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Boston Omaha
BOC

Overview Fund Activity

136 hedge funds and large institutions have $299M invested in Boston Omaha in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 42 increasing their positions, 37 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
+16
Holders Change %
+13.33%
% of All Funds
1.99%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
27
Increased
42
Reduced
37
Closed
11
Calls
$437K
Puts
$88K
Net Calls
+$349K
Net Calls Change
+$552K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$4.11M
2
FAM
Fenimore Asset Management
New York
$12.8M
3
BlackRock
BlackRock
New York
$27.1M
4
Marshall Wace
Marshall Wace
United Kingdom
$2.05M
5
ECM
Elgethun Capital Management
South Dakota
$4.99M

Top Sellers

1
GG
Greenwood Gearhart
Arkansas
$10.5K
2
Millennium Management
Millennium Management
New York
$322K
3
GKFF
George Kaiser Family Foundation
Oklahoma
$2.22M
4
ICP
Ironvine Capital Partners
Nebraska
$5.57M
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$11.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$1K -$5.35K -257 -84%
AF
127
Advisornet Financial
Minnesota
$629 – – –
MTIC
128
Missouri Trust & Investment Company
Missouri
$582 – – –
US Bancorp
129
US Bancorp
Minnesota
$551 +$346 +22 +169%
GI
130
GAMMA Investing
California
$542 +$542 +35 New
CSC
131
Caldwell Sutter Capital
California
$488 +$488 +31 New
PA
132
Parallel Advisors
California
$425 +$220 +14 +108%
NSG
133
Nalls Sherbakoff Group
Tennessee
$315 -$315 -20 -50%
WBC
134
West Branch Capital
Massachusetts
$158 – – –
Nisa Investment Advisors
135
Nisa Investment Advisors
Missouri
$142 -$331 -21 -70%
AWS
136
Atria Wealth Solutions
New York
– -$178K -10,889 Closed
YIH
137
Y-Intercept (HK)
Hong Kong
– -$169K -10,335 Closed
Creative Planning
138
Creative Planning
Kansas
– -$165K -10,068 Closed
PTC
139
Private Trust Company
Ohio
– -$10.9K -668 Closed
CA
140
Clearstead Advisors
Ohio
– -$4.59K -280 Closed
PNC Financial Services Group
141
PNC Financial Services Group
Pennsylvania
– -$4.39K -268 Closed
LC
142
Lindbrook Capital
California
– -$3.33K -203 Closed
HL
143
HeadInvest LLC
Maine
– -$2.37K -150 Closed
TCM
144
Tradewinds Capital Management
Washington
– -$1.64K -100 Closed
EWA
145
EverSource Wealth Advisors
Alabama
– -$951 -58 Closed
AWA
146
Authentikos Wealth Advisory
California
– -$656 -40 Closed
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