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There is a long list of 68 institutional holders of BSMR 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 BSMR by largest
to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-BSMR table below,
the initial column indicates the name of each top institutional holder of BSMR, with a link to that fund's top holdings. The next columns
indicate the amount of BSMR stock held by each of the institutional holders of BSMR, followed by the BSMR 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 |
|---|
 Confluence Investment Management LLC | 259,568 | $6,140 | 03/31/2024 | | BSMR | 259,568 | $6,140 | 03/31/2024 | | Morgan Stanley | 215,051 | $5,140 | 12/31/2023 | | BSMR | 215,051 | $5,140 | 12/31/2023 | | Key Financial Inc | 201,711 | $4,821 | 12/31/2023 | | BSMR | 201,711 | $4,821 | 12/31/2023 | | LPL Financial LLC | 178,411 | $4,265 | 12/31/2023 | | BSMR | 178,411 | $4,265 | 12/31/2023 | | Wells Fargo & Company MN | 163,166 | $3,900 | 12/31/2023 | | BSMR | 163,166 | $3,900 | 12/31/2023 | | Commonwealth Equity Services LLC | 133,191 | $3,184 | 12/31/2023 | | BSMR | 133,191 | $3,184 | 12/31/2023 | | Invesco Ltd. | 133,151 | $3,183 | 12/31/2023 | | BSMR | 133,151 | $3,183 | 12/31/2023 | | GWM Advisors LLC | 114,098 | $2,727 | 12/31/2023 | | BSMR | 114,098 | $2,727 | 12/31/2023 | | Atlantic Union Bankshares Corp | 112,611 | $2,664 | 03/31/2024 | | BSMR | 112,611 | $2,664 | 03/31/2024 | | Raymond James & Associates | 107,597 | $2,545 | 03/31/2024 | | BSMR | 107,597 | $2,545 | 03/31/2024 | | UBS Group AG | 92,400 | $2,209 | 12/31/2023 | | BSMR | 92,400 | $2,209 | 12/31/2023 | | Bank of America Corp DE | 80,646 | $1,928 | 12/31/2023 | | BSMR | 80,646 | $1,928 | 12/31/2023 | | Asset Dedication LLC | 69,092 | $1,637 | 03/31/2024 | | BSMR | 69,092 | $1,637 | 03/31/2024 | | Garrett Investment Advisors LLC | 68,408 | $1,618 | 03/31/2024 | | BSMR | 68,408 | $1,618 | 03/31/2024 | | Colony Group LLC | 53,627 | $1,282 | 12/31/2023 | | BSMR | 53,627 | $1,282 | 12/31/2023 | | Jane Street Group LLC | 52,784 | $1,262 | 12/31/2023 | | BSMR | 52,784 | $1,262 | 12/31/2023 | | Fortress Wealth Management Inc. | 50,569 | $1,196 | 03/31/2024 | | BSMR | 50,569 | $1,196 | 03/31/2024 | | Envestnet Asset Management Inc. | 49,615 | $1,186 | 12/31/2023 | | BSMR | 49,615 | $1,186 | 12/31/2023 | | Precedent Wealth Partners LLC | 48,637 | $1,151 | 03/31/2024 | | BSMR | 48,637 | $1,151 | 03/31/2024 | | Astoria Portfolio Advisors LLC. | 43,050 | $1,011 | 03/31/2024 | | BSMR | 43,050 | $1,011 | 03/31/2024 | | Kestra Advisory Services LLC | 39,967 | $955 | 12/31/2023 | | BSMR | 39,967 | $955 | 12/31/2023 | | Advisor Group Holdings Inc. | 39,495 | $944 | 12/31/2023 | | BSMR | 39,495 | $944 | 12/31/2023 | | Steward Partners Investment Advisory LLC | 37,147 | $888 | 12/31/2023 | | BSMR | 37,147 | $888 | 12/31/2023 | | Hobbs Group Advisors LLC | 35,007 | $837 | 12/31/2023 | | BSMR | 35,007 | $837 | 12/31/2023 | | River Street Advisors LLC | 35,000 | $828 | 03/31/2024 | | BSMR | 35,000 | $828 | 03/31/2024 | | WESPAC Advisors LLC | 34,644 | $820 | 03/31/2024 | | BSMR | 34,644 | $820 | 03/31/2024 | | Savant Capital LLC | 32,386 | $774 | 12/31/2023 | | BSMR | 32,386 | $774 | 12/31/2023 | | Nelson Van Denburg & Campbell Wealth Management Group LLC | 31,149 | $745 | 12/31/2023 | | BSMR | 31,149 | $745 | 12/31/2023 | | Raymond James Financial Services Advisors Inc. | 28,732 | $680 | 03/31/2024 | | BSMR | 28,732 | $680 | 03/31/2024 | | Paulson Wealth Management Inc. | 25,925 | $620 | 12/31/2023 | | BSMR | 25,925 | $620 | 12/31/2023 | | Krilogy Financial LLC | 22,934 | $543 | 03/31/2024 | | BSMR | 22,934 | $543 | 03/31/2024 | | MML Investors Services LLC | 21,656 | $518 | 12/31/2023 | | BSMR | 21,656 | $518 | 12/31/2023 | | Tlwm | 21,840 | $517 | 03/31/2024 | | BSMR | 21,840 | $517 | 03/31/2024 | | Equitable Holdings Inc. | 21,255 | $508 | 12/31/2023 | | BSMR | 21,255 | $508 | 12/31/2023 | | Royal Harbor Partners LLC | 19,773 | $473 | 12/31/2023 | | BSMR | 19,773 | $473 | 12/31/2023 | | Captrust Financial Advisors | 19,567 | $468 | 12/31/2023 | | BSMR | 19,567 | $468 | 12/31/2023 | | Midland Wealth Advisors LLC | 19,119 | $457 | 12/31/2023 | | BSMR | 19,119 | $457 | 12/31/2023 | | Sterling Financial Group Inc. | 18,611 | $440 | 03/31/2024 | | BSMR | 18,611 | $440 | 03/31/2024 | | HighTower Advisors LLC | 16,825 | $403 | 12/31/2023 | | BSMR | 16,825 | $403 | 12/31/2023 | | Oceanside Advisors LLC | 15,620 | $369 | 03/31/2024 | | BSMR | 15,620 | $369 | 03/31/2024 | | Integrated Wealth Concepts LLC | 15,262 | $365 | 12/31/2023 | | BSMR | 15,262 | $365 | 12/31/2023 | | Private Advisor Group LLC | 15,013 | $359 | 12/31/2023 | | BSMR | 15,013 | $359 | 12/31/2023 | | Cooksen Wealth LLC | 14,862 | $352 | 03/31/2024 | | BSMR | 14,862 | $352 | 03/31/2024 | | Horizons Wealth Management | 14,626 | $350 | 03/31/2024 | | BSMR | 14,626 | $350 | 03/31/2024 | | Beacon Pointe Advisors LLC | 13,680 | $327 | 12/31/2023 | | BSMR | 13,680 | $327 | 12/31/2023 | | Stifel Financial Corp | 13,107 | $313 | 12/31/2023 | | BSMR | 13,107 | $313 | 12/31/2023 | | Benjamin F. Edwards & Company Inc. | 13,038 | $312 | 12/31/2023 | | BSMR | 13,038 | $312 | 12/31/2023 | | Bill Few Associates Inc. | 12,859 | $304 | 03/31/2024 | | BSMR | 12,859 | $304 | 03/31/2024 | | Addison Advisors LLC | 11,495 | $275 | 12/31/2023 | | BSMR | 11,495 | $275 | 12/31/2023 | | Royal Bank of Canada | 11,225 | $268 | 12/31/2023 | | BSMR | 11,225 | $268 | 12/31/2023 |
See All: Funds Holding BSMR
See Details: Top 10 Hedge Funds Holding BSMR
Also See: BSMR Holdings Changes
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