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No upcoming ex-dividend date announced
No 8-K filings in the last 30 days.
1 top institutions tracked
Last 13F trend: unchanged (light)
Unlock crowding heatmapUnlock filer discoverySentiment: unknown
No recent insider trades detected.
Red flags: 0
54 filers reported a long position in BSMY for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
| Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $7.5M | 303.5K | -7.4% |
| RAYMOND JAMES FINANCIAL INC | $6.9M | 280.4K | -1.6% |
| LPL Financial LLC | $6.9M | 279.1K | +12% |
| BCS Wealth Management | $5.8M | 235K | +1.5% |
| Atlantic Union Bankshares Corp | $4.8M | 192.7K | +29.9% |
| Lido Advisors, LLC | $3.5M | 140.2K | New |
| Hills Bank & Trust Co | $3.3M | 134.1K | +21.7% |
| NESTEGG ADVISORS, INC. | $3.1M | 124K | +58.1% |
| BANK OF AMERICA CORP /DE/ | $3M | 122.6K | +5.7% |
| Envision Financial Planning, LLC | $3M | 122.5K | +6.5% |
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