HoldingsChannel.com
| Filer | 12/31/2021 Share Count | 3/31/2022 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing BCV Share Count | ||||
| UBS Group AG | 2,202 | 10,473 | +8,271 | +375.61% |
| Wolverine Asset Management LLC | 22,730 | 76,578 | +53,848 | +236.90% |
| GWM Advisors LLC | 24,100 | 30,200 | +6,100 | +25.31% |
| Shaker Financial Services LLC | 36,561 | 42,804 | +6,243 | +17.08% |
| Ameriprise Financial Inc. | 17,702 | 18,975 | +1,273 | +7.19% |
| Oak Harbor Wealth Partners LLC | 10,879 | 11,530 | +651 | +5.98% |
| Bessemer Group Inc. | 124 | 130 | +6 | +4.84% |
| Koshinski Asset Management Inc. | 21,850 | 22,857 | +1,007 | +4.61% |
| Raymond James & Associates | 37,424 | 38,987 | +1,563 | +4.18% |
| Baird Financial Group Inc. | 11,585 | 11,938 | +353 | +3.05% |
| Bogart Wealth LLC | 192 | 194 | +2 | +1.04% |
| Royal Bank of Canada | 63,048 | 63,470 | +422 | +0.67% |
| Ceera Investments LLC | 12,445 | 12,490 | +45 | +0.36% |
| 13F Filers Reporting New Positions In BCV | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| Money Concepts Capital Corp | 0 | 349 | +349 | +100% |
| Parametric Portfolio Associates LLC | 0 | 37,264 | +37,264 | +100% |
| RMB Capital Management LLC | 0 | 20,000 | +20,000 | +100% |
| Bulldog Investors LLC | 0 | 24,983 | +24,983 | +100% |
| Atria Wealth Solutions Inc. | 0 | 11,163 | +11,163 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| The PNC Financial Services Group Inc. | 11,106 | 11,106 | UNCH | 0.00% |
| GABELLI & Co INVESTMENT ADVISERS INC. | 60,000 | 60,000 | UNCH | 0.00% |
| Ancora Advisors LLC | 1,750 | 1,750 | UNCH | 0.00% |
| Tower Research Capital LLC TRC | 201 | 201 | UNCH | 0.00% |
| Institute for Wealth Management LLC. | 10,299 | 10,299 | UNCH | 0.00% |
| Geneos Wealth Management Inc. | 758 | 758 | UNCH | 0.00% |
| Round Rock Advisors LLC | 20,005 | 20,005 | UNCH | 0.00% |
| Western Pacific Wealth Management LP | 1,844 | 1,844 | UNCH | 0.00% |
| 13F Filers Decreasing BCV Share Count | ||||
| Advisor Group Holdings Inc. | 42,271 | 21,603 | -20,668 | -48.89% |
| Wells Fargo & Company MN | 102,608 | 63,219 | -39,389 | -38.39% |
| Bank of America Corp DE | 1,939 | 1,247 | -692 | -35.69% |
| Invesco Ltd. | 20,229 | 13,404 | -6,825 | -33.74% |
| Advisors Asset Management Inc. | 253,701 | 184,089 | -69,612 | -27.44% |
| Cambridge Investment Research Advisors Inc. | 52,845 | 38,827 | -14,018 | -26.53% |
| Northwestern Mutual Wealth Management Co. | 17,844 | 14,465 | -3,379 | -18.94% |
| LPL Financial LLC | 186,300 | 184,521 | -1,779 | -0.95% |
| Morgan Stanley | 169,035 | 168,772 | -263 | -0.16% |
| Raymond James Financial Services Advisors Inc. | 10,815 | 10,805 | -10 | -0.09% |
| 13F Filers Exiting BCV | ||||
| David J Yvars Group | 11,145 | 0 | -11,145 | -100.00% |
| CWM LLC | 200 | 0 | -200 | -100.00% |
| Cetera Advisors LLC | 15,493 | 0 | -15,493 | -100.00% |
| Trust Co. of Vermont | 468 | 0 | -468 | -100.00% |
| Raymond James Trust N.A. | 11,145 | 0 | -11,145 | -100.00% |
See Summary: Institutional Holders of BCV
See Details: Top 10 Hedge Funds Holding BCV
Also See: BCV Insider Buying
