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Broadstone Net Lease

228 hedge funds and large institutions have $2.47B invested in Broadstone Net Lease in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 90 increasing their positions, 68 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
-18
Holders Change %
-7.32%
% of All Funds
3.65%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
21
Increased
90
Reduced
68
Closed
37
Calls
$1.23M
Puts
$377K
Net Calls
+$850K
Net Calls Change
-$154K
Name Holding Trade Value Shares
Change
Shares
Change %
Fidelity Investments
201
Fidelity Investments
Massachusetts
$74.1K +$10.7K +631 +17%
EWA
202
EverSource Wealth Advisors
Alabama
$61.2K +$2.81K +165 +5%
PA
203
Parallel Advisors
California
$55.8K -$9.25K -544 -14%
FHA
204
First Horizon Advisors
Tennessee
$51.5K
S
205
SignatureFD
Georgia
$50.5K -$7.13K -419 -12%
US Bancorp
206
US Bancorp
Minnesota
$40.9K -$15.8K -928 -28%
Carson Wealth (CWM LLC)
207
Carson Wealth (CWM LLC)
Nebraska
$35K +$206 +12 +0.6%
QL
208
Quarry LP
New York
$22.9K +$17.9K +1,052 +357%
LC
209
Lindbrook Capital
California
$19.7K +$5.15K +303 +35%
C
210
Covestor
United Kingdom
$19K -$61.2K -3,583 -76%
EI
211
Ellevest Inc
New York
$17.9K
TWA
212
TCI Wealth Advisors
Arizona
$16.9K
QCG
213
Quadrant Capital Group
Ohio
$16.7K -$12.2K -719 -42%
AF
214
Allworth Financial
California
$15.7K +$119 +7 +0.8%
HIIFS
215
Harel Insurance Investments & Financial Services
Israel
$9K -$5.73K -350 -39%
BIA
216
Bell Investment Advisors
California
$3.73K +$459 +27 +14%
BTI
217
Blue Trust Inc
Georgia
$2K -$1.09K -54 -35%
Commonwealth Equity Services
218
Commonwealth Equity Services
Massachusetts
$1.71K +$48 +2,803 +3%
FFA
219
Farther Finance Advisors
California
$1.7K
BWL
220
Bogart Wealth LLC
Virginia
$1.62K
WT
221
Washington Trust
Rhode Island
$1.09K
CAM
222
ClariVest Asset Management
California
$1K
CAL
223
Capital Advisors Ltd
Ohio
$1K
RFG
224
RFP Financial Group
Georgia
$970 +$970 +57 New
MPWT
225
MassMutual Private Wealth & Trust
Connecticut
$782