13F QoQ Ownership Changes
BCLI Institutional Holders
Period 2025-03-31 · prior 2024-12-31 · 0 new · 1 added · 0 reduced · 5 exited
Added To(1)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| MORGAN STANLEY | 86,438 | +36,975 | $23.9K | +$12.5K | 74.8% |
Sold Out(5)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| LIBERTY WEALTH MANAGEMENT LLC | 0 | -22,666 | $0 | -$51.5K | — |
| Weaver Consulting Group | 0 | -15,623 | $0 | -$35.5K | — |
| ADVISOR GROUP HOLDINGS, INC. | 0 | -10,519 | $0 | -$2.4K | — |
| VSM Wealth Advisory, LLC | 0 | -120 | $0 | -$272 | — |
| JPMORGAN CHASE & CO | 0 | -607 | $0 | -$205 | — |