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This page summarizes the BXMT 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 BXMT 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 BXMT Share Count |
|---|
| Natixis Advisors L.P. |
14,095 |
21,063 |
+6,968 |
+49.44% |
| Fifth Third Bancorp |
339 |
405 |
+66 |
+19.47% |
| Childress Capital Advisors LLC |
12,197 |
14,197 |
+2,000 |
+16.40% |
| Brown Advisory Inc. |
11,136 |
12,767 |
+1,631 |
+14.65% |
| Versant Capital Management Inc |
1,159 |
1,312 |
+153 |
+13.20% |
| Global Retirement Partners LLC |
3,090 |
3,368 |
+278 |
+9.00% |
| Glassy Mountain Advisors Inc. |
56,640 |
61,186 |
+4,546 |
+8.03% |
| Raymond James & Associates |
62,827 |
67,783 |
+4,956 |
+7.89% |
| Ellis Investment Partners LLC |
122,320 |
128,894 |
+6,574 |
+5.37% |
| MADDEN SECURITIES Corp |
209,232 |
217,886 |
+8,654 |
+4.14% |
| SOA Wealth Advisors LLC. |
349 |
359 |
+10 |
+2.87% |
| Essex Financial Services Inc. |
12,228 |
12,313 |
+85 |
+0.70% |
| Strategic Advisors LLC |
83,300 |
83,800 |
+500 |
+0.60% |
| Summit Trail Advisors LLC |
11,991 |
12,001 |
+10 |
+0.08% |
| 13F Filers Reporting New Positions In BXMT |
|---|
| UMB Bank N A MO |
0 |
71 |
+71 |
+100% |
| Boyd Watterson Asset Management LLC OH |
0 |
300 |
+300 |
+100% |
| Westend Capital Management LLC |
0 |
4,154 |
+4,154 |
+100% |
| Verity & Verity LLC |
0 |
85,655 |
+85,655 |
+100% |
| True North Advisors LLC |
0 |
22,196 |
+22,196 |
+100% |
| Ibex Wealth Advisors |
0 |
197,118 |
+197,118 |
+100% |
| Future Financial Wealth Managment LLC |
0 |
5,500 |
+5,500 |
+100% |
| Rise Advisors LLC |
0 |
738 |
+738 |
+100% |
| Allspring Global Investments Holdings LLC |
0 |
1,159 |
+1,159 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| NBC Securities Inc. |
535 |
535 |
UNCH |
0.00% |
| Godsey & Gibb Associates |
300 |
300 |
UNCH |
0.00% |
| Baldwin Brothers Inc. MA |
2,000 |
2,000 |
UNCH |
0.00% |
| Spirit of America Management Corp NY |
24,765 |
24,765 |
UNCH |
0.00% |
| Webster Bank N. A. |
508 |
508 |
UNCH |
0.00% |
| Farmers & Merchants Investments Inc. |
105 |
105 |
UNCH |
0.00% |
| Private Trust Co. NA |
3,633 |
3,633 |
UNCH |
0.00% |
| Zurcher Kantonalbank Zurich Cantonalbank |
33,516 |
33,516 |
UNCH |
0.00% |
| GFS Advisors LLC |
441,245 |
441,245 |
UNCH |
0.00% |
| Oakworth Capital Inc. |
151 |
151 |
UNCH |
0.00% |
| Capital Advisors Ltd. LLC |
157 |
157 |
UNCH |
0.00% |
| MCF Advisors LLC |
29,086 |
29,086 |
UNCH |
0.00% |
| First PREMIER Bank |
10,315 |
10,315 |
UNCH |
0.00% |
| Venturi Wealth Management LLC |
400 |
400 |
UNCH |
0.00% |
| Bogart Wealth LLC |
2,802 |
2,802 |
UNCH |
0.00% |
| Border to Coast Pensions Partnership Ltd |
384,247 |
384,247 |
UNCH |
0.00% |
| Amplius Wealth Advisors LLC |
12,389 |
12,389 |
UNCH |
0.00% |
| Red Tortoise LLC |
262 |
262 |
UNCH |
0.00% |
| Fortitude Family Office LLC |
84 |
84 |
UNCH |
0.00% |
| Summa Corp. |
23,500 |
23,500 |
UNCH |
0.00% |
| Tanglewood Legacy Advisors LLC |
400 |
400 |
UNCH |
0.00% |
| 13F Filers Decreasing BXMT Share Count |
|---|
| Cutler Group LP |
11,978 |
1,355 |
-10,623 |
-88.69% |
| Sound Income Strategies LLC |
264 |
103 |
-161 |
-60.98% |
| First National Trust Co |
28,038 |
14,043 |
-13,995 |
-49.91% |
| AdvisorNet Financial Inc |
5,930 |
3,730 |
-2,200 |
-37.10% |
| GAMMA Investing LLC |
2,268 |
1,448 |
-820 |
-36.16% |
| Massmutual Trust Co. FSB ADV |
137 |
94 |
-43 |
-31.39% |
| Cambridge Investment Research Advisors Inc. |
65,307 |
45,207 |
-20,100 |
-30.78% |
| Flagship Harbor Advisors LLC |
18,906 |
13,296 |
-5,610 |
-29.67% |
| Naples Global Advisors LLC |
21,428 |
15,489 |
-5,939 |
-27.72% |
| CWM LLC |
12,856 |
10,726 |
-2,130 |
-16.57% |
| Amalgamated Bank |
65,152 |
54,503 |
-10,649 |
-16.34% |
| Nations Financial Group Inc. IA ADV |
313,401 |
278,841 |
-34,560 |
-11.03% |
| Bank of New York Mellon Corp |
1,505,478 |
1,347,328 |
-158,150 |
-10.50% |
| Raymond James Financial Services Advisors Inc. |
32,769 |
29,475 |
-3,294 |
-10.05% |
| New York State Teachers Retirement System |
104,454 |
94,932 |
-9,522 |
-9.12% |
| Yousif Capital Management LLC |
85,345 |
77,846 |
-7,499 |
-8.79% |
| Lindbrook Capital LLC |
861 |
804 |
-57 |
-6.62% |
| Newbridge Financial Services Group Inc. |
8,465 |
7,993 |
-472 |
-5.58% |
| Allworth Financial LP |
1,133 |
1,077 |
-56 |
-4.94% |
| Wealth Enhancement Advisory Services LLC |
28,145 |
27,349 |
-796 |
-2.83% |
| MBM Wealth Consultants LLC |
11,985 |
11,847 |
-138 |
-1.15% |
| Louisiana State Employees Retirement System |
86,200 |
85,300 |
-900 |
-1.04% |
| Wealthstar Advisors LLC |
10,266 |
10,161 |
-105 |
-1.02% |
| State of Alaska Department of Revenue |
105,998 |
104,962 |
-1,036 |
-0.98% |
| Maryland State Retirement & Pension System |
62,620 |
62,086 |
-534 |
-0.85% |
| Principal Financial Group Inc. |
898,060 |
894,497 |
-3,563 |
-0.40% |
| Commonwealth Equity Services LLC |
121,908 |
121,563 |
-345 |
-0.28% |
| Tritonpoint Wealth LLC |
10,010 |
10,000 |
-10 |
-0.10% |
| 13F Filers Exiting BXMT |
|---|
| Dupree Financial Group LLC |
268,530 |
0 |
-268,530 |
-100.00% |
| McGlone Suttner Wealth Management Inc. |
1 |
0 |
-1 |
-100.00% |
| Clearview Wealth Advisors LLC |
13,683 |
0 |
-13,683 |
-100.00% |
| GoalVest Advisory LLC |
245 |
0 |
-245 |
-100.00% |
| Investment Research & Advisory Group Inc. |
12 |
0 |
-12 |
-100.00% |
| PSI Advisors LLC |
313 |
0 |
-313 |
-100.00% |
| Criterion Capital Advisors LLC |
400 |
0 |
-400 |
-100.00% |
| Roble Belko & Company Inc |
8 |
0 |
-8 |
-100.00% |
| Gradient Investments LLC |
76 |
0 |
-76 |
-100.00% |
| Central Bank & Trust Co. |
1,190 |
0 |
-1,190 |
-100.00% |
| WASHINGTON TRUST Co |
175 |
0 |
-175 |
-100.00% |
| Shikiar Asset Management Inc. |
16,300 |
0 |
-16,300 |
-100.00% |
| Garrison Bradford & Associates Inc. |
86,044 |
0 |
-86,044 |
-100.00% |
See Summary: Institutional Holders of BXMT
See Details: Top 10 Hedge Funds Holding BXMT
Also See: BXMT Insider Buying
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