HoldingsChannel.com
Funds Holding BSMP

On this page, we present all of the funds holding BSMP from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding BSMP, with a link to that fund's top holdings. The next columns indicate the amount of BSMP stock held by each of the funds holding BSMP, followed by the BSMP position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 97 funds holding BSMP 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 BSMP), click the fund name in the "Holder" column of the funds-holding-BSMP table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley445,699$10,935 12/31/2023
     BSMP445,699$10,935 12/31/2023
Wells Fargo & Company MN399,018$9,790 12/31/2023
     BSMP399,018$9,790 12/31/2023
LPL Financial LLC361,210$8,862 12/31/2023
     BSMP361,210$8,862 12/31/2023
CWM LLC333,556$8,119 03/31/2024
     BSMP333,556$8,119 03/31/2024
Commonwealth Equity Services LLC291,040$7,141 12/31/2023
     BSMP291,040$7,141 12/31/2023
Bank of America Corp DE260,249$6,385 12/31/2023
     BSMP260,249$6,385 12/31/2023
UBS Group AG245,288$6,018 12/31/2023
     BSMP245,288$6,018 12/31/2023
Confluence Investment Management LLC226,441$5,512 03/31/2024
     BSMP226,441$5,512 03/31/2024
OneAscent Financial Services LLC195,040$4,747 03/31/2024
     BSMP195,040$4,747 03/31/2024
Invesco Ltd.183,014$4,490 12/31/2023
     BSMP183,014$4,490 12/31/2023
Raymond James & Associates139,356$3,419 12/31/2023
     BSMP139,356$3,419 12/31/2023
Integrated Wealth Concepts LLC133,722$3,281 12/31/2023
     BSMP133,722$3,281 12/31/2023
Advisor Group Holdings Inc.120,928$2,967 12/31/2023
     BSMP120,928$2,967 12/31/2023
Envestnet Asset Management Inc.117,371$2,880 12/31/2023
     BSMP117,371$2,880 12/31/2023
GWM Advisors LLC115,835$2,842 12/31/2023
     BSMP115,835$2,842 12/31/2023
Atlantic Union Bankshares Corp112,187$2,731 03/31/2024
     BSMP112,187$2,731 03/31/2024
Asset Dedication LLC94,503$2,302 03/31/2024
     BSMP94,503$2,302 03/31/2024
Resonant Capital Advisors LLC85,041$2,087 12/31/2023
     BSMP85,041$2,087 12/31/2023
Leo Wealth LLC78,313$1,912 12/31/2023
     BSMP78,313$1,912 12/31/2023
Carnegie Capital Asset Management LLC76,855$1,886 12/31/2023
     BSMP76,855$1,886 12/31/2023
Garrett Investment Advisors LLC71,850$1,749 03/31/2024
     BSMP71,850$1,749 03/31/2024
Key Financial Inc71,185$1,747 12/31/2023
     BSMP71,185$1,747 12/31/2023
Savant Capital LLC61,908$1,519 12/31/2023
     BSMP61,908$1,519 12/31/2023
The PNC Financial Services Group Inc.59,352$1,456 12/31/2023
     BSMP59,352$1,456 12/31/2023
Equitable Holdings Inc.58,218$1,428 12/31/2023
     BSMP58,218$1,428 12/31/2023
JPMorgan Chase & Co.56,853$1,395 12/31/2023
     BSMP56,853$1,395 12/31/2023
Northwestern Mutual Wealth Management Co.53,715$1,318 12/31/2023
     BSMP53,715$1,318 12/31/2023
Denver Wealth Management Inc.54,086$1,316 03/31/2024
     BSMP54,086$1,316 03/31/2024
Colony Group LLC51,844$1,272 12/31/2023
     BSMP51,844$1,272 12/31/2023
Private Trust Co. NA49,650$1,218 12/31/2023
     BSMP49,650$1,218 12/31/2023
HighTower Advisors LLC48,003$1,179 12/31/2023
     BSMP48,003$1,179 12/31/2023
Mariner LLC46,651$1,145 12/31/2023
     BSMP46,651$1,145 12/31/2023
PAX Financial Group LLC45,665$1,118 12/31/2023
     BSMP45,665$1,118 12/31/2023
Private Advisor Group LLC45,259$1,110 12/31/2023
     BSMP45,259$1,110 12/31/2023
Jane Street Group LLC39,827$977 12/31/2023
     BSMP39,827$977 12/31/2023
Captrust Financial Advisors39,182$961 12/31/2023
     BSMP39,182$961 12/31/2023
MML Investors Services LLC37,012$908 12/31/2023
     BSMP37,012$908 12/31/2023
Astoria Portfolio Advisors LLC.36,346$883 03/31/2024
     BSMP36,346$883 03/31/2024
Horizons Wealth Management34,415$844 03/31/2024
     BSMP34,415$844 03/31/2024
Precedent Wealth Partners LLC34,345$843 12/31/2023
     BSMP34,345$843 12/31/2023
Hobbs Group Advisors LLC33,672$826 12/31/2023
     BSMP33,672$826 12/31/2023
Lido Advisors LLC33,326$818 12/31/2023
     BSMP33,326$818 12/31/2023
Focus Financial Network Inc. ADV32,009$785 12/31/2023
     BSMP32,009$785 12/31/2023
OLD Second National Bank of Aurora31,132$764 12/31/2023
     BSMP31,132$764 12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC30,004$736 12/31/2023
     BSMP30,004$736 12/31/2023
Cornerstone Wealth Management LLC30,063$732 03/31/2024
     BSMP30,063$732 03/31/2024
AA Financial Advisors LLC27,875$684 12/31/2023
     BSMP27,875$684 12/31/2023
Paulson Wealth Management Inc.27,231$668 12/31/2023
     BSMP27,231$668 12/31/2023
Davis Capital Management26,135$635 03/31/2024
     BSMP26,135$635 03/31/2024
WESPAC Advisors LLC25,512$626 12/31/2023
     BSMP25,512$626 12/31/2023
Farther Finance Advisors LLC25,280$620 12/31/2023
     BSMP25,280$620 12/31/2023
Brown Advisory Inc.24,920$611 12/31/2023
     BSMP24,920$611 12/31/2023
Voisard Asset Management Group Inc.24,800$604 03/31/2024
     BSMP24,800$604 03/31/2024
Beacon Pointe Advisors LLC24,546$602 12/31/2023
     BSMP24,546$602 12/31/2023
Secure Asset Management LLC23,421$575 12/31/2023
     BSMP23,421$575 12/31/2023
Tlwm22,769$554 03/31/2024
     BSMP22,769$554 03/31/2024
Webster Bank N. A.22,355$544 03/31/2024
     BSMP22,355$544 03/31/2024
Masso Torrence Wealth Management Inc.21,781$534 12/31/2023
     BSMP21,781$534 12/31/2023
Raymond James Financial Services Advisors Inc.20,290$498 12/31/2023
     BSMP20,290$498 12/31/2023
ORBA Wealth Advisors L.L.C.20,000$491 12/31/2023
     BSMP20,000$491 12/31/2023
Benjamin F. Edwards & Company Inc.19,903$488 12/31/2023
     BSMP19,903$488 12/31/2023
River Street Advisors LLC18,594$453 03/31/2024
     BSMP18,594$453 03/31/2024
Stifel Financial Corp17,488$429 12/31/2023
     BSMP17,488$429 12/31/2023
Foundry Financial Group Inc.17,278$424 12/31/2023
     BSMP17,278$424 12/31/2023
Sterling Financial Group Inc.17,367$423 03/31/2024
     BSMP17,367$423 03/31/2024
Steward Partners Investment Advisory LLC16,000$393 12/31/2023
     BSMP16,000$393 12/31/2023
Sentinel Pension Advisors Inc.16,004$393 12/31/2023
     BSMP16,004$393 12/31/2023
Meridian Wealth Management LLC15,887$390 12/31/2023
     BSMP15,887$390 12/31/2023
Wealthsource Partners LLC15,622$383 12/31/2023
     BSMP15,622$383 12/31/2023
We Are One Seven LLC14,589$358 12/31/2023
     BSMP14,589$358 12/31/2023
Royal Bank of Canada14,431$354 12/31/2023
     BSMP14,431$354 12/31/2023
Cambridge Investment Research Advisors Inc.14,407$353 12/31/2023
     BSMP14,407$353 12/31/2023
Levy Wealth Management Group LLC12,342$303 03/31/2024
     BSMP12,342$303 03/31/2024
IFP Advisors Inc11,673$286 12/31/2023
     BSMP11,673$286 12/31/2023
Silverlake Wealth Management LLC11,024$268 03/31/2024
     BSMP11,024$268 03/31/2024
Leavell Investment Management Inc.10,915$268 12/31/2023
     BSMP10,915$268 12/31/2023
Midland Wealth Advisors LLC10,865$267 12/31/2023
     BSMP10,865$267 12/31/2023
StrategIQ Financial Group LLC10,450$256 12/31/2023
     BSMP10,450$256 12/31/2023
Heritage Trust Co10,382$255 12/31/2023
     BSMP10,382$255 12/31/2023
Kohmann Bosshard Financial Services LLC10,088$246 03/31/2024
     BSMP10,088$246 03/31/2024
MONECO Advisors LLC9,696$238 12/31/2023
     BSMP9,696$238 12/31/2023
Huntington National Bank9,447$232 12/31/2023
     BSMP9,447$232 12/31/2023
Claro Advisors LLC8,854$216 03/31/2024
     BSMP8,854$216 03/31/2024
Bill Few Associates Inc.8,813$215 03/31/2024
     BSMP8,813$215 03/31/2024
Clear Harbor Asset Management LLC8,764$215 12/31/2023
     BSMP8,764$215 12/31/2023
Advisory Services Network LLC8,405$206 12/31/2023
     BSMP8,405$206 12/31/2023
Addison Advisors LLC8,250$202 12/31/2023
     BSMP8,250$202 12/31/2023
Hills Bank & Trust Co6,025$148 12/31/2023
     BSMP6,025$148 12/31/2023
Tyler Stone Wealth Management4,514$111 12/31/2023
     BSMP4,514$111 12/31/2023
Parallel Advisors LLC3,000$74 12/31/2023
     BSMP3,000$74 12/31/2023
Comerica Bank2,840$70 12/31/2023
     BSMP2,840$70 12/31/2023
Capital Analysts LLC2,133$52 12/31/2023
     BSMP2,133$52 12/31/2023
Harbour Investments Inc.2,077$51 12/31/2023
     BSMP2,077$51 12/31/2023
Nalls Sherbakoff Group LLC1,463$36 12/31/2023
     BSMP1,463$36 12/31/2023
ORG Partners LLC850$21 12/31/2023
     BSMP850$21 12/31/2023
AdvisorNet Financial Inc589$14 03/31/2024
     BSMP589$14 03/31/2024
Principal Securities Inc.250$6 12/31/2023
     BSMP250$6 12/31/2023
Proequities Inc.0$0 12/31/2023
     BSMP0$0 12/31/2023

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

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