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This page summarizes the BSJS 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 BSJS 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 BSJS Share Count |
|---|
| FCA Corp TX |
16,125 |
55,049 |
+38,924 |
+241.39% |
| Segment Wealth Management LLC |
12,660 |
27,360 |
+14,700 |
+116.11% |
| LPL Financial LLC |
203,594 |
423,633 |
+220,039 |
+108.08% |
| Financial Advisory Corp UT ADV |
13,180 |
25,357 |
+12,177 |
+92.39% |
| Raymond James & Associates |
28,172 |
46,776 |
+18,604 |
+66.04% |
| TCG Advisory Services LLC |
174,435 |
250,890 |
+76,455 |
+43.83% |
| Commonwealth Equity Services LLC |
15,319 |
20,942 |
+5,623 |
+36.71% |
| Gradient Investments LLC |
669 |
851 |
+182 |
+27.20% |
| SFE Investment Counsel |
204,353 |
245,765 |
+41,412 |
+20.26% |
| Benjamin F. Edwards & Company Inc. |
1,512 |
1,788 |
+276 |
+18.25% |
| Wells Fargo & Company MN |
185,731 |
211,033 |
+25,302 |
+13.62% |
| Ironwood Financial llc |
55,492 |
62,702 |
+7,210 |
+12.99% |
| Cambridge Investment Research Advisors Inc. |
49,665 |
56,075 |
+6,410 |
+12.91% |
| Raymond James Financial Services Advisors Inc. |
105,501 |
115,269 |
+9,768 |
+9.26% |
| AlphaStar Capital Management LLC |
17,455 |
18,589 |
+1,134 |
+6.50% |
| Empirical Financial Services LLC d.b.a. Empirical Wealth Management |
27,913 |
29,110 |
+1,197 |
+4.29% |
| Advisory Alpha LLC |
154,865 |
158,323 |
+3,458 |
+2.23% |
| 13F Filers Reporting New Positions In BSJS |
|---|
| Proequities Inc. |
0 |
0 |
UNCH |
100% |
| Shufro Rose & Co. LLC |
0 |
10,000 |
+10,000 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| AdvisorNet Financial Inc |
28 |
28 |
UNCH |
0.00% |
| Allworth Financial LP |
1,195 |
1,195 |
UNCH |
0.00% |
| Horizons Wealth Management |
2,212 |
2,212 |
UNCH |
0.00% |
| 13F Filers Decreasing BSJS Share Count |
|---|
| Advisor Group Holdings Inc. |
45,019 |
38,598 |
-6,421 |
-14.26% |
| Private Advisor Group LLC |
11,508 |
9,867 |
-1,641 |
-14.26% |
| MONECO Advisors LLC |
53,151 |
45,621 |
-7,530 |
-14.17% |
| Brookstone Capital Management |
36,382 |
31,734 |
-4,648 |
-12.78% |
| 4Thought Financial Group Inc. |
18,989 |
18,638 |
-351 |
-1.85% |
| 13F Filers Exiting BSJS |
|---|
| Global Retirement Partners LLC |
1,637 |
0 |
-1,637 |
-100.00% |
| Arlington Capital Management Inc. |
23,997 |
0 |
-23,997 |
-100.00% |
| Salem Investment Counselors Inc. |
30 |
0 |
-30 |
-100.00% |
See Summary: Institutional Holders of BSJS
See Details: Top 10 Hedge Funds Holding BSJS
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