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.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Morgan Stanley | 445,699 | $10,935 | 12/31/2023 |
BSMP | 445,699 | $10,935 | 12/31/2023 |
Wells Fargo & Company MN | 399,018 | $9,790 | 12/31/2023 |
BSMP | 399,018 | $9,790 | 12/31/2023 |
LPL Financial LLC | 361,210 | $8,862 | 12/31/2023 |
BSMP | 361,210 | $8,862 | 12/31/2023 |
CWM LLC | 333,556 | $8,119 | 03/31/2024 |
BSMP | 333,556 | $8,119 | 03/31/2024 |
Commonwealth Equity Services LLC | 291,040 | $7,141 | 12/31/2023 |
BSMP | 291,040 | $7,141 | 12/31/2023 |
Bank of America Corp DE | 260,249 | $6,385 | 12/31/2023 |
BSMP | 260,249 | $6,385 | 12/31/2023 |
UBS Group AG | 245,288 | $6,018 | 12/31/2023 |
BSMP | 245,288 | $6,018 | 12/31/2023 |
Confluence Investment Management LLC | 226,441 | $5,512 | 03/31/2024 |
BSMP | 226,441 | $5,512 | 03/31/2024 |
OneAscent Financial Services LLC | 195,040 | $4,747 | 03/31/2024 |
BSMP | 195,040 | $4,747 | 03/31/2024 |
Invesco Ltd. | 183,014 | $4,490 | 12/31/2023 |
BSMP | 183,014 | $4,490 | 12/31/2023 |
Raymond James & Associates | 139,356 | $3,419 | 12/31/2023 |
BSMP | 139,356 | $3,419 | 12/31/2023 |
Integrated Wealth Concepts LLC | 133,722 | $3,281 | 12/31/2023 |
BSMP | 133,722 | $3,281 | 12/31/2023 |
Advisor Group Holdings Inc. | 120,928 | $2,967 | 12/31/2023 |
BSMP | 120,928 | $2,967 | 12/31/2023 |
Envestnet Asset Management Inc. | 117,371 | $2,880 | 12/31/2023 |
BSMP | 117,371 | $2,880 | 12/31/2023 |
GWM Advisors LLC | 115,835 | $2,842 | 12/31/2023 |
BSMP | 115,835 | $2,842 | 12/31/2023 |
Atlantic Union Bankshares Corp | 112,187 | $2,731 | 03/31/2024 |
BSMP | 112,187 | $2,731 | 03/31/2024 |
Asset Dedication LLC | 94,503 | $2,302 | 03/31/2024 |
BSMP | 94,503 | $2,302 | 03/31/2024 |
Resonant Capital Advisors LLC | 85,041 | $2,087 | 12/31/2023 |
BSMP | 85,041 | $2,087 | 12/31/2023 |
Leo Wealth LLC | 78,313 | $1,912 | 12/31/2023 |
BSMP | 78,313 | $1,912 | 12/31/2023 |
Carnegie Capital Asset Management LLC | 76,855 | $1,886 | 12/31/2023 |
BSMP | 76,855 | $1,886 | 12/31/2023 |
Garrett Investment Advisors LLC | 71,850 | $1,749 | 03/31/2024 |
BSMP | 71,850 | $1,749 | 03/31/2024 |
Key Financial Inc | 71,185 | $1,747 | 12/31/2023 |
BSMP | 71,185 | $1,747 | 12/31/2023 |
Savant Capital LLC | 61,908 | $1,519 | 12/31/2023 |
BSMP | 61,908 | $1,519 | 12/31/2023 |
The PNC Financial Services Group Inc. | 59,352 | $1,456 | 12/31/2023 |
BSMP | 59,352 | $1,456 | 12/31/2023 |
Equitable Holdings Inc. | 58,218 | $1,428 | 12/31/2023 |
BSMP | 58,218 | $1,428 | 12/31/2023 |
JPMorgan Chase & Co. | 56,853 | $1,395 | 12/31/2023 |
BSMP | 56,853 | $1,395 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 53,715 | $1,318 | 12/31/2023 |
BSMP | 53,715 | $1,318 | 12/31/2023 |
Denver Wealth Management Inc. | 54,086 | $1,316 | 03/31/2024 |
BSMP | 54,086 | $1,316 | 03/31/2024 |
Colony Group LLC | 51,844 | $1,272 | 12/31/2023 |
BSMP | 51,844 | $1,272 | 12/31/2023 |
Private Trust Co. NA | 49,650 | $1,218 | 12/31/2023 |
BSMP | 49,650 | $1,218 | 12/31/2023 |
HighTower Advisors LLC | 48,003 | $1,179 | 12/31/2023 |
BSMP | 48,003 | $1,179 | 12/31/2023 |
Mariner LLC | 46,651 | $1,145 | 12/31/2023 |
BSMP | 46,651 | $1,145 | 12/31/2023 |
PAX Financial Group LLC | 45,665 | $1,118 | 12/31/2023 |
BSMP | 45,665 | $1,118 | 12/31/2023 |
Private Advisor Group LLC | 45,259 | $1,110 | 12/31/2023 |
BSMP | 45,259 | $1,110 | 12/31/2023 |
Jane Street Group LLC | 39,827 | $977 | 12/31/2023 |
BSMP | 39,827 | $977 | 12/31/2023 |
Captrust Financial Advisors | 39,182 | $961 | 12/31/2023 |
BSMP | 39,182 | $961 | 12/31/2023 |
MML Investors Services LLC | 37,012 | $908 | 12/31/2023 |
BSMP | 37,012 | $908 | 12/31/2023 |
Astoria Portfolio Advisors LLC. | 36,346 | $883 | 03/31/2024 |
BSMP | 36,346 | $883 | 03/31/2024 |
Horizons Wealth Management | 34,415 | $844 | 03/31/2024 |
BSMP | 34,415 | $844 | 03/31/2024 |
Precedent Wealth Partners LLC | 34,345 | $843 | 12/31/2023 |
BSMP | 34,345 | $843 | 12/31/2023 |
Hobbs Group Advisors LLC | 33,672 | $826 | 12/31/2023 |
BSMP | 33,672 | $826 | 12/31/2023 |
Lido Advisors LLC | 33,326 | $818 | 12/31/2023 |
BSMP | 33,326 | $818 | 12/31/2023 |
Focus Financial Network Inc. ADV | 32,009 | $785 | 12/31/2023 |
BSMP | 32,009 | $785 | 12/31/2023 |
OLD Second National Bank of Aurora | 31,132 | $764 | 12/31/2023 |
BSMP | 31,132 | $764 | 12/31/2023 |
Nelson Van Denburg & Campbell Wealth Management Group LLC | 30,004 | $736 | 12/31/2023 |
BSMP | 30,004 | $736 | 12/31/2023 |
Cornerstone Wealth Management LLC | 30,063 | $732 | 03/31/2024 |
BSMP | 30,063 | $732 | 03/31/2024 |
AA Financial Advisors LLC | 27,875 | $684 | 12/31/2023 |
BSMP | 27,875 | $684 | 12/31/2023 |
Paulson Wealth Management Inc. | 27,231 | $668 | 12/31/2023 |
BSMP | 27,231 | $668 | 12/31/2023 |
Davis Capital Management | 26,135 | $635 | 03/31/2024 |
BSMP | 26,135 | $635 | 03/31/2024 |
WESPAC Advisors LLC | 25,512 | $626 | 12/31/2023 |
BSMP | 25,512 | $626 | 12/31/2023 |
Farther Finance Advisors LLC | 25,280 | $620 | 12/31/2023 |
BSMP | 25,280 | $620 | 12/31/2023 |
Brown Advisory Inc. | 24,920 | $611 | 12/31/2023 |
BSMP | 24,920 | $611 | 12/31/2023 |
Voisard Asset Management Group Inc. | 24,800 | $604 | 03/31/2024 |
BSMP | 24,800 | $604 | 03/31/2024 |
Beacon Pointe Advisors LLC | 24,546 | $602 | 12/31/2023 |
BSMP | 24,546 | $602 | 12/31/2023 |
Secure Asset Management LLC | 23,421 | $575 | 12/31/2023 |
BSMP | 23,421 | $575 | 12/31/2023 |
Tlwm | 22,769 | $554 | 03/31/2024 |
BSMP | 22,769 | $554 | 03/31/2024 |
Webster Bank N. A. | 22,355 | $544 | 03/31/2024 |
BSMP | 22,355 | $544 | 03/31/2024 |
Masso Torrence Wealth Management Inc. | 21,781 | $534 | 12/31/2023 |
BSMP | 21,781 | $534 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 20,290 | $498 | 12/31/2023 |
BSMP | 20,290 | $498 | 12/31/2023 |
ORBA Wealth Advisors L.L.C. | 20,000 | $491 | 12/31/2023 |
BSMP | 20,000 | $491 | 12/31/2023 |
Benjamin F. Edwards & Company Inc. | 19,903 | $488 | 12/31/2023 |
BSMP | 19,903 | $488 | 12/31/2023 |
River Street Advisors LLC | 18,594 | $453 | 03/31/2024 |
BSMP | 18,594 | $453 | 03/31/2024 |
Stifel Financial Corp | 17,488 | $429 | 12/31/2023 |
BSMP | 17,488 | $429 | 12/31/2023 |
Foundry Financial Group Inc. | 17,278 | $424 | 12/31/2023 |
BSMP | 17,278 | $424 | 12/31/2023 |
Sterling Financial Group Inc. | 17,367 | $423 | 03/31/2024 |
BSMP | 17,367 | $423 | 03/31/2024 |
Steward Partners Investment Advisory LLC | 16,000 | $393 | 12/31/2023 |
BSMP | 16,000 | $393 | 12/31/2023 |
Sentinel Pension Advisors Inc. | 16,004 | $393 | 12/31/2023 |
BSMP | 16,004 | $393 | 12/31/2023 |
Meridian Wealth Management LLC | 15,887 | $390 | 12/31/2023 |
BSMP | 15,887 | $390 | 12/31/2023 |
Wealthsource Partners LLC | 15,622 | $383 | 12/31/2023 |
BSMP | 15,622 | $383 | 12/31/2023 |
We Are One Seven LLC | 14,589 | $358 | 12/31/2023 |
BSMP | 14,589 | $358 | 12/31/2023 |
Royal Bank of Canada | 14,431 | $354 | 12/31/2023 |
BSMP | 14,431 | $354 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 14,407 | $353 | 12/31/2023 |
BSMP | 14,407 | $353 | 12/31/2023 |
Levy Wealth Management Group LLC | 12,342 | $303 | 03/31/2024 |
BSMP | 12,342 | $303 | 03/31/2024 |
IFP Advisors Inc | 11,673 | $286 | 12/31/2023 |
BSMP | 11,673 | $286 | 12/31/2023 |
Silverlake Wealth Management LLC | 11,024 | $268 | 03/31/2024 |
BSMP | 11,024 | $268 | 03/31/2024 |
Leavell Investment Management Inc. | 10,915 | $268 | 12/31/2023 |
BSMP | 10,915 | $268 | 12/31/2023 |
Midland Wealth Advisors LLC | 10,865 | $267 | 12/31/2023 |
BSMP | 10,865 | $267 | 12/31/2023 |
StrategIQ Financial Group LLC | 10,450 | $256 | 12/31/2023 |
BSMP | 10,450 | $256 | 12/31/2023 |
Heritage Trust Co | 10,382 | $255 | 12/31/2023 |
BSMP | 10,382 | $255 | 12/31/2023 |
Kohmann Bosshard Financial Services LLC | 10,088 | $246 | 03/31/2024 |
BSMP | 10,088 | $246 | 03/31/2024 |
MONECO Advisors LLC | 9,696 | $238 | 12/31/2023 |
BSMP | 9,696 | $238 | 12/31/2023 |
Huntington National Bank | 9,447 | $232 | 12/31/2023 |
BSMP | 9,447 | $232 | 12/31/2023 |
Claro Advisors LLC | 8,854 | $216 | 03/31/2024 |
BSMP | 8,854 | $216 | 03/31/2024 |
Bill Few Associates Inc. | 8,813 | $215 | 03/31/2024 |
BSMP | 8,813 | $215 | 03/31/2024 |
Clear Harbor Asset Management LLC | 8,764 | $215 | 12/31/2023 |
BSMP | 8,764 | $215 | 12/31/2023 |
Advisory Services Network LLC | 8,405 | $206 | 12/31/2023 |
BSMP | 8,405 | $206 | 12/31/2023 |
Addison Advisors LLC | 8,250 | $202 | 12/31/2023 |
BSMP | 8,250 | $202 | 12/31/2023 |
Hills Bank & Trust Co | 6,025 | $148 | 12/31/2023 |
BSMP | 6,025 | $148 | 12/31/2023 |
Tyler Stone Wealth Management | 4,514 | $111 | 12/31/2023 |
BSMP | 4,514 | $111 | 12/31/2023 |
Parallel Advisors LLC | 3,000 | $74 | 12/31/2023 |
BSMP | 3,000 | $74 | 12/31/2023 |
Comerica Bank | 2,840 | $70 | 12/31/2023 |
BSMP | 2,840 | $70 | 12/31/2023 |
Capital Analysts LLC | 2,133 | $52 | 12/31/2023 |
BSMP | 2,133 | $52 | 12/31/2023 |
Harbour Investments Inc. | 2,077 | $51 | 12/31/2023 |
BSMP | 2,077 | $51 | 12/31/2023 |
Nalls Sherbakoff Group LLC | 1,463 | $36 | 12/31/2023 |
BSMP | 1,463 | $36 | 12/31/2023 |
ORG Partners LLC | 850 | $21 | 12/31/2023 |
BSMP | 850 | $21 | 12/31/2023 |
AdvisorNet Financial Inc | 589 | $14 | 03/31/2024 |
BSMP | 589 | $14 | 03/31/2024 |
Principal Securities Inc. | 250 | $6 | 12/31/2023 |
BSMP | 250 | $6 | 12/31/2023 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
BSMP | 0 | $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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