HoldingsChannel.com
| Filer | 9/30/2023 Share Count | 12/31/2023 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing BGRN Share Count | ||||
| Steward Partners Investment Advisory LLC | 6 | 213 | +207 | +3450.00% |
| Wells Fargo & Company MN | 5 | 24 | +19 | +380.00% |
| Allworth Financial LP | 119 | 339 | +220 | +184.87% |
| Northwestern Mutual Wealth Management Co. | 25 | 55 | +30 | +120.00% |
| UBS Group AG | 52,213 | 81,380 | +29,167 | +55.86% |
| Assetmark Inc. | 28,734 | 38,989 | +10,255 | +35.69% |
| Mercer Global Advisors Inc. ADV | 206,605 | 275,070 | +68,465 | +33.14% |
| Geneos Wealth Management Inc. | 58 | 75 | +17 | +29.31% |
| Francis Financial Inc. | 166,946 | 207,858 | +40,912 | +24.51% |
| Brio Consultants LLC | 9,818 | 12,177 | +2,359 | +24.03% |
| Bank of America Corp DE | 136,728 | 168,500 | +31,772 | +23.24% |
| Trust Co | 1,147 | 1,392 | +245 | +21.36% |
| Cambridge Investment Research Advisors Inc. | 4,463 | 5,346 | +883 | +19.78% |
| Creative Planning | 58,105 | 69,542 | +11,437 | +19.68% |
| Johnson Financial Group LLC | 10,526 | 12,177 | +1,651 | +15.68% |
| Envestnet Asset Management Inc. | 319,191 | 365,966 | +46,775 | +14.65% |
| Wealthfront Advisers LLC | 13,853 | 15,079 | +1,226 | +8.85% |
| LPL Financial LLC | 69,852 | 75,932 | +6,080 | +8.70% |
| KilterHowling LLC | 5,056 | 5,414 | +358 | +7.08% |
| Walkner Condon Financial Advisors LLC | 20,679 | 22,079 | +1,400 | +6.77% |
| Royal Bank of Canada | 171,792 | 181,408 | +9,616 | +5.60% |
| Cliftonlarsonallen Wealth Advisors LLC | 17,997 | 18,988 | +991 | +5.51% |
| Kestra Private Wealth Services LLC | 6,993 | 7,378 | +385 | +5.51% |
| Kestra Advisory Services LLC | 7,398 | 7,796 | +398 | +5.38% |
| Cetera Investment Advisers | 5,508 | 5,776 | +268 | +4.87% |
| Aprio Wealth Management LLC | 11,243 | 11,713 | +470 | +4.18% |
| Vontobel Holding Ltd. | 15,403 | 15,905 | +502 | +3.26% |
| Halbert Hargrove Global Advisors LLC | 6,129 | 6,288 | +159 | +2.59% |
| Betterment LLC | 974,909 | 994,660 | +19,751 | +2.03% |
| Commonwealth Equity Services LLC | 27,690 | 28,064 | +374 | +1.35% |
| Ameritas Investment Partners Inc. | 7,168 | 7,265 | +97 | +1.35% |
| Franklin Resources Inc. | 17,100 | 17,320 | +220 | +1.29% |
| Financial Perspectives Inc | 331 | 335 | +4 | +1.21% |
| Morgan Stanley | 152 | 153 | +1 | +0.66% |
| Morton Brown Family Wealth LLC | 1,619 | 1,626 | +7 | +0.43% |
| 13F Filers Reporting New Positions In BGRN | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| Global Wealth Strategies & Associates | 0 | 0 | UNCH | 100% |
| Principal Securities Inc. | 0 | 3,027 | +3,027 | +100% |
| Sandy Spring Bank | 0 | 2 | +2 | +100% |
| Flow Traders U.S. LLC | 0 | 29,587 | +29,587 | +100% |
| Carnegie Capital Asset Management LLC | 0 | 4,340 | +4,340 | +100% |
| Beacon Pointe Advisors LLC | 0 | 5,203 | +5,203 | +100% |
| Clarity Asset Management Inc. | 0 | 3,643 | +3,643 | +100% |
| Scarborough Advisors LLC | 0 | 457 | +457 | +100% |
| Signature Resources Capital Management LLC | 0 | 55 | +55 | +100% |
| Dunhill Financial LLC | 0 | 630 | +630 | +100% |
| Farther Finance Advisors LLC | 0 | 58 | +58 | +100% |
| Shotwell Rutter Baer Inc | 0 | 13,326 | +13,326 | +100% |
| Robinson Smith Wealth Advisors LLC | 0 | 31,798 | +31,798 | +100% |
| Sachetta LLC | 0 | 1,940 | +1,940 | +100% |
| Caitlin John LLC | 0 | 51 | +51 | +100% |
| Private Wealth Management Group LLC | 0 | 22,618 | +22,618 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| JPMorgan Chase & Co. | 1 | 1 | UNCH | 0.00% |
| Clearstead Advisors LLC | 1,727 | 1,727 | UNCH | 0.00% |
| Hsbc Holdings PLC | 77,900 | 77,900 | UNCH | 0.00% |
| National Bank of Canada FI | 1,166 | 1,166 | UNCH | 0.00% |
| Smithfield Trust Co. | 920 | 920 | UNCH | 0.00% |
| Bartlett & Co. LLC | 115 | 115 | UNCH | 0.00% |
| Larson Financial Group LLC | 42 | 42 | UNCH | 0.00% |
| LFA Lugano Financial Advisors SA | 5,959 | 5,959 | UNCH | 0.00% |
| JFG Wealth Management LLC | 5,126 | 5,126 | UNCH | 0.00% |
| Archer Investment Corp | 463 | 463 | UNCH | 0.00% |
| Bell Investment Advisors Inc | 10 | 10 | UNCH | 0.00% |
| Tanager Wealth Management LLP | 10,595 | 10,595 | UNCH | 0.00% |
| Carr Financial Group Corp | 14,616 | 14,616 | UNCH | 0.00% |
| Coston McIsaac & Partners | 38 | 38 | UNCH | 0.00% |
| Bbjs Financial Advisors LLC | 1,100 | 1,100 | UNCH | 0.00% |
| Bartlett & CO. Wealth Management LLC | 115 | 115 | UNCH | 0.00% |
| 13F Filers Decreasing BGRN Share Count | ||||
| Jane Street Group LLC | 118,050 | 50,213 | -67,837 | -57.46% |
| CWM LLC | 6,243 | 3,003 | -3,240 | -51.90% |
| MML Investors Services LLC | 10,248 | 5,965 | -4,283 | -41.79% |
| Berger Financial Group Inc | 24,638 | 17,320 | -7,318 | -29.70% |
| Cardinal Point Capital Management ULC | 13,479 | 10,394 | -3,085 | -22.89% |
| Lido Advisors LLC | 15,368 | 11,902 | -3,466 | -22.55% |
| Advisor Group Holdings Inc. | 35,572 | 27,973 | -7,599 | -21.36% |
| Advisory Services Network LLC | 24,877 | 20,961 | -3,916 | -15.74% |
| Raymond James Financial Services Advisors Inc. | 32,505 | 27,406 | -5,099 | -15.69% |
| Falcon Wealth Planning | 9,905 | 8,465 | -1,440 | -14.54% |
| Wealth Enhancement Advisory Services LLC | 9,141 | 8,061 | -1,080 | -11.81% |
| Dynamic Advisor Solutions LLC | 18,927 | 16,750 | -2,177 | -11.50% |
| Stewardship Advisors LLC | 110,524 | 100,098 | -10,426 | -9.43% |
| PrairieView Partners LLC | 11,014 | 10,132 | -882 | -8.01% |
| Better Money Decisions LLC | 16,855 | 15,633 | -1,222 | -7.25% |
| Omega Financial Group LLC | 15,463 | 14,501 | -962 | -6.22% |
| Ameriprise Financial Inc. | 17,560 | 16,626 | -934 | -5.32% |
| HighTower Advisors LLC | 35,940 | 34,173 | -1,767 | -4.92% |
| Envestnet Portfolio Solutions Inc. | 36,960 | 35,260 | -1,700 | -4.60% |
| Cetera Advisor Networks LLC | 79,914 | 77,521 | -2,393 | -2.99% |
| Thrivent Financial for Lutherans | 7,940 | 7,703 | -237 | -2.98% |
| Atria Wealth Solutions Inc. | 12,993 | 12,614 | -379 | -2.92% |
| Bank of New York Mellon Corp | 75,016 | 72,942 | -2,074 | -2.76% |
| Mascoma Wealth Management LLC | 504 | 493 | -11 | -2.18% |
| Empower Advisory Group LLC | 961,142 | 942,575 | -18,567 | -1.93% |
| Retirement Capital Strategies | 12,799 | 12,599 | -200 | -1.56% |
| Bank Julius Baer & Co. Ltd Zurich | 58,915 | 58,200 | -715 | -1.21% |
| WealthShield Partners LLC | 2,504 | 2,484 | -20 | -0.80% |
| Laurel Wealth Planning LLC | 52,928 | 52,887 | -41 | -0.08% |
| Blue Barn Wealth LLC | 19,170 | 19,160 | -10 | -0.05% |
| 13F Filers Exiting BGRN | ||||
| PFG Investments LLC | 7,425 | 0 | -7,425 | -100.00% |
| Grand Wealth Management LLC | 143 | 0 | -143 | -100.00% |
| Spire Wealth Management | 810 | 0 | -810 | -100.00% |
| Tradition Wealth Management LLC | 69 | 0 | -69 | -100.00% |
| GPS Wealth Strategies Group LLC | 51 | 0 | -51 | -100.00% |
| Modera Wealth Management LLC | 189,717 | 0 | -189,717 | -100.00% |
| Captrust Financial Advisors | 4,985 | 0 | -4,985 | -100.00% |
| Baker Avenue Asset Management LP | 740 | 0 | -740 | -100.00% |
| AdvisorNet Financial Inc | 3,120 | 0 | -3,120 | -100.00% |
| Sheets Smith Wealth Management | 2,027 | 0 | -2,027 | -100.00% |
See Summary: Institutional Holders of BGRN
See Details: Top 10 Hedge Funds Holding BGRN
