Ticker: BUFC CUSIP: 00039J806 Class: CONSERVATIVE
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| BAILARD, INC. | 11,963 | $494 |
| Cresset Asset Management, LLC | 7,422 | $307 |
| Rockefeller Capital Management L.P. | 5,282 | $218 |
| BANK OF AMERICA CORP /DE/ | 1,877 | $78 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| N.E.W. Advisory Services LLC | 4,945 | 20,799 | +15,854 (+320.6%) |
| Scarborough Advisors, LLC | 3,240 | 9,729 | +6,489 (+200.3%) |
| ALLIANCEBERNSTEIN L.P. | 18,539,111 | 19,514,864 | +975,753 (+5.3%) |
| OLD MISSION CAPITAL LLC | 22,179 | 32,056 | +9,877 (+44.5%) |
| HighTower Advisors, LLC | 88,984 | 91,407 | +2,423 (+2.7%) |
| ASSETMARK, INC | 4,626 | 5,953 | +1,327 (+28.7%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 77,237 | 40,034 | -37,203 (-48.2%) |
| NewEdge Advisors, LLC | 11,398 | 7,741 | -3,657 (-32.1%) |
| Pathstone Holdings, LLC | 29,102 | 25,761 | -3,341 (-11.5%) |
| CITADEL ADVISORS LLC | 10,213 | 7,544 | -2,669 (-26.1%) |
| UBS Group AG | 1,649 | 569 | -1,080 (-65.5%) |