HoldingsChannel.com
| Filer | 9/30/2023 Share Count | 12/31/2023 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing BWMX Share Count | ||||
| Bank of America Corp DE | 15 | 454 | +439 | +2926.67% |
| UBS Group AG | 139 | 2,238 | +2,099 | +1510.07% |
| Lazard Asset Management LLC | 1,394 | 9,017 | +7,623 | +546.84% |
| Qube Research & Technologies Ltd | 131 | 500 | +369 | +281.68% |
| Morgan Stanley | 61,306 | 127,617 | +66,311 | +108.16% |
| Citadel Advisors LLC | 8,842 | 16,672 | +7,830 | +88.55% |
| Squarepoint Ops LLC | 21,212 | 31,782 | +10,570 | +49.83% |
| Sagil Capital LLP | 53,534 | 73,534 | +20,000 | +37.36% |
| O Shaughnessy Asset Management LLC | 49,613 | 67,296 | +17,683 | +35.64% |
| Commonwealth Equity Services LLC | 33,000 | 37,428 | +4,428 | +13.42% |
| State Street Corp | 71,233 | 76,201 | +4,968 | +6.97% |
| 13F Filers Reporting New Positions In BWMX | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| D.A. Davidson & CO. | 0 | 29,120 | +29,120 | +100% |
| Simplex Trading LLC | 0 | 84 | +84 | +100% |
| CWA Asset Management Group LLC | 0 | 33,485 | +33,485 | +100% |
| EverSource Wealth Advisors LLC | 0 | 54 | +54 | +100% |
| Ronald Blue Trust Inc. | 0 | 681 | +681 | +100% |
| Arlington Trust Co LLC | 0 | 104 | +104 | +100% |
| Frazier Financial Advisors LLC | 0 | 58 | +58 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| BlackRock Inc. | 928 | 928 | UNCH | 0.00% |
| Geneos Wealth Management Inc. | 300 | 300 | UNCH | 0.00% |
| 13F Filers Decreasing BWMX Share Count | ||||
| Advisor Group Holdings Inc. | 5,668 | 386 | -5,282 | -93.19% |
| Tower Research Capital LLC TRC | 696 | 142 | -554 | -79.60% |
| Millennium Management LLC | 45,542 | 13,943 | -31,599 | -69.38% |
| Acadian Asset Management LLC | 33,889 | 11,006 | -22,883 | -67.52% |
| GWM Advisors LLC | 408 | 137 | -271 | -66.42% |
| Royal Bank of Canada | 479 | 381 | -98 | -20.46% |
| Geode Capital Management LLC | 27,400 | 26,794 | -606 | -2.21% |
| Mmbg Investment Advisors CO. | 4,160,965 | 4,141,465 | -19,500 | -0.47% |
| Renaissance Technologies LLC | 43,200 | 43,000 | -200 | -0.46% |
| 13F Filers Exiting BWMX | ||||
| Commons Capital LLC | 26,215 | 0 | -26,215 | -100.00% |
| Diametric Capital LP | 20,861 | 0 | -20,861 | -100.00% |
| Quadrature Capital Ltd | 35,221 | 0 | -35,221 | -100.00% |
See Summary: Institutional Holders of BWMX
See Details: Top 10 Hedge Funds Holding BWMX
