009 |
UNCH |
0.00% |
| Versant Capital Management Inc |
1,000 |
1,000 |
UNCH |
0.00% |
| Wealth Alliance Advisory Group LLC |
25,757 |
25,757 |
UNCH |
0.00% |
| Chicago Capital LLC |
29,527 |
29,527 |
UNCH |
0.00% |
| Retirement Group LLC |
4,015 |
4,015 |
UNCH |
0.00% |
| Hurlow Wealth Management Group Inc. |
5,656 |
5,656 |
UNCH |
0.00% |
| Essex Savings Bank |
9,536 |
9,536 |
UNCH |
0.00% |
| Reitz Capital Advisors LLC |
11,745 |
11,745 |
UNCH |
0.00% |
| Valtinson Bruner Financial Planning LLC |
5,965 |
5,965 |
UNCH |
0.00% |
| Evolution Wealth Advisors LLC |
6,348 |
6,348 |
UNCH |
0.00% |
| Princeton Global Asset Management LLC |
3,000 |
3,000 |
UNCH |
0.00% |
| Yarbrough Capital LLC |
283,148 |
283,148 |
UNCH |
0.00% |
| Prestige Wealth Management Group LLC |
226 |
226 |
UNCH |
0.00% |
| Financial Strategies Group Inc. |
9,000 |
9,000 |
UNCH |
0.00% |
| IFG Advisors LLC |
6,648 |
6,648 |
UNCH |
0.00% |
| Bay Rivers Group |
13,000 |
13,000 |
UNCH |
0.00% |
| Bellevue Asset Management LLC |
150 |
150 |
UNCH |
0.00% |
| Center for Financial Planning Inc. |
2,654 |
2,654 |
UNCH |
0.00% |
| Davis Capital Management |
150 |
150 |
UNCH |
0.00% |
| Jackson Square Capital LLC |
16,263 |
16,263 |
UNCH |
0.00% |
| IAG Wealth Partners LLC |
40 |
40 |
UNCH |
0.00% |
| TFC Financial Management |
57 |
57 |
UNCH |
0.00% |
| Wolff Wiese Magana LLC |
100 |
100 |
UNCH |
0.00% |
| TruWealth Advisors LLC |
6,936 |
6,936 |
UNCH |
0.00% |
| GoalVest Advisory LLC |
1,534 |
1,534 |
UNCH |
0.00% |
| DHJJ Financial Advisors Ltd. |
483 |
483 |
UNCH |
0.00% |
| SOA Wealth Advisors LLC. |
765 |
765 |
UNCH |
0.00% |
| Keystone Wealth Services LLC |
7,227 |
7,227 |
UNCH |
0.00% |
| JTC Employer Solutions Trusteee Ltd |
1,974 |
1,974 |
UNCH |
0.00% |
| Mill Capital Management LLC |
18,276 |
18,276 |
UNCH |
0.00% |
| Straight Path Wealth Management |
10,142 |
10,142 |
UNCH |
0.00% |
| Sweet Financial Partners LLC |
10,083 |
10,083 |
UNCH |
0.00% |
| Insight Inv LLC |
44,970 |
44,970 |
UNCH |
0.00% |
| Pitti Group Wealth Management LLC |
25,127 |
25,127 |
UNCH |
0.00% |
| Mid American Wealth Advisory Group Inc. |
7,050 |
7,050 |
UNCH |
0.00% |
| Byrne Asset Management LLC |
47 |
47 |
UNCH |
0.00% |
| Ulland Investment Advisors LLC |
575 |
575 |
UNCH |
0.00% |
| Autumn Glory Partners LLC |
36,121 |
36,121 |
UNCH |
0.00% |
| BancFirst Trust & Investment Management |
10,017 |
10,017 |
UNCH |
0.00% |
| Armstrong Advisory Group Inc. |
4,579 |
4,579 |
UNCH |
0.00% |
| Signature Resources Capital Management LLC |
5,598 |
5,598 |
UNCH |
0.00% |
| Coston McIsaac & Partners |
1,541 |
1,541 |
UNCH |
0.00% |
| Dakota Community Bank & Trust NA |
4,020 |
4,020 |
UNCH |
0.00% |
| Stephens Consulting LLC |
685 |
685 |
UNCH |
0.00% |
| Lodestar Private Asset Management LLC |
8,271 |
8,271 |
UNCH |
0.00% |
| Seed Wealth Management Inc. |
6,010 |
6,010 |
UNCH |
0.00% |
| Financial Freedom LLC |
49 |
49 |
UNCH |
0.00% |
| Tanglewood Legacy Advisors LLC |
100 |
100 |
UNCH |
0.00% |
| Compass Wealth Management LLC |
1,534 |
1,534 |
UNCH |
0.00% |
| Park Place Capital Corp |
258 |
258 |
UNCH |
0.00% |
| Silvia Mccoll Wealth Management LLC |
17,531 |
17,531 |
UNCH |
0.00% |
| CGC Financial Services LLC |
296 |
296 |
UNCH |
0.00% |
| Madison Park Capital Advisors LLC |
6,385 |
6,385 |
UNCH |
0.00% |
| WFA Asset Management Corp |
2,146 |
2,146 |
UNCH |
0.00% |
| White Wing Wealth Management |
13,481 |
13,481 |
UNCH |
0.00% |
| PFS Partners LLC |
857 |
857 |
UNCH |
0.00% |
| Financial Perspectives Inc |
680 |
680 |
UNCH |
0.00% |
| Sentry LLC |
12,920 |
12,920 |
UNCH |
0.00% |
| Naples Money Management LLC |
6,801 |
6,801 |
UNCH |
0.00% |
| Bear Mountain Capital Inc. |
100 |
100 |
UNCH |
0.00% |
| Planning Capital Management Corp |
682 |
682 |
UNCH |
0.00% |
| Transcendent Capital Group LLC |
21 |
21 |
UNCH |
0.00% |
| 13F Filers Decreasing BP Share Count |
|---|
| Country Trust Bank |
119 |
2 |
-117 |
-98.32% |
| M&R Capital Management Inc. |
8,320 |
200 |
-8,120 |
-97.60% |
| Sugarloaf Wealth Management LLC |
437 |
12 |
-425 |
-97.25% |
| Diversified Trust Co |
84,042 |
7,207 |
-76,835 |
-91.42% |
| Assenagon Asset Management S.A. |
496,386 |
45,708 |
-450,678 |
-90.79% |
| Financial Sense Advisors Inc. |
90,298 |
13,588 |
-76,710 |
-84.95% |
| Lindbrook Capital LLC |
22,688 |
5,874 |
-16,814 |
-74.11% |
| Gradient Investments LLC |
4,285 |
2,254 |
-2,031 |
-47.40% |
| Tradewinds Capital Management LLC |
3,698 |
2,048 |
-1,650 |
-44.62% |
| Aurora Private Wealth Inc. |
9,329 |
5,505 |
-3,824 |
-40.99% |
| AWM Capital LLC |
34,313 |
20,579 |
-13,734 |
-40.03% |
| Prospect Financial Services LLC |
80,156 |
49,602 |
-30,554 |
-38.12% |
| First United Bank Trust |
930 |
600 |
-330 |
-35.48% |
| Pinnacle Bank |
690 |
461 |
-229 |
-33.19% |
| RFG Advisory LLC |
10,476 |
7,211 |
-3,265 |
-31.17% |
| Pacifica Partners Inc. |
1,060 |
730 |
-330 |
-31.13% |
| Smith Group Asset Management LLC |
24,579 |
17,479 |
-7,100 |
-28.89% |
| Benjamin Edwards Inc. |
1,199 |
854 |
-345 |
-28.77% |
| WS Portfolio Advisory LLC |
352,700 |
261,484 |
-91,216 |
-25.86% |
| Means Investment CO. Inc. |
8,641 |
6,421 |
-2,220 |
-25.69% |
| PSI Advisors LLC |
8,908 |
6,784 |
-2,124 |
-23.84% |
| Ridgewood Investments LLC |
9,253 |
7,075 |
-2,178 |
-23.54% |
| Farmers & Merchants Trust Co of Chambersburg PA |
545 |
424 |
-121 |
-22.20% |
| Sapient Capital LLC |
29,705 |
23,455 |
-6,250 |
-21.04% |
| First Financialcorp IN |
37,046 |
29,332 |
-7,714 |
-20.82% |
| AdvisorNet Financial Inc |
10,465 |
8,309 |
-2,156 |
-20.60% |
| Norden Group LLC |
34,816 |
27,676 |
-7,140 |
-20.51% |
| LongView Wealth Management |
9,302 |
7,503 |
-1,799 |
-19.34% |
| Wagner Wealth Management LLC |
13,579 |
11,200 |
-2,379 |
-17.52% |
| Tompkins Financial Corp |
1,788 |
1,488 |
-300 |
-16.78% |
| UMB Bank N A MO |
24,601 |
20,595 |
-4,006 |
-16.28% |
| Mather Group LLC. |
22,422 |
18,807 |
-3,615 |
-16.12% |
| CENTRAL TRUST Co |
62,990 |
52,902 |
-10,088 |
-16.02% |
| Powers Advisory Group LLC |
8,918 |
7,492 |
-1,426 |
-15.99% |
| Fifth Third Bancorp |
67,794 |
57,100 |
-10,694 |
-15.77% |
| GPS Wealth Strategies Group LLC |
1,099 |
930 |
-169 |
-15.38% |
| Eads & Heald Wealth Management |
6,877 |
5,854 |
-1,023 |
-14.88% |
| Arkadios Wealth Advisors |
48,295 |
41,128 |
-7,167 |
-14.84% |
| Cambridge Investment Research Advisors Inc. |
487,648 |
415,789 |
-71,859 |
-14.74% |
| ST Germain D J Co. Inc. |
4,943 |
4,232 |
-711 |
-14.38% |
| JNBA Financial Advisors |
71 |
61 |
-10 |
-14.08% |
| Brookstone Capital Management |
12,284 |
10,569 |
-1,715 |
-13.96% |
| Alpha Cubed Investments LLC |
9,212 |
8,043 |
-1,169 |
-12.69% |
| Arkfeld Wealth Strategies L.L.C. |
6,543 |
5,795 |
-748 |
-11.43% |
| Solstein Capital LLC |
65,877 |
58,519 |
-7,358 |
-11.17% |
| Wetzel Investment Advisors Inc. |
2,619 |
2,334 |
-285 |
-10.88% |
| Traveka Wealth LLC |
7,395 |
6,632 |
-763 |
-10.32% |
| Parsons Capital Management Inc. RI |
41,139 |
36,991 |
-4,148 |
-10.08% |
| Sound Income Strategies LLC |
6,607 |
5,953 |
-654 |
-9.90% |
| Financial Advisory Service Inc. |
8,161 |
7,355 |
-806 |
-9.88% |
| SYSTM Wealth Solutions LLC |
29,645 |
26,719 |
-2,926 |
-9.87% |
| Raymond James Financial Services Advisors Inc. |
612,053 |
553,156 |
-58,897 |
-9.62% |
| Bfsg LLC |
24,675 |
22,385 |
-2,290 |
-9.28% |
| Manning & Napier Group LLC |
186,672 |
169,406 |
-17,266 |
-9.25% |
| OLD National Bancorp IN |
62,709 |
57,000 |
-5,709 |
-9.10% |
| Valley National Advisers Inc. |
1,723 |
1,573 |
-150 |
-8.71% |
| Atlas Brown Inc. |
44,632 |
40,821 |
-3,811 |
-8.54% |
| Traynor Capital Management Inc. |
5,942 |
5,453 |
-489 |
-8.23% |
| Arlington Trust Co LLC |
647 |
594 |
-53 |
-8.19% |
| J.W. Cole Advisors Inc. |
20,365 |
18,793 |
-1,572 |
-7.72% |
| SeaCrest Wealth Management LLC |
37,928 |
35,020 |
-2,908 |
-7.67% |
| Meritage Portfolio Management |
116,286 |
107,420 |
-8,866 |
-7.62% |
| Meyer Handelman Co. |
121,819 |
112,669 |
-9,150 |
-7.51% |
| Nations Financial Group Inc. IA ADV |
9,360 |
8,662 |
-698 |
-7.46% |
| Kingswood Wealth Advisors LLC |
8,187 |
7,593 |
-594 |
-7.26% |
| First PREMIER Bank |
3,841 |
3,566 |
-275 |
-7.16% |
| MKT Advisors LLC |
5,622 |
5,222 |
-400 |
-7.11% |
| Coastal Investment Advisors Inc. |
7,711 |
7,177 |
-534 |
-6.93% |
| Tsfg LLC |
3,695 |
3,449 |
-246 |
-6.66% |
| NBC Securities Inc. |
15,317 |
14,318 |
-999 |
-6.52% |
| Sumitomo Mitsui Trust Holdings Inc. |
120,779 |
112,921 |
-7,858 |
-6.51% |
| Woodstock Corp |
8,840 |
8,274 |
-566 |
-6.40% |
| Soltis Investment Advisors LLC |
6,838 |
6,408 |
-430 |
-6.29% |
| Nilsine Partners LLC |
20,357 |
19,087 |
-1,270 |
-6.24% |
| Hunter Perkins Capital Management LLC |
33,363 |
31,338 |
-2,025 |
-6.07% |
| Spire Wealth Management |
11,913 |
11,213 |
-700 |
-5.88% |
| WESPAC Advisors SoCal LLC |
8,586 |
8,086 |
-500 |
-5.82% |
| Private Advisor Group LLC |
223,064 |
210,114 |
-12,950 |
-5.81% |
| Capital Investment Advisory Services LLC |
25,457 |
23,989 |
-1,468 |
-5.77% |
| Advisors Management Group Inc. ADV |
9,908 |
9,340 |
-568 |
-5.73% |
| Brown Advisory Inc. |
120,312 |
114,010 |
-6,302 |
-5.24% |
| Beese Fulmer Investment Management Inc. |
19,438 |
18,438 |
-1,000 |
-5.14% |
| Chapin Davis Inc. |
9,553 |
9,072 |
-481 |
-5.04% |
| First Financial Bank Trust Division |
28,340 |
27,056 |
-1,284 |
-4.53% |
| Kanawha Capital Management LLC |
13,888 |
13,261 |
-627 |
-4.51% |
| Atlas Capital Advisors LLC |
10,759 |
10,285 |
-474 |
-4.41% |
| Hendershot Investments Inc. |
9,188 |
8,788 |
-400 |
-4.35% |
| Glass Jacobson Investment Advisors llc |
9,405 |
9,005 |
-400 |
-4.25% |
| Stratos Wealth Partners LTD. |
67,258 |
64,463 |
-2,795 |
-4.16% |
| City Holding Co. |
7,570 |
7,264 |
-306 |
-4.04% |
| Baxter Bros Inc. |
17,372 |
16,672 |
-700 |
-4.03% |
| Adviser Investments LLC |
40,485 |
38,939 |
-1,546 |
-3.82% |
| Bruce G. Allen Investments LLC |
6,185 |
5,953 |
-232 |
-3.75% |
| Strategic Blueprint LLC |
13,324 |
12,870 |
-454 |
-3.41% |
| Clarius Group LLC |
15,818 |
15,299 |
-519 |
-3.28% |
| Asset Dedication LLC |
4,184 |
4,051 |
-133 |
-3.18% |
| Chicago Partners Investment Group LLC |
13,114 |
12,714 |
-400 |
-3.05% |
| Busey Wealth Management |
14,799 |
14,393 |
-406 |
-2.74% |
| Marks Group Wealth Management Inc |
6,343 |
6,170 |
-173 |
-2.73% |
| Compass Ion Advisors LLC |
6,333 |
6,165 |
-168 |
-2.65% |
| Saxon Interests Inc. |
15,203 |
14,811 |
-392 |
-2.58% |
| First National Bank |
5,813 |
5,663 |
-150 |
-2.58% |
| Clifford Swan Investment Counsel LLC |
236,529 |
230,509 |
-6,020 |
-2.55% |
| Moody National Bank Trust Division |
21,803 |
21,293 |
-510 |
-2.34% |
| Cooper Financial Group |
31,978 |
31,244 |
-734 |
-2.30% |
| Checchi Capital Advisers LLC |
20,710 |
20,249 |
-461 |
-2.23% |
| Clarus Group Inc. |
9,238 |
9,038 |
-200 |
-2.16% |
| Global Retirement Partners LLC |
42,218 |
41,390 |
-828 |
-1.96% |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH |
7,004 |
6,884 |
-120 |
-1.71% |
| Capital Investment Advisors LLC |
13,705 |
13,486 |
-219 |
-1.60% |
| Acorn Creek Capital LLC |
5,798 |
5,708 |
-90 |
-1.55% |
| Regions Financial Corp |
136,597 |
134,476 |
-2,121 |
-1.55% |
| Private Trust Co. NA |
10,344 |
10,184 |
-160 |
-1.55% |
| Yousif Capital Management LLC |
50,088 |
49,338 |
-750 |
-1.50% |
| Strategy Asset Managers LLC |
229,630 |
226,214 |
-3,416 |
-1.49% |
| Veriti Management LLC |
50,650 |
49,955 |
-695 |
-1.37% |
| Meridian Wealth Management LLC |
37,248 |
36,763 |
-485 |
-1.30% |
| Pinnacle Associates Ltd. |
69,447 |
68,551 |
-896 |
-1.29% |
| Onyx Bridge Wealth Group LLC |
18,150 |
17,917 |
-233 |
-1.28% |
| Blue Chip Partners Inc. |
2,945 |
2,908 |
-37 |
-1.26% |
| Raymond James & Associates |
2,375,140 |
2,346,394 |
-28,746 |
-1.21% |
| DORCHESTER WEALTH MANAGEMENT Co |
8,600 |
8,500 |
-100 |
-1.16% |
| CX Institutional |
9,962 |
9,859 |
-103 |
-1.03% |
| Peoples Financial Services CORP. |
5,406 |
5,353 |
-53 |
-0.98% |
| Ausdal Financial Partners Inc. |
33,504 |
33,189 |
-315 |
-0.94% |
| Xcel Wealth Management LLC |
10,698 |
10,598 |
-100 |
-0.93% |
| Cornerstone Wealth Management LLC |
18,522 |
18,353 |
-169 |
-0.91% |
| Lantz Financial LLC |
31,016 |
30,740 |
-276 |
-0.89% |
| Wedge Capital Management L L P NC |
500,704 |
496,818 |
-3,886 |
-0.78% |
| Commonwealth Equity Services LLC |
605,526 |
600,838 |
-4,688 |
-0.77% |
| Foster & Motley Inc. |
25,449 |
25,266 |
-183 |
-0.72% |
| Investors Asset Management of Georgia Inc. GA ADV |
43,585 |
43,281 |
-304 |
-0.70% |
| Daymark Wealth Partners LLC |
14,332 |
14,236 |
-96 |
-0.67% |
| Cedar Brook Financial Partners LLC |
10,787 |
10,716 |
-71 |
-0.66% |
| LVW Advisors LLC |
15,614 |
15,519 |
-95 |
-0.61% |
| Eagle Rock Investment Company LLC |
8,673 |
8,623 |
-50 |
-0.58% |
| Greenfield Savings Bank |
6,456 |
6,427 |
-29 |
-0.45% |
| Delta Financial Group Inc. |
8,155 |
8,119 |
-36 |
-0.44% |
| First Horizon Advisors Inc. |
5,867 |
5,842 |
-25 |
-0.43% |
| Oxinas Partners Wealth Management LLC |
18,949 |
18,878 |
-71 |
-0.37% |
| Accurate Wealth Management LLC |
11,638 |
11,597 |
-41 |
-0.35% |
| Edge Wealth Management LLC |
18,825 |
18,765 |
-60 |
-0.32% |
| Wallington Asset Management LLC |
264,901 |
264,088 |
-813 |
-0.31% |
| tru Independence LLC |
104,891 |
104,620 |
-271 |
-0.26% |
| Dynamic Advisor Solutions LLC |
21,458 |
21,408 |
-50 |
-0.23% |
| Canandaigua National Bank & Trust Co. |
5,994 |
5,981 |
-13 |
-0.22% |
| JFS Wealth Advisors LLC |
2,532 |
2,531 |
-1 |
-0.04% |
| Monarch Capital Management Inc. |
23,168 |
23,167 |
-1 |
-0.00% |
| Kempner Capital Management Inc. |
186,086 |
186,079 |
-7 |
-0.00% |
| 13F Filers Exiting BP |
|---|
| KLR Investment Advisors LLC |
6,779 |
0 |
-6,779 |
-100.00% |
| Portman Square Capital LLP |
12,314 |
0 |
-12,314 |
-100.00% |
| McGlone Suttner Wealth Management Inc. |
385 |
0 |
-385 |
-100.00% |
| Perfromance Wealth Partners LLC |
39,200 |
0 |
-39,200 |
-100.00% |
| Congress Wealth Management LLC DE |
6,920 |
0 |
-6,920 |
-100.00% |
| SJS Investment Consulting Inc. |
27 |
0 |
-27 |
-100.00% |
| Level Financial Advisors Inc. |
83 |
0 |
-83 |
-100.00% |
| Oak Family Advisors LLC |
46,610 |
0 |
-46,610 |
-100.00% |
| Planned Solutions Inc. |
22 |
0 |
-22 |
-100.00% |
| Tennessee Valley Asset Management Partners |
1,562 |
0 |
-1,562 |
-100.00% |
| Advisor Resource Council |
11,111 |
0 |
-11,111 |
-100.00% |
| Disciplined Investments LLC |
10,575 |
0 |
-10,575 |
-100.00% |
| S.A. Mason LLC |
1,555 |
0 |
-1,555 |
-100.00% |
| Monticello Wealth Management LLC |
7,693 |
0 |
-7,693 |
-100.00% |
| Anderson Fisher LLC |
5,655 |
0 |
-5,655 |
-100.00% |
| Kovack Advisors Inc. |
49,462 |
0 |
-49,462 |
-100.00% |
| Guardian Financial Partners LLC |
7,802 |
0 |
-7,802 |
-100.00% |
| Legacy Advisors LLC |
8,230 |
0 |
-8,230 |
-100.00% |
| Summit Global Investments |
12,866 |
0 |
-12,866 |
-100.00% |
| Marietta Wealth Management LLC |
18,311 |
0 |
-18,311 |
-100.00% |
| Cutler Group LP |
41,551 |
0 |
-41,551 |
-100.00% |
| Simplex Trading LLC |
226,137 |
0 |
-226,137 |
-100.00% |
| Arlington Partners LLC |
594 |
0 |
-594 |
-100.00% |
| Thompson Investment Management Inc. |
500 |
0 |
-500 |
-100.00% |
| Bourgeon Capital Management LLC |
1,689 |
0 |
-1,689 |
-100.00% |
| Mitchell Sinkler & Starr PA |
5,764 |
0 |
-5,764 |
-100.00% |
| Park National Corp OH |
6,135 |
0 |
-6,135 |
-100.00% |
See Summary: Institutional Holders of BP
See Details: Top 10 Hedge Funds Holding BP
|
|
