HoldingsChannel.com
| Filer | 9/30/2023 Share Count | 12/31/2023 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing BAR Share Count | ||||
| Susquehanna International Group LLP | 11,565 | 195,869 | +184,304 | +1593.64% |
| UBS Group AG | 759 | 10,200 | +9,441 | +1243.87% |
| MML Investors Services LLC | 28,417 | 193,835 | +165,418 | +582.11% |
| Bank of New York Mellon Corp | 219,083 | 588,420 | +369,337 | +168.58% |
| JPMorgan Chase & Co. | 34,990 | 67,751 | +32,761 | +93.63% |
| Wells Fargo & Company MN | 2,282 | 3,644 | +1,362 | +59.68% |
| Tactive Advisors LLC | 16,187 | 25,435 | +9,248 | +57.13% |
| Ronald Blue Trust Inc. | 1,022 | 1,384 | +362 | +35.42% |
| U.S. Capital Wealth Advisors LLC | 84,580 | 112,675 | +28,095 | +33.22% |
| LPL Financial LLC | 526,786 | 637,611 | +110,825 | +21.04% |
| Financial Guidance Group Inc. | 45,213 | 54,688 | +9,475 | +20.96% |
| AE Wealth Management LLC | 100,773 | 121,743 | +20,970 | +20.81% |
| Almanack Investment Partners LLC. | 17,075 | 19,495 | +2,420 | +14.17% |
| HighTower Advisors LLC | 68,430 | 76,992 | +8,562 | +12.51% |
| IFP Advisors Inc | 12,738 | 13,688 | +950 | +7.46% |
| Commonwealth Equity Services LLC | 57,444 | 61,458 | +4,014 | +6.99% |
| ETF Store Inc. | 291,565 | 309,131 | +17,566 | +6.02% |
| Morgan Stanley | 43,082 | 45,498 | +2,416 | +5.61% |
| Kades & Cheifetz LLC | 73,293 | 76,973 | +3,680 | +5.02% |
| Northwestern Mutual Wealth Management Co. | 7,118 | 7,441 | +323 | +4.54% |
| Financial Advocates Investment Management | 36,143 | 37,503 | +1,360 | +3.76% |
| CI Private Wealth LLC | 11,159 | 11,534 | +375 | +3.36% |
| Envestnet Asset Management Inc. | 852,561 | 876,790 | +24,229 | +2.84% |
| Cetera Advisors LLC | 82,430 | 84,689 | +2,259 | +2.74% |
| Advisor Group Holdings Inc. | 117,507 | 119,461 | +1,954 | +1.66% |
| Essex Financial Services Inc. | 16,993 | 17,231 | +238 | +1.40% |
| Householder Group Estate & Retirement Specialist LLC | 5,037 | 5,092 | +55 | +1.09% |
| Brendel Financial Advisors LLC | 152,563 | 154,101 | +1,538 | +1.01% |
| Jordan Park Group LLC | 11,459,886 | 11,566,506 | +106,620 | +0.93% |
| Smith Moore & CO. | 28,143 | 28,328 | +185 | +0.66% |
| Private Advisor Group LLC | 27,544 | 27,602 | +58 | +0.21% |
| Brandywine Oak Private Wealth LLC | 484,915 | 485,130 | +215 | +0.04% |
| 13F Filers Reporting New Positions In BAR | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| Principal Securities Inc. | 0 | 13,047 | +13,047 | +100% |
| Calton & Associates Inc. | 0 | 11,413 | +11,413 | +100% |
| Citigroup Inc. | 0 | 255 | +255 | +100% |
| Clearstead Advisors LLC | 0 | 15 | +15 | +100% |
| Renaissance Technologies LLC | 0 | 114,900 | +114,900 | +100% |
| Bessemer Group Inc. | 0 | 159 | +159 | +100% |
| Woodmont Investment Counsel LLC | 0 | 12,116 | +12,116 | +100% |
| Two Sigma Securities LLC | 0 | 21,540 | +21,540 | +100% |
| TCTC Holdings LLC | 0 | 1,517 | +1,517 | +100% |
| Virtu Financial LLC | 0 | 177,384 | +177,384 | +100% |
| Advisory Services Network LLC | 0 | 2,314 | +2,314 | +100% |
| EQ LLC | 0 | 26,283 | +26,283 | +100% |
| EWG Elevate Inc. | 0 | 241,806 | +241,806 | +100% |
| WCG Wealth Advisors LLC | 0 | 17,503 | +17,503 | +100% |
| Leo Wealth LLC | 0 | 10,542 | +10,542 | +100% |
| SYSTM Wealth Solutions LLC | 0 | 1,130 | +1,130 | +100% |
| BKM Wealth Management LLC | 0 | 78,901 | +78,901 | +100% |
| Ehrlich Financial Group | 0 | 16,782 | +16,782 | +100% |
| Pineridge Advisors LLC | 0 | 2,977 | +2,977 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| FMR LLC | 173 | 173 | UNCH | 0.00% |
| NBC Securities Inc. | 554 | 554 | UNCH | 0.00% |
| Harbour Investments Inc. | 2,642 | 2,642 | UNCH | 0.00% |
| Hollencrest Capital Management | 890 | 890 | UNCH | 0.00% |
| Whittier Trust Co. of Nevada Inc. | 1,317 | 1,317 | UNCH | 0.00% |
| Lee Financial Co | 500 | 500 | UNCH | 0.00% |
| Signaturefd LLC | 95 | 95 | UNCH | 0.00% |
| Evanson Asset Management LLC | 12,204 | 12,204 | UNCH | 0.00% |
| Cypress Capital Management LLC WY | 485 | 485 | UNCH | 0.00% |
| Sugarloaf Wealth Management LLC | 3,087 | 3,087 | UNCH | 0.00% |
| PFG Advisors | 19,762 | 19,762 | UNCH | 0.00% |
| Stratos Wealth Advisors LLC | 12,035 | 12,035 | UNCH | 0.00% |
| Steward Partners Investment Advisory LLC | 9,500 | 9,500 | UNCH | 0.00% |
| Qube Research & Technologies Ltd | 570 | 570 | UNCH | 0.00% |
| Sound Income Strategies LLC | 575 | 575 | UNCH | 0.00% |
| GPS Wealth Strategies Group LLC | 270 | 270 | UNCH | 0.00% |
| Retirement Group LLC | 800 | 800 | UNCH | 0.00% |
| Geneos Wealth Management Inc. | 115 | 115 | UNCH | 0.00% |
| Western Wealth Management LLC | 10,375 | 10,375 | UNCH | 0.00% |
| Ieq Capital LLC | 39,858 | 39,858 | UNCH | 0.00% |
| Beacon Financial Advisory LLC | 11,210 | 11,210 | UNCH | 0.00% |
| NovaPoint Capital LLC | 10,793 | 10,793 | UNCH | 0.00% |
| Tradition Wealth Management LLC | 1,200 | 1,200 | UNCH | 0.00% |
| Tucker Asset Management LLC | 794 | 794 | UNCH | 0.00% |
| Kraft Davis & Associates LLC | 12,767 | 12,767 | UNCH | 0.00% |
| ALM First Financial Advisors LLC | 200,000 | 200,000 | UNCH | 0.00% |
| Farther Finance Advisors LLC | 247 | 247 | UNCH | 0.00% |
| WFA Asset Management Corp | 1,500 | 1,500 | UNCH | 0.00% |
| 13F Filers Decreasing BAR Share Count | ||||
| Jane Street Group LLC | 1,344,013 | 170,779 | -1,173,234 | -87.29% |
| Bank of Montreal Can | 394,687 | 87,639 | -307,048 | -77.80% |
| BNP Paribas Arbitrage SA | 42 | 12 | -30 | -71.43% |
| GWM Advisors LLC | 9,880 | 3,721 | -6,159 | -62.34% |
| Trivant Custom Portfolio Group LLC | 5,000 | 2,000 | -3,000 | -60.00% |
| Northeast Financial Group Inc. | 32,129 | 16,411 | -15,718 | -48.92% |
| Crew Capital Management Ltd. | 47,298 | 33,337 | -13,961 | -29.52% |
| Janney Montgomery Scott LLC | 48,890 | 34,754 | -14,136 | -28.91% |
| Lido Advisors LLC | 17,937 | 13,623 | -4,314 | -24.05% |
| National Asset Management Inc. | 15,522 | 11,972 | -3,550 | -22.87% |
| Jackson Hole Capital Partners LLC | 33,710 | 26,880 | -6,830 | -20.26% |
| China Universal Asset Management Co. Ltd. | 25,000 | 20,000 | -5,000 | -20.00% |
| Cambria Investment Management L.P. | 756,457 | 608,475 | -147,982 | -19.56% |
| Cambridge Investment Research Advisors Inc. | 39,817 | 33,968 | -5,849 | -14.69% |
| CWM LLC | 1,288 | 1,106 | -182 | -14.13% |
| Captrust Financial Advisors | 165,571 | 150,956 | -14,615 | -8.83% |
| Richard Bernstein Advisors LLC | 4,007,130 | 3,656,292 | -350,838 | -8.76% |
| Huntington National Bank | 30,403 | 27,761 | -2,642 | -8.69% |
| Venturi Wealth Management LLC | 3,606 | 3,304 | -302 | -8.37% |
| Financial Strategies Group Inc. | 11,521 | 10,563 | -958 | -8.32% |
| Transcend Wealth Collective LLC | 67,965 | 62,389 | -5,576 | -8.20% |
| Bank of America Corp DE | 5,512,311 | 5,089,127 | -423,184 | -7.68% |
| DMG Group LLC | 19,095 | 18,174 | -921 | -4.82% |
| Cetera Investment Advisers | 232,354 | 221,280 | -11,074 | -4.77% |
| Raymond James & Associates | 100,353 | 95,708 | -4,645 | -4.63% |
| Comerica Bank | 12,919 | 12,321 | -598 | -4.63% |
| Raymond James Financial Services Advisors Inc. | 12,220 | 11,755 | -465 | -3.81% |
| Sinecera Capital LLC | 17,758 | 17,153 | -605 | -3.41% |
| Rockefeller Capital Management L.P. | 558,591 | 543,441 | -15,150 | -2.71% |
| Lake Street Financial LLC | 362,863 | 357,382 | -5,481 | -1.51% |
| Columbus Macro LLC | 114,516 | 112,877 | -1,639 | -1.43% |
| Semus Wealth Partners LLC | 43,435 | 43,048 | -387 | -0.89% |
| Royal Bank of Canada | 772,633 | 766,287 | -6,346 | -0.82% |
| TrinityPoint Wealth LLC | 16,209 | 16,105 | -104 | -0.64% |
| Cetera Advisor Networks LLC | 79,565 | 79,065 | -500 | -0.63% |
| Jaffetilchin Investment Partners LLC | 17,725 | 17,623 | -102 | -0.58% |
| Stifel Financial Corp | 376,652 | 374,896 | -1,756 | -0.47% |
| Truist Financial Corp | 11,739 | 11,726 | -13 | -0.11% |
| Patron Partners Advisors LLC | 16,740 | 16,735 | -5 | -0.03% |
| 13F Filers Exiting BAR | ||||
| Impact Partnership Wealth LLC | 6,827 | 0 | -6,827 | -100.00% |
| Register Financial Advisors LLC | 70 | 0 | -70 | -100.00% |
| Flynn Zito Capital Management LLC | 12,052 | 0 | -12,052 | -100.00% |
| Wolff Wiese Magana LLC | 410 | 0 | -410 | -100.00% |
| Key Financial Inc | 165 | 0 | -165 | -100.00% |
| Artemis Wealth Advisors LLC | 1,481 | 0 | -1,481 | -100.00% |
| Cary Street Partners Investment Advisory LLC | 1,944 | 0 | -1,944 | -100.00% |
| Poehling Capital Management LLC | 77,323 | 0 | -77,323 | -100.00% |
| IFG Advisory LLC | 106,779 | 0 | -106,779 | -100.00% |
| Private Ocean LLC | 2,200 | 0 | -2,200 | -100.00% |
| HRT Financial LP | 15,572 | 0 | -15,572 | -100.00% |
| Flow Traders U.S. LLC | 14,960 | 0 | -14,960 | -100.00% |
| Headinvest LLC | 555 | 0 | -555 | -100.00% |
| The PNC Financial Services Group Inc. | 141 | 0 | -141 | -100.00% |
See Summary: Institutional Holders of BAR
See Details: Top 10 Hedge Funds Holding BAR
