BFA / Brown-Forman Corp. - Class A - Institutionellt ägande - Köpare

Brown-Forman Corp. - Class A
US ˙ NASDAQ ˙ US1156371007
DENNA SYMBOL ÄR INTE LÄNGRE AKTIV

Institutionellt ägande och fondägande - Köpare

Större innehavare som har öppnat nya positioner i Brown-Forman Corp. - Class A inkluderar NAESX - Vanguard Small-Cap Index Fund Investor Shares, VISVX - Vanguard Small-Cap Value Index Fund Investor Shares, VIG - Vanguard Dividend Appreciation Index Fund ETF Shares, FZROX - Fidelity ZERO Total Market Index Fund, FZIPX - Fidelity ZERO Extended Market Index Fund, TT Capital Management LLC, Ieq Capital, Llc, First Western Trust Bank, Empowered Funds, LLC, CCMG - CCM Global Equity ETF, Apella Capital, LLC, PMBMX - MidCap Fund (f/k/a MidCap Blend Fund) R-3, ONEY - SPDR Russell 1000 Yield Focus ETF, Glenmede Investment Management, LP, VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class, JAFEX - Total Stock Market Index Trust NAV, VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class, AVMV - Avantis U.S. Mid Cap Value ETF, USGRX - Growth & Income Fund Shares, och SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund .

Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.

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Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)		 Aktier Δ Aktier
(%)		 Rapporterat
värde
(1000 USD)		 Δ Värde
(%)		 Portföljallokering
(%)
2025-07-25 13F Cwm, Llc 8 557 62,31 0
2025-06-24 NP Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF 3 0
2025-08-22 NP FIMVX - Fidelity Mid Cap Value Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 10 312 89,04 283 55,49
2025-07-28 NP AVLC - Avantis U.S. Large Cap Equity ETF 244 10,91 8 14,29
2025-06-26 NP BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8 634 6,90 299 10,78
2025-08-14 13F Mercer Global Advisors Inc /adv 7 375 203
2025-06-26 NP JHMM - John Hancock Multifactor Mid Cap ETF 8 413 9,05 291 13,23
2025-08-26 NP UDIV - Franklin LibertyQ Global Dividend ETF 182 5
2025-08-11 13F Citigroup Inc 3 899 36,38 107 12,63
2025-08-07 13F Allworth Financial LP 136 2,26 4 −25,00
2025-08-13 13F Jones Financial Companies Lllp 251 107,44 7 50,00
2025-07-17 13F DiNuzzo Private Wealth, Inc. 13 1 200,00 0
2025-08-14 13F USS Investment Management Ltd 41 494 91,27 1 138 56,75
2025-07-17 13F Gleason Group, Inc. 538 0,56 15 −17,65
2025-08-14 13F Ieq Capital, Llc 14 234 391
2025-07-30 NP CCMG - CCM Global Equity ETF 9 648 321
2025-08-29 NP SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 337 9
2025-08-07 13F Meeder Advisory Services, Inc. 10 492 16,85 288 −4,00
2025-08-29 NP DTD - WisdomTree U.S. Total Dividend Fund N/A 6 548 56,13 180 27,86
2025-08-08 13F First Western Trust Bank 11 124 306
2025-08-28 NP ITOT - iShares Core S&P Total U.S. Stock Market ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 63 310 2,49 1 739 −15,87
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 332 1,22 9 −10,00
2025-08-11 13F Vanguard Group Inc 3 281 498 3,19 90 143 −15,31
2025-06-26 NP ETLGX - E*TRADE No Fee Large Cap Index Fund 15 1
2025-06-25 NP ILCV - iShares Morningstar Large-Cap Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 028 0,39 36 2,94
2025-06-24 NP BBUS - JPMorgan BetaBuilders U.S. Equity ETF 4 214 4,41 146 8,21
2025-08-12 13F Deutsche Bank Ag\ 3 577 61,05 98 32,43
2025-08-13 13F Marshall Wace, Llp 29 083 181,48 799 131,30
2025-08-14 13F Raymond James Financial Inc 28 918 23,01 794 1,02
2025-07-29 13F Activest Wealth Management 29 1 350,00 1
2025-08-12 13F American Century Companies Inc 10 108 21,48 278 −0,36
2025-06-26 NP FLAPX - Fidelity Flex Mid Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2 398 13,54 83 17,14
2025-06-26 NP USSPX - 500 Index Fund -Member Shares 9 084 1,47 314 5,37
2025-06-23 NP IYK - iShares U.S. Consumer Goods ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 33 179 19,02 1 148 23,71
2025-08-14 13F TT Capital Management LLC 16 900 458
2025-08-11 13F Empowered Funds, LLC 10 383 285
2025-08-14 13F Canada Pension Plan Investment Board 81 661 23,15 2 243 1,08
2025-08-12 13F SRS Capital Advisors, Inc. 299 8
2025-08-28 NP ONEY - SPDR Russell 1000 Yield Focus ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6 900 190
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 1 164 32
2025-07-30 13F Ethic Inc. 49 313 7,47 1 349 −11,02
2025-08-12 13F Franklin Resources Inc 17 608 297,47 484 226,35
2025-08-12 13F Ci Investments Inc. 8 175 0,55 0
2025-08-07 13F Parkside Financial Bank & Trust 204 63,20 6 25,00
2025-08-27 NP JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 716 89,92 20 58,33
2025-08-04 13F Strs Ohio 1 042 29
2025-06-24 NP Innovator ETFs Trust - Innovator Equity Managed Floor ETF 19 196 664
2025-08-28 NP WFIVX - Wilshire 5000 Index Fund Investment Class 189 5
2025-08-14 13F Susquehanna International Group, Llp 20 699 129,71 569 88,70
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 3 211 88
2025-08-29 NP DLN - WisdomTree U.S. LargeCap Dividend Fund N/A 24 604 2,93 676 −15,62
2025-07-28 NP AVSU - Avantis Responsible U.S. Equity ETF 224 7,18 7 16,67
2025-06-23 NP IYY - iShares Dow Jones U.S. ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2 297 1,86 79 5,33
2025-08-14 13F Wells Fargo & Company/mn 47 924 21,47 1 316 −0,30
2025-08-05 13F Bank of New York Mellon Corp 633 073 14,93 17 391 −5,67
2025-08-11 13F Nomura Asset Management Co Ltd 0 0
2025-08-08 13F Hartland & Co., LLC 24 118,18 1
2025-08-12 13F Rhumbline Advisers 193 641 116,29 5 319 77,54
2025-08-14 13F Susquehanna International Group, Llp Put 26 300 160,40 722 113,61
2025-07-31 13F Curio Wealth, Llc 540 15
2025-07-22 NP GUSA - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1 678 0,12 56 0,00
2025-07-25 13F Sippican Capital Advisors 9 855 0,04 271 −17,93
2025-07-08 13F Parallel Advisors, LLC 394 77,48 11 42,86
2025-08-13 13F PineBridge Investments, L.P. 19 022 0,24 523 −17,80
2025-08-19 13F/A Pitcairn Co 45 006 27,67 1 236 4,83
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 11 748 4,20 407 8,27
2025-06-24 NP JMNAX - JPMorgan Research Market Neutral Fund Class A Short −6 216 −18,22 −215 −15,02
2025-08-13 13F Invesco Ltd. 26 440 0,93 726 −17,12
2025-07-21 13F Ameritas Advisory Services, LLC 1 200 33
2025-08-05 13F Bank Of Montreal /can/ 3 118 61,55 86 32,81
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 176 6,02 6 20,00
2025-07-08 13F Apella Capital, LLC 9 559 269
2025-08-11 13F Alps Advisors Inc 10 325 1,23 284 −17,01
2025-06-30 NP VIG - Vanguard Dividend Appreciation Index Fund ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 198 185 6 859
2025-06-26 NP FZROX - Fidelity ZERO Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 24 292 841
2025-08-13 13F Arrowstreet Capital, Limited Partnership 9 740 70,67 268 39,79
2025-08-27 NP NAESX - Vanguard Small-Cap Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 516 725 14 194
2025-08-14 13F TCG Advisory Services, LLC 18 142 5,48 498 −13,39
2025-07-31 13F Wealthfront Advisers Llc 195 406 66,68 5 368 36,81
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 7 379 0,71 203 −17,55
2025-08-08 13F Larson Financial Group LLC 3 0
2025-08-05 13F Carolinas Wealth Consulting Llc 0 0
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 3 294 90
2025-06-26 NP IMCB - iShares Morningstar Mid-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4 603 1,50 159 5,30
2025-08-14 13F UBS Group AG 36 248 149,13 996 104,73
2025-03-25 NP PMBMX - MidCap Fund (f/k/a MidCap Blend Fund) R-3 7 199 240
2025-07-14 13F GAMMA Investing LLC 4 745 22,77 130 0,78
2025-07-15 13F SJS Investment Consulting Inc. 4 0
2025-08-08 13F/A Sterling Capital Management LLC 3 303 21,30 91 −1,10
2025-06-25 NP IMCV - iShares Morningstar Mid-Cap Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3 002 1,15 104 5,10
2025-08-14 NP FLSPX - SPECTRUM FUND Retail Class Short −2 082 −57
2025-08-14 13F Goldman Sachs Group Inc 47 595 6,90 1 307 −12,28
2025-08-15 13F Captrust Financial Advisors 8 339 22,67 229 0,88
2025-06-25 NP BKLC - BNY Mellon US Large Cap Core Equity ETF 8 421 53,78 291 59,89
2025-08-13 13F EverSource Wealth Advisors, LLC 3 365 39,92 92 15,00
2025-08-15 13F Morgan Stanley 575 211 15,05 15 801 −5,58
2025-08-13 13F Kayne Anderson Rudnick Investment Management Llc 11 0
2025-08-13 13F ExodusPoint Capital Management, LP 202 0
2025-07-14 13F AdvisorNet Financial, Inc 25 92,31 1
2025-08-13 13F Norges Bank 136 4
2025-08-12 13F Jpmorgan Chase & Co 9 743 9,35 268 −10,40
2025-08-12 13F Journey Strategic Wealth Llc 36 730 0,43 1 009 −17,65
2025-06-26 NP FZIPX - Fidelity ZERO Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 16 948 587
2025-06-26 NP FSMDX - Fidelity Mid Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 201 062 30,43 6 959 35,48
2025-08-12 13F Dimensional Fund Advisors Lp 270 321 23,81 7 425 1,60
2025-08-14 13F California State Teachers Retirement System 2 750 14,06 76 −6,25
2025-07-15 13F Fortitude Family Office, LLC 8 0
2025-08-12 13F Legal & General Group Plc 167 203 19,27 4 593 −2,11
2025-08-14 13F Aqr Capital Management Llc 89 777 262,49 2 466 197,83
2025-07-28 NP AVMC - Avantis U.S. Mid Cap Equity ETF 1 505 19,82 50 21,95
2025-08-12 13F Charles Schwab Investment Management Inc 49 163 140,11 1 351 97,08
2025-08-13 13F Russell Investments Group, Ltd. 3 404 9,31 94 −10,58
2025-08-14 13F Glenmede Investment Management, LP 4 369 120
2025-08-12 13F J.w. Cole Advisors, Inc. 8 353 0,54 229 −17,63
2025-05-21 13F/A Geneos Wealth Management Inc. 37 1
2025-07-29 NP VRNIX - Vanguard Russell 1000 Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7 485 6,79 249 7,36
2025-08-13 13F Cerity Partners LLC 250 345 1,45 6 877 −16,75
2025-08-14 13F Principia Wealth Advisory, LLC 24 166,67 1
2025-08-14 13F Jane Street Group, Llc 67 396 40,77 1 851 15,54
2025-08-29 NP DGRW - WisdomTree U.S. Quality Dividend Growth Fund N/A 326 948 4,15 8 981 −14,52
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-29 NP WOMN - Impact Shares YWCA Women's Empowerment ETF 134 1,52 4 −25,00
2025-08-12 13F Proequities, Inc. 0 0
2025-07-30 13F Financial Perspectives, Inc 500 400,00 14 333,33
2025-08-26 NP IWB - iShares Russell 1000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 35 696 0,68 981 −17,37
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 361 334,94 10 350,00
2025-06-26 NP FLCOX - Fidelity Large Cap Value Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 30 139 53,22 1 043 59,24
2025-08-12 13F O'shaughnessy Asset Management, Llc 259 7
2025-08-13 13F Northwestern Mutual Wealth Management Co 5 824 0,34 160 −18,04
2025-08-28 NP TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 953 358,17 26 333,33
2025-07-31 13F Nisa Investment Advisors, Llc 28 1
2025-06-25 NP DGRO - iShares Core Dividend Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 83 704 14,15 2 897 18,54
2025-08-13 13F Parkworth Wealth Management, Inc. 3 0
2025-08-08 13F Geode Capital Management, Llc 539 237 11,68 14 825 −8,38
2025-06-18 13F/A Voya Investment Management Llc 6 085 2,91 204 −8,56
2025-08-04 13F Quaker Wealth Management, LLC 12 0
2025-06-26 NP DFSU - Dimensional US Sustainability Core 1 ETF 2 440 130,19 84 140,00
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 6 0
2025-06-26 NP USGRX - Growth & Income Fund Shares 743 26
2025-07-22 13F Bay Harbor Wealth Management, LLC 4 0
2025-08-27 NP VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 360 736 1,24 37 379 −16,91
2025-08-14 13F Group One Trading, L.p. Call 2 300 475,00 62 369,23
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 11 0
2025-07-18 13F Bartlett & Co. Wealth Management Llc 14 624 0,51 405 −17,35
2025-08-12 13F MAI Capital Management 3 413 1,52 94 −16,96
2025-08-14 13F Smartleaf Asset Management LLC 101 3
2025-07-22 13F HFM Investment Advisors, LLC 2 100,00 0
2025-07-30 NP BFOR - Barron's 400 ETF 10 325 103,09 343 0,59
2025-08-14 13F State Street Corp 141 656 21,07 3 914 −0,71
2025-08-14 13F Citadel Advisors Llc Put 34 500 684,09 948 544,22
2025-08-11 13F Covestor Ltd 3 368 0,06 0
2025-07-24 13F IFP Advisors, Inc 84 663,64 2
2025-08-28 NP ONEV - SPDR Russell 1000 Low Volatility Focus ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3 449 34,94 95 10,59
2025-08-12 13F CIBC Private Wealth Group, LLC 2 002 45,18 55 25,58
2025-08-14 13F Citadel Advisors Llc 9 089 10 592,94 250 12 350,00
2025-06-26 NP IMCG - iShares Morningstar Mid-Cap Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 11 005 1,63 381 5,56
2025-08-27 NP VBINX - Vanguard Balanced Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 33 966 32,21 933 8,61
2025-08-14 13F Mariner, LLC 45 524 91,72 1 251 57,43
2025-07-25 13F Hemington Wealth Management 27 200,00 0
2025-08-19 13F Advisory Services Network, LLC 7 005 0,39 201 −14,16
2025-08-13 13F Aristides Capital LLC 35 000 961
2025-05-15 13F Glenmede Trust Co Na 4 122 1,50 138 −10,46
2025-08-26 NP FLQM - Franklin LibertyQ U.S. Mid Cap Equity ETF 12 936 1 214,63 355 481,97
2025-08-13 13F Northern Trust Corp 254 320 80,77 6 986 48,39
2025-06-26 NP JHML - John Hancock Multifactor Large Cap ETF 2 114 26,36 73 32,73
2025-09-04 13F/A Advisor Group Holdings, Inc. 5 888 13,51 169 −2,89
2025-07-28 NP AVMV - Avantis U.S. Mid Cap Value ETF 1 112 37
2025-08-11 13F Principal Securities, Inc. 37 32,14 1 0,00
2025-07-29 NP VRVIX - Vanguard Russell 1000 Value Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 26 207 9,15 871 9,71
2025-08-27 NP VISVX - Vanguard Small-Cap Value Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 329 582 9 054
2025-06-26 NP FIOOX - Fidelity Series Large Cap Value Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 16 621 3,11 575 7,08
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