BKT Holdings Changes

This page summarizes the BKT holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether BKT is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).

Filer	12/31/2023 Share Count	3/31/2024 Share Count	Change	% Change
13F Filers Increasing BKT Share Count
Raymond James & Associates	197,521	284,205	+86,684	+43.89%
Melfa Wealth Management LLC	353,093	373,843	+20,750	+5.88%
Raymond James Financial Services Advisors Inc.	476,555	484,820	+8,265	+1.73%
Aviance Capital Partners LLC	17,328	17,446	+118	+0.68%
13F Filers With Unchanged Share Count
Webster Bank N. A.	997	997	UNCH	0.00%
Global Retirement Partners LLC	666	666	UNCH	0.00%
Meadow Creek Wealth Advisors LLC	17,093	17,093	UNCH	0.00%
Allspring Global Investments Holdings LLC	1,282,440	1,282,440	UNCH	0.00%
13F Filers Decreasing BKT Share Count
Courier Capital LLC	163,641	153,504	-10,137	-6.19%
13F Filers Exiting BKT
International Assets Investment Management LLC	105,479	0	-105,479	-100.00%
TrueWealth Advisors LLC	11,495	0	-11,495	-100.00%
Transform Wealth LLC	23,755	0	-23,755	-100.00%

See Summary: Institutional Holders of BKT
See Details: Top 10 Hedge Funds Holding BKT
Also See: BKT Insider Buying

BKT Holdings Changes | www.HoldingsChannel.com

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