HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing BFAM Share Count | ||||
| AdvisorNet Financial Inc | 5 | 99 | +94 | +1880.00% |
| Massmutual Trust Co. FSB ADV | 4 | 6 | +2 | +50.00% |
| CWM LLC | 1,189 | 1,537 | +348 | +29.27% |
| SJS Investment Consulting Inc. | 7 | 8 | +1 | +14.29% |
| GAMMA Investing LLC | 99 | 108 | +9 | +9.09% |
| Raymond James & Associates | 467,625 | 508,792 | +41,167 | +8.80% |
| Wealth Enhancement Advisory Services LLC | 2,469 | 2,632 | +163 | +6.60% |
| Fifth Third Bancorp | 2,888 | 2,981 | +93 | +3.22% |
| Allspring Global Investments Holdings LLC | 161,964 | 163,185 | +1,221 | +0.75% |
| Park Avenue Securities LLC | 4,190 | 4,212 | +22 | +0.53% |
| 13F Filers Reporting New Positions In BFAM | ||||
| MJP Associates Inc. ADV | 0 | 2,233 | +2,233 | +100% |
| Valley National Advisers Inc. | 0 | 10 | +10 | +100% |
| Thompson Investment Management Inc. | 0 | 4 | +4 | +100% |
| Raymond James Financial Services Advisors Inc. | 0 | 4,292 | +4,292 | +100% |
| Mather Group LLC. | 0 | 46 | +46 | +100% |
| Riverview Trust Co | 0 | 217 | +217 | +100% |
| Chicago Capital LLC | 0 | 1,900 | +1,900 | +100% |
| Oak Thistle LLC | 0 | 2,199 | +2,199 | +100% |
| Berry Wealth Group LP | 0 | 2,519 | +2,519 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Baldwin Brothers Inc. MA | 2,510 | 2,510 | UNCH | 0.00% |
| Capital Advisors Ltd. LLC | 52 | 52 | UNCH | 0.00% |
| Venturi Wealth Management LLC | 181 | 181 | UNCH | 0.00% |
| Maryland State Retirement & Pension System | 4,577 | 4,577 | UNCH | 0.00% |
| Red Tortoise LLC | 26 | 26 | UNCH | 0.00% |
| 13F Filers Decreasing BFAM Share Count | ||||
| Bruce G. Allen Investments LLC | 34 | 3 | -31 | -91.18% |
| Amalgamated Bank | 12,314 | 3,352 | -8,962 | -72.78% |
| Everpar Advisors LLC | 4,853 | 2,793 | -2,060 | -42.45% |
| Harbor Investment Advisory LLC | 575 | 396 | -179 | -31.13% |
| Banque Cantonale Vaudoise | 936 | 768 | -168 | -17.95% |
| Global Retirement Partners LLC | 625 | 572 | -53 | -8.48% |
| Perpetual Ltd | 13,844 | 12,950 | -894 | -6.46% |
| Regions Financial Corp | 2,419 | 2,339 | -80 | -3.31% |
| AMI Asset Management Corp | 28,799 | 27,905 | -894 | -3.10% |
| LVW Advisors LLC | 5,143 | 5,040 | -103 | -2.00% |
| 13F Filers Exiting BFAM | ||||
| Sapient Capital LLC | 4,990 | 0 | -4,990 | -100.00% |
| Cannon Global Investment Management LLC | 5,000 | 0 | -5,000 | -100.00% |
| International Assets Investment Management LLC | 58,240 | 0 | -58,240 | -100.00% |
See Summary: Institutional Holders of BFAM
See Details: Top 10 Hedge Funds Holding BFAM
Also See: BFAM Insider Buying
