BSMU

Institutional Ownership

Top 126 Institutional Holders
HolderSharesDateChange% Held
WELLS FARGO & COMPANY/MN513.46KJun 30, 26-5.35K4.20%
LPL Financial LLC465.21KJun 30, 26+30.59K3.80%
Hills Bank & Trust Co405.17KJun 30, 26-55.71K3.31%
MORGAN STANLEY327.56KJun 30, 26-13.40K2.68%
Stratos Wealth Advisors, LLC319.29KJun 30, 26+23.68K2.61%
Invesco Ltd.315.16KJun 30, 26-16.94K2.58%
BANK OF AMERICA CORP /DE/287.76KJun 30, 26+20.20K2.35%
Kathmere Capital Management, LLC275.69KJun 30, 26+275.69K2.25%
HighTower Advisors, LLC275.52KJun 30, 26+66.37K2.25%
Atlantic Union Bankshares Corp251.40KJun 30, 26+48.82K2.05%
UBS Group AG248.85KJun 30, 26-47.13K2.03%
RAYMOND JAMES FINANCIAL INC240.74KJun 30, 26+11.34K1.97%
NewEdge Advisors, LLC217.00KJun 30, 26+4.90K1.77%
Lido Advisors, LLC201.80KJun 30, 26--1.65%
PRECEDENT WEALTH PARTNERS, LLC199.68KJun 30, 26+13.39K1.63%
Legacy Private Trust Co.182.18KJun 30, 26+35.27K1.49%
CENTRAL VALLEY ADVISORS, LLC173.73KJun 30, 26-6.99K1.42%
MONECO Advisors, LLC166.98KJun 30, 26+4.28K1.36%
JONES FINANCIAL COMPANIES LLLP145.75KJun 30, 26+26.93K1.19%
Kestra Advisory Services, LLC136.07KJun 30, 26+6.88K1.11%
Parkway Wealth Management Group, LLC116.37KJun 30, 26+3.18K0.95%
CONFLUENCE INVESTMENT MANAGEMENT LLC114.67KJun 30, 26-8.38K0.94%
ENVESTNET ASSET MANAGEMENT INC112.96KJun 30, 26+7.06K0.92%
Clark Asset Management, LLC112.77KJun 30, 26+23.49K0.92%
Insight Wealth Partners, LLC103.72KJun 30, 26--0.85%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO103.08KJun 30, 26+7.52K0.84%
ADVISOR GROUP HOLDINGS, INC.90.04KJun 30, 26+23.39K0.74%
Envision Financial Planning, LLC82.81KJun 30, 26+2.46K0.68%
Key FInancial Inc81.11KJun 30, 26-32.77K0.66%
VestGen Advisors, LLC76.27KJun 30, 26+11.99K0.62%
COMMONWEALTH EQUITY SERVICES, LLC73.78KJun 30, 26+2.74K0.60%
AE Wealth Management LLC72.69KJun 30, 26-20.19K0.59%
MML INVESTORS SERVICES, LLC70.22KJun 30, 26+13.34K0.57%
Asset Dedication, LLC64.84KJun 30, 26-1.96K0.53%
Integrated Wealth Concepts LLC62.61KJun 30, 26+14.29K0.51%
Farmers National Bank61.62KJun 30, 26+1.02K0.50%
HUNTINGTON NATIONAL BANK57.87KJun 30, 26+12.11K0.47%
Kinetic Wealth Investment Advisors LLC53.77KJun 30, 26+53.77K0.44%
MISSION WEALTH MANAGEMENT, LP50.98KJun 30, 26+50.98K0.42%
SIGNATUREFD, LLC50.30KJun 30, 26--0.41%
Willis Johnson & Associates, Inc.45.35KJun 30, 26+3240.37%
Jacobi Capital Management LLC44.93KJun 30, 26+25.50K0.37%
CAPTRUST FINANCIAL ADVISORS43.81KJun 30, 26+5810.36%
REUTER JAMES WEALTH MANAGEMENT, LLC40.00KJun 30, 26--0.33%
Sarver Vrooman Wealth Advisors39.01KJun 30, 26+770.32%
STIFEL FINANCIAL CORP36.92KJun 30, 26+4.34K0.30%
AlphaStar Capital Management, LLC35.51KJun 30, 26-4040.29%
Paulson Wealth Management Inc.34.28KJun 30, 26+140.28%
Marietta Wealth Management, LLC32.64KJun 30, 26--0.27%
Wedmont Private Capital32.35KJun 30, 26+32.35K0.26%
IMA Wealth, Inc.31.13KJun 30, 26+31.13K0.25%
SAX WEALTH ADVISORS, LLC29.96KJun 30, 26+29.96K0.24%
HOWARD WEALTH MANAGEMENT, LLC28.39KJun 30, 26-2.40K0.23%
Sequoia Financial Advisors, LLC28.25KJun 30, 26--0.23%
ROYAL BANK OF CANADA28.17KJun 30, 26+2.35K0.23%
Garrett Wealth Advisory Group, LLC27.99KJun 30, 26+27.99K0.23%
HARBOUR INVESTMENTS, INC.27.64KJun 30, 26-1.02K0.23%
Meridian Wealth Management, LLC27.41KJun 30, 26--0.22%
TLWM23.84KJun 30, 26--0.19%
Heritage Trust Co23.36KJun 30, 26+1.83K0.19%
Sanctuary Advisors, LLC23.20KJun 30, 26+510.19%
Elequin Securities, LLC22.94KJun 30, 26+22.94K0.19%
IFG Advisory, LLC18.95KJun 30, 26+18.95K0.15%
TCG Advisory Services, LLC18.66KJun 30, 26+8.21K0.15%
Cetera Investment Advisers16.77KJun 30, 26-6460.14%
Wingate Wealth Advisors, Inc.16.72KJun 30, 26+1190.14%
WEDBUSH SECURITIES INC16.05KJun 30, 26+16.05K0.13%
Hobbs Group Advisors, LLC16.03KJun 30, 26-6010.13%
Baird Financial Group, Inc.15.18KJun 30, 26+15.18K0.12%
KESTRA PRIVATE WEALTH SERVICES, LLC15.00KJun 30, 26+15.00K0.12%
Accurate Wealth Management, LLC14.92KJun 30, 26--0.12%
Kohmann Bosshard Financial Services, LLC14.23KJun 30, 26--0.12%
JANE STREET GROUP, LLC14.16KJun 30, 26-3.17K0.12%
Wealthcare Advisory Partners LLC13.55KJun 30, 26-1270.11%
CVFG LLC13.37KJun 30, 26+240.11%
Cambridge Investment Research Advisors, Inc.13.29KJun 30, 26+2.29K0.11%
NESTEGG ADVISORS, INC.11.87KJun 30, 26-11.50K0.10%
Beacon Pointe Advisors, LLC11.53KJun 30, 26--0.09%
OLD MISSION CAPITAL LLC11.52KJun 30, 26+11.52K0.09%
WESPAC Advisors, LLC11.42KJun 30, 26+11.42K0.09%
Capital Analysts, LLC11.37KJun 30, 26-2.34K0.09%
Vestmark Advisory Solutions, Inc.10.94KJun 30, 26--0.09%
Pensionmark Financial Group, LLC10.94KJun 30, 26--0.09%
Prospera Financial Services Inc10.42KJun 30, 26--0.09%
COOKSON PEIRCE & CO INC10.14KJun 30, 26+7520.08%
J.W. COLE ADVISORS, INC.10.05KJun 30, 26+10.05K0.08%
Addison Advisors LLC10.02KJun 30, 26-20.04K0.08%
Anchor Investment Management, LLC10.00KJun 30, 26+3.50K0.08%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV9.95KJun 30, 26--0.08%
Opulen Financial Group LLC9.93KJun 30, 26+580.08%
Gradient Capital Advisors, LLC9.38KJun 30, 26--0.08%
VIRTUE ASSET MANAGEMENT LLC9.28KJun 30, 26+9.28K0.08%
MIDLAND WEALTH ADVISORS LLC9.19KJun 30, 26--0.08%
Crews Bank & Trust9.11KJun 30, 26--0.07%
YANKCOM Partnership7.90KJun 30, 26--0.06%
Knights of Columbus Asset Advisors LLC7.55KJun 30, 26--0.06%
ATLAS CAPITAL ADVISORS LLC7.00KJun 30, 26+7.00K0.06%
NorthAvenue LLC6.79KJun 30, 26--0.06%
Farther Finance Advisors, LLC6.21KJun 30, 26+6300.05%
Larson Financial Group LLC5.42KJun 30, 26-3920.04%
Aptus Capital Advisors, LLC5.22KJun 30, 26-6280.04%
Colonial Trust Advisors3.80KJun 30, 26+3.80K0.03%
Plante Moran Financial Advisors, LLC2.31KJun 30, 26+2.31K0.02%
MERCER GLOBAL ADVISORS INC /ADV2.21KJun 30, 26+2.21K0.02%
First Command Advisory Services, Inc.1.94KJun 30, 26-4.00K0.02%
PRIVATE TRUST CO NA1.66KJun 30, 26+1.66K0.01%
IFP Advisors, Inc1.56KJun 30, 26+1950.01%
HARBOR INVESTMENT ADVISORY, LLC1.40KJun 30, 26--0.01%
PNC FINANCIAL SERVICES GROUP, INC.1.07KJun 30, 26+80.01%
Trust Co307Jun 30, 26-1210.00%
Golden State Equity Partners--Jun 30, 26-6.40K--
Cambridge Financial Group, LLC--Jun 30, 26-17.05K--
Nelson, Van Denburg & Campbell Wealth Management Group, LLC--Jun 30, 26-10.64K--
WFA of San Diego, LLC--Jun 30, 26-1.01K--
CGN Advisors LLC--Jun 30, 26-9.37K--
Horizons Wealth Management25.49KMar 31, 26--0.21%
CWM, LLC--Mar 31, 26-910--
ORG Partners LLC6.40KDec 31, 25--0.05%
Sterling Financial Group, Inc.35.23KSep 30, 25+7.62K0.29%
Pineridge Advisors LLC14.25KSep 30, 25-84.94K0.12%
AVANTAX ADVISORY SERVICES, INC.9.53KJun 30, 25+9.53K0.08%
RAYMOND JAMES & ASSOCIATES32.28KSep 30, 24+1.65K0.26%
COWEN AND COMPANY, LLC12.14KSep 30, 24+12.14K0.10%
Raymond James Financial Services Advisors, Inc.10.83KSep 30, 24+10.83K0.09%
BENJAMIN F. EDWARDS & COMPANY, INC.3.37KJun 30, 24+1500.03%
Farmer Steven Patrick177.40KJun 30, 22+177.40K1.45%
Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.