HoldingsChannel.com
| Filer | 9/30/2023 Share Count | 12/31/2023 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing BYM Share Count | ||||
| JPMorgan Chase & Co. | 348 | 9,485 | +9,137 | +2625.57% |
| Landscape Capital Management L.L.C. | 15,133 | 57,051 | +41,918 | +277.00% |
| Ameriprise Financial Inc. | 15,592 | 34,964 | +19,372 | +124.24% |
| UBS Group AG | 67,962 | 113,055 | +45,093 | +66.35% |
| Northwestern Mutual Wealth Management Co. | 3,685 | 6,071 | +2,386 | +64.75% |
| Robinson Capital Management LLC | 169,075 | 250,849 | +81,774 | +48.37% |
| Bank of Montreal Can | 30,652 | 38,547 | +7,895 | +25.76% |
| Rivernorth Capital Management LLC | 732,102 | 868,966 | +136,864 | +18.69% |
| UMB Bank N A MO | 2,131 | 2,500 | +369 | +17.32% |
| Comerica Bank | 36,046 | 41,797 | +5,751 | +15.95% |
| CNH Partners LLC | 213,397 | 247,392 | +33,995 | +15.93% |
| Guggenheim Capital LLC | 525,004 | 596,027 | +71,023 | +13.53% |
| Americana Partners LLC | 1,110,211 | 1,260,234 | +150,023 | +13.51% |
| Fiera Capital Corp | 496,268 | 562,973 | +66,705 | +13.44% |
| Raymond James Financial Services Advisors Inc. | 19,696 | 22,127 | +2,431 | +12.34% |
| Van ECK Associates Corp | 173,364 | 194,277 | +20,913 | +12.06% |
| Simon Quick Advisors LLC | 10,978 | 12,262 | +1,284 | +11.70% |
| Advisors Asset Management Inc. | 131,954 | 142,110 | +10,156 | +7.70% |
| Raymond James & Associates | 33,729 | 35,813 | +2,084 | +6.18% |
| Melone Private Wealth LLC | 160,724 | 163,762 | +3,038 | +1.89% |
| Wells Fargo & Company MN | 541,581 | 547,293 | +5,712 | +1.05% |
| Allegheny Financial Group LTD | 135,504 | 136,327 | +823 | +0.61% |
| 13F Filers Reporting New Positions In BYM | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| Mackay Shields LLC | 0 | 25,610 | +25,610 | +100% |
| FMR LLC | 0 | 1 | +1 | +100% |
| Harbour Investments Inc. | 0 | 1,199 | +1,199 | +100% |
| City of London Investment Management Co. Ltd. | 0 | 69,187 | +69,187 | +100% |
| Moody National Bank Trust Division | 0 | 10,820 | +10,820 | +100% |
| Weiss Asset Management LP | 0 | 14,686 | +14,686 | +100% |
| Gradient Investments LLC | 0 | 1,000 | +1,000 | +100% |
| Advisory Services Network LLC | 0 | 2,700 | +2,700 | +100% |
| Fort Point Capital Partners LLC | 0 | 16,671 | +16,671 | +100% |
| Aptus Capital Advisors LLC | 0 | 14,673 | +14,673 | +100% |
| Summit Trail Advisors LLC | 0 | 11,523 | +11,523 | +100% |
| Tyche Wealth Partners LLC | 0 | 40,964 | +40,964 | +100% |
| LM Advisors LLC | 0 | 161,959 | +161,959 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| US Bancorp DE | 3,907 | 3,907 | UNCH | 0.00% |
| Cullen Frost Bankers Inc. | 3,256 | 3,256 | UNCH | 0.00% |
| Truist Financial Corp | 12,625 | 12,625 | UNCH | 0.00% |
| The PNC Financial Services Group Inc. | 9,077 | 9,077 | UNCH | 0.00% |
| Sit Investment Associates Inc. | 26,416 | 26,416 | UNCH | 0.00% |
| Indiana Trust & Investment Management CO | 98,118 | 98,118 | UNCH | 0.00% |
| Benjamin F. Edwards & Company Inc. | 3,300 | 3,300 | UNCH | 0.00% |
| Neuberger Berman Group LLC | 12,001 | 12,001 | UNCH | 0.00% |
| Perkins Coie Trust Co | 1,904 | 1,904 | UNCH | 0.00% |
| Bartlett & Co. LLC | 2,000 | 2,000 | UNCH | 0.00% |
| Pinnacle Bank | 3,000 | 3,000 | UNCH | 0.00% |
| Steward Partners Investment Advisory LLC | 2,585 | 2,585 | UNCH | 0.00% |
| Geneos Wealth Management Inc. | 700 | 700 | UNCH | 0.00% |
| Hexagon Capital Partners LLC | 633 | 633 | UNCH | 0.00% |
| Woodward Diversified Capital LLC | 15,000 | 15,000 | UNCH | 0.00% |
| Ronald Blue Trust Inc. | 1,334 | 1,334 | UNCH | 0.00% |
| Spire Wealth Management | 566 | 566 | UNCH | 0.00% |
| Bartlett & CO. Wealth Management LLC | 2,000 | 2,000 | UNCH | 0.00% |
| 13F Filers Decreasing BYM Share Count | ||||
| Covenant Asset Management LLC | 54,155 | 17,225 | -36,930 | -68.19% |
| Stifel Financial Corp | 362,970 | 180,332 | -182,638 | -50.32% |
| Hennion & Walsh Asset Management Inc. | 480,018 | 305,904 | -174,114 | -36.27% |
| Invesco Ltd. | 90,234 | 62,017 | -28,217 | -31.27% |
| Bank of America Corp DE | 59,574 | 41,673 | -17,901 | -30.05% |
| Advisor Group Holdings Inc. | 11,295 | 8,295 | -3,000 | -26.56% |
| Wedbush Securities Inc. | 23,008 | 18,075 | -4,933 | -21.44% |
| Logan Stone Capital LLC | 259,466 | 219,123 | -40,343 | -15.55% |
| LPL Financial LLC | 83,266 | 73,700 | -9,566 | -11.49% |
| Capital Investment Advisors LLC | 25,361 | 22,466 | -2,895 | -11.42% |
| Greytown Advisors Inc. | 106,266 | 98,183 | -8,083 | -7.61% |
| Morgan Stanley | 1,335,528 | 1,263,924 | -71,604 | -5.36% |
| Royal Bank of Canada | 46,352 | 46,094 | -258 | -0.56% |
| 13F Filers Exiting BYM | ||||
| FNY Investment Advisers LLC | 900 | 0 | -900 | -100.00% |
| We Are One Seven LLC | 13,751 | 0 | -13,751 | -100.00% |
| Stonebridge Capital Advisors LLC | 833 | 0 | -833 | -100.00% |
| Oakworth Capital Inc. | 4,655 | 0 | -4,655 | -100.00% |
| Susquehanna International Group LLP | 17,553 | 0 | -17,553 | -100.00% |
| Wolverine Asset Management LLC | 1,162 | 0 | -1,162 | -100.00% |
| Karpus Management Inc. | 196,146 | 0 | -196,146 | -100.00% |
| Fisher Asset Management LLC | 12,000 | 0 | -12,000 | -100.00% |
| Commonwealth Equity Services LLC | 12,701 | 0 | -12,701 | -100.00% |
See Summary: Institutional Holders of BYM
See Details: Top 10 Hedge Funds Holding BYM
Also See: BYM Insider Buying
