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There is a long list of 66 institutional holders of BSCW within
the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of BSCW by largest
to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-BSCW table below,
the initial column indicates the name of each top institutional holder of BSCW, with a link to that fund's top holdings. The next columns
indicate the amount of BSCW stock held by each of the institutional holders of BSCW, followed by the BSCW position size held by the institution, and finally the
date of the quarterly 13F filing period the holdings data represents for that institution.
Holder | Amount | Position Size
($ in 1000's) | As of |
Morgan Stanley | 3,152,007 | $65,215 | 12/31/2023 | BSCW | 3,152,007 | $65,215 | 12/31/2023 | Wells Fargo & Company MN | 1,385,411 | $28,664 | 12/31/2023 | BSCW | 1,385,411 | $28,664 | 12/31/2023 | Atlantic Union Bankshares Corp | 804,866 | $16,299 | 03/31/2024 | BSCW | 804,866 | $16,299 | 03/31/2024 | Motley Fool Wealth Management LLC | 656,566 | $13,578 | 12/31/2023 | BSCW | 656,566 | $13,578 | 12/31/2023 | Vishria Bird Financial Group LLC | 638,990 | $12,940 | 03/31/2024 | BSCW | 638,990 | $12,940 | 03/31/2024 | Sterling Financial Group Inc. | 521,363 | $10,558 | 03/31/2024 | BSCW | 521,363 | $10,558 | 03/31/2024 | Cookson Peirce & Co. Inc. | 461,461 | $9,345 | 03/31/2024 | BSCW | 461,461 | $9,345 | 03/31/2024 | Raymond James Financial Services Advisors Inc. | 458,922 | $9,293 | 03/31/2024 | BSCW | 458,922 | $9,293 | 03/31/2024 | Jane Street Group LLC | 434,919 | $8,998 | 12/31/2023 | BSCW | 434,919 | $8,998 | 12/31/2023 | Ameriprise Financial Inc. | 418,370 | $8,656 | 12/31/2023 | BSCW | 418,370 | $8,656 | 12/31/2023 | Gill Capital Partners LLC | 390,162 | $8,072 | 12/31/2023 | BSCW | 390,162 | $8,072 | 12/31/2023 | Royal Bank of Canada | 346,490 | $7,169 | 12/31/2023 | BSCW | 346,490 | $7,169 | 12/31/2023 | LPL Financial LLC | 324,045 | $6,704 | 12/31/2023 | BSCW | 324,045 | $6,704 | 12/31/2023 | Total Clarity Wealth Management Inc. | 293,845 | $5,950 | 03/31/2024 | BSCW | 293,845 | $5,950 | 03/31/2024 | UBS Group AG | 283,341 | $5,862 | 12/31/2023 | BSCW | 283,341 | $5,862 | 12/31/2023 | Raymond James & Associates | 270,473 | $5,477 | 03/31/2024 | BSCW | 270,473 | $5,477 | 03/31/2024 | Invesco Ltd. | 230,971 | $4,779 | 12/31/2023 | BSCW | 230,971 | $4,779 | 12/31/2023 | Citadel Advisors LLC | 200,704 | $4,153 | 12/31/2023 | BSCW | 200,704 | $4,153 | 12/31/2023 | Wintrust Investments LLC | 167,150 | $3,458 | 12/31/2023 | BSCW | 167,150 | $3,458 | 12/31/2023 | Commonwealth Equity Services LLC | 137,793 | $2,851 | 12/31/2023 | BSCW | 137,793 | $2,851 | 12/31/2023 | Addison Advisors LLC | 136,229 | $2,819 | 12/31/2023 | BSCW | 136,229 | $2,819 | 12/31/2023 | Lido Advisors LLC | 106,781 | $2,209 | 12/31/2023 | BSCW | 106,781 | $2,209 | 12/31/2023 | Susquehanna International Group LLP | 102,439 | $2,119 | 12/31/2023 | BSCW | 102,439 | $2,119 | 12/31/2023 | Bank of America Corp DE | 98,913 | $2,047 | 12/31/2023 | BSCW | 98,913 | $2,047 | 12/31/2023 | Exchange Capital Management Inc. | 84,500 | $1,711 | 03/31/2024 | BSCW | 84,500 | $1,711 | 03/31/2024 | BCS Wealth Management | 78,961 | $1,599 | 03/31/2024 | BSCW | 78,961 | $1,599 | 03/31/2024 | Tlwm | 63,737 | $1,291 | 03/31/2024 | BSCW | 63,737 | $1,291 | 03/31/2024 | G2 Capital Management LLC OH | 60,103 | $1,244 | 12/31/2023 | BSCW | 60,103 | $1,244 | 12/31/2023 | Equitable Holdings Inc. | 47,587 | $985 | 12/31/2023 | BSCW | 47,587 | $985 | 12/31/2023 | Headinvest LLC | 47,450 | $982 | 12/31/2023 | BSCW | 47,450 | $982 | 12/31/2023 | Advisor Group Holdings Inc. | 45,854 | $949 | 12/31/2023 | BSCW | 45,854 | $949 | 12/31/2023 | Butensky & Cohen Financial Security Inc. | 42,482 | $860 | 03/31/2024 | BSCW | 42,482 | $860 | 03/31/2024 | Ellevest Inc. | 38,022 | $787 | 12/31/2023 | BSCW | 38,022 | $787 | 12/31/2023 | Eastern Bank | 37,671 | $779 | 12/31/2023 | BSCW | 37,671 | $779 | 12/31/2023 | Asset Dedication LLC | 37,728 | $764 | 03/31/2024 | BSCW | 37,728 | $764 | 03/31/2024 | Envestnet Asset Management Inc. | 36,784 | $761 | 12/31/2023 | BSCW | 36,784 | $761 | 12/31/2023 | MML Investors Services LLC | 33,410 | $691 | 12/31/2023 | BSCW | 33,410 | $691 | 12/31/2023 | Sawgrass Asset Management LLC | 31,934 | $661 | 12/31/2023 | BSCW | 31,934 | $661 | 12/31/2023 | MONECO Advisors LLC | 31,972 | $647 | 03/31/2024 | BSCW | 31,972 | $647 | 03/31/2024 | American National Bank & Trust Co. VA | 26,901 | $545 | 03/31/2024 | BSCW | 26,901 | $545 | 03/31/2024 | Independence Bank of Kentucky | 26,625 | $539 | 03/31/2024 | BSCW | 26,625 | $539 | 03/31/2024 | Strategic Financial Concepts LLC | 23,274 | $471 | 03/31/2024 | BSCW | 23,274 | $471 | 03/31/2024 | Captrust Financial Advisors | 17,916 | $371 | 12/31/2023 | BSCW | 17,916 | $371 | 12/31/2023 | Fountainhead AM LLC | 16,593 | $343 | 12/31/2023 | BSCW | 16,593 | $343 | 12/31/2023 | Colonial Trust Co SC | 15,000 | $310 | 12/31/2023 | BSCW | 15,000 | $310 | 12/31/2023 | Kestra Advisory Services LLC | 13,575 | $281 | 12/31/2023 | BSCW | 13,575 | $281 | 12/31/2023 | Wealth Enhancement Advisory Services LLC | 13,568 | $275 | 03/31/2024 | BSCW | 13,568 | $275 | 03/31/2024 | Cetera Advisors LLC | 12,988 | $269 | 12/31/2023 | BSCW | 12,988 | $269 | 12/31/2023 | Kohmann Bosshard Financial Services LLC | 12,685 | $257 | 03/31/2024 | BSCW | 12,685 | $257 | 03/31/2024 | Rockefeller Capital Management L.P. | 11,900 | $246 | 12/31/2023 | BSCW | 11,900 | $246 | 12/31/2023 |
See All: Funds Holding BSCW
See Details: Top 10 Hedge Funds Holding BSCW
Also See: BSCW Holdings Changes
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