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Funds Holding BPT

On this page, we present all of the funds holding BPT from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding BPT, with a link to that fund's top holdings. The next columns indicate the amount of BPT stock held by each of the funds holding BPT, followed by the BPT position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 56 funds holding BPT within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Creative Planning. For more details on the positions held by Creative Planning (or by any of the other funds holding BPT), click the fund name in the "Holder" column of the funds-holding-BPT table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Creative Planning269,993$664 12/31/2023
     BPT269,993$664 12/31/2023
Two Sigma Investments LP115,197$285 12/31/2023
     BPT115,197$285 12/31/2023
Hunting Hill Global Capital LLC115,551$285 12/31/2023
     BPT115,551$285 12/31/2023
Morgan Stanley113,197$280 12/31/2023
     BPT113,197$280 12/31/2023
Freestone Capital Holdings LLC82,902$204 12/31/2023
     BPT82,902$204 12/31/2023
Wedbush Securities Inc.60,922$150 12/31/2023
     BPT60,922$150 12/31/2023
Susquehanna International Group LLP $142 12/31/2023
     BPT30,544$75 12/31/2023
     Call27,000$67 12/31/2023
UBS Group AG49,406$122 12/31/2023
     BPT49,406$122 12/31/2023
Oppenheimer & Co. Inc.39,533$98 12/31/2023
     BPT39,533$98 12/31/2023
Invesco Ltd.38,107$94 12/31/2023
     BPT38,107$94 12/31/2023
Narwhal Capital Management29,284$72 12/31/2023
     BPT29,284$72 12/31/2023
Two Sigma Advisers LP27,300$67 12/31/2023
     BPT27,300$67 12/31/2023
AlTi Global Inc.26,477$65 12/31/2023
     BPT26,477$65 12/31/2023
Texas Yale Capital Corp.25,997$64 12/31/2023
     BPT25,997$64 12/31/2023
Cetera Advisor Networks LLC25,066$62 12/31/2023
     BPT25,066$62 12/31/2023
Wells Fargo & Company MN24,598$61 12/31/2023
     BPT24,598$61 12/31/2023
Fidelity D & D Bancorp Inc.21,000$51 03/31/2024
     BPT21,000$51 03/31/2024
Welch Group LLC21,059$51 03/31/2024
     BPT21,059$51 03/31/2024
Advisor Group Holdings Inc.19,134$47 12/31/2023
     BPT19,134$47 12/31/2023
Cubist Systematic Strategies LLC17,224$43 12/31/2023
     BPT17,224$43 12/31/2023
Sheaff Brock Investment Advisors LLC16,963$42 12/31/2023
     BPT16,963$42 12/31/2023
JPMorgan Chase & Co.10,500$26 12/31/2023
     BPT10,500$26 12/31/2023
Lido Advisors LLC10,400$26 12/31/2023
     BPT10,400$26 12/31/2023
Bank of America Corp DE6,065$15 12/31/2023
     BPT6,065$15 12/31/2023
Proequities Inc. $9 12/31/2023
     BPT3,617$9 12/31/2023
     Put0$0 12/31/2023
     Call0$0 12/31/2023
US Bancorp DE3,400$8 12/31/2023
     BPT3,400$8 12/31/2023
GWM Advisors LLC2,499$6 12/31/2023
     BPT2,499$6 12/31/2023
Cutler Group LP1,000$2 03/31/2024
     BPT1,000$2 03/31/2024
Cranbrook Wealth Management LLC676$2 03/31/2024
     BPT676$2 03/31/2024
UMB Bank N A MO1,000$2 12/31/2023
     BPT1,000$2 12/31/2023
Carolinas Wealth Consulting LLC1,000$2 12/31/2023
     BPT1,000$2 12/31/2023
Valley National Advisers Inc.614$1 03/31/2024
     BPT614$1 03/31/2024
Mather Group LLC.300$1 03/31/2024
     BPT300$1 03/31/2024
CWM LLC500$1 03/31/2024
     BPT500$1 03/31/2024
Fifth Third Bancorp405$1 12/31/2023
     BPT405$1 12/31/2023
The PNC Financial Services Group Inc.220$1 12/31/2023
     BPT220$1 12/31/2023
Allworth Financial LP365$1 12/31/2023
     BPT365$1 12/31/2023
Adirondack Trust Co.100$0 03/31/2024
     BPT100$0 03/31/2024
DHJJ Financial Advisors Ltd.25$0 03/31/2024
     BPT25$0 03/31/2024
Barclays PLC67$0 12/31/2023
     BPT67$0 12/31/2023
FMR LLC1$0 12/31/2023
     BPT1$0 12/31/2023
Royal Bank of Canada63$0 12/31/2023
     BPT63$0 12/31/2023
Osterweis Capital Management Inc.120$0 12/31/2023
     BPT120$0 12/31/2023
Trust Co. of Vermont200$0 12/31/2023
     BPT200$0 12/31/2023
Tower Research Capital LLC TRC 60$0 12/31/2023
     BPT60$0 12/31/2023
Steward Partners Investment Advisory LLC144$0 12/31/2023
     BPT144$0 12/31/2023
Qube Research & Technologies Ltd83$0 12/31/2023
     BPT83$0 12/31/2023
Prestige Wealth Management Group LLC100$0 12/31/2023
     BPT100$0 12/31/2023
PSI Advisors LLC200$0 12/31/2023
     BPT200$0 12/31/2023
Archer Investment Corp122$0 12/31/2023
     BPT122$0 12/31/2023
Scarborough Advisors LLC110$0 12/31/2023
     BPT110$0 12/31/2023
Coppell Advisory Solutions LLC36$0 12/31/2023
     BPT36$0 12/31/2023
Gould Capital LLC70$0 12/31/2023
     BPT70$0 12/31/2023
Cape Investment Advisory Inc.16$0 12/31/2023
     BPT16$0 12/31/2023
Creekmur Asset Management LLC53$0 12/31/2023
     BPT53$0 12/31/2023
Citadel Advisors LLC $-52 12/31/2023
     Put60,700$150 12/31/2023
     Call39,600$98 12/31/2023
Citigroup Inc.400,000$-988 12/31/2023
     Put400,000$988 12/31/2023

See Summary: Institutional Holders of BPT
See Details: Top 10 Hedge Funds Holding BPT
Also See: BPT Holdings Changes

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