On this page, we present all of the funds holding BLW from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding BLW, with a link to that fund's top holdings. The next columns indicate the amount of BLW stock held by each of the funds holding BLW, followed by the BLW position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 82 funds holding BLW within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Morgan Stanley. For more details on the positions held by Morgan Stanley (or by any of the other funds holding BLW), click the fund name in the "Holder" column of the funds-holding-BLW table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Morgan Stanley | 4,413,620 | $61,702 | 12/31/2023 |
BLW | 4,413,620 | $61,702 | 12/31/2023 |
Wells Fargo & Company MN | 860,188 | $12,068 | 03/31/2024 |
BLW | 860,188 | $12,068 | 03/31/2024 |
Guggenheim Capital LLC | 602,835 | $8,428 | 12/31/2023 |
BLW | 602,835 | $8,428 | 12/31/2023 |
UBS Group AG | 577,292 | $8,099 | 03/31/2024 |
BLW | 577,292 | $8,099 | 03/31/2024 |
Blue Zone Wealth Advisors LLC | 427,010 | $5,991 | 03/31/2024 |
BLW | 427,010 | $5,991 | 03/31/2024 |
Invesco Ltd. | 374,598 | $5,237 | 12/31/2023 |
BLW | 374,598 | $5,237 | 12/31/2023 |
Cohen & Steers Inc. | 371,801 | $5,198 | 12/31/2023 |
BLW | 371,801 | $5,198 | 12/31/2023 |
Bramshill Investments LLC | 275,935 | $3,858 | 12/31/2023 |
BLW | 275,935 | $3,858 | 12/31/2023 |
Bank of America Corp DE | 268,738 | $3,757 | 12/31/2023 |
BLW | 268,738 | $3,757 | 12/31/2023 |
Waterfront Wealth Inc. | 267,194 | $3,594 | 03/31/2024 |
BLW | 267,194 | $3,594 | 03/31/2024 |
Royal Bank of Canada | 203,394 | $2,843 | 12/31/2023 |
BLW | 203,394 | $2,843 | 12/31/2023 |
Capital Investment Advisors LLC | 188,878 | $2,650 | 03/31/2024 |
BLW | 188,878 | $2,650 | 03/31/2024 |
LPL Financial LLC | 182,853 | $2,565 | 03/31/2024 |
BLW | 182,853 | $2,565 | 03/31/2024 |
Raymond James Financial Services Advisors Inc. | 181,341 | $2,544 | 03/31/2024 |
BLW | 181,341 | $2,544 | 03/31/2024 |
Jefferies Financial Group Inc. | 179,623 | $2,520 | 03/31/2024 |
BLW | 179,623 | $2,520 | 03/31/2024 |
Arete Wealth Advisors LLC | 135,761 | $1,898 | 12/31/2023 |
BLW | 135,761 | $1,898 | 12/31/2023 |
Principal Securities Inc. | 125,036 | $1,754 | 03/31/2024 |
BLW | 125,036 | $1,754 | 03/31/2024 |
GraniteShares Advisors LLC | 122,695 | $1,721 | 03/31/2024 |
BLW | 122,695 | $1,721 | 03/31/2024 |
Fiera Capital Corp | 120,854 | $1,696 | 03/31/2024 |
BLW | 120,854 | $1,696 | 03/31/2024 |
Baird Financial Group Inc. | 116,357 | $1,627 | 12/31/2023 |
BLW | 116,357 | $1,627 | 12/31/2023 |
Advisor Group Holdings Inc. | 97,711 | $1,371 | 03/31/2024 |
BLW | 97,711 | $1,371 | 03/31/2024 |
Cambridge Investment Research Advisors Inc. | 92,213 | $1,294 | 03/31/2024 |
BLW | 92,213 | $1,294 | 03/31/2024 |
Shaker Financial Services LLC | 71,216 | $999 | 03/31/2024 |
BLW | 71,216 | $999 | 03/31/2024 |
Peregrine Asset Advisers Inc. | 63,272 | $888 | 03/31/2024 |
BLW | 63,272 | $888 | 03/31/2024 |
Wealth Alliance | 53,450 | $750 | 03/31/2024 |
BLW | 53,450 | $750 | 03/31/2024 |
Verity Asset Management Inc. | 53,412 | $747 | 12/31/2023 |
BLW | 53,412 | $747 | 12/31/2023 |
GWM Advisors LLC | 51,160 | $718 | 03/31/2024 |
BLW | 51,160 | $718 | 03/31/2024 |
Greytown Advisors Inc. | 51,381 | $718 | 12/31/2023 |
BLW | 51,381 | $718 | 12/31/2023 |
Janney Montgomery Scott LLC | 46,797 | $657 | 03/31/2024 |
BLW | 46,797 | $657 | 03/31/2024 |
Raymond James & Associates | 45,198 | $634 | 03/31/2024 |
BLW | 45,198 | $634 | 03/31/2024 |
Commonwealth Equity Services LLC | 41,275 | $579 | 03/31/2024 |
BLW | 41,275 | $579 | 03/31/2024 |
Cetera Advisor Networks LLC | 40,155 | $561 | 12/31/2023 |
BLW | 40,155 | $561 | 12/31/2023 |
Comerica Bank | 33,963 | $475 | 12/31/2023 |
BLW | 33,963 | $475 | 12/31/2023 |
Virtus ETF Advisers LLC | 33,405 | $467 | 12/31/2023 |
BLW | 33,405 | $467 | 12/31/2023 |
NBC Securities Inc. | 31,820 | $446 | 03/31/2024 |
BLW | 31,820 | $446 | 03/31/2024 |
Pointe Capital Management LLC | 26,665 | $374 | 03/31/2024 |
BLW | 26,665 | $374 | 03/31/2024 |
Rockport Wealth LLC | 26,665 | $374 | 03/31/2024 |
BLW | 26,665 | $374 | 03/31/2024 |
Consolidated Portfolio Review Corp | 25,703 | $361 | 03/31/2024 |
BLW | 25,703 | $361 | 03/31/2024 |
PFG Investments LLC | 25,703 | $361 | 03/31/2024 |
BLW | 25,703 | $361 | 03/31/2024 |
Kestra Advisory Services LLC | 25,292 | $354 | 12/31/2023 |
BLW | 25,292 | $354 | 12/31/2023 |
US Bancorp DE | 19,900 | $279 | 03/31/2024 |
BLW | 19,900 | $279 | 03/31/2024 |
Cetera Investment Advisers | 19,843 | $277 | 12/31/2023 |
BLW | 19,843 | $277 | 12/31/2023 |
Stifel Financial Corp | 19,606 | $275 | 03/31/2024 |
BLW | 19,606 | $275 | 03/31/2024 |
LM Advisors LLC | 18,327 | $256 | 12/31/2023 |
BLW | 18,327 | $256 | 12/31/2023 |
HRT Financial LP | 15,657 | $219 | 03/31/2024 |
BLW | 15,657 | $219 | 03/31/2024 |
Nomura Holdings Inc. | 15,082 | $211 | 12/31/2023 |
BLW | 15,082 | $211 | 12/31/2023 |
Beacon Pointe Advisors LLC | 15,063 | $211 | 12/31/2023 |
BLW | 15,063 | $211 | 12/31/2023 |
Carmichael Hill & Associates Inc. | 14,980 | $210 | 03/31/2024 |
BLW | 14,980 | $210 | 03/31/2024 |
Fortitude Advisory Group L.L.C. | 14,853 | $208 | 03/31/2024 |
BLW | 14,853 | $208 | 03/31/2024 |
ProVise Management Group LLC | 14,608 | $205 | 03/31/2024 |
BLW | 14,608 | $205 | 03/31/2024 |
Ameriprise Financial Inc. | 14,638 | $205 | 12/31/2023 |
BLW | 14,638 | $205 | 12/31/2023 |
Atria Wealth Solutions Inc. | 14,200 | $199 | 03/31/2024 |
BLW | 14,200 | $199 | 03/31/2024 |
Pathstone Holdings LLC | 13,900 | $195 | 03/31/2024 |
BLW | 13,900 | $195 | 03/31/2024 |
Envestnet Asset Management Inc. | 12,634 | $177 | 03/31/2024 |
BLW | 12,634 | $177 | 03/31/2024 |
Venture Visionary Partners LLC | 11,574 | $162 | 03/31/2024 |
BLW | 11,574 | $162 | 03/31/2024 |
MML Investors Services LLC | 10,735 | $150 | 12/31/2023 |
BLW | 10,735 | $150 | 12/31/2023 |
Altus Wealth Group LLC | 10,631 | $149 | 03/31/2024 |
BLW | 10,631 | $149 | 03/31/2024 |
Samalin Investment Counsel LLC | 10,387 | $146 | 03/31/2024 |
BLW | 10,387 | $146 | 03/31/2024 |
Raymond James Trust N.A. | 10,265 | $144 | 03/31/2024 |
BLW | 10,265 | $144 | 03/31/2024 |
Steward Partners Investment Advisory LLC | 4,486 | $63 | 12/31/2023 |
BLW | 4,486 | $63 | 12/31/2023 |
The PNC Financial Services Group Inc. | 3,539 | $50 | 03/31/2024 |
BLW | 3,539 | $50 | 03/31/2024 |
Cullen Frost Bankers Inc. | 3,492 | $49 | 03/31/2024 |
BLW | 3,492 | $49 | 03/31/2024 |
Hollencrest Capital Management | 3,500 | $49 | 03/31/2024 |
BLW | 3,500 | $49 | 03/31/2024 |
Oliver Lagore Vanvalin Investment Group | 3,300 | $46 | 12/31/2023 |
BLW | 3,300 | $46 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 2,203 | $31 | 12/31/2023 |
BLW | 2,203 | $31 | 12/31/2023 |
IFP Advisors Inc | 2,159 | $30 | 12/31/2023 |
BLW | 2,159 | $30 | 12/31/2023 |
Bartlett & CO. Wealth Management LLC | 1,900 | $27 | 03/31/2024 |
BLW | 1,900 | $27 | 03/31/2024 |
Bartlett & Co. LLC | 1,900 | $26 | 12/31/2023 |
BLW | 1,900 | $26 | 12/31/2023 |
Bogart Wealth LLC | 1,618 | $23 | 03/31/2024 |
BLW | 1,618 | $23 | 03/31/2024 |
Montag A & Associates Inc. | 1,410 | $20 | 03/31/2024 |
BLW | 1,410 | $20 | 03/31/2024 |
Baystate Wealth Management LLC | 1,016 | $14 | 12/31/2023 |
BLW | 1,016 | $14 | 12/31/2023 |
Missouri Trust & Investment Co | 918 | $13 | 03/31/2024 |
BLW | 918 | $13 | 03/31/2024 |
Raleigh Capital Management Inc. | 750 | $11 | 03/31/2024 |
BLW | 750 | $11 | 03/31/2024 |
FMR LLC | 629 | $9 | 03/31/2024 |
BLW | 629 | $9 | 03/31/2024 |
FinTrust Capital Advisors LLC | 535 | $8 | 03/31/2024 |
BLW | 535 | $8 | 03/31/2024 |
North Star Investment Management Corp. | 500 | $7 | 03/31/2024 |
BLW | 500 | $7 | 03/31/2024 |
Allworth Financial LP | 524 | $7 | 03/31/2024 |
BLW | 524 | $7 | 03/31/2024 |
Moisand Fitzgerald Tamayo LLC | 500 | $7 | 03/31/2024 |
BLW | 500 | $7 | 03/31/2024 |
Anchor Investment Management LLC | 500 | $7 | 12/31/2023 |
BLW | 500 | $7 | 12/31/2023 |
Hoey Investments Inc. | 171 | $2 | 03/31/2024 |
BLW | 171 | $2 | 03/31/2024 |
Harbour Investments Inc. | 120 | $2 | 12/31/2023 |
BLW | 120 | $2 | 12/31/2023 |
Proequities Inc. | 0 | $0 | 03/31/2024 |
BLW | 0 | $0 | 03/31/2024 |
Gradient Investments LLC | 27 | $0 | 03/31/2024 |
BLW | 27 | $0 | 03/31/2024 |
See Summary: Institutional Holders of BLW
See Details: Top 10 Hedge Funds Holding BLW
Also See: BLW Insider Buying
Also See: BLW Holdings Changes
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