|
|
|
There is a long list of 134 institutional holders of BWX 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 BWX by largest
to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-BWX table below,
the initial column indicates the name of each top institutional holder of BWX, with a link to that fund's top holdings. The next columns
indicate the amount of BWX stock held by each of the institutional holders of BWX, followed by the BWX 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 |
The Manufacturers Life Insurance Company | 6,105,610 | $141,528 | 12/31/2023 | BWX | 6,105,610 | $141,528 | 12/31/2023 | Charles Schwab Investment Management Inc. | 4,636,324 | $107,470 | 12/31/2023 | BWX | 4,636,324 | $107,470 | 12/31/2023 | Perella Weinberg Partners Capital Management LP | 4,464,961 | $103,498 | 12/31/2023 | BWX | 4,464,961 | $103,498 | 12/31/2023 | State Street Corp | 1,916,010 | $44,413 | 12/31/2023 | BWX | 1,916,010 | $44,413 | 12/31/2023 | Morgan Stanley | 1,602,479 | $37,145 | 12/31/2023 | BWX | 1,602,479 | $37,145 | 12/31/2023 | Checchi Capital Advisers LLC | 1,332,327 | $29,631 | 03/31/2024 | BWX | 1,332,327 | $29,631 | 03/31/2024 | Envestnet Asset Management Inc. | 1,040,228 | $24,112 | 12/31/2023 | BWX | 1,040,228 | $24,112 | 12/31/2023 | Creative Planning | 804,252 | $18,643 | 12/31/2023 | BWX | 804,252 | $18,643 | 12/31/2023 | Adviser Investments LLC | 508,087 | $11,777 | 12/31/2023 | BWX | 508,087 | $11,777 | 12/31/2023 | Leuthold Group LLC | 454,432 | $10,534 | 12/31/2023 | BWX | 454,432 | $10,534 | 12/31/2023 | LPL Financial LLC | 450,956 | $10,453 | 12/31/2023 | BWX | 450,956 | $10,453 | 12/31/2023 | Blueprint Investment Partners LLC | 325,060 | $7,535 | 12/31/2023 | BWX | 325,060 | $7,535 | 12/31/2023 | Bank of America Corp DE | 313,431 | $7,265 | 12/31/2023 | BWX | 313,431 | $7,265 | 12/31/2023 | Financial Engines Advisors L.L.C. | 276,471 | $6,409 | 12/31/2023 | BWX | 276,471 | $6,409 | 12/31/2023 | Wells Fargo & Company MN | 256,953 | $5,956 | 12/31/2023 | BWX | 256,953 | $5,956 | 12/31/2023 | Peak Financial Management Inc. | 263,939 | $5,870 | 03/31/2024 | BWX | 263,939 | $5,870 | 03/31/2024 | Cetera Advisor Networks LLC | 236,990 | $5,493 | 12/31/2023 | BWX | 236,990 | $5,493 | 12/31/2023 | Tectonic Advisors LLC | 218,825 | $5,072 | 12/31/2023 | BWX | 218,825 | $5,072 | 12/31/2023 | UBS Group AG | 189,607 | $4,395 | 12/31/2023 | BWX | 189,607 | $4,395 | 12/31/2023 | Mackenzie Financial Corp | 173,005 | $4,010 | 12/31/2023 | BWX | 173,005 | $4,010 | 12/31/2023 | Upper Left Wealth Management LLC | 168,110 | $3,739 | 03/31/2024 | BWX | 168,110 | $3,739 | 03/31/2024 | Envestnet Portfolio Solutions Inc. | 160,762 | $3,726 | 12/31/2023 | BWX | 160,762 | $3,726 | 12/31/2023 | Sykon Capital LLC | 159,027 | $3,686 | 12/31/2023 | BWX | 159,027 | $3,686 | 12/31/2023 | Advisor Group Holdings Inc. | 144,970 | $3,360 | 12/31/2023 | BWX | 144,970 | $3,360 | 12/31/2023 | Money Design Co. Ltd. | 139,460 | $3,233 | 12/31/2023 | BWX | 139,460 | $3,233 | 12/31/2023 | Ameriprise Financial Inc. | 132,768 | $3,077 | 12/31/2023 | BWX | 132,768 | $3,077 | 12/31/2023 | Baron Financial Group LLC | 120,910 | $2,803 | 12/31/2023 | BWX | 120,910 | $2,803 | 12/31/2023 | Spartan Planning & Wealth Management | 112,565 | $2,609 | 12/31/2023 | BWX | 112,565 | $2,609 | 12/31/2023 | Assetmark Inc. | 100,704 | $2,334 | 12/31/2023 | BWX | 100,704 | $2,334 | 12/31/2023 | Cetera Investment Advisers | 98,250 | $2,277 | 12/31/2023 | BWX | 98,250 | $2,277 | 12/31/2023 | MML Investors Services LLC | 96,307 | $2,232 | 12/31/2023 | BWX | 96,307 | $2,232 | 12/31/2023 | First Horizon Advisors Inc. | 92,034 | $2,133 | 12/31/2023 | BWX | 92,034 | $2,133 | 12/31/2023 | Renaissance Technologies LLC | 79,600 | $1,845 | 12/31/2023 | BWX | 79,600 | $1,845 | 12/31/2023 | OLD Mission Capital LLC | 73,743 | $1,709 | 12/31/2023 | BWX | 73,743 | $1,709 | 12/31/2023 | Auour Investments LLC | 71,836 | $1,603 | 12/31/2023 | BWX | 71,836 | $1,603 | 12/31/2023 | Quent Capital LLC | 68,908 | $1,597 | 12/31/2023 | BWX | 68,908 | $1,597 | 12/31/2023 | Stifel Financial Corp | 65,875 | $1,527 | 12/31/2023 | BWX | 65,875 | $1,527 | 12/31/2023 | Atria Wealth Solutions Inc. | 64,715 | $1,500 | 12/31/2023 | BWX | 64,715 | $1,500 | 12/31/2023 | Royal Bank of Canada | 59,703 | $1,383 | 12/31/2023 | BWX | 59,703 | $1,383 | 12/31/2023 | Comerica Bank | 58,423 | $1,354 | 12/31/2023 | BWX | 58,423 | $1,354 | 12/31/2023 | CoreCap Advisors LLC | 58,132 | $1,348 | 12/31/2023 | BWX | 58,132 | $1,348 | 12/31/2023 | Walkner Condon Financial Advisors LLC | 55,371 | $1,229 | 03/31/2024 | BWX | 55,371 | $1,229 | 03/31/2024 | Euro Pacific Asset Management LLC | 51,261 | $1,211 | 12/31/2023 | BWX | 51,261 | $1,211 | 12/31/2023 | The PNC Financial Services Group Inc. | 49,090 | $1,138 | 12/31/2023 | BWX | 49,090 | $1,138 | 12/31/2023 | Hancock Whitney Corp | 48,188 | $1,117 | 12/31/2023 | BWX | 48,188 | $1,117 | 12/31/2023 | CI Private Wealth LLC | 39,394 | $913 | 12/31/2023 | BWX | 39,394 | $913 | 12/31/2023 | Pure Financial Advisors Inc. | 40,954 | $911 | 03/31/2024 | BWX | 40,954 | $911 | 03/31/2024 | Fairview Capital Investment Management LLC | 34,116 | $791 | 12/31/2023 | BWX | 34,116 | $791 | 12/31/2023 | Towneley Capital Management Inc DE | 32,592 | $725 | 03/31/2024 | BWX | 32,592 | $725 | 03/31/2024 | Golden State Equity Partners | 31,174 | $723 | 12/31/2023 | BWX | 31,174 | $723 | 12/31/2023 |
See All: Funds Holding BWX
See Details: Top 10 Hedge Funds Holding BWX
Also See: BWX Holdings Changes
|
|