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BAR Holdings Changes image
This page summarizes the BAR holdings changes quarter over quarter among those 13F filers that have reported for the 12/31/2019 period, comparing share count change from 9/30/2019 to 12/31/2019. Share count is compared over these two periods to provide an indication of whether BAR is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer9/30/2019
 Share Count 
12/31/2019
 Share Count 
Change% Change
13F Filers Increasing BAR Share Count
Toroso Investments LLC 13,000 235,365 +222,365 +1710.50%
Private Advisor Group LLC 22,295 77,326 +55,031 +246.83%
UBS Group AG 40,209 82,720 +42,511 +105.73%
Susquehanna International Group LLP 24,594 50,490 +25,896 +105.29%
Morgan Stanley 11,701 23,158 +11,457 +97.91%
Stifel Financial Corp 48,245 68,881 +20,636 +42.77%
Mirae Asset Global Investments Co. Ltd. 944,536 990,788 +46,252 +4.90%
Royal Bank of Canada 160,659 167,804 +7,145 +4.45%
Raymond James & Associates 260,092 262,849 +2,757 +1.06%
Jordan Park Group LLC 9,782,025 9,883,990 +101,965 +1.04%
Advisor Group Inc. 4,199 4,204 +5 +0.12%
13F Filers Reporting New Positions In BAR
PNC Financial Services Group Inc. 0 1,210 +1,210 +100%
Ameriprise Financial Inc. 0 23,020 +23,020 +100%
Valicenti Advisory Services Inc. 0 46,665 +46,665 +100%
Security National Trust Co. 0 400 +400 +100%
CSat Investment Advisory L.P. 0 222,365 +222,365 +100%
Tower Research Capital LLC TRC 0 100 +100 +100%
CWM LLC 0 252 +252 +100%
Allworth Financial LP 0 274 +274 +100%
Boston Private Wealth LLC 0 62,768 +62,768 +100%
Biltmore Family Office LLC 0 17,500 +17,500 +100%
Rockefeller Capital Management L.P. 0 3,678 +3,678 +100%
Evolution Wealth Advisors LLC 0 1,094 +1,094 +100%
13F Filers With Unchanged Share Count
AdvisorNet Financial Inc 300 300 UNCH 0.00%
Signaturefd LLC 719 719 UNCH 0.00%
Advisory Services Network LLC 70 70 UNCH 0.00%
B. Riley Wealth Management Inc. 10,000 10,000 UNCH 0.00%
Sowell Financial Services LLC 790 790 UNCH 0.00%
Cypress Capital Management LLC WY 485 485 UNCH 0.00%
BerganKDV Wealth Management LLC 580 580 UNCH 0.00%
Venturi Wealth Management LLC 69,191 69,191 UNCH 0.00%
Institutional & Family Asset Management LLC 1,490 1,490 UNCH 0.00%
Canton Hathaway LLC 460 460 UNCH 0.00%
13F Filers Decreasing BAR Share Count
IndexIQ Advisors LLC 14,028 54 -13,974 -99.62%
Proequities Inc. 75,087 866 -74,221 -98.85%
MML Investors Services LLC 205,574 14,333 -191,241 -93.03%
Ladenburg Thalmann Financial Services Inc. 29,140 4,026 -25,114 -86.18%
Envestnet Asset Management Inc. 2,693,189 824,360 -1,868,829 -69.39%
Bank of Montreal Can 6,367 3,044 -3,323 -52.19%
Steward Partners Investment Advisory LLC 7,540 5,460 -2,080 -27.59%
LPL Financial LLC 62,672 54,193 -8,479 -13.53%
Commonwealth Equity Services LLC 124,777 117,147 -7,630 -6.11%
Jaffetilchin Investment Partners LLC 17,203 16,423 -780 -4.53%
Bank of America Corp DE 14,992,467 14,615,664 -376,803 -2.51%
First Allied Advisory Services Inc. 206,203 201,831 -4,372 -2.12%
Columbus Macro LLC 309,398 302,922 -6,476 -2.09%
IFG Advisory LLC 15,017 14,738 -279 -1.86%
Richard Bernstein Advisors LLC 5,630,928 5,603,612 -27,316 -0.49%
Wells Fargo & Company MN 7,805 7,776 -29 -0.37%
13F Filers Exiting BAR
Global Retirement Partners LLC 5,877 0 -5,877 -100.00%
Private Capital Group LLC 2,201 0 -2,201 -100.00%
W.E. Donoghue & Co. LLC 888,273 0 -888,273 -100.00%
Wealthcare Advisory Partners LLC 338 0 -338 -100.00%
NEXT Financial Group Inc 20,742 0 -20,742 -100.00%
Jane Street Group LLC 10,222 0 -10,222 -100.00%
TCI Wealth Advisors Inc. 715 0 -715 -100.00%
SignalPoint Asset Management LLC 21,747 0 -21,747 -100.00%
Atria Investments LLC 15,858 0 -15,858 -100.00%
Virtu Financial LLC 77,545 0 -77,545 -100.00%
Comerica Securities Inc. 132,239 0 -132,239 -100.00%
Mid Atlantic Financial Management Inc. ADV 244,150 0 -244,150 -100.00%

See Summary: Institutional Holders of BAR
See Details: Top 10 Hedge Funds Holding BAR

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