|
|
|
Holder | Amount | Position Size
($ in 1000's) | As of |
Confluence Investment Management LLC | 285,757 | $6,089 | 03/31/2024 | BSMV | 285,757 | $6,089 | 03/31/2024 | Envision Financial Planning LLC | 167,992 | $3,635 | 12/31/2023 | BSMV | 167,992 | $3,635 | 12/31/2023 | Bank of America Corp DE | 125,884 | $2,724 | 12/31/2023 | BSMV | 125,884 | $2,724 | 12/31/2023 | Invesco Ltd. | 105,343 | $2,280 | 12/31/2023 | BSMV | 105,343 | $2,280 | 12/31/2023 | Key Financial Inc | 88,389 | $1,913 | 12/31/2023 | BSMV | 88,389 | $1,913 | 12/31/2023 | Wells Fargo & Company MN | 84,884 | $1,837 | 12/31/2023 | BSMV | 84,884 | $1,837 | 12/31/2023 | Garrett Investment Advisors LLC | 69,776 | $1,487 | 03/31/2024 | BSMV | 69,776 | $1,487 | 03/31/2024 | Jane Street Group LLC | 62,266 | $1,347 | 12/31/2023 | BSMV | 62,266 | $1,347 | 12/31/2023 | Venture Visionary Partners LLC | 55,057 | $1,191 | 12/31/2023 | BSMV | 55,057 | $1,191 | 12/31/2023 | Kestra Advisory Services LLC | 54,240 | $1,174 | 12/31/2023 | BSMV | 54,240 | $1,174 | 12/31/2023 | LPL Financial LLC | 48,605 | $1,052 | 12/31/2023 | BSMV | 48,605 | $1,052 | 12/31/2023 | Precedent Wealth Partners LLC | 48,680 | $1,037 | 03/31/2024 | BSMV | 48,680 | $1,037 | 03/31/2024 | Sterling Financial Group Inc. | 47,790 | $1,018 | 03/31/2024 | BSMV | 47,790 | $1,018 | 03/31/2024 | Raymond James Financial Services Advisors Inc. | 28,783 | $613 | 03/31/2024 | BSMV | 28,783 | $613 | 03/31/2024 | Commonwealth Equity Services LLC | 27,631 | $589 | 03/31/2024 | BSMV | 27,631 | $589 | 03/31/2024 | Captrust Financial Advisors | 27,000 | $584 | 12/31/2023 | BSMV | 27,000 | $584 | 12/31/2023 | Gradient Capital Advisors LLC | 19,704 | $420 | 03/31/2024 | BSMV | 19,704 | $420 | 03/31/2024 | Envestnet Asset Management Inc. | 17,600 | $381 | 12/31/2023 | BSMV | 17,600 | $381 | 12/31/2023 | Addison Advisors LLC | 16,150 | $349 | 12/31/2023 | BSMV | 16,150 | $349 | 12/31/2023 | Integrated Wealth Concepts LLC | 16,100 | $348 | 12/31/2023 | BSMV | 16,100 | $348 | 12/31/2023 | Morgan Stanley | 15,555 | $337 | 12/31/2023 | BSMV | 15,555 | $337 | 12/31/2023 | Beacon Pointe Advisors LLC | 15,335 | $332 | 12/31/2023 | BSMV | 15,335 | $332 | 12/31/2023 | Advisor Group Holdings Inc. | 13,754 | $298 | 12/31/2023 | BSMV | 13,754 | $298 | 12/31/2023 | Stifel Financial Corp | 13,737 | $297 | 12/31/2023 | BSMV | 13,737 | $297 | 12/31/2023 | UBS Group AG | 10,963 | $237 | 12/31/2023 | BSMV | 10,963 | $237 | 12/31/2023 | Asset Dedication LLC | 10,868 | $231 | 03/31/2024 | BSMV | 10,868 | $231 | 03/31/2024 | Northwestern Mutual Wealth Management Co. | 8,428 | $182 | 12/31/2023 | BSMV | 8,428 | $182 | 12/31/2023 | Royal Bank of Canada | 7,368 | $159 | 12/31/2023 | BSMV | 7,368 | $159 | 12/31/2023 | Hobbs Group Advisors LLC | 4,861 | $105 | 12/31/2023 | BSMV | 4,861 | $105 | 12/31/2023 | Benjamin F. Edwards & Company Inc. | 3,380 | $72 | 03/31/2024 | BSMV | 3,380 | $72 | 03/31/2024 | Advisory Services Network LLC | 788 | $17 | 12/31/2023 | BSMV | 788 | $17 | 12/31/2023 | Tower Research Capital LLC TRC | 101 | $2 | 12/31/2023 | BSMV | 101 | $2 | 12/31/2023 |
See All: Funds Holding BSMV
See Details: Top 10 Hedge Funds Holding BSMV
Also See: BSMV Holdings Changes
|
|