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No upcoming ex-dividend date announced
No 8-K filings in the last 30 days.
4 top institutions tracked
Sentiment: unknown
No recent insider trades detected.
Red flags: 0
71 filers reported a long position in BSMW for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
| Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|
| MORGAN STANLEY | $13M | 516.9K | +11.3% |
| LPL Financial LLC | $11.5M | 459K | +8.8% |
| Stratos Wealth Advisors, LLC | $7.1M | 281.5K | +18% |
| Lido Advisors, LLC | $7M | 279.3K | +159.6% |
| Atlantic Union Bankshares Corp | $6.9M | 274.1K | +21.3% |
| WELLS FARGO & COMPANY/MN | $5.9M | 233.5K | -1.5% |
| BANK OF AMERICA CORP /DE/ | $5.7M | 228.4K | +15% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $5M | 197.3K | -7.2% |
| PRECEDENT WEALTH PARTNERS, LLC | $4.4M | 173.2K | +7.3% |
| Invesco Ltd. | $4.3M | 172.9K | +2% |
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