How many institutions own BHK stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own BHK shares is 122, representing 51.73% of the company's common stock.

Who are the major shareholders selling BlackRock Core Bond Trust stock?

PATTEN GROUP, INC., in the last quarter, reduced its stake in BHK by -7.24% restricting it's holding to 66.17 thousand shares of worth nearly $657.74K. CAPITAL INVESTMENT ADVISORS, LLC also lessened -2.31% of the BHK shares from its portfolio, reducing its holding to 108.38 thousand shares of worth $1.08M. ROYAL BANK OF CANADA also shunned BHK shares holding by -13.21% last quarter which brought its holding to 82.12 thousand shares worth $816.00K.

Investors who are buying BHK stock?

As per its latest 13F filing, ODER INVESTMENT MANAGEMENT, LLC increased its stake in BHK by 7.43% in the last quarter. The institutional holder raised its holding to 66.75 thousand shares having worth more than $663.53K. PROVISE MANAGEMENT GROUP, LLC also added 0.17% more shares of BHK to its portfolio, raising its holding to 120.05 thousand shares of worth $1.19M. MELFA WEALTH MANAGEMENT, LLC also increased its BHK shares holding by 15.07% which brought its holding to 122.73 thousand shares worth $1.22M.

BHK's major insiders: who are they?

The insider with the most stakes in BHK is Castellano Michael J , director at the company. Additionally, BHK stock is highly held by director GABBAY HENRY and director Beckwith George Nicholas III among others.

Did an insider recently sell BHK stock?

Company executives, directors, and other insiders own N/A percent of BlackRock Core Bond Trust's stock. Within the last six months, there have been 0 transaction(s) in which BHK insiders have sold stock, totaling 0 shares. Insiders that have sold shares include KESTER W CARL, MACLELLAN SCOTT, and CAVANAGH RICHARD.

Which insider recently purchased BHK stock?

There have been 0 transaction(s) during the past 6-months in which BlackRock Core Bond Trust insiders have bought stock, totalling 0 shares

How much of BHK does insiders own?

Around 0 BlackRock Core Bond Trust shares are held by insiders, which represents about N/A of BHK stock.

Who is the insider with the largest stake?

BHK director, Castellano Michael J holds the largest portfolio of the company's shares. BHK shares owned by Castellano total nearly 700.

Which institution holds the most shares in BHK?

PATTEN GROUP, INC. is the largest institutional owner in BHK which holds 66.17 thousand shares worth $657.74K or 0.09% of the total BHK shares outstanding followed by ODER INVESTMENT MANAGEMENT, LLC with ownership of 66.75 thousand shares representing 0.09% of the BHK ownership. CAPITAL INVESTMENT ADVISORS, LLC is the third largest stakeholder with 108.38 thousand shares or 0.15% of the ownership worth more than $1.08M.

Is BlackRock Core Bond Trust stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the BHK is concerned, it is a stock which is not optionable.

Is there a short position on BHK's shares?

Number of BHK shares short is null. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding BHK shares are there?

As of today, null shares of BHK are outstanding.

Is there many float in BHK stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, BHK has null shares in float.

BHK short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for BHK is null.

BlackRock Core Bond Trust (BHK) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableNo

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

N/A Percentage of Shares held by All Insiders

51.73% Percentage of Shares held by All Institutions

51.73% Percentage of Float held by Institutions

122

Number of Institutions Holding Shares

Institutional Ownership

About 51.73% of BHK shares are held by financial institutions. PATTEN GROUP, INC. is the top corporate investor, holding 66.17K shares valued at $657.74K. A 0.09% stake in BlackRock Core Bond Trust is owned by the company. ODER INVESTMENT MANAGEMENT, LLC owns 66.75K shares valued at $663.53K, which translates its holding of 0.09% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	PATTEN GROUP, INC.	0.09%	66.17K	657.74K	-5.17K	-7.24%
Sep 30, 2025	ODER INVESTMENT MANAGEMENT, LLC	0.09%	66.75K	663.53K	4.61K	+7.43%
Sep 30, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.15%	108.38K	1.08M	-2.56K	-2.31%
Sep 30, 2025	PROVISE MANAGEMENT GROUP, LLC	0.17%	120.05K	1.19M	199	+0.17%
Sep 30, 2025	MELFA WEALTH MANAGEMENT, LLC	0.17%	122.73K	1.22M	16.08K	+15.07%
Sep 30, 2025	PRIVATE TRUST CO NA	0.18%	129.92K	1.29M	15K	+13.05%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.1%	72.54K	721K	11.77K	+19.37%
Sep 30, 2025	MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.	0.1%	74.17K	737.26K	154	+0.21%
Sep 30, 2025	ROYAL BANK OF CANADA	0.11%	82.12K	816K	-12.5K	-13.21%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.13%	96.9K	963K	28.37K	+41.40%
Sep 30, 2025	SOWELL FINANCIAL SERVICES LLC	0.09%	63.3K	629.19K	60	+0.09%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.09%	63.48K	630.96K	-6.09K	-8.75%
Sep 30, 2025	JANE STREET GROUP, LLC	0.2%	141.15K	1.4M	116.81K	+479.78%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.3%	218.28K	2.12M	-3.95K	-1.78%
Sep 30, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.34%	248.25K	2.47M	226.09K	+1,020.54%
Sep 30, 2025	CLARITY FINANCIAL LLC	0.06%	40.01K	397.68K	0	0
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.06%	41.61K	413.63K	74	+0.18%
Sep 30, 2025	QUADRATURE CAPITAL LTD	0.02%	12.53K	124.78K	12.53K	+100.00%
Sep 30, 2025	UNCOMMON CENTS INVESTING LLC	0.02%	13.28K	132.01K	13.28K	+100.00%
Sep 30, 2025	GILMAN HILL ASSET MANAGEMENT, LLC	0.02%	14.13K	140.4K	14.13K	+100.00%
Sep 30, 2025	CLARO ADVISORS LLC	0.02%	14.48K	143.91K	14.48K	+100.00%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.02%	15.68K	155.81K	-3.64K	-18.85%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.02%	16.93K	168.32K	1.5K	+9.72%
Sep 30, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.02%	17.32K	168.84K	0	0
Sep 30, 2025	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.03%	18.88K	187.66K	0	0
Sep 30, 2025	CARY STREET PARTNERS FINANCIAL LLC	0.03%	19.94K	198.18K	976	+5.15%
Sep 30, 2025	KOVACK ADVISORS, INC.	0.03%	20.72K	205.96K	80	+0.39%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.03%	20.85K	207.24K	7.81K	+59.86%
Sep 30, 2025	SHULMAN DEMEO ASSET MANAGEMENT LLC	0.03%	24.01K	238.65K	-1.41K	-5.56%
Sep 30, 2025	SHAKER FINANCIAL SERVICES, LLC	0.03%	24.2K	240.55K	24.2K	+100.00%
Sep 30, 2025	B. RILEY WEALTH ADVISORS, INC.	0.03%	24.55K	243.98K	-1.8K	-6.83%
Sep 30, 2025	RAMIAH INVESTMENT GROUP	0.04%	26.28K	261.18K	26.28K	+100.00%
Sep 30, 2025	INTELLUS ADVISORS LLC	0.04%	28.93K	287.61K	9.59K	+49.60%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.52%	374.31K	3.72M	-89.31K	-19.26%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.56%	402.14K	4M	-1.59K	-0.39%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.57%	411.24K	4.09M	31.13K	+8.19%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.64%	462.24K	4.59M	-63.55K	-12.09%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.91%	659.18K	6.55M	88.86K	+15.58%
Sep 30, 2025	TOLLESON WEALTH MANAGEMENT, INC.	0.04%	29.55K	293.71K	0	0
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.06%	39.72K	394.8K	-6.3K	-13.69%
Sep 30, 2025	NWF ADVISORY SERVICES INC.	0.09%	67.25K	668.47K	-42.8K	-38.89%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.14%	98.45K	995.31K	5.06K	+5.42%
Sep 30, 2025	IBEX WEALTH ADVISORS	0.14%	103.53K	1.03M	-633	-0.61%
Sep 30, 2025	STONEX GROUP INC.	0.22%	156.44K	1.55M	626	+0.40%
Sep 30, 2025	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	0.29%	208.93K	2.08M	208.93K	+100.00%
Sep 30, 2025	CONSOLIDATED PORTFOLIO REVIEW CORP	0.37%	265.87K	2.64M	92.56K	+53.40%
Sep 30, 2025	FIERA CAPITAL CORP	0.37%	267.76K	2.66M	46.59K	+21.07%
Sep 30, 2025	RAREVIEW CAPITAL LLC	0.08%	55.31K	537.59K	0	0
Sep 30, 2025	ACCEL WEALTH MANAGEMENT	0.09%	62.49K	621.1K	-2.5K	-3.84%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.24%	171.39K	1.7M	-45.08K	-20.83%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.25%	179.1K	1.78M	6.95K	+4.04%
Sep 30, 2025	ABSOLUTE INVESTMENT ADVISERS, LLC	0.48%	348.75K	3.47M	-43.3K	-11.04%
Sep 30, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.51%	368.01K	3.66M	12.94K	+3.64%
Sep 30, 2025	POLAR ASSET MANAGEMENT PARTNERS INC.	1.09%	790.27K	7.86M	18K	+2.33%
Sep 30, 2025	INVESCO LTD.	1.23%	888.55K	8.83M	415.91K	+88.00%
Sep 30, 2025	LPL FINANCIAL LLC	1.44%	1.04M	10.35M	-303.42K	-22.57%
Sep 30, 2025	GUGGENHEIM CAPITAL LLC	1.59%	1.14M	11.38M	196.96K	+20.78%
Sep 30, 2025	UBS GROUP AG	1.87%	1.35M	13.45M	101.64K	+8.12%
Sep 30, 2025	KARPUS MANAGEMENT, INC.	2.68%	1.94M	19.25M	-49.17K	-2.48%
Sep 30, 2025	MORGAN STANLEY	3.05%	2.2M	21.89M	-13.98K	-0.63%
Sep 30, 2025	SIT INVESTMENT ASSOCIATES INC	14.94%	10.79M	107.24M	736.83K	+7.33%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.04%	29.34K	291.68M	4.62K	+18.68%
Sep 30, 2025	ELLIS INVESTMENT PARTNERS, LLC	0.04%	29.55K	293.7K	-14.96K	-33.61%
Sep 30, 2025	COMERICA BANK	0.12%	84.82K	843.07K	1.85K	+2.23%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.07%	51.31K	510K	51.31K	+100.00%
Sep 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.07%	53.43K	531K	0	0
Sep 30, 2025	TCG ADVISORY SERVICES, LLC	0.09%	67.78K	673.68K	30.56K	+82.12%
Sep 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.1%	69.61K	691.95K	3.13K	+4.71%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.32%	172.15K	1.67M	9.67K	+5.95%
Jun 30, 2025	YAKIRA CAPITAL MANAGEMENT, INC.	0.4%	214.58K	2.09M	214.58K	+100.00%
Jun 30, 2025	FIERA CAPITAL CORP	0.41%	221.17K	2.15M	-4.02K	-1.79%
Jun 30, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.66%	355.08K	3.45M	43.2K	+13.85%
Jun 30, 2025	POLAR ASSET MANAGEMENT PARTNERS INC.	1.43%	772.27K	7.51M	772.27K	+100.00%
Jun 30, 2025	KARPUS MANAGEMENT, INC.	3.67%	1.99M	19.31M	1.99M	+100.00%
Jun 30, 2025	MORGAN STANLEY	4.09%	2.22M	21.54M	-65.38K	-2.87%
Jun 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.04%	20.2K	193.68K	0	0
Jun 30, 2025	KOVACK ADVISORS, INC.	0.04%	20.64K	200.62K	30	+0.15%
Jun 30, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.04%	22.15K	215.34K	22.15K	+100.00%
Jun 30, 2025	MORSE ASSET MANAGEMENT, INC	0.04%	23.33K	226.8K	11.63K	+99.43%
Jun 30, 2025	WAVERLY ADVISORS, LLC	0.05%	24.63K	239.39K	-610	-2.42%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.05%	24.73K	240K	24.73K	+100.00%
Jun 30, 2025	SHULMAN DEMEO ASSET MANAGEMENT LLC	0.05%	25.42K	247.1K	-131	-0.51%
Jun 30, 2025	B. RILEY WEALTH ADVISORS, INC.	0.05%	26.35K	256.07K	26.35K	+100.00%
Jun 30, 2025	VALLEY FINANCIAL GROUP, INC.	0.05%	29.28K	284.64K	0	0
Jun 30, 2025	TOLLESON WEALTH MANAGEMENT, INC.	0.05%	29.55K	287K	0	0
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.7%	380.12K	3.69M	-26.61K	-6.54%
Jun 30, 2025	LPL FINANCIAL LLC	2.48%	1.34M	13.07M	33.17K	+2.53%
Jun 30, 2025	UBS GROUP AG	2.31%	1.25M	12.16M	-27.68K	-2.16%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.05%	570.32K	5.54M	81.98K	+16.79%
Jun 30, 2025	INVESCO LTD.	0.87%	472.64K	4.59M	88.12K	+22.92%
Jun 30, 2025	FAMILY FIRM, INC.	0.45%	241.26K	2.35M	12.1K	+5.28%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.4%	216.47K	2.1M	71.84K	+49.67%
Jun 30, 2025	PATTEN GROUP, INC.	0.13%	71.34K	693.42K	-2.05K	-2.80%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.13%	69.57K	676.19K	20.64K	+42.19%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.13%	68.53K	666K	21.92K	+47.02%
Jun 30, 2025	SOWELL FINANCIAL SERVICES LLC	0.12%	63.24K	614.69K	56	+0.09%
Jun 30, 2025	ODER INVESTMENT MANAGEMENT, LLC	0.11%	62.14K	603.99K	234	+0.38%
Jun 30, 2025		0.1%	55.31K	537.59K	55.31K	+100.00%
Jun 30, 2025	BOOTHBAY FUND MANAGEMENT, LLC	0.07%	40K	388.8K	40K	+100.00%
Jun 30, 2025	ALPINE GLOBAL MANAGEMENT, LLC	0.07%	40K	388.8K	40K	+100.00%
Jun 30, 2025	GUGGENHEIM CAPITAL LLC	1.75%	947.83K	9.21M	92.73K	+10.84%
Jun 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	1.36%	736.94K	122.82K	736.94K	+100.00%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.41%	222.23K	2.16M	-3.34K	-1.48%
Jun 30, 2025	PRIVATE TRUST CO NA	0.21%	114.92K	1.12M	-5.54K	-4.60%
Jun 30, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	1.02%	551.37K	5.36M	551.37K	+100.00%
Jun 30, 2025	PROVISE MANAGEMENT GROUP, LLC	0.22%	119.85K	1.16M	-1.3K	-1.07%
Jun 30, 2025	IBEX WEALTH ADVISORS	0.19%	104.17K	1.01M	-422	-0.40%
Jun 30, 2025	CONSOLIDATED PORTFOLIO REVIEW CORP	0.32%	173.32K	1.68M	159.77K	+1,179.27%
Jun 30, 2025	ELLIS INVESTMENT PARTNERS, LLC	0.08%	44.5K	432.57K	385	+0.87%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.09%	46.02K	447.27K	-1.43K	-3.01%
Jun 30, 2025	ACCEL WEALTH MANAGEMENT	0.12%	64.98K	631.62K	-6.17K	-8.67%
Jun 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.12%	66.48K	646.19K	66.48K	+100.00%
Jun 30, 2025	TCG ADVISORY SERVICES, LLC	0.07%	37.22K	361.73K	14.4K	+63.12%
Jun 30, 2025	ABSOLUTE INVESTMENT ADVISERS, LLC	0.72%	392.05K	3.81M	392.05K	+100.00%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.75%	403.73K	3.92M	113.43K	+39.07%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.86%	463.62K	4.51M	223.58K	+93.15%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.97%	525.79K	5.11M	-54.34K	-9.37%
Jun 30, 2025	SIT INVESTMENT ASSOCIATES INC	18.57%	10.05M	97.71M	10.05M	+100.00%
Jun 30, 2025	CLARITY FINANCIAL LLC	0.07%	40.01K	388.88K	0	0
Jun 30, 2025	MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.	0.14%	74.02K	719.45K	49.66K	+203.91%
Jun 30, 2025	FIRST NATIONAL BANK & TRUST CO OF NEWTOWN	0.14%	77.8K	756.16K	0	0
Jun 30, 2025	COMERICA BANK	0.15%	82.97K	806.46K	1.75K	+2.16%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.17%	93.39K	911.47K	93.39K	+100.00%
Jun 30, 2025	NWF ADVISORY SERVICES INC.	0.2%	110.05K	1.07M	0	0
Jun 30, 2025	RAREVIEW CAPITAL LLC	0.1%	55.31K	537.59K	55.31K	+100.00%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.08%	41.54K	403.76K	-2.98K	-6.69%
Jun 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.1%	53.43K	520K	13.36K	+33.33%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.11%	60.77K	590.65K	9.85K	+19.34%
Jun 30, 2025	ROYAL BANK OF CANADA	0.17%	94.61K	920K	-29	-0.03%
Jun 30, 2025	MELFA WEALTH MANAGEMENT, LLC	0.2%	106.65K	1.04M	19.5K	+22.37%
Jun 30, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.2%	110.94K	1.08M	-7.02K	-5.95%
Jun 30, 2025	STONEX GROUP INC.	0.29%	155.81K	1.51M	-31.92K	-17.00%
Mar 31, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.22%	117.95K	1.28M	239	+0.20%
Mar 31, 2025	IBEX WEALTH ADVISORS	0.19%	104.59K	1.13M	-1.53K	-1.44%
Mar 31, 2025	ROYAL BANK OF CANADA	0.17%	94.64K	1.03M	1.1K	+1.18%
Mar 31, 2025	SOWELL FINANCIAL SERVICES LLC	0.12%	63.18K	685.54K	52	+0.08%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.09%	48.93K	530.86K	1.3K	+2.73%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.09%	47.44K	514.75K	47.44K	+100.00%
Mar 31, 2025	MORGAN STANLEY	4.22%	2.28M	24.75M	-16.67K	-0.73%
Mar 31, 2025	LPL FINANCIAL LLC	2.42%	1.31M	14.23M	88.8K	+7.26%
Mar 31, 2025	UBS GROUP AG	2.36%	1.28M	13.88M	146.04K	+12.89%
Mar 31, 2025	GUGGENHEIM CAPITAL LLC	1.58%	855.1K	9.28M	129.78K	+17.89%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.07%	580.13K	6.29M	-31.92K	-5.22%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.54%	290.29K	3.15M	39.65K	+15.82%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.9%	488.34K	5.3M	92.53K	+23.38%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.75%	406.72K	4.41M	24.93K	+6.53%
Mar 31, 2025	INVESCO LTD.	0.71%	384.52K	4.17M	153	+0.04%
Mar 31, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.58%	311.88K	3.38M	7.89K	+2.60%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.44%	240.04K	2.6M	-100	-0.04%
Mar 31, 2025	FAMILY FIRM, INC.	0.42%	229.16K	2.49M	11.48K	+5.27%
Mar 31, 2025	FIERA CAPITAL CORP	0.42%	225.19K	2.44M	0	0
Mar 31, 2025	SELWAY ASSET MANAGEMENT	0.17%	94.47K	1.02M	-11.45K	-10.81%
Mar 31, 2025	MELFA WEALTH MANAGEMENT, LLC	0.16%	87.15K	945.62K	-3.5K	-3.86%
Mar 31, 2025	COMERICA BANK	0.15%	81.22K	881.18K	1.6K	+2.01%
Mar 31, 2025	FIRST NATIONAL BANK & TRUST CO OF NEWTOWN	0.14%	77.8K	844.07K	-468	-0.60%
Mar 31, 2025	PATTEN GROUP, INC.	0.14%	73.39K	796.31K	12.69K	+20.91%
Mar 31, 2025	ACCEL WEALTH MANAGEMENT	0.13%	71.15K	772K	-22.7K	-24.19%
Mar 31, 2025	ATLANTIC UNION BANKSHARES CORP	0.04%	18.98K	205.93K	-3.05K	-13.84%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.09%	46.61K	506K	19.7K	+73.19%
Mar 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.08%	44.52K	483.03K	-2.45K	-5.21%
Mar 31, 2025	ELLIS INVESTMENT PARTNERS, LLC	0.08%	44.12K	478.68K	-711	-1.59%
Mar 31, 2025	CLARITY FINANCIAL LLC	0.07%	40.01K	434.09K	-5.5K	-12.09%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.42%	225.57K	2.45M	-5.73K	-2.48%
Mar 31, 2025	SHULMAN DEMEO ASSET MANAGEMENT LLC	0.05%	25.55K	277.25K	25.55K	+100.00%
Mar 31, 2025		0.05%	25.3K	274.52M	25.3K	+100.00%
Mar 31, 2025	WAVERLY ADVISORS, LLC	0.05%	25.24K	273.84K	-640	-2.47%
Mar 31, 2025	MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.	0.05%	24.36K	264.26K	11.75K	+93.17%
Mar 31, 2025	TCG ADVISORY SERVICES, LLC	0.04%	22.82K	247.54K	0	0
Mar 31, 2025	KOVACK ADVISORS, INC.	0.04%	20.61K	223.62K	130	+0.63%
Mar 31, 2025	ADVISORY SERVICES NETWORK, LLC	0.04%	20.2K	219.13K	0	0
Mar 31, 2025	IAMS WEALTH MANAGEMENT, LLC	0.04%	20K	217K	0	0
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.03%	18.43K	200K	18.43K	+100.00%
Mar 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.06%	33.33K	362K	0	0
Mar 31, 2025	TOLLESON WEALTH MANAGEMENT, INC.	0.05%	29.55K	321K	0	0
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.3%	162.48K	1.76M	25.99K	+19.04%
Mar 31, 2025	VALLEY FINANCIAL GROUP, INC.	0.05%	29.28K	317.73K	-3.94K	-11.87%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.27%	144.63K	1.57M	-12.18K	-7.77%
Mar 31, 2025	PROVISE MANAGEMENT GROUP, LLC	0.22%	121.15K	1.31M	2.68K	+2.26%
Mar 31, 2025	PRIVATE TRUST CO NA	0.22%	120.46K	1.31M	1.94K	+1.63%
Mar 31, 2025	ODER INVESTMENT MANAGEMENT, LLC	0.11%	61.91K	671.66K	215	+0.35%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.09%	50.92K	552.46K	4.23K	+9.06%
Mar 31, 2025	STONEX GROUP INC.	0.35%	187.73K	2.04M	187.73K	+100.00%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.09%	49.81K	540.42K	-12.9K	-20.57%
Mar 31, 2024	CAMELOT PORTFOLIOS, LLC	0.03%	15.81K	170.8K	-16.9K	-51.66%
Mar 31, 2024	TOLLESON WEALTH MANAGEMENT, INC.	0.06%	32.94K	356K	0	0
Mar 31, 2024	WATERFRONT WEALTH INC.	0.06%	33.72K	347.36K	-3.52K	-9.46%
Mar 31, 2024	VALLEY FINANCIAL GROUP, INC.	0.07%	35.31K	381.34K	-122	-0.34%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.07%	35.67K	385K	-1.05K	-2.86%
Mar 31, 2024	TITLEIST ASSET MANAGEMENT, LLC	0.08%	43.25K	467.06K	43.25K	+100.00%
Mar 31, 2024	CLARITY FINANCIAL LLC	0.1%	55.64K	600.87K	0	0
Mar 31, 2024	STRATOS WEALTH PARTNERS, LTD.	0.11%	57.25K	618.32K	-6.36K	-10.00%
Mar 31, 2024	SOWELL FINANCIAL SERVICES LLC	0.12%	62.99K	680K	48	+0.08%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.12%	64.39K	695.38K	-3.61K	-5.31%
Mar 31, 2024	ELLIS INVESTMENT PARTNERS, LLC	0.13%	68.39K	738.58K	3.32K	+5.11%
Mar 31, 2024	COMERICA BANK	0.13%	70.86K	765.28K	600	+0.85%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.46%	247.77K	2.68M	60.45K	+32.27%
Mar 31, 2024	MORGAN STANLEY	4.76%	2.57M	27.77M	254.87K	+11.00%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.03%	16.19K	175K	715	+4.62%
Mar 31, 2024	SCOTIA CAPITAL INC.	0.03%	17.03K	183.9K	-2.18K	-11.35%
Mar 31, 2024	CREATIVEONE WEALTH, LLC	0.03%	17.32K	187K	1.02K	+6.22%
Mar 31, 2024	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.03%	17.56K	188.75K	-174K	-90.83%
Mar 31, 2024	STONEBROOK PRIVATE INC.	0.03%	18.05K	194.89K	-3.03K	-14.38%
Mar 31, 2024	KOVACK ADVISORS, INC.	0.04%	20.23K	218.48K	0	0
Mar 31, 2024	ATLANTIC UNION BANKSHARES CORP	0.04%	21.14K	228.27K	7.62K	+56.32%
Mar 31, 2024	TCG ADVISORY SERVICES, LLC	0.04%	23.42K	252.93K	23.42K	+100.00%
Mar 31, 2024	SEMUS WEALTH PARTNERS LLC	0.05%	24.42K	263.77K	-3.53K	-12.61%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.1%	53.17K	574.28K	994	+1.90%
Mar 31, 2024	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.1%	54.79K	591.71K	25.14K	+84.81%
Mar 31, 2024	ODER INVESTMENT MANAGEMENT, LLC	0.1%	54.83K	592.21K	72	+0.13%
Mar 31, 2024	FIRST NATIONAL BANK & TRUST CO OF NEWTOWN	0.14%	78.27K	845.24K	-1.17K	-1.47%
Mar 31, 2024	ROYAL BANK OF CANADA	0.16%	85.31K	921K	-4.4K	-4.90%
Mar 31, 2024	MELFA WEALTH MANAGEMENT, LLC	0.17%	90.65K	979.06K	-938	-1.02%
Mar 31, 2024	PRIVATE TRUST CO NA	0.18%	96.37K	1.04M	18.42K	+23.62%
Mar 31, 2024	ACCEL WEALTH MANAGEMENT	0.18%	99.21K	1.07M	14.39K	+16.97%
Mar 31, 2024	CONSOLIDATED PORTFOLIO REVIEW CORP	0.18%	99.75K	1.08M	-12.01K	-10.74%
Mar 31, 2024	PFG INVESTMENTS, LLC	0.19%	99.93K	1.08M	99.93K	+100.00%
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0.19%	104.53K	1.13M	-19K	-15.38%
Mar 31, 2024	FIRST NATIONAL BANK SIOUX FALLS	0.21%	110.96K	1.2M	0	0
Mar 31, 2024	SELWAY ASSET MANAGEMENT	0.21%	115.52K	1.25M	0	0
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.21%	115.84K	1.25M	115.84K	+100.00%
Mar 31, 2024	PROVISE MANAGEMENT GROUP, LLC	0.23%	123.44K	1.33M	-900	-0.72%
Mar 31, 2024	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.24%	128.82K	1.39M	-693.43K	-84.33%
Mar 31, 2024	CAPITAL INVESTMENT ADVISORS, LLC	0.24%	129.28K	1.4M	-648.89K	-83.39%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.24%	130.3K	1.41M	35.54K	+37.51%
Mar 31, 2024	DYNAMIC ADVISOR SOLUTIONS LLC	0.48%	259.08K	2.8M	13.01K	+5.29%
Mar 31, 2024	GUGGENHEIM CAPITAL LLC	0.6%	324.41K	3.5M	1.31K	+0.41%
Mar 31, 2024	SYM FINANCIAL CORP	0.63%	337.86K	3.65M	0	0
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.69%	374.97K	4.05M	-36.2K	-8.80%
Mar 31, 2024	INVESCO LTD.	0.76%	409.75K	4.43M	-77.4K	-15.89%
Mar 31, 2024	LPL FINANCIAL LLC	1.67%	900.72K	9.73M	189.06K	+26.57%
Mar 31, 2024	UBS GROUP AG	1.88%	1.02M	10.97M	59.46K	+6.22%
Mar 31, 2024	B. RILEY WEALTH ADVISORS, INC.	0.25%	136.47K	1.36M	59.71K	+77.78%
Mar 31, 2024	EVOKE WEALTH, LLC	0.3%	163.7K	1.77M	113.7K	+227.40%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.34%	180.95K	1.95M	13.16K	+7.84%
Mar 31, 2024	FIERA CAPITAL CORP	0.39%	213.08K	2.3M	3.53K	+1.68%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.42%	225K	2.43M	15.07K	+7.18%
Mar 31, 2024	FAMILY FIRM, INC.	0.42%	226.18K	2.44M	1.96K	+0.88%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.42%	226.87K	2.45M	-2.86K	-1.25%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.46%	246.08K	2.66M	152	+0.06%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	2.44%	1.32M	14.26M	298.26K	+29.18%
Mar 31, 2024	PATTEN GROUP, INC.	0.05%	27.9K	301.35K	0	0
Mar 31, 2024	SHULMAN DEMEO ASSET MANAGEMENT LLC	0.05%	27.97K	302.11K	-129	-0.46%
Mar 31, 2024	9258 WEALTH MANAGEMENT, LLC	0.05%	28.91K	312.17K	-550	-1.87%
Dec 31, 2023	CAPITAL INVESTMENT ADVISORS, LLC	1.44%	778.17K	8.49M	4.64K	+0.60%
Dec 31, 2023	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	1.52%	822.25K	8.97M	-82.4K	-9.11%
Dec 31, 2023	B. RILEY WEALTH ADVISORS, INC.	0.14%	76.76K	837.5K	-59.71K	-43.75%
Dec 31, 2023	UBS GROUP AG	1.77%	956.39K	10.43M	-39.38K	-3.95%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	1.89%	1.02M	11.15M	79.06K	+8.38%
Dec 31, 2023	PRIVATE TRUST CO NA	0.14%	77.96K	850.51K	20.5K	+35.69%
Dec 31, 2023	FIRST NATIONAL BANK & TRUST CO OF NEWTOWN	0.15%	79.44K	866.61K	-1.8K	-2.21%
Dec 31, 2023	ACCEL WEALTH MANAGEMENT	0.16%	84.81K	925.32K	22.59K	+36.30%
Dec 31, 2023	ROYAL BANK OF CANADA	0.17%	89.71K	978K	-12.02K	-11.82%
Dec 31, 2023	MELFA WEALTH MANAGEMENT, LLC	0.17%	91.59K	999.26K	6.87K	+8.11%
Dec 31, 2023	WELA STRATEGIES, INC.	0.17%	93.09K	1.02M	398	+0.43%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.18%	94.75K	1.03M	33.48K	+54.65%
Dec 31, 2023	FIRST NATIONAL BANK SIOUX FALLS	0.21%	110.96K	1.21M	-23.54K	-17.50%
Dec 31, 2023	CONSOLIDATED PORTFOLIO REVIEW CORP	0.21%	111.75K	1.22M	22.94K	+25.82%
Dec 31, 2023	SELWAY ASSET MANAGEMENT	0.21%	115.52K	1.26M	-4.5K	-3.75%
Dec 31, 2023	THRIVENT FINANCIAL FOR LUTHERANS	0.23%	123.53K	1.35M	0	0
Dec 31, 2023	PROVISE MANAGEMENT GROUP, LLC	0.23%	124.34K	1.36M	-5.66K	-4.35%
Dec 31, 2023	EVOKE WEALTH, LLC	0.3%	163.7K	1.79M	-18K	-9.91%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.31%	167.79K	1.83M	1.23K	+0.74%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.35%	187.32K	2.04M	-34.15K	-15.42%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.35%	191.56K	17.56K	172.16K	+887.41%
Dec 31, 2023	FIERA CAPITAL CORP	0.39%	209.55K	2.29M	0	0
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.39%	209.93K	2.29M	-20.31K	-8.82%
Dec 31, 2023	FAMILY FIRM, INC.	0.41%	224.22K	2.45M	-8.53K	-3.67%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.43%	229.73K	2.51M	-139.86K	-37.84%
Dec 31, 2023	MORGAN STANLEY	4.29%	2.32M	25.27M	99.73K	+4.50%
Dec 31, 2023	DYNAMIC ADVISOR SOLUTIONS LLC	0.46%	246.07K	2.68M	392	+0.16%
Dec 31, 2023	GUGGENHEIM CAPITAL LLC	0.6%	323.1K	3.52M	15.71K	+5.11%
Dec 31, 2023	SYM FINANCIAL CORP	0.63%	337.86K	3.69M	0	0
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.76%	411.17K	4.49M	-130.36K	-24.07%
Dec 31, 2023	INVESCO LTD.	0.9%	487.15K	5.31M	6.32K	+1.31%
Dec 31, 2023	SIT INVESTMENT ASSOCIATES INC	1.13%	609.85K	6.65M	-766.73K	-55.70%
Dec 31, 2023	LPL FINANCIAL LLC	1.32%	711.65K	7.76M	-44.58K	-5.89%
Dec 31, 2023	9258 WEALTH MANAGEMENT, LLC	0.05%	29.46K	321.35K	891	+3.12%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.46%	245.93K	2.68M	42.06K	+20.63%
Dec 31, 2023	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.05%	29.65K	323.44K	29.65K	+100.00%
Dec 31, 2023	CAMELOT PORTFOLIOS, LLC	0.06%	32.71K	356.88K	6.95K	+26.97%
Dec 31, 2023	TOLLESON WEALTH MANAGEMENT, INC.	0.06%	32.94K	359K	32.94K	+100.00%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.06%	34.79K	376.95K	3.45K	+11.01%
Dec 31, 2023		0.07%	35.43K	386.55K	35.43K	+100.00%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.07%	36.71K	401K	-919	-2.44%
Dec 31, 2023	QUADRATURE CAPITAL LTD	0.07%	36.95K	403.64K	36.95K	+100.00%
Dec 31, 2023	WATERFRONT WEALTH INC.	0.07%	37.25K	406.35K	-3.54K	-8.68%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.1%	52.18K	583K	10.51K	+25.23%
Dec 31, 2023	ODER INVESTMENT MANAGEMENT, LLC	0.1%	54.76K	597.46K	-22.56K	-29.18%
Dec 31, 2023	CLARITY FINANCIAL LLC	0.1%	55.64K	606.99K	-25.66K	-31.56%
Dec 31, 2023	SOWELL FINANCIAL SERVICES LLC	0.12%	62.94K	687K	66	+0.11%
Dec 31, 2023	STRATOS WEALTH PARTNERS, LTD.	0.12%	63.61K	693.98K	63.61K	+100.00%
Dec 31, 2023	ELLIS INVESTMENT PARTNERS, LLC	0.12%	65.06K	709.84K	2.79K	+4.48%
Dec 31, 2023	ATRIA WEALTH SOLUTIONS, INC.	0.13%	68K	741.88K	-173	-0.25%
Dec 31, 2023	COMERICA BANK	0.13%	70.26K	766.53K	16.5K	+30.68%

Insiders

Among the BHK insiders holding of N/A of the stake in company, CASTELLANO MICHAEL J, director, holds the largest shares of 700. GABBAY HENRY, director, is the second largest BHK insider with ownership of 100 shares. BECKWITH GEORGE NICHOLAS III, director, stands third with possession of 100 shares of that stake.

Insiders	Designation	Shares Held
CASTELLANO MICHAEL J	director	700
GABBAY HENRY	director	100
BECKWITH GEORGE NICHOLAS III	director	100
HARRIS JERROLD B	director	100
CAVANAGH RICHARD	director	98
HARRIS STAYCE D.	director	10
MACLELLAN SCOTT		1
KESTER W CARL	director	0
DIXON KENT	director	0
FABOZZI FRANK	director	0
HUBBARD ROBERT GLENN	director	0
FELDSTEIN KATHLEEN F	director	0
BLACKROCK FUNDING INC		0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Jun 06, 2025	KESTER W CARL	SALE	0.00	1.08K	-	0
Oct 29, 2024	HARRIS STAYCE D.	PURCHASE	11.38	10	113.85	10
Nov 08, 2023	MACLELLAN SCOTT	SALE	9.72	1.32K	12.83K	1
Jun 29, 2021	CAVANAGH RICHARD	SALE	16.29	626	10.21K	98
Jan 16, 2019	GABBAY HENRY	PURCHASE	12.77	90	1.15K	100
Jan 15, 2019	GABBAY HENRY	PURCHASE	12.82	10	128.2	10
Dec 09, 2014	GABBAY HENRY	SALE	13.11	178	2.33K	0
Mar 01, 2012	CASTELLANO MICHAEL J	PURCHASE	14.20	700	9.94K	700
Jan 15, 2010	GABBAY HENRY	PURCHASE	11.95	100	1.2K	100
Feb 15, 2008	HARRIS JERROLD B	PURCHASE	11.54	100	1.15K	100
Feb 12, 2008	CAVANAGH RICHARD	SALE	0.00	3.52K	-	0
Feb 12, 2008	DIXON KENT	SALE	0.00	3.51K	-	0
Feb 12, 2008	FABOZZI FRANK	SALE	0.00	3.13K	-	0
Feb 12, 2008	HUBBARD ROBERT GLENN	SALE	0.00	7.64K	-	0
Feb 12, 2008	FELDSTEIN KATHLEEN F	SALE	0.00	1.2K	-	0
Dec 20, 2007	BECKWITH GEORGE NICHOLAS III	PURCHASE	11.78	100	1.18K	100
Feb 09, 2005	FELDSTEIN KATHLEEN F	PURCHASE	14.10	50	705	50
May 27, 2004	BLACKROCK FUNDING INC	SALE	13.01	9.43K	122.62K	0

Frequently Asked Questions