HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing BL Share Count | ||||
| Principal Financial Group Inc. | 6,571 | 265,845 | +259,274 | +3945.73% |
| Norden Group LLC | 5,083 | 116,909 | +111,826 | +2200.00% |
| SYSTM Wealth Solutions LLC | 747 | 3,915 | +3,168 | +424.10% |
| Amalgamated Bank | 8,069 | 16,246 | +8,177 | +101.34% |
| Trust Point Inc. | 11,874 | 17,806 | +5,932 | +49.96% |
| Bank of New York Mellon Corp | 434,840 | 615,981 | +181,141 | +41.66% |
| Benjamin F. Edwards & Company Inc. | 3,354 | 4,708 | +1,354 | +40.37% |
| CWM LLC | 452 | 607 | +155 | +34.29% |
| GAMMA Investing LLC | 214 | 286 | +72 | +33.64% |
| Renaissance Group LLC | 36,101 | 44,584 | +8,483 | +23.50% |
| Fifth Third Bancorp | 1,919 | 2,040 | +121 | +6.31% |
| Portside Wealth Group LLC | 8,091 | 8,506 | +415 | +5.13% |
| Benjamin Edwards Inc. | 1,249 | 1,296 | +47 | +3.76% |
| 13F Filers Reporting New Positions In BL | ||||
| Commonwealth Equity Services LLC | 0 | 4,127 | +4,127 | +100% |
| New York State Teachers Retirement System | 0 | 12,300 | +12,300 | +100% |
| Valley National Advisers Inc. | 0 | 20 | +20 | +100% |
| UMB Bank N A MO | 0 | 22 | +22 | +100% |
| Massmutual Trust Co. FSB ADV | 0 | 29 | +29 | +100% |
| Farmers & Merchants Investments Inc. | 0 | 25 | +25 | +100% |
| Overbrook Management Corp | 0 | 4,265 | +4,265 | +100% |
| State of Alaska Department of Revenue | 0 | 30,979 | +30,979 | +100% |
| AdvisorNet Financial Inc | 0 | 15 | +15 | +100% |
| YHB Investment Advisors Inc. | 0 | 511 | +511 | +100% |
| Mather Group LLC. | 0 | 44 | +44 | +100% |
| Louisiana State Employees Retirement System | 0 | 25,200 | +25,200 | +100% |
| Assenagon Asset Management S.A. | 0 | 40,592 | +40,592 | +100% |
| Maryland State Retirement & Pension System | 0 | 18,325 | +18,325 | +100% |
| Yousif Capital Management LLC | 0 | 23,069 | +23,069 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Raymond James Trust N.A. | 7,200 | 7,200 | UNCH | 0.00% |
| Zurcher Kantonalbank Zurich Cantonalbank | 11,682 | 11,682 | UNCH | 0.00% |
| Robeco Institutional Asset Management B.V. | 95,000 | 95,000 | UNCH | 0.00% |
| Harbor Investment Advisory LLC | 1,206 | 1,206 | UNCH | 0.00% |
| Allworth Financial LP | 13 | 13 | UNCH | 0.00% |
| First Horizon Advisors Inc. | 1,733 | 1,733 | UNCH | 0.00% |
| Evanson Asset Management LLC | 7,350 | 7,350 | UNCH | 0.00% |
| Venturi Wealth Management LLC | 153 | 153 | UNCH | 0.00% |
| Global Retirement Partners LLC | 60 | 60 | UNCH | 0.00% |
| Lindbrook Capital LLC | 19 | 19 | UNCH | 0.00% |
| CVA Family Office LLC | 615 | 615 | UNCH | 0.00% |
| Rise Advisors LLC | 409 | 409 | UNCH | 0.00% |
| Wolff Wiese Magana LLC | 119 | 119 | UNCH | 0.00% |
| DHJJ Financial Advisors Ltd. | 156 | 156 | UNCH | 0.00% |
| Spire Wealth Management | 41 | 41 | UNCH | 0.00% |
| Park Place Capital Corp | 862 | 862 | UNCH | 0.00% |
| 13F Filers Decreasing BL Share Count | ||||
| Chicago Capital LLC | 465,735 | 32,470 | -433,265 | -93.03% |
| Simplex Trading LLC | 44,452 | 18,429 | -26,023 | -58.54% |
| Stratos Wealth Partners LTD. | 11,156 | 5,682 | -5,474 | -49.07% |
| Los Angeles Capital Management & Equity Research Inc. | 58,476 | 34,837 | -23,639 | -40.43% |
| Private Trust Co. NA | 166 | 111 | -55 | -33.13% |
| Park Avenue Securities LLC | 6,990 | 5,869 | -1,121 | -16.04% |
| Bell Bank | 11,200 | 9,791 | -1,409 | -12.58% |
| Dakota Wealth Management | 3,734 | 3,385 | -349 | -9.35% |
| Brown Advisory Inc. | 1,899,804 | 1,751,392 | -148,412 | -7.81% |
| NBC Securities Inc. | 11,854 | 11,135 | -719 | -6.07% |
| Cambridge Investment Research Advisors Inc. | 3,881 | 3,755 | -126 | -3.25% |
| Riverbridge Partners LLC | 2,010,762 | 1,961,286 | -49,476 | -2.46% |
| Barton Investment Management | 586,171 | 573,317 | -12,854 | -2.19% |
| Raymond James & Associates | 67,749 | 66,945 | -804 | -1.19% |
| Conestoga Capital Advisors LLC | 1,414,835 | 1,407,505 | -7,330 | -0.52% |
| Stanley Laman Group Ltd. | 140,353 | 139,952 | -401 | -0.29% |
| 13F Filers Exiting BL | ||||
| Eaton Financial Holdings Company LLC | 21,879 | 0 | -21,879 | -100.00% |
| McGlone Suttner Wealth Management Inc. | 324 | 0 | -324 | -100.00% |
| Rheos Capital Works Inc. | 43,700 | 0 | -43,700 | -100.00% |
| Versant Capital Management Inc | 4 | 0 | -4 | -100.00% |
| Sunbelt Securities Inc. | 143 | 0 | -143 | -100.00% |
| Gradient Investments LLC | 38 | 0 | -38 | -100.00% |
| OLD National Bancorp IN | 3,237 | 0 | -3,237 | -100.00% |
See Summary: Institutional Holders of BL
See Details: Top 10 Hedge Funds Holding BL
Also See: BL Insider Buying
