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There is a long list of 98 institutional holders of BSMO 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 BSMO by largest
to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-BSMO table below,
the initial column indicates the name of each top institutional holder of BSMO, with a link to that fund's top holdings. The next columns
indicate the amount of BSMO stock held by each of the institutional holders of BSMO, followed by the BSMO 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 |
|---|
 LPL Financial LLC | 451,602 | $11,252 | 12/31/2023 | | BSMO | 451,602 | $11,252 | 12/31/2023 | | Lido Advisors LLC | 413,721 | $10,308 | 12/31/2023 | | BSMO | 413,721 | $10,308 | 12/31/2023 | | Wells Fargo & Company MN | 390,994 | $9,742 | 12/31/2023 | | BSMO | 390,994 | $9,742 | 12/31/2023 | | Morgan Stanley | 375,335 | $9,351 | 12/31/2023 | | BSMO | 375,335 | $9,351 | 12/31/2023 | | Bank of America Corp DE | 272,296 | $6,784 | 12/31/2023 | | BSMO | 272,296 | $6,784 | 12/31/2023 | | OneAscent Financial Services LLC | 266,189 | $6,596 | 03/31/2024 | | BSMO | 266,189 | $6,596 | 03/31/2024 | | UBS Group AG | 250,655 | $6,245 | 12/31/2023 | | BSMO | 250,655 | $6,245 | 12/31/2023 | | Commonwealth Equity Services LLC | 204,243 | $5,061 | 03/31/2024 | | BSMO | 204,243 | $5,061 | 03/31/2024 | | Invesco Ltd. | 181,008 | $4,510 | 12/31/2023 | | BSMO | 181,008 | $4,510 | 12/31/2023 | | Integrated Wealth Concepts LLC | 151,149 | $3,766 | 12/31/2023 | | BSMO | 151,149 | $3,766 | 12/31/2023 | | Envestnet Asset Management Inc. | 143,561 | $3,577 | 12/31/2023 | | BSMO | 143,561 | $3,577 | 12/31/2023 | | Confluence Investment Management LLC | 142,489 | $3,531 | 03/31/2024 | | BSMO | 142,489 | $3,531 | 03/31/2024 | | Advisor Group Holdings Inc. | 140,873 | $3,510 | 12/31/2023 | | BSMO | 140,873 | $3,510 | 12/31/2023 | | GWM Advisors LLC | 113,874 | $2,837 | 12/31/2023 | | BSMO | 113,874 | $2,837 | 12/31/2023 | | Asset Dedication LLC | 104,160 | $2,584 | 03/31/2024 | | BSMO | 104,160 | $2,584 | 03/31/2024 | | Resonant Capital Advisors LLC | 98,067 | $2,443 | 12/31/2023 | | BSMO | 98,067 | $2,443 | 12/31/2023 | | Raymond James & Associates | 95,529 | $2,367 | 03/31/2024 | | BSMO | 95,529 | $2,367 | 03/31/2024 | | Jane Street Group LLC | 86,512 | $2,155 | 12/31/2023 | | BSMO | 86,512 | $2,155 | 12/31/2023 | | Stifel Financial Corp | 81,902 | $2,041 | 12/31/2023 | | BSMO | 81,902 | $2,041 | 12/31/2023 | | Focus Financial Network Inc. | 75,768 | $1,884 | 03/31/2024 | | BSMO | 75,768 | $1,884 | 03/31/2024 | | Garrett Investment Advisors LLC | 71,970 | $1,783 | 03/31/2024 | | BSMO | 71,970 | $1,783 | 03/31/2024 | | Key Financial Inc | 70,865 | $1,766 | 12/31/2023 | | BSMO | 70,865 | $1,766 | 12/31/2023 | | Cambridge Investment Research Advisors Inc. | 70,895 | $1,757 | 03/31/2024 | | BSMO | 70,895 | $1,757 | 03/31/2024 | | The PNC Financial Services Group Inc. | 65,972 | $1,644 | 12/31/2023 | | BSMO | 65,972 | $1,644 | 12/31/2023 | | Atlantic Union Bankshares Corp | 64,297 | $1,593 | 03/31/2024 | | BSMO | 64,297 | $1,593 | 03/31/2024 | | Leo Wealth LLC | 63,660 | $1,579 | 12/31/2023 | | BSMO | 63,660 | $1,579 | 12/31/2023 | | MML Investors Services LLC | 62,714 | $1,563 | 12/31/2023 | | BSMO | 62,714 | $1,563 | 12/31/2023 | | Private Advisor Group LLC | 51,452 | $1,282 | 12/31/2023 | | BSMO | 51,452 | $1,282 | 12/31/2023 | | Colony Group LLC | 51,323 | $1,279 | 12/31/2023 | | BSMO | 51,323 | $1,279 | 12/31/2023 | | Focus Financial Network Inc. ADV | 50,720 | $1,264 | 12/31/2023 | | BSMO | 50,720 | $1,264 | 12/31/2023 | | Astoria Portfolio Advisors LLC. | 50,926 | $1,262 | 03/31/2024 | | BSMO | 50,926 | $1,262 | 03/31/2024 | | Carnegie Capital Asset Management LLC | 49,645 | $1,237 | 12/31/2023 | | BSMO | 49,645 | $1,237 | 12/31/2023 | | Savant Capital LLC | 48,121 | $1,199 | 12/31/2023 | | BSMO | 48,121 | $1,199 | 12/31/2023 | | OLD Second National Bank of Aurora | 47,988 | $1,196 | 12/31/2023 | | BSMO | 47,988 | $1,196 | 12/31/2023 | | Denver Wealth Management Inc. | 48,134 | $1,193 | 03/31/2024 | | BSMO | 48,134 | $1,193 | 03/31/2024 | | PAX Financial Group LLC | 45,598 | $1,131 | 12/31/2023 | | BSMO | 45,598 | $1,131 | 12/31/2023 | | Hobbs Group Advisors LLC | 43,279 | $1,078 | 12/31/2023 | | BSMO | 43,279 | $1,078 | 12/31/2023 | | HighTower Advisors LLC | 39,073 | $972 | 12/31/2023 | | BSMO | 39,073 | $972 | 12/31/2023 | | River Street Advisors LLC | 38,012 | $942 | 03/31/2024 | | BSMO | 38,012 | $942 | 03/31/2024 | | Precedent Wealth Partners LLC | 36,719 | $910 | 03/31/2024 | | BSMO | 36,719 | $910 | 03/31/2024 | | Cornerstone Wealth Management LLC | 36,101 | $895 | 03/31/2024 | | BSMO | 36,101 | $895 | 03/31/2024 | | Webster Bank N. A. | 32,810 | $813 | 03/31/2024 | | BSMO | 32,810 | $813 | 03/31/2024 | | Mirador Capital Partners LP | 30,378 | $753 | 03/31/2024 | | BSMO | 30,378 | $753 | 03/31/2024 | | Captrust Financial Advisors | 29,860 | $744 | 12/31/2023 | | BSMO | 29,860 | $744 | 12/31/2023 | | AA Financial Advisors LLC | 29,541 | $736 | 12/31/2023 | | BSMO | 29,541 | $736 | 12/31/2023 | | Paulson Wealth Management Inc. | 26,953 | $672 | 12/31/2023 | | BSMO | 26,953 | $672 | 12/31/2023 | | Raymond James Financial Services Advisors Inc. | 25,461 | $631 | 03/31/2024 | | BSMO | 25,461 | $631 | 03/31/2024 | | Masso Torrence Wealth Management Inc. | 25,477 | $631 | 03/31/2024 | | BSMO | 25,477 | $631 | 03/31/2024 | | Secure Asset Management LLC | 24,432 | $609 | 12/31/2023 | | BSMO | 24,432 | $609 | 12/31/2023 | | Brown Advisory Inc. | 24,306 | $602 | 03/31/2024 | | BSMO | 24,306 | $602 | 03/31/2024 |
See All: Funds Holding BSMO
See Details: Top 10 Hedge Funds Holding BSMO
Also See: BSMO Holdings Changes
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