HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing BCS Share Count | ||||
| Smartleaf Asset Management LLC | 82 | 8,698 | +8,616 | +10507.32% |
| Simplex Trading LLC | 39,619 | 176,459 | +136,840 | +345.39% |
| Bruce G. Allen Investments LLC | 597 | 1,681 | +1,084 | +181.57% |
| Kathmere Capital Management LLC | 16,976 | 31,912 | +14,936 | +87.98% |
| Private Advisor Group LLC | 10,888 | 18,102 | +7,214 | +66.26% |
| Valeo Financial Advisors LLC | 10,870 | 17,287 | +6,417 | +59.03% |
| Parkside Financial Bank & Trust | 258 | 393 | +135 | +52.33% |
| GAMMA Investing LLC | 2,908 | 4,411 | +1,503 | +51.69% |
| Ballentine Partners LLC | 14,140 | 20,402 | +6,262 | +44.29% |
| DAVENPORT & Co LLC | 16,108 | 21,928 | +5,820 | +36.13% |
| Covenant Partners LLC | 78,565 | 101,683 | +23,118 | +29.43% |
| Hexagon Capital Partners LLC | 2,499 | 3,170 | +671 | +26.85% |
| Rehmann Capital Advisory Group | 10,590 | 13,202 | +2,612 | +24.66% |
| Park National Corp OH | 11,760 | 14,552 | +2,792 | +23.74% |
| FinTrust Capital Advisors LLC | 1,733 | 2,099 | +366 | +21.12% |
| Atlas Capital Advisors LLC | 71,426 | 86,136 | +14,710 | +20.59% |
| CWM LLC | 5,329 | 6,338 | +1,009 | +18.93% |
| Lindbrook Capital LLC | 5,296 | 6,282 | +986 | +18.62% |
| Ritholtz Wealth Management | 162,875 | 189,012 | +26,137 | +16.05% |
| Park Avenue Securities LLC | 54,910 | 63,628 | +8,718 | +15.88% |
| Signaturefd LLC | 52,562 | 60,476 | +7,914 | +15.06% |
| Sequoia Financial Advisors LLC | 20,168 | 23,190 | +3,022 | +14.98% |
| CAPROCK Group Inc. | 13,761 | 15,589 | +1,828 | +13.28% |
| Global Retirement Partners LLC | 4,123 | 4,669 | +546 | +13.24% |
| Greenleaf Trust | 12,940 | 14,559 | +1,619 | +12.51% |
| Lincoln National Corp | 13,865 | 15,353 | +1,488 | +10.73% |
| OLD National Bancorp IN | 36,228 | 39,480 | +3,252 | +8.98% |
| Janney Montgomery Scott LLC | 40,221 | 43,447 | +3,226 | +8.02% |
| Sage Rhino Capital LLC | 15,541 | 16,774 | +1,233 | +7.93% |
| Natixis Advisors L.P. | 753,683 | 808,393 | +54,710 | +7.26% |
| Checchi Capital Advisers LLC | 14,024 | 14,989 | +965 | +6.88% |
| Wealth Enhancement Advisory Services LLC | 155,090 | 163,549 | +8,459 | +5.45% |
| OneAscent Financial Services LLC | 13,282 | 13,911 | +629 | +4.74% |
| Sivia Capital Partners LLC | 11,522 | 12,010 | +488 | +4.24% |
| Cookson Peirce & Co. Inc. | 64,587 | 66,940 | +2,353 | +3.64% |
| Claro Advisors LLC | 10,175 | 10,532 | +357 | +3.51% |
| Allworth Financial LP | 1,968 | 2,032 | +64 | +3.25% |
| Grove Bank & Trust | 8,292 | 8,476 | +184 | +2.22% |
| Legacy Wealth Asset Management LLC | 60,386 | 61,623 | +1,237 | +2.05% |
| Capstone Investment Advisors LLC | 11,472 | 11,705 | +233 | +2.03% |
| Veriti Management LLC | 60,900 | 61,934 | +1,034 | +1.70% |
| First Horizon Advisors Inc. | 2,167 | 2,197 | +30 | +1.38% |
| Cedar Brook Financial Partners LLC | 15,346 | 15,459 | +113 | +0.74% |
| Sage Mountain Advisors LLC | 10,855 | 10,929 | +74 | +0.68% |
| 13F Filers Reporting New Positions In BCS | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| First Financialcorp IN | 0 | 215 | +215 | +100% |
| Fulton Bank N.A. | 0 | 10,689 | +10,689 | +100% |
| Harbor Investment Advisory LLC | 0 | 36 | +36 | +100% |
| Mather Group LLC. | 0 | 367 | +367 | +100% |
| Callan Capital LLC | 0 | 11,571 | +11,571 | +100% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC | 0 | 8,564 | +8,564 | +100% |
| MCF Advisors LLC | 0 | 10 | +10 | +100% |
| Trust Point Inc. | 0 | 12,832 | +12,832 | +100% |
| SpiderRock Advisors LLC | 0 | 10,140 | +10,140 | +100% |
| Cornerstone Wealth Group LLC | 0 | 10,561 | +10,561 | +100% |
| Aprio Wealth Management LLC | 0 | 10,196 | +10,196 | +100% |
| Aaron Wealth Advisors | 0 | 20,984 | +20,984 | +100% |
| Allspring Global Investments Holdings LLC | 0 | 9,469 | +9,469 | +100% |
| Hedges Asset Management LLC | 0 | 154,400 | +154,400 | +100% |
| Simplicity Wealth LLC | 0 | 10,309 | +10,309 | +100% |
| DecisionPoint Financial LLC | 0 | 700 | +700 | +100% |
| Ashton Thomas Private Wealth LLC | 0 | 10,703 | +10,703 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| NBC Securities Inc. | 27,864 | 27,864 | UNCH | 0.00% |
| UMB Bank N A MO | 1,853 | 1,853 | UNCH | 0.00% |
| Financial Counselors Inc. | 25,486 | 25,486 | UNCH | 0.00% |
| Whittier Trust Co. | 4,246 | 4,246 | UNCH | 0.00% |
| Whittier Trust Co. of Nevada Inc. | 8,334 | 8,334 | UNCH | 0.00% |
| First National Trust Co | 62,147 | 62,147 | UNCH | 0.00% |
| Private Trust Co. NA | 5,421 | 5,421 | UNCH | 0.00% |
| Harel Insurance Investments & Financial Services Ltd. | 2,000 | 2,000 | UNCH | 0.00% |
| Sugarloaf Wealth Management LLC | 21 | 21 | UNCH | 0.00% |
| Nicholas Hoffman & Company LLC. | 10,548 | 10,548 | UNCH | 0.00% |
| Pinnacle Bank | 827 | 827 | UNCH | 0.00% |
| Larson Financial Group LLC | 400 | 400 | UNCH | 0.00% |
| Geneos Wealth Management Inc. | 126 | 126 | UNCH | 0.00% |
| Avion Wealth | 112 | 112 | UNCH | 0.00% |
| CVA Family Office LLC | 149 | 149 | UNCH | 0.00% |
| Rosenberg Matthew Hamilton | 64 | 64 | UNCH | 0.00% |
| Yousif Capital Management LLC | 65,100 | 65,100 | UNCH | 0.00% |
| Bradley & Co. Private Wealth Management LLC | 19,264 | 19,264 | UNCH | 0.00% |
| Five Oceans Advisors | 15,898 | 15,898 | UNCH | 0.00% |
| Householder Group Estate & Retirement Specialist LLC | 193 | 193 | UNCH | 0.00% |
| Wealth Effects LLC | 10,000 | 10,000 | UNCH | 0.00% |
| Wetzel Investment Advisors Inc. | 6,000 | 6,000 | UNCH | 0.00% |
| Financial Synergies Wealth Advisors Inc. | 128 | 128 | UNCH | 0.00% |
| 13F Filers Decreasing BCS Share Count | ||||
| Ronald Blue Trust Inc. | 8,183 | 1,141 | -7,042 | -86.06% |
| Spire Wealth Management | 68,625 | 10,701 | -57,924 | -84.41% |
| Gradient Investments LLC | 184 | 40 | -144 | -78.26% |
| BNP Paribas Arbitrage SA | 361,319 | 216,457 | -144,862 | -40.09% |
| SYSTM Wealth Solutions LLC | 39,557 | 28,500 | -11,057 | -27.95% |
| Caas Capital Management LP | 69,000 | 50,000 | -19,000 | -27.54% |
| Bank of New York Mellon Corp | 304,200 | 226,193 | -78,007 | -25.64% |
| Massachusetts Wealth Management | 33,550 | 27,080 | -6,470 | -19.28% |
| Raymond James Financial Services Advisors Inc. | 29,711 | 24,249 | -5,462 | -18.38% |
| Clarius Group LLC | 37,224 | 30,907 | -6,317 | -16.97% |
| Fifth Third Bancorp | 68,628 | 59,326 | -9,302 | -13.55% |
| Huntington National Bank | 4,102 | 3,657 | -445 | -10.85% |
| Commonwealth Equity Services LLC | 15,598 | 15,058 | -540 | -3.46% |
| JFS Wealth Advisors LLC | 1,237 | 1,203 | -34 | -2.75% |
| Cambiar Investors LLC | 2,158,760 | 2,134,557 | -24,203 | -1.12% |
| Raymond James & Associates | 3,883,911 | 3,854,960 | -28,951 | -0.75% |
| Pzena Investment Management LLC | 101,786 | 101,228 | -558 | -0.55% |
| Team Hewins LLC | 40,155 | 40,141 | -14 | -0.03% |
| 13F Filers Exiting BCS | ||||
| Sapient Capital LLC | 20,132 | 0 | -20,132 | -100.00% |
| Arlington Trust Co LLC | 162 | 0 | -162 | -100.00% |
| International Assets Investment Management LLC | 12,608 | 0 | -12,608 | -100.00% |
| Pacifica Partners Inc. | 1,300 | 0 | -1,300 | -100.00% |
| S.E.E.D. Planning Group LLC | 30,000 | 0 | -30,000 | -100.00% |
| Glassman Wealth Services | 1,775 | 0 | -1,775 | -100.00% |
| Bourgeon Capital Management LLC | 152 | 0 | -152 | -100.00% |
See Summary: Institutional Holders of BCS
See Details: Top 10 Hedge Funds Holding BCS
