BWG(BWG)
BWG
Institutional Ownership
Top 61 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| MORGAN STANLEY | 1.76M | Mar 31, 26 | -23.68K | 10.49% |
| Pathstone Holdings, LLC | 1.67M | Mar 31, 26 | +1.89K | 9.96% |
| Allspring Global Investments Holdings, LLC | 740.41K | Mar 31, 26 | -- | 4.41% |
| WELLS FARGO & COMPANY/MN | 468.57K | Mar 31, 26 | -27.57K | 2.79% |
| Shaker Financial Services, LLC | 396.00K | Mar 31, 26 | +87.70K | 2.36% |
| Advisors Asset Management, Inc. | 335.88K | Mar 31, 26 | -111.27K | 2.00% |
| Invesco Ltd. | 189.20K | Mar 31, 26 | +2.73K | 1.13% |
| Private Advisor Group, LLC | 167.74K | Mar 31, 26 | +22.49K | 1.00% |
| STEPHENS INC /AR/ | 158.53K | Mar 31, 26 | +23.22K | 0.94% |
| Matisse Capital | 145.87K | Mar 31, 26 | -- | 0.87% |
| LPL Financial LLC | 145.56K | Mar 31, 26 | +11.98K | 0.87% |
| WOLVERINE ASSET MANAGEMENT LLC | 118.03K | Mar 31, 26 | +118.03K | 0.70% |
| Rareview Capital LLC | 114.31K | Mar 31, 26 | +58.44K | 0.68% |
| RAYMOND JAMES FINANCIAL INC | 88.20K | Mar 31, 26 | +10.02K | 0.53% |
| ROYAL BANK OF CANADA | 81.08K | Mar 31, 26 | +14.24K | 0.48% |
| ENVESTNET ASSET MANAGEMENT INC | 61.18K | Mar 31, 26 | -11.75K | 0.36% |
| Logan Stone Capital, LLC | 43.00K | Mar 31, 26 | +43.00K | 0.26% |
| Alexander Randolph Advisory, Inc. | 41.53K | Mar 31, 26 | -68.03K | 0.25% |
| ECLECTIC ASSOCIATES INC /ADV | 40.93K | Mar 31, 26 | +13.49K | 0.24% |
| GUGGENHEIM CAPITAL LLC | 34.07K | Mar 31, 26 | -60.48K | 0.20% |
| Apollon Wealth Management, LLC | 31.48K | Mar 31, 26 | -- | 0.19% |
| AlphaCore Capital LLC | 31.00K | Mar 31, 26 | -- | 0.18% |
| AMERIPRISE FINANCIAL INC | 24.24K | Mar 31, 26 | -25.21K | 0.14% |
| COMMONWEALTH EQUITY SERVICES, LLC | 19.75K | Mar 31, 26 | +113 | 0.12% |
| Cerity Partners LLC | 19.13K | Mar 31, 26 | -- | 0.11% |
| ADVISOR GROUP HOLDINGS, INC. | 18.88K | Mar 31, 26 | -1.31K | 0.11% |
| Cetera Investment Advisers | 18.37K | Mar 31, 26 | -33.45K | 0.11% |
| OPPENHEIMER & CO INC | 14.27K | Mar 31, 26 | -- | 0.08% |
| UBS Group AG | 12.99K | Mar 31, 26 | -21.04K | 0.08% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12.39K | Mar 31, 26 | -20.13K | 0.07% |
| PFG Investments, LLC | 12.27K | Mar 31, 26 | +91 | 0.07% |
| Pinnacle Wealth Planning Services, Inc. | 2.40K | Mar 31, 26 | -708 | 0.01% |
| FIFTH THIRD BANCORP | 1.99K | Mar 31, 26 | +1.99K | 0.01% |
| WPG Advisers, LLC | 1.50K | Mar 31, 26 | +118 | 0.01% |
| Advisory Services Network, LLC | 1.17K | Mar 31, 26 | +1.17K | 0.01% |
| Steward Partners Investment Advisory, LLC | 1.00K | Mar 31, 26 | -3.40K | 0.01% |
| WHITTIER TRUST CO OF NEVADA INC | 863 | Mar 31, 26 | +863 | 0.01% |
| PRIVATE TRUST CO NA | 703 | Mar 31, 26 | -- | 0.00% |
| Larson Financial Group LLC | 665 | Mar 31, 26 | -- | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 330 | Mar 31, 26 | -- | 0.00% |
| Osbon Capital Management LLC | 323 | Mar 31, 26 | +323 | 0.00% |
| Root Financial Partners, LLC | 320 | Mar 31, 26 | +320 | 0.00% |
| Rockefeller Capital Management L.P. | 316 | Mar 31, 26 | -2.58K | 0.00% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 266 | Mar 31, 26 | +166 | 0.00% |
| HighTower Advisors, LLC | -- | Mar 31, 26 | -10.54K | -- |
| BANK OF AMERICA CORP /DE/ | 379.88K | Dec 31, 25 | -33.10K | 2.26% |
| NewEdge Advisors, LLC | 45.00K | Dec 31, 25 | -2.10K | 0.27% |
| Global Retirement Partners, LLC | 7.02K | Dec 31, 25 | +7.02K | 0.04% |
| COMERICA BANK | 2.03K | Dec 31, 25 | -1.19K | 0.01% |
| WETHERBY ASSET MANAGEMENT INC | 21.08K | Sep 30, 25 | -- | 0.13% |
| RAYMOND JAMES & ASSOCIATES | 72.51K | Sep 30, 24 | -3.00K | 0.43% |
| Cetera Advisors LLC | 27.22K | Mar 31, 24 | +27.22K | 0.16% |
| ADVISOR PARTNERS II, LLC | 195.53K | Sep 30, 23 | +195.53K | 1.16% |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 2.12M | Mar 31, 22 | +248.77K | 12.62% |
| 6 Meridian | 25.07K | Dec 31, 21 | -1.91K | 0.15% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 46.80K | Sep 30, 21 | +11.40K | 0.28% |
| First Allied Advisory Services, Inc. | 12.13K | Sep 30, 20 | -363 | 0.07% |
| Advisor Group, Inc. | 32.26K | Dec 31, 19 | +23.76K | 0.19% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 18.04K | Dec 31, 19 | -1.26K | 0.11% |
| BB&T SECURITIES, LLC | 19.38K | Sep 30, 19 | -754 | 0.12% |
| FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 624.00K | Dec 31, 18 | +128.67K | 3.72% |