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BSX Holdings Changes image
This page summarizes the BSX 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 BSX 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 BSX Share Count
Los Angeles Capital Management & Equity Research Inc. 10,388 188,737 +178,349 +1716.88%
Atwood & Palmer Inc. 19 84 +65 +342.11%
Stratos Wealth Partners LTD. 11,228 29,576 +18,348 +163.41%
V Square Quantitative Management LLC 3,838 9,788 +5,950 +155.03%
American National Bank 4,834 11,154 +6,320 +130.74%
First Hawaiian Bank 23,065 49,191 +26,126 +113.27%
Robeco Institutional Asset Management B.V. 365,204 701,468 +336,264 +92.08%
Global Retirement Partners LLC 1,109 1,848 +739 +66.64%
PFG Investments LLC 4,888 7,885 +2,997 +61.31%
Dakota Wealth Management 27,788 44,096 +16,308 +58.69%
Zurcher Kantonalbank Zurich Cantonalbank 294,248 444,121 +149,873 +50.93%
Assenagon Asset Management S.A. 2,055,648 3,089,653 +1,034,005 +50.30%
Altfest L J & Co. Inc. 6,477 9,720 +3,243 +50.07%
180 Wealth Advisors LLC 4,117 5,621 +1,504 +36.53%
Brookstone Capital Management 10,590 14,300 +3,710 +35.03%
SJS Investment Consulting Inc. 148 198 +50 +33.78%
Bogart Wealth LLC 61 81 +20 +32.79%
GAMMA Investing LLC 7,462 9,606 +2,144 +28.73%
Spire Wealth Management 2,156 2,686 +530 +24.58%
Courier Capital LLC 9,303 11,399 +2,096 +22.53%
Cambridge Investment Research Advisors Inc. 33,382 40,708 +7,326 +21.95%
Pallas Capital Advisors LLC 4,051 4,929 +878 +21.67%
Albion Financial Group UT 535 645 +110 +20.56%
HealthInvest Partners AB 64,806 77,401 +12,595 +19.43%
Strategy Asset Managers LLC 8,834 10,439 +1,605 +18.17%
Brown Advisory Inc. 12,538 14,681 +2,143 +17.09%
Massmutual Trust Co. FSB ADV 3,409 3,985 +576 +16.90%
Hennion & Walsh Asset Management Inc. 66,684 77,216 +10,532 +15.79%
Aaron Wealth Advisors 4,956 5,703 +747 +15.07%
Capital Advisors Ltd. LLC 336 386 +50 +14.88%
Sage Mountain Advisors LLC 3,960 4,540 +580 +14.65%
Modus Advisors LLC 6,832 7,773 +941 +13.77%
Park Avenue Securities LLC 11,022 12,435 +1,413 +12.82%
Aspire Private Capital LLC 7,885 8,881 +996 +12.63%
Salem Investment Counselors Inc. 187,894 211,218 +23,324 +12.41%
Catalyst Financial Partners LLC 5,614 6,297 +683 +12.17%
Wealth Enhancement Advisory Services LLC 59,539 66,024 +6,485 +10.89%
Summit Trail Advisors LLC 8,480 9,364 +884 +10.42%
Private Trust Co. NA 5,192 5,715 +523 +10.07%
Veriti Management LLC 35,024 38,506 +3,482 +9.94%
DekaBank Deutsche Girozentrale 1,551,107 1,696,861 +145,754 +9.40%
MCF Advisors LLC 128 140 +12 +9.38%
Ashton Thomas Private Wealth LLC 5,313 5,788 +475 +8.94%
Running Oak Capital LLC 153,875 167,509 +13,634 +8.86%
Ballentine Partners LLC 25,068 27,061 +1,993 +7.95%
Webster Bank N. A. 1,819 1,961 +142 +7.81%
DMG Group LLC 4,915 5,227 +312 +6.35%
International Assets Investment Management LLC 21,209 22,457 +1,248 +5.88%
CWM LLC 28,198 29,697 +1,499 +5.32%
Raymond James Financial Services Advisors Inc. 507,550 534,016 +26,466 +5.21%
Fjarde AP Fonden Fourth Swedish National Pension Fund 245,758 258,058 +12,300 +5.00%
NBC Securities Inc. 7,056 7,367 +311 +4.41%
Breakwater Capital Group 6,986 7,289 +303 +4.34%
Wedmont Private Capital 14,295 14,914 +619 +4.33%
First Affirmative Financial Network 3,862 4,028 +166 +4.30%
Miracle Mile Advisors LLC 4,799 4,984 +185 +3.85%
Banque Cantonale Vaudoise 25,679 26,565 +886 +3.45%
WASHINGTON TRUST Co 8,418 8,700 +282 +3.35%
Lindbrook Capital LLC 5,611 5,793 +182 +3.24%
Allworth Financial LP 5,482 5,652 +170 +3.10%
Flagship Harbor Advisors LLC 19,892 20,486 +594 +2.99%
CHURCHILL MANAGEMENT Corp 184,979 190,322 +5,343 +2.89%
Wealthfront Advisers LLC 96,803 99,323 +2,520 +2.60%
AMF Pensionsforsakring AB 835,903 854,223 +18,320 +2.19%
Congress Asset Management Co. MA 1,477,864 1,509,479 +31,615 +2.14%
Bfsg LLC 7,382 7,521 +139 +1.88%
MV Capital Management Inc. 705 718 +13 +1.84%
Grimes & Company Inc. 7,979 8,123 +144 +1.80%
Park Place Capital Corp 1,061 1,078 +17 +1.60%
Relyea Zuckerberg Hanson LLC 14,770 14,999 +229 +1.55%
MTM Investment Management LLC 5,555 5,622 +67 +1.21%
Adirondack Trust Co. 797 806 +9 +1.13%
Dynamic Advisor Solutions LLC 62,622 63,221 +599 +0.96%
Maryland State Retirement & Pension System 113,868 114,841 +973 +0.85%
Valeo Financial Advisors LLC 21,086 21,251 +165 +0.78%
AdvisorNet Financial Inc 3,539 3,563 +24 +0.68%
Checchi Capital Advisers LLC 11,390 11,468 +78 +0.68%
Valley National Advisers Inc. 7,526 7,573 +47 +0.62%
Nexus Investment Management ULC 409,899 412,399 +2,500 +0.61%
Raymond James Trust N.A. 16,968 17,064 +96 +0.57%
Czech National Bank 256,449 257,765 +1,316 +0.51%
CVA Family Office LLC 1,770 1,778 +8 +0.45%
Financial Enhancement Group LLC 4,448 4,463 +15 +0.34%
Gulf International Bank UK Ltd 167,196 167,650 +454 +0.27%
SNS Financial Group LLC 4,654 4,665 +11 +0.24%
Wealthstar Advisors LLC 5,922 5,930 +8 +0.14%
Contravisory Investment Management Inc. 7,435 7,445 +10 +0.13%
State of Michigan Retirement System 400,908 401,408 +500 +0.12%
Fifth Third Bancorp 208,882 209,082 +200 +0.10%
13F Filers Reporting New Positions In BSX
Wiley BROS. Aintree Capital LLC 0 5,016 +5,016 +100%
Wesbanco Bank Inc. 0 4,653 +4,653 +100%
Wedge Capital Management L L P NC 0 3,185 +3,185 +100%
First Citizens Bank & Trust Co. 0 8,684 +8,684 +100%
Rational Advisors LLC 0 28,700 +28,700 +100%
Bangor Savings Bank 0 150 +150 +100%
Busey Wealth Management 0 3,394 +3,394 +100%
Northwest Investment Counselors LLC 0 451 +451 +100%
Simplex Trading LLC 0 3,783 +3,783 +100%
Pure Financial Advisors Inc. 0 3,571 +3,571 +100%
Riverview Trust Co 0 3,201 +3,201 +100%
Friedenthal Financial 0 11,281 +11,281 +100%
Grassi Investment Management 0 38,800 +38,800 +100%
Simon Quick Advisors LLC 0 3,943 +3,943 +100%
Monument Capital Management 0 3,057 +3,057 +100%
Sound Income Strategies LLC 0 9 +9 +100%
Tlwm 0 13,538 +13,538 +100%
Principle Wealth Partners LLC 0 3,374 +3,374 +100%
Cedar Mountain Advisors LLC 0 66 +66 +100%
Vanderbilt University 0 43,443 +43,443 +100%
Rise Advisors LLC 0 731 +731 +100%
Accel Wealth Management 0 3,185 +3,185 +100%
Ignite Planners LLC 0 3,237 +3,237 +100%
Advocate Group LLC 0 3,274 +3,274 +100%
Newbridge Financial Services Group Inc. 0 415 +415 +100%
Leverty Financial Group LLC 0 3,195 +3,195 +100%
Redmont Wealth Advisors LLC 0 878 +878 +100%
Simplicity Wealth LLC 0 287,822 +287,822 +100%
Richelieu Gestion PLC 0 2,700 +2,700 +100%
PFW Advisors LLC 0 3,197 +3,197 +100%
Christopher J. Hasenberg Inc 0 175 +175 +100%
Norden Group LLC 0 8,415 +8,415 +100%
Dixon Mitchell Investment Counsel Inc. 0 102 +102 +100%
Traveka Wealth LLC 0 2,979 +2,979 +100%
Focus Financial Network Inc. 0 14,249 +14,249 +100%
13F Filers With Unchanged Share Count
Caldwell Sutter Capital Inc. 170 170 UNCH 0.00%
ST Germain D J Co. Inc. 1,780 1,780 UNCH 0.00%
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA 1,233 1,233 UNCH 0.00%
Tompkins Financial Corp 9,429 9,429 UNCH 0.00%
Arcadia Investment Management Corp MI 626 626 UNCH 0.00%
Baldwin Brothers Inc. MA 600 600 UNCH 0.00%
Optimum Investment Advisors 400 400 UNCH 0.00%
Beach Investment Counsel Inc. PA 170,282 170,282 UNCH 0.00%
Bourne Lent Asset Management Inc. 17,769 17,769 UNCH 0.00%
Cullinan Associates Inc. 28,500 28,500 UNCH 0.00%
Farmers & Merchants Investments Inc. 1,034 1,034 UNCH 0.00%
AlphaMark Advisors LLC 500 500 UNCH 0.00%
Atlas Capital Advisors LLC 110 110 UNCH 0.00%
Cohen Klingenstein LLC 30,500 30,500 UNCH 0.00%
Harbor Investment Advisory LLC 6,354 6,354 UNCH 0.00%
Asset Dedication LLC 786 786 UNCH 0.00%
Perkins Coie Trust Co 22 22 UNCH 0.00%
Boston Trust Walden Corp 11,181 11,181 UNCH 0.00%
Alta Advisers Ltd 3,900 3,900 UNCH 0.00%
Westside Investment Management Inc. 575 575 UNCH 0.00%
Livforsakringsbolaget Skandia Omsesidigt 67,823 67,823 UNCH 0.00%
Oakworth Capital Inc. 3,084 3,084 UNCH 0.00%
JJJ Advisors Inc. 236 236 UNCH 0.00%
Tradewinds Capital Management LLC 25 25 UNCH 0.00%
Richardson Capital Management LLC 34 34 UNCH 0.00%
First PREMIER Bank 38 38 UNCH 0.00%
Armor Investment Advisors LLC 8,547 8,547 UNCH 0.00%
Radnor Capital Management LLC 3,852 3,852 UNCH 0.00%
Symmetry Partners LLC 6,066 6,066 UNCH 0.00%
Pinnacle Bank 1,044 1,044 UNCH 0.00%
Aua Capital Management LLC 7,575 7,575 UNCH 0.00%
Global Trust Asset Management LLC 265 265 UNCH 0.00%
Versant Capital Management Inc 148 148 UNCH 0.00%
Pflug Koory LLC 100 100 UNCH 0.00%
MinichMacGregor Wealth Management LLC 5,767 5,767 UNCH 0.00%
MorganRosel Wealth Management LLC 5,064 5,064 UNCH 0.00%
Criterion Capital Advisors LLC 1,515 1,515 UNCH 0.00%
Yarbrough Capital LLC 38,456 38,456 UNCH 0.00%
PSI Advisors LLC 100 100 UNCH 0.00%
Tsfg LLC 58 58 UNCH 0.00%
S.A. Mason LLC 2,300 2,300 UNCH 0.00%
Platte River Wealth Advisors LLC 20,105 20,105 UNCH 0.00%
Rosenberg Matthew Hamilton 1,572 1,572 UNCH 0.00%
IAG Wealth Partners LLC 50 50 UNCH 0.00%
Legacy Wealth Asset Management LLC 10,733 10,733 UNCH 0.00%
SOA Wealth Advisors LLC. 16 16 UNCH 0.00%
Activest Wealth Management 301 301 UNCH 0.00%
City State Bank 50 50 UNCH 0.00%
Armstrong Advisory Group Inc. 5,461 5,461 UNCH 0.00%
Fortitude Family Office LLC 185 185 UNCH 0.00%
Creative Capital Management Investments LLC 220 220 UNCH 0.00%
Trifecta Capital Advisors LLC 50 50 UNCH 0.00%
Financial Freedom LLC 200 200 UNCH 0.00%
CGC Financial Services LLC 3,051 3,051 UNCH 0.00%
Bruce G. Allen Investments LLC 482 482 UNCH 0.00%
Wetzel Investment Advisors Inc. 39 39 UNCH 0.00%
Voisard Asset Management Group Inc. 789 789 UNCH 0.00%
Sivia Capital Partners LLC 3,674 3,674 UNCH 0.00%
13F Filers Decreasing BSX Share Count
Wolff Wiese Magana LLC 140 40 -100 -71.43%
DNB Asset Management AS 508,592 233,846 -274,746 -54.02%
Allspring Global Investments Holdings LLC 2,453,395 1,196,814 -1,256,581 -51.22%
Carlson Capital Management 13,369 7,318 -6,051 -45.26%
Diversified Trust Co 8,713 4,961 -3,752 -43.06%
Factory Mutual Insurance Co. 381,800 227,400 -154,400 -40.44%
Trust Point Inc. 18,420 11,436 -6,984 -37.92%
WS Portfolio Advisory LLC 123,615 76,882 -46,733 -37.81%
Stratos Wealth Advisors LLC 5,608 3,556 -2,052 -36.59%
Financial Management Professionals Inc. 348 231 -117 -33.62%
PayPay Securities Corp 87 61 -26 -29.89%
Cutler Group LP 4,387 3,140 -1,247 -28.42%
Great Waters Wealth Management 10,418 7,467 -2,951 -28.33%
Accurate Wealth Management LLC 4,278 3,275 -1,003 -23.45%
Financiere des Professionnels Fonds d investissement inc. 174,974 135,613 -39,361 -22.50%
Buckley Wealth Management LLC 5,961 4,805 -1,156 -19.39%
Sunbelt Securities Inc. 796 653 -143 -17.96%
Venturi Wealth Management LLC 586 483 -103 -17.58%
Stonegate Investment Group LLC 8,640 7,150 -1,490 -17.25%
Exchange Traded Concepts LLC 31,057 25,838 -5,219 -16.80%
Peak Financial Management Inc. 4,054 3,399 -655 -16.16%
Amalgamated Bank 356,921 303,180 -53,741 -15.06%
Perpetual Ltd 4,484 3,833 -651 -14.52%
Manning & Napier Group LLC 299,575 258,118 -41,457 -13.84%
Dupont Capital Management Corp 233,170 201,075 -32,095 -13.76%
Clarius Group LLC 9,525 8,341 -1,184 -12.43%
Cyndeo Wealth Partners LLC 50,940 44,654 -6,286 -12.34%
Robecosam AG 268,508 236,869 -31,639 -11.78%
Childress Capital Advisors LLC 6,673 5,909 -764 -11.45%
MONECO Advisors LLC 3,921 3,483 -438 -11.17%
Mather Group LLC. 7,093 6,371 -722 -10.18%
Ritholtz Wealth Management 21,855 19,650 -2,205 -10.09%
Legacy Bridge LLC 15,423 14,023 -1,400 -9.08%
Bank of New York Mellon Corp 16,967,911 15,470,691 -1,497,220 -8.82%
Fifth Third Wealth Advisors LLC 16,955 15,476 -1,479 -8.72%
AlphaCentric Advisors LLC 3,653 3,337 -316 -8.65%
Financial Synergies Wealth Advisors Inc. 36 33 -3 -8.33%
Gateway Investment Advisers LLC 668,351 617,350 -51,001 -7.63%
Outlook Wealth Advisors LLC 11,912 11,019 -893 -7.50%
BSW Wealth Partners 7,398 6,894 -504 -6.81%
RMR Wealth Builders 9,461 8,839 -622 -6.57%
NBT Bank N A NY 5,112 4,785 -327 -6.40%
Strategic Investment Advisors MI 13,008 12,196 -812 -6.24%
Premier Path Wealth Partners LLC 9,198 8,713 -485 -5.27%
Chicago Capital LLC 44,641 42,651 -1,990 -4.46%
Keel Point LLC 4,692 4,493 -199 -4.24%
CENTRAL TRUST Co 6,482 6,217 -265 -4.09%
Costello Asset Management INC 93,724 89,924 -3,800 -4.05%
Hartford Investment Management Co. 98,704 94,814 -3,890 -3.94%
Louisiana State Employees Retirement System 88,500 85,300 -3,200 -3.62%
Lake Street Financial LLC 3,711 3,579 -132 -3.56%
Cornerstone Wealth Management LLC 3,682 3,562 -120 -3.26%
Congress Wealth Management LLC DE 208,799 202,290 -6,509 -3.12%
HTLF Bank 5,626 5,454 -172 -3.06%
Navalign LLC 12,823 12,449 -374 -2.92%
State of Alaska Department of Revenue 181,406 176,161 -5,245 -2.89%
Hexagon Capital Partners LLC 5,019 4,879 -140 -2.79%
Verdence Capital Advisors LLC 3,866 3,767 -99 -2.56%
Gradient Investments LLC 288,543 282,024 -6,519 -2.26%
CX Institutional 8,958 8,767 -191 -2.13%
Natixis Advisors L.P. 1,718,187 1,685,286 -32,901 -1.91%
RBA Wealth Management LLC 70,683 69,463 -1,220 -1.73%
IFM Investors Pty Ltd 309,350 304,103 -5,247 -1.70%
Nilsine Partners LLC 5,588 5,503 -85 -1.52%
Raymond James & Associates 1,181,574 1,164,703 -16,871 -1.43%
Sendero Wealth Management LLC 36,273 35,767 -506 -1.39%
New Mexico Educational Retirement Board 74,762 73,762 -1,000 -1.34%
New York State Teachers Retirement System 1,423,414 1,404,534 -18,880 -1.33%
Eagle Wealth Strategies LLC 9,357 9,242 -115 -1.23%
Bay Harbor Wealth Management LLC 905 894 -11 -1.22%
West Paces Advisors Inc. 2,375 2,347 -28 -1.18%
Ninety One UK Ltd 4,448,776 4,399,100 -49,676 -1.12%
Bouvel Investment Partners LLC 45,009 44,571 -438 -0.97%
Summit Financial LLC 15,769 15,631 -138 -0.88%
Sapient Capital LLC 140,422 139,204 -1,218 -0.87%
CHICAGO TRUST Co NA 29,815 29,567 -248 -0.83%
Ulland Investment Advisors LLC 16,049 15,939 -110 -0.69%
Berger Financial Group Inc 8,378 8,327 -51 -0.61%
Cigna Investments Inc. New 15,569 15,490 -79 -0.51%
Kinneret Advisory LLC 10,667 10,634 -33 -0.31%
Sumitomo Mitsui Trust Holdings Inc. 3,735,034 3,725,525 -9,509 -0.25%
Cookson Peirce & Co. Inc. 252,463 251,897 -566 -0.22%
Shepherd Financial Partners LLC 23,077 23,038 -39 -0.17%
Silverlake Wealth Management LLC 6,098 6,092 -6 -0.10%
Fulton Bank N.A. 25,647 25,629 -18 -0.07%
TriaGen Wealth Management LLC 25,549 25,542 -7 -0.03%
Financial Perspectives Inc 146,136 146,130 -6 -0.00%
13F Filers Exiting BSX
Fox Hill Wealth Management 4,046 0 -4,046 -100.00%
BKM Wealth Management LLC 308 0 -308 -100.00%
Arlington Trust Co LLC 57 0 -57 -100.00%
Whitaker Myers Wealth Managers LTD. 4,093 0 -4,093 -100.00%
Zenyatta Capital Management LP 50,000 0 -50,000 -100.00%
Koss Olinger Consulting LLC 5,252 0 -5,252 -100.00%
Curated Wealth Partners LLC 5,737 0 -5,737 -100.00%
West Branch Capital LLC 67 0 -67 -100.00%
Ibex Wealth Advisors 9 0 -9 -100.00%
IMC Chicago LLC 25,665 0 -25,665 -100.00%
Weiss Multi Strategy Advisers LLC 178,254 0 -178,254 -100.00%
America First Investment Advisors LLC 311 0 -311 -100.00%
WBH Advisory Inc. 3,556 0 -3,556 -100.00%
LVM Capital Management Ltd. MI 12,365 0 -12,365 -100.00%
Calton & Associates Inc. 4,708 0 -4,708 -100.00%

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

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