BBT

Beacon Financial Corporation

179 hedge funds and large institutions have $825M invested in Beacon Financial Corporation in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 65 increasing their positions, 63 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
Holders Change %
0%
% of All Funds
2.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
65
Reduced
63
Closed
16
Calls
$23K
Puts
$5K
Net Calls
+$18K
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Osaic Holdings
151
Osaic Holdings
Arizona
$11.7K +$2.55K +112 +28%
CFM
152
Catalyst Funds Management
Australia
$9.12K -$54.7K -2,400 -86%
GKIM
153
GW&K Investment Management
Massachusetts
$9K
LC
154
Lindbrook Capital
California
$8.98K
Fifth Third Bancorp
155
Fifth Third Bancorp
Ohio
$8.07K +$251 +11 +3%
AAG
156
Armstrong Advisory Group
Massachusetts
$7.46K
Nisa Investment Advisors
157
Nisa Investment Advisors
Missouri
$7.41K
QCG
158
Quadrant Capital Group
Ohio
$6.75K
GI
159
GAMMA Investing
California
$6.66K +$1.94K +85 +41%
SAM
160
Smartleaf Asset Management
Massachusetts
$5.19K +$5.19K +234 New
QL
161
Quarry LP
New York
$4.79K -$6.84K -300 -59%
Carson Wealth (CWM LLC)
162
Carson Wealth (CWM LLC)
Nebraska
$4K +$3.48K +146 +664%
EBA
163
Eagle Bay Advisors
New York
$2.94K -$1.62K -71 -36%
PA
164
Parallel Advisors
California
$2.8K +$682 +30 +32%
LFA
165
LGT Financial Advisors
Texas
$2.74K
MPWT
166
MassMutual Private Wealth & Trust
Connecticut
$1.64K
PFBT
167
Parkside Financial Bank & Trust
Missouri
$1.48K -$661 -29 -31%
Russell Investments Group
168
Russell Investments Group
United Kingdom
$1.32K +$1.32K +58 New
MG
169
Mather Group
Illinois
$1.19K +$1.19K +52 New
EWA
170
EverSource Wealth Advisors
Alabama
$1.16K
UB
171
UMB Bank
Missouri
$1.09K +$684 +30 +167%
CAM
172
Creekmur Asset Management
Illinois
$1.03K +$1.03K +45 New
FMII
173
Farmers & Merchants Investments Inc
Nebraska
$707
FRA
174
Front Row Advisors
California
$456
RIL
175
Rothschild Investment LLC
Illinois
$456 +$342 +15 +300%