HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing BIP Share Count | ||||
| WFA Asset Management Corp | 384 | 1,141 | +757 | +197.14% |
| Raymond James Trust N.A. | 7,649 | 12,966 | +5,317 | +69.51% |
| Channel Wealth LLC | 18,589 | 28,479 | +9,890 | +53.20% |
| SOA Wealth Advisors LLC. | 500 | 700 | +200 | +40.00% |
| Valley National Advisers Inc. | 182 | 232 | +50 | +27.47% |
| Park Avenue Securities LLC | 8,511 | 10,450 | +1,939 | +22.78% |
| Allworth Financial LP | 4,522 | 5,272 | +750 | +16.59% |
| Lakewood Asset Management LLC | 24,652 | 28,364 | +3,712 | +15.06% |
| Addenda Capital Inc. | 27,340 | 31,440 | +4,100 | +15.00% |
| Bank of New York Mellon Corp | 55,717 | 62,467 | +6,750 | +12.11% |
| Walnut Private Equity Partners LLC | 60,000 | 65,000 | +5,000 | +8.33% |
| Insight Folios Inc | 15,591 | 16,531 | +940 | +6.03% |
| Pacifica Partners Inc. | 1,982 | 2,082 | +100 | +5.05% |
| Tritonpoint Wealth LLC | 155,797 | 161,549 | +5,752 | +3.69% |
| Epiq Partners LLC | 63,037 | 64,937 | +1,900 | +3.01% |
| Callahan Advisors LLC | 21,179 | 21,679 | +500 | +2.36% |
| Sugarloaf Wealth Management LLC | 274 | 278 | +4 | +1.46% |
| Global Retirement Partners LLC | 1,474 | 1,493 | +19 | +1.29% |
| PFS Partners LLC | 310 | 314 | +4 | +1.29% |
| Brown Advisory Inc. | 385,416 | 390,317 | +4,901 | +1.27% |
| Stratos Wealth Partners LTD. | 6,498 | 6,568 | +70 | +1.08% |
| Wedmont Private Capital | 8,025 | 8,101 | +76 | +0.95% |
| Beach Investment Counsel Inc. PA | 145,243 | 145,993 | +750 | +0.52% |
| Raymond James Financial Services Advisors Inc. | 55,021 | 55,259 | +238 | +0.43% |
| Verdence Capital Advisors LLC | 7,019 | 7,048 | +29 | +0.41% |
| Nexus Investment Management ULC | 1,119,440 | 1,121,935 | +2,495 | +0.22% |
| Raymond James & Associates | 560,847 | 561,594 | +747 | +0.13% |
| Dixon Mitchell Investment Counsel Inc. | 765,686 | 766,343 | +657 | +0.09% |
| 13F Filers Reporting New Positions In BIP | ||||
| Rational Advisors LLC | 0 | 1,335 | +1,335 | +100% |
| Regions Financial Corp | 0 | 9,501 | +9,501 | +100% |
| Wealthcare Advisory Partners LLC | 0 | 23,330 | +23,330 | +100% |
| Synergy Financial Management LLC | 0 | 157,599 | +157,599 | +100% |
| Stratos Wealth Advisors LLC | 0 | 11,358 | +11,358 | +100% |
| Future Financial Wealth Managment LLC | 0 | 4 | +4 | +100% |
| Bromfield Sneider Wealth Advisors | 0 | 1,234 | +1,234 | +100% |
| Global Assets Advisory LLC | 0 | 58,155 | +58,155 | +100% |
| PFG Investments LLC | 0 | 8,478 | +8,478 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Horizon Bancorp Inc. IN | 540 | 540 | UNCH | 0.00% |
| Arcadia Investment Management Corp MI | 1,875 | 1,875 | UNCH | 0.00% |
| Optimum Investment Advisors | 2,610 | 2,610 | UNCH | 0.00% |
| Albion Financial Group UT | 150 | 150 | UNCH | 0.00% |
| WASHINGTON TRUST Co | 3,093 | 3,093 | UNCH | 0.00% |
| Private Trust Co. NA | 7,498 | 7,498 | UNCH | 0.00% |
| Indiana Trust & Investment Management CO | 562 | 562 | UNCH | 0.00% |
| David R. Rahn & Associates Inc. | 22,200 | 22,200 | UNCH | 0.00% |
| CWM LLC | 2,986 | 2,986 | UNCH | 0.00% |
| Private Ocean LLC | 201 | 201 | UNCH | 0.00% |
| First PREMIER Bank | 7,582 | 7,582 | UNCH | 0.00% |
| Bristlecone Advisors LLC | 12,749 | 12,749 | UNCH | 0.00% |
| Sawyer & Company Inc | 3,750 | 3,750 | UNCH | 0.00% |
| Carmichael Hill & Associates Inc. | 232 | 232 | UNCH | 0.00% |
| Sound Income Strategies LLC | 948 | 948 | UNCH | 0.00% |
| Versant Capital Management Inc | 88 | 88 | UNCH | 0.00% |
| Insight Financial Services | 675 | 675 | UNCH | 0.00% |
| GoalVest Advisory LLC | 1,765 | 1,765 | UNCH | 0.00% |
| Carmel Capital Partners LLC | 7,825 | 7,825 | UNCH | 0.00% |
| Byrne Asset Management LLC | 277 | 277 | UNCH | 0.00% |
| Financial Perspectives Inc | 7,448 | 7,448 | UNCH | 0.00% |
| Bear Mountain Capital Inc. | 450 | 450 | UNCH | 0.00% |
| GAMMA Investing LLC | 303 | 303 | UNCH | 0.00% |
| 13F Filers Decreasing BIP Share Count | ||||
| Evanson Asset Management LLC | 12,746 | 7,715 | -5,031 | -39.47% |
| AdvisorNet Financial Inc | 6,322 | 4,185 | -2,137 | -33.80% |
| Everett Harris & Co. CA | 12,459 | 9,167 | -3,292 | -26.42% |
| Arthur M. Cohen & Associates LLC | 16,003 | 12,064 | -3,939 | -24.61% |
| Venturi Wealth Management LLC | 9,687 | 7,740 | -1,947 | -20.10% |
| Woodmont Investment Counsel LLC | 98,450 | 86,381 | -12,069 | -12.26% |
| Newbridge Financial Services Group Inc. | 2,037 | 1,805 | -232 | -11.39% |
| Spire Wealth Management | 3,110 | 2,887 | -223 | -7.17% |
| Mirador Capital Partners LP | 7,995 | 7,470 | -525 | -6.57% |
| Cambridge Investment Research Advisors Inc. | 13,271 | 12,939 | -332 | -2.50% |
| Wealth Enhancement Advisory Services LLC | 18,593 | 18,293 | -300 | -1.61% |
| Chicago Partners Investment Group LLC | 588,792 | 581,412 | -7,380 | -1.25% |
| NBC Securities Inc. | 40,503 | 40,090 | -413 | -1.02% |
| M. Kraus & Co | 6,678 | 6,628 | -50 | -0.75% |
| 13F Filers Exiting BIP | ||||
| BKM Wealth Management LLC | 450 | 0 | -450 | -100.00% |
| Financiere des Professionnels Fonds d investissement inc. | 23,685 | 0 | -23,685 | -100.00% |
| International Assets Investment Management LLC | 61,280 | 0 | -61,280 | -100.00% |
| Procyon Private Wealth Partners LLC | 8,122 | 0 | -8,122 | -100.00% |
| Gradient Investments LLC | 8,424 | 0 | -8,424 | -100.00% |
| Parsons Capital Management Inc. RI | 33,750 | 0 | -33,750 | -100.00% |
See Summary: Institutional Holders of BIP
See Details: Top 10 Hedge Funds Holding BIP
