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BSMP Holdings Changes image
This page summarizes the BSMP 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 BSMP 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).
Filer12/31/2023
 Share Count 		3/31/2024
 Share Count 		Change% Change
13F Filers Increasing BSMP Share Count
Raymond James Financial Services Advisors Inc. 20,290 34,132 +13,842 +68.22%
Precedent Wealth Partners LLC 34,345 44,964 +10,619 +30.92%
Webster Bank N. A. 19,900 22,355 +2,455 +12.34%
Asset Dedication LLC 85,712 94,503 +8,791 +10.26%
Atlantic Union Bankshares Corp 103,840 112,187 +8,347 +8.04%
OneAscent Financial Services LLC 180,729 195,040 +14,311 +7.92%
Tlwm 21,955 22,769 +814 +3.71%
Astoria Portfolio Advisors LLC. 35,797 36,346 +549 +1.53%
Raymond James & Associates 139,356 141,336 +1,980 +1.42%
CWM LLC 330,135 333,556 +3,421 +1.04%
13F Filers Reporting New Positions In BSMP
Confluence Investment Management LLC 0 226,441 +226,441 +100%
River Street Advisors LLC 0 18,594 +18,594 +100%
Silverlake Wealth Management LLC 0 11,024 +11,024 +100%
13F Filers With Unchanged Share Count
AdvisorNet Financial Inc 589 589 UNCH 0.00%
Kohmann Bosshard Financial Services LLC 10,088 10,088 UNCH 0.00%
Davis Capital Management 26,135 26,135 UNCH 0.00%
Levy Wealth Management Group LLC 12,342 12,342 UNCH 0.00%
Masso Torrence Wealth Management Inc. 21,781 21,781 UNCH 0.00%
Bill Few Associates Inc. 8,813 8,813 UNCH 0.00%
Horizons Wealth Management 34,415 34,415 UNCH 0.00%
Voisard Asset Management Group Inc. 24,800 24,800 UNCH 0.00%
13F Filers Decreasing BSMP Share Count
Sterling Financial Group Inc. 30,008 17,367 -12,641 -42.13%
Garrett Investment Advisors LLC 100,217 71,850 -28,367 -28.31%
Claro Advisors LLC 12,346 8,854 -3,492 -28.28%
Cornerstone Wealth Management LLC 31,821 30,063 -1,758 -5.52%
Denver Wealth Management Inc. 55,780 54,086 -1,694 -3.04%
13F Filers Exiting BSMP
NorthCrest Asset Manangement LLC 13,298 0 -13,298 -100.00%
Koss Olinger Consulting LLC 13,880 0 -13,880 -100.00%

See Summary: Institutional Holders of BSMP
See Details: Top 10 Hedge Funds Holding BSMP

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