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BUD Holdings Changes image
This page summarizes the BUD 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 BUD 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 BUD Share Count
Capital Advisors Ltd. LLC 68 236 +168 +247.06%
Koss Olinger Consulting LLC 25,610 63,242 +37,632 +146.94%
Naviter Wealth LLC 18,612 22,261 +3,649 +19.61%
Perpetual Ltd 111,791 127,155 +15,364 +13.74%
JJJ Advisors Inc. 882 999 +117 +13.27%
Compass Wealth Management LLC 85,870 95,812 +9,942 +11.58%
Wiley BROS. Aintree Capital LLC 12,992 14,373 +1,381 +10.63%
Ballentine Partners LLC 5,558 6,002 +444 +7.99%
Ayrshire Capital Management LLC 58,912 63,242 +4,330 +7.35%
AdvisorNet Financial Inc 552 580 +28 +5.07%
Dynamic Advisor Solutions LLC 4,784 4,988 +204 +4.26%
Integrated Investment Consultants LLC 28,255 28,901 +646 +2.29%
CHICAGO TRUST Co NA 10,383 10,579 +196 +1.89%
First Hawaiian Bank 42,633 42,953 +320 +0.75%
Pinnacle Bank 1,336 1,345 +9 +0.67%
Stableford Capital II LLC 16,051 16,071 +20 +0.12%
13F Filers Reporting New Positions In BUD
MJP Associates Inc. ADV 0 3,500 +3,500 +100%
Westend Capital Management LLC 0 31 +31 +100%
Northwest Investment Counselors LLC 0 1,887 +1,887 +100%
Harbor Investment Advisory LLC 0 4 +4 +100%
Mather Group LLC. 0 303 +303 +100%
First PREMIER Bank 0 21 +21 +100%
Future Financial Wealth Managment LLC 0 1,000 +1,000 +100%
RMR Wealth Builders 0 4,077 +4,077 +100%
Wolff Wiese Magana LLC 0 100 +100 +100%
Piscataqua Savings Bank 0 17 +17 +100%
Allspring Global Investments Holdings LLC 0 1,739 +1,739 +100%
DGS Capital Management LLC 0 4,826 +4,826 +100%
Financial Synergies Wealth Advisors Inc. 0 20 +20 +100%
13F Filers With Unchanged Share Count
Farmers & Merchants Investments Inc. 85 85 UNCH 0.00%
American National Bank 150 150 UNCH 0.00%
St. Johns Investment Management Company LLC 25 25 UNCH 0.00%
Sunbelt Securities Inc. 603 603 UNCH 0.00%
Independence Bank of Kentucky 400 400 UNCH 0.00%
Sound Income Strategies LLC 14 14 UNCH 0.00%
Versant Capital Management Inc 29 29 UNCH 0.00%
Pflug Koory LLC 1,621 1,621 UNCH 0.00%
Burkett Financial Services LLC 100 100 UNCH 0.00%
Insight Financial Services 61 61 UNCH 0.00%
Criterion Capital Advisors LLC 40 40 UNCH 0.00%
Carolina Wealth Advisors LLC 100 100 UNCH 0.00%
CVA Family Office LLC 6 6 UNCH 0.00%
Iron Horse Wealth Management LLC 12 12 UNCH 0.00%
SOA Wealth Advisors LLC. 406 406 UNCH 0.00%
City State Bank 50 50 UNCH 0.00%
Armstrong Advisory Group Inc. 1,692 1,692 UNCH 0.00%
Coston McIsaac & Partners 11 11 UNCH 0.00%
Fortitude Family Office LLC 58 58 UNCH 0.00%
13F Filers Decreasing BUD Share Count
Toth Financial Advisory Corp 175 25 -150 -85.71%
Thomasville National Bank 9,639 4,058 -5,581 -57.90%
GoalVest Advisory LLC 1,035 500 -535 -51.69%
Salem Investment Counselors Inc. 291 141 -150 -51.55%
CWM LLC 6,731 5,066 -1,665 -24.74%
NBC Securities Inc. 4,361 3,423 -938 -21.51%
Atlas Capital Advisors LLC 385 309 -76 -19.74%
Hexagon Capital Partners LLC 2,092 1,844 -248 -11.85%
GAMMA Investing LLC 1,041 954 -87 -8.36%
Founders Financial Securities LLC 17,118 16,029 -1,089 -6.36%
Park Avenue Securities LLC 66,593 62,398 -4,195 -6.30%
Jacobs & Co. CA 49,185 46,545 -2,640 -5.37%
Citadel Investment Advisory Inc. 24,831 23,566 -1,265 -5.09%
626 Financial LLC 6,885 6,710 -175 -2.54%
Cedar Brook Financial Partners LLC 4,603 4,527 -76 -1.65%
LVW Advisors LLC 5,563 5,479 -84 -1.51%
Wealth Enhancement Advisory Services LLC 65,644 64,664 -980 -1.49%
Brookstone Capital Management 3,426 3,382 -44 -1.28%
Douglas Lane & Associates LLC 1,296,506 1,282,880 -13,626 -1.05%
Beach Investment Counsel Inc. PA 61,470 61,469 -1 -0.00%
13F Filers Exiting BUD
Bruce G. Allen Investments LLC 49 0 -49 -100.00%
Cedrus LLC 3,522 0 -3,522 -100.00%
McGlone Suttner Wealth Management Inc. 33 0 -33 -100.00%
Lockerman Financial Group Inc. 3,200 0 -3,200 -100.00%
International Assets Investment Management LLC 3,272 0 -3,272 -100.00%
Founders Capital Management 100 0 -100 -100.00%
Ausdal Financial Partners Inc. 3,121 0 -3,121 -100.00%
Clarius Group LLC 3,230 0 -3,230 -100.00%
Stratos Wealth Partners LTD. 11,831 0 -11,831 -100.00%
Financial Management Professionals Inc. 105 0 -105 -100.00%
Weiss Multi Strategy Advisers LLC 145,245 0 -145,245 -100.00%
M&R Capital Management Inc. 2,964 0 -2,964 -100.00%
City Holding Co. 50 0 -50 -100.00%

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

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