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Institutional Holders of BGB

There is a long list of 95 institutional holders of BGB within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of BGB by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-BGB table below, the initial column indicates the name of each top institutional holder of BGB, with a link to that fund's top holdings. The next columns indicate the amount of BGB stock held by each of the institutional holders of BGB, followed by the BGB position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Coastal Bridge Advisors LLC4,012,202$45,418 12/31/2023
     BGB4,012,202$45,418 12/31/2023
Morgan Stanley2,272,330$25,723 12/31/2023
     BGB2,272,330$25,723 12/31/2023
Sit Investment Associates Inc.1,388,670$15,720 12/31/2023
     BGB1,388,670$15,720 12/31/2023
Pathstone Holdings LLC1,205,589$13,647 12/31/2023
     BGB1,205,589$13,647 12/31/2023
Bank of America Corp DE1,124,425$12,728 12/31/2023
     BGB1,124,425$12,728 12/31/2023
Wells Fargo & Company MN1,115,569$12,628 12/31/2023
     BGB1,115,569$12,628 12/31/2023
Penserra Capital Management LLC1,080,697$12,233 12/31/2023
     BGB1,080,697$12,233 12/31/2023
City of London Investment Management Co. Ltd.1,040,208$11,775 12/31/2023
     BGB1,040,208$11,775 12/31/2023
Rivernorth Capital Management LLC973,294$11,018 12/31/2023
     BGB973,294$11,018 12/31/2023
Guggenheim Capital LLC714,676$8,090 12/31/2023
     BGB714,676$8,090 12/31/2023
Integrated Wealth Concepts LLC690,942$7,821 12/31/2023
     BGB690,942$7,821 12/31/2023
HighTower Advisors LLC385,674$4,360 12/31/2023
     BGB385,674$4,360 12/31/2023
Commonwealth Equity Services LLC318,521$3,606 12/31/2023
     BGB318,521$3,606 12/31/2023
Transcend Wealth Collective LLC291,854$3,304 12/31/2023
     BGB291,854$3,304 12/31/2023
Merit Financial Group LLC261,812$2,964 12/31/2023
     BGB261,812$2,964 12/31/2023
Vivaldi Capital Management LLC250,817$2,912 12/31/2023
     BGB250,817$2,912 12/31/2023
LPL Financial LLC252,186$2,855 12/31/2023
     BGB252,186$2,855 12/31/2023
Capital Investment Advisors LLC226,975$2,701 03/31/2024
     BGB226,975$2,701 03/31/2024
Next Capital Management LLC236,459$2,677 12/31/2023
     BGB236,459$2,677 12/31/2023
UBS Group AG194,703$2,204 12/31/2023
     BGB194,703$2,204 12/31/2023
Thrivent Financial for Lutherans183,726$2,080 12/31/2023
     BGB183,726$2,080 12/31/2023
Alpine Global Management LLC180,556$2,044 12/31/2023
     BGB180,556$2,044 12/31/2023
Thomas J. Herzfeld Advisors Inc.172,803$1,956 12/31/2023
     BGB172,803$1,956 12/31/2023
Advisors Asset Management Inc.171,804$1,945 12/31/2023
     BGB171,804$1,945 12/31/2023
CNH Partners LLC166,112$1,880 12/31/2023
     BGB166,112$1,880 12/31/2023
Invesco Ltd.161,485$1,828 12/31/2023
     BGB161,485$1,828 12/31/2023
Raymond James & Associates141,878$1,688 03/31/2024
     BGB141,878$1,688 03/31/2024
First Trust Advisors LP143,628$1,626 12/31/2023
     BGB143,628$1,626 12/31/2023
Advisor Group Holdings Inc.133,769$1,514 12/31/2023
     BGB133,769$1,514 12/31/2023
Envestnet Asset Management Inc.132,271$1,497 12/31/2023
     BGB132,271$1,497 12/31/2023
Robinson Capital Management LLC125,361$1,419 12/31/2023
     BGB125,361$1,419 12/31/2023
Steward Partners Investment Advisory LLC122,124$1,382 12/31/2023
     BGB122,124$1,382 12/31/2023
Bulldog Investors LLC121,405$1,374 12/31/2023
     BGB121,405$1,374 12/31/2023
Cresset Asset Management LLC113,540$1,285 12/31/2023
     BGB113,540$1,285 12/31/2023
Toroso Investments LLC105,989$1,200 12/31/2023
     BGB105,989$1,200 12/31/2023
Westchester Capital Management LLC103,171$1,168 12/31/2023
     BGB103,171$1,168 12/31/2023
Tranquility Partners LLC100,493$1,138 12/31/2023
     BGB100,493$1,138 12/31/2023
Landscape Capital Management L.L.C.92,034$1,042 12/31/2023
     BGB92,034$1,042 12/31/2023
Riverbridge Partners LLC89,334$1,011 12/31/2023
     BGB89,334$1,011 12/31/2023
Cetera Investment Advisers86,435$978 12/31/2023
     BGB86,435$978 12/31/2023
GWM Advisors LLC82,684$944 12/31/2023
     BGB82,684$944 12/31/2023
Almitas Capital LLC80,158$907 12/31/2023
     BGB80,158$907 12/31/2023
Raymond James Financial Services Advisors Inc.63,395$754 03/31/2024
     BGB63,395$754 03/31/2024
Oder Investment Management LLC66,613$754 12/31/2023
     BGB66,613$754 12/31/2023
Selway Asset Management60,105$715 03/31/2024
     BGB60,105$715 03/31/2024
FourThought Financial Partners LLC60,676$687 12/31/2023
     BGB60,676$687 12/31/2023
Stolper Co55,460$660 03/31/2024
     BGB55,460$660 03/31/2024
Advisory Services Network LLC51,784$586 12/31/2023
     BGB51,784$586 12/31/2023
Stifel Financial Corp50,336$570 12/31/2023
     BGB50,336$570 12/31/2023
Invictus Private Wealth LLC45,485$515 12/31/2023
     BGB45,485$515 12/31/2023

See All: Funds Holding BGB
See Details: Top 10 Hedge Funds Holding BGB
Also See: BGB Insider Buying
Also See: BGB Holdings Changes

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