BRY Institutionellt ägande, köpare

Institutionellt ägande och fondägande - Köpare

Större innehavare som har öppnat nya positioner i Berry Corporation inkluderar DEEP - Roundhill Acquirers Deep Value ETF, CI Private Wealth, LLC, PCSGX - PACE Small/Medium Co Growth Equity Investments Class P, Kestra Advisory Services, LLC, Williams & Novak, LLC, Wealth Enhancement Advisory Services, Llc, Savant Capital, LLC, BridgePort Financial Solutions, LLC, Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF, Raymond James Financial Inc, Hartland & Co., LLC, UMA Financial Services, Inc., American Capital Advisory, LLC, Parkside Financial Bank & Trust, och Carolina Wealth Advisors, LLC .

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	Aktier	Δ Aktier (%)	Rapporterat värde (1000 USD)	Δ Värde (%)
2025-06-24	NP	JPSE - JPMorgan Diversified Return U.S. Small Cap Equity ETF		86 211	3,64	214	−41,16
2025-08-13	13F	Amundi		51 619		158
2025-08-13	13F	MetLife Investment Management, LLC		46 205	50,51	128	29,59
2025-06-23	NP	PJARX - SmallCap Value Fund II R-3		3 888	3,96	10	−43,75
2025-08-15	NP	PSC - Principal U.S. Small-Cap Multi-Factor Index ETF		59 479	211,72	165	22,39
2025-07-10	13F	Wealth Enhancement Advisory Services, Llc		18 465		57
2025-08-28	NP	VYSVX - Vericimetry U.S. Small Cap Value Fund		10 935	28,87	30	11,11
2025-08-14	13F	Numerai GP LLC		285 137	712,36	790	604,46
2025-08-28	NP	IWN - iShares Russell 2000 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		682 600	39,06	1 891	20,00
2025-08-05	13F	Simplex Trading, Llc	Put	26 200		0
2025-08-27	NP	VEXMX - Vanguard Extended 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		1 246 295	2,05	3 452	−11,94
2025-08-12	13F	Charles Schwab Investment Management Inc		2 134 184	38,27	5 912	19,32
2025-08-27	NP	RYRUX - Russell 2000 2x Strategy Fund A-Class Shares		393	0,77	1	0,00
2025-08-28	NP	MMEAX - Victory Integrity Discovery Fund Class A		117 743	19,17	326	2,84
2025-06-26	NP	DFFVX - U.S. Targeted Value Portfolio - Institutional Class 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		553 459	0,84	1 373	−42,67
2025-08-07	13F	Los Angeles Capital Management Llc		172 240	0,95	477	−12,80
2025-08-12	13F	Franklin Resources Inc		157 429	2,92	436	−11,02
2025-07-25	NP	FNDA - Schwab Fundamental U.S. Small Company Index ETF This fund is a listed as child fund of Charles Schwab Investment Management 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		396 710	126,49	948	33,15
2025-06-26	NP	FLXSX - Fidelity Flex Small 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		17 855	36,95	44	−21,43
2025-07-14	13F	UMA Financial Services, Inc.		418		1
2025-07-25	NP	PMIYX - Putnam Income Strategies Portfolio -		1 358	53,97	3	0,00
2025-07-28	NP	AVUV - Avantis U.S. Small Cap Value ETF This fund is a listed as child fund of American Century Companies 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		2 107 223	8,09	5 036	−36,53
2025-05-29	NP	HEJD - VictoryShares Hedged Equity Income ETF		12 563	19,73	40	−6,98
2025-08-14	13F	Engineers Gate Manager LP		141 148	241,04	391	195,45
2025-08-08	13F	Hartland & Co., LLC		487		1
2025-08-11	13F	Empowered Funds, LLC		464 963	6,25	1 288	−8,33
2025-08-08	13F	SBI Securities Co., Ltd.		2 118	80,87	6	66,67
2025-07-25	NP	CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class		234 434	9,66	560	−35,63
2025-07-24	13F	Williams & Novak, LLC		21 110		58
2025-08-14	13F	UBS Group AG		676 773	63,36	1 875	41,01
2025-08-05	13F	Simplex Trading, Llc		355		0
2025-08-14	NP	FLDOX - MODERATE ALLOCATION FUND Retail Class		1 425	66,86	4	50,00
2025-08-08	13F	Massachusetts Financial Services Co /ma/		391 425	1,25	1 084	−12,58
2025-08-13	13F	Renaissance Technologies Llc		1 123 165	35,65	3 111	17,09
2025-07-28	NP	VCSLX - Small Cap Index Fund		50 746	73,44	121	1,68
2025-08-14	13F	Two Sigma Investments, Lp		458 123	10,25	1 269	−4,80
2025-07-29	NP	VFQY - Vanguard U.S. Quality Factor ETF 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		101 731	51,69	243	−10,66
2025-08-14	13F	Man Group plc		386 735	34,32	1 071	15,91
2025-08-13	13F	Victory Capital Management Inc		412 594	10,93	1 143	−4,27
2025-07-24	NP	FSKAX - Fidelity 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		149 341	4,58	357	−38,73
2025-08-14	13F/A	Barclays Plc		296 024	33,95	1
2025-08-13	13F	Russell Investments Group, Ltd.		274 187	2,52	759	−11,54
2025-08-14	13F	Raymond James Financial Inc		2 000		6
2025-08-11	13F	Royce & Associates Lp		45 692	22,80	127	5,88
2025-08-22	NP	FISVX - Fidelity Small 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		85 727	40,53	237	21,54
2025-08-05	13F	American Capital Advisory, LLC		202		1
2025-06-26	NP	FSMD - Fidelity Small-Mid Factor ETF 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		411 332	230,74	1 020	88,19
2025-05-27	NP	AZBAX - AllianzGI Small-Cap Fund Class A		203 078	0,58	652	−21,85
2025-05-15	13F	CAPROCK Group, Inc.		20 475	21,04	66	−4,35
2025-08-13	13F	Virtus Investment Advisers, Inc.		51 988	31,45	144	14,29
2025-08-22	NP	FESM - Fidelity Enhanced Small Cap ETF		62 777	4,91	174	−9,90
2025-06-24	NP	Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF		2 628		7
2025-06-26	NP	SMLF - iShares Edge MSCI Multifactor USA Small-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		72 102	13,96	179	−35,27
2025-08-13	13F	Jones Financial Companies Lllp		17 000	1 600,00	48	1 500,00
2025-06-24	NP	SFSNX - Schwab Fundamental US Small Company Index Fund Institutional Shares This fund is a listed as child fund of Charles Schwab Investment Management 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		82 113	149,24	204	41,96
2025-08-13	13F	Marshall Wace, Llp		954 004	276,87	2 643	225,37
2025-08-14	13F	Nebula Research & Development LLC		116 044	5,77	321	−8,81
2025-08-14	13F	Citadel Advisors Llc		1 397 671	7,97	3 872	−6,84
2025-08-08	13F	Geode Capital Management, Llc		2 313 904	5,43	6 411	−9,03
2025-08-12	13F	Axq Capital, Lp		34 392		95
2025-08-11	13F	Principal Securities, Inc.		238	5,78	1
2025-08-14	13F	Ieq Capital, Llc		71 996	157,75	199	123,60
2025-08-07	13F	Meeder Asset Management Inc		20 402	56,28	57	36,59
2025-08-11	13F	EMC Capital Management		15 245	10,63	0
2025-07-29	13F	Private Wealth Management Group, LLC		606		2
2025-08-08	13F/A	Sterling Capital Management LLC		75 970	1,52	210	−12,50
2025-08-26	NP	PABAX - Putnam Dynamic Asset Allocation Balanced Fund Class A shares		26 414	42,12	73	23,73
2025-08-14	13F	Wells Fargo & Company/mn		59 584	7,96	165	−6,78
2025-08-13	13F	Walleye Capital LLC		363 487	145,73	1 007	112,24
2025-08-15	13F	CI Private Wealth, LLC		24 605		68
2025-06-26	NP	DFSV - Dimensional US Small Cap Value ETF		315 362	7,29	782	−38,95
2025-08-27	NP	Advanced Series Trust - Ast Prudential Growth Allocation Portfolio		81 800	21,73	227	−52,12
2025-08-14	13F	Hotchkis & Wiley Capital Management Llc		1 939 140		5 371
2025-07-28	NP	AVSC - Avantis U.S. Small Cap Equity ETF This fund is a listed as child fund of American Century Companies 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		133 001	8,00	318	−36,73
2025-06-27	NP	EBIT - Harbor AlphaEdge Small Cap Earners ETF		1 462	1,53	4	−50,00
2025-06-25	NP	VRAI - Virtus Real Asset Income ETF		46 615	19,15	116	−32,35
2025-08-08	13F	Pnc Financial Services Group, Inc.		20 385	71,75	56	47,37
2025-08-14	13F	Mariner, LLC		11 883		33
2025-07-09	13F	Harbor Capital Advisors, Inc.		152 651	10 449,48	0
2025-08-14	NP	FLDGX - DYNAMIC ALLOCATION FUND Retail Class		4 090	67,14	11	57,14
2025-08-14	13F	Bank Of America Corp /de/		607 949	4,20	1 684	−10,04
2025-08-26	NP	PAEAX - Putnam Dynamic Asset Allocation Growth Fund Class A shares		37 699	42,10	104	22,35
2025-08-27	NP	BBVSX - Bridge Builder Small/Mid Cap Value Fund		37 457	54,26	104	33,77
2025-08-20	NP	QSMLX - AQR Small Cap Multi-Style Fund Class I		48 888	147,00	135	114,29
2025-08-26	NP	EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB		12 226	51,95	34	32,00
2025-08-14	13F	Bridgeway Capital Management Inc		1 096 063	30,79	3 036	12,86
2025-08-26	NP	Profunds - Profund Vp Small-cap		176	1,73	0
2025-08-12	13F	American Century Companies Inc		2 466 851	6,79	6 833	−7,85
2025-08-14	NP	FLFGX - GLOBAL ALLOCATION FUND Retail Class		194	73,21	1
2025-08-14	13F	Ameriprise Financial Inc		234 564	7,92	650	−6,89
2025-07-28	NP	HDG - ProShares Hedge Replication ETF		101	12,22	0
2025-08-14	13F/A	Skopos Labs, Inc.		7 292		20
2025-08-27	NP	BBTSX - Bridge Builder Tax Managed Small/Mid Cap Fund		170 210	2,56	471	−31,24
2025-08-12	13F	Jpmorgan Chase & Co		309 282	24,12	857	7,13
2025-08-13	13F	EverSource Wealth Advisors, LLC		14 861	3 740,05	41	4 000,00
2025-06-26	NP	FSSNX - Fidelity Small 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		846 554	8,53	2 099	−38,26
2025-08-07	13F	Acadian Asset Management Llc		1 494 451	28,38	4	33,33
2025-09-04	13F/A	Advisor Group Holdings, Inc.		41 724	13,88	116	−1,71
2025-07-25	NP	FNDB - Schwab Fundamental U.S. Broad Market Index ETF This fund is a listed as child fund of Charles Schwab Investment Management 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		3 370	182,01	8	100,00
2025-08-28	NP	SLLAX - SIMT Small Cap Fund Class F		63 553	13,61	176	−1,68
2025-08-12	13F	Proequities, Inc.	Put	0		0
2025-08-12	13F	Proequities, Inc.		0		0
2025-07-31	13F	Nisa Investment Advisors, Llc		16 720	38,76	46	17,95
2025-07-25	NP	SCHB - Schwab U.S. Broad Market ETF This fund is a listed as child fund of Charles Schwab Investment Management 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		36 431	0,13	87	−41,22
2025-07-24	13F	IFP Advisors, Inc		0		0
2025-08-08	13F	Principal Financial Group Inc		305 455	42,44	846	22,97
2025-07-09	13F	Massmutual Trust Co Fsb/adv		252	281,82	1
2025-07-30	NP	FSAKX - Strategic Advisers U.S. Total Stock Fund		79 200	120,00	189	29,45
2025-08-14	13F	Price T Rowe Associates Inc /md/		35 210	7,75	0
2025-07-25	NP	BRSDX - MFS Blended Research Small Cap Equity Fund A		318 013	0,53	760	−40,95
2025-08-14	13F	Group One Trading, L.p.		12 272	68,76	34	43,48
2025-08-13	13F	Mackenzie Financial Corp		424 169	169,78	1 175	132,94
2025-08-13	13F	Hsbc Holdings Plc		109 783	137,47	304	103,36
2025-08-12	13F	XTX Topco Ltd		108 980		302
2025-05-27	NP	FECGX - Fidelity Small Cap Growth 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		14 487	1,70	47	−20,69
2025-07-25	13F	Cwm, Llc		36 390	121,92	0
2025-06-27	NP	SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1		8 701	2,52	22	−43,24
2025-08-14	13F	Ubs Asset Management Americas Inc		19 332		54
2025-08-15	13F	Kestra Advisory Services, LLC		21 266		59
2025-07-15	13F	Public Employees Retirement System Of Ohio		80 973	3,67	224	−10,40
2025-08-26	NP	BRUSX - Ultra-Small Company Fund Class N		295 700	491,40	819	411,88
2025-07-22	NP	GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF		54 919	0,62	131	−40,99
2025-08-14	13F	Group One Trading, L.p.	Put	5 500	243,75	15	200,00
2025-08-06	13F	Savant Capital, LLC		16 588		46
2025-08-26	NP	PACAX - Putnam Dynamic Asset Allocation Conservative Fund Class A shares		4 067	37,68	11	22,22
2025-08-27	NP	Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A		28 115	120,79	78	92,50
2025-08-14	13F	Manufacturers Life Insurance Company, The		31 745	13,51	88	−2,25
2025-08-12	13F	Prudential Financial Inc		819 235	91,61	2 269	65,38
2025-08-27	NP	VQNPX - Vanguard Growth and Income 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		55 500	3,35	154	−11,05
2025-08-27	NP	RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity		21	5,00	0
2025-08-26	NP	MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio		67 665	466,14	187	392,11
2025-06-27	NP	PCSGX - PACE Small/Medium Co Growth Equity Investments Class P		24 400		61
2025-08-27	NP	Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A		308 693	2,29	855	−11,67
2025-08-26	NP	EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB		16 181	13,92	45	−2,22
2025-08-14	13F	Voya Investment Management Llc		77 858	245,31	216	198,61
2025-07-22	13F	Carolina Wealth Advisors, LLC		33		0
2025-06-26	NP	DFAT - Dimensional U.S. Targeted Value ETF		499 743	4,43	1 239	−40,60
2025-08-25	NP	SQLV - Legg Mason Small-Cap Quality Value ETF		45 096	23,17	125	5,98
2025-08-14	NP	FLMFX - MUIRFIELD FUND Retail Class		12 347	69,23	34	47,83
2025-08-29	NP	JAFEX - Total Stock Market Index Trust NAV		2 005	59,38	6	25,00
2025-08-07	13F	Allworth Financial LP		208		1
2025-08-14	13F	Aquatic Capital Management LLC		86 503	213,51	240	171,59
2025-08-06	13F	Rialto Wealth Management, LLC		210	40,00	1
2025-08-26	NP	NSIDX - Northern Small Cap Index Fund		36 028	8,63	100	−6,60
2025-08-28	NP	SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares 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		2 291	68,46	6	50,00
2025-08-12	13F	Rhumbline Advisers		168 043	10,69	465	−4,52
2025-08-28	NP	SFLO - VictoryShares Small Cap Free Cash Flow ETF		136 297	8,80	378	−6,22
2025-07-25	13F	JustInvest LLC		56 552	247,99	157	200,00
2025-08-28	NP	STMSX - Simt Tax-managed Small/mid Cap Fund Class F		79 182	64,30	219	42,21
2025-08-26	NP	Texas Capital Funds Trust - Texas Capital Texas Small Cap Equity Index ETF		1 751	14,52	5	0,00
2025-08-27	NP	RYMKX - Russell 2000 1.5x Strategy Fund Class H		108	1,89	0
2025-08-14	13F	Qube Research & Technologies Ltd		1 546 044	2,34	4 283	−11,69
2025-08-26	NP	IPSIX - Voya Index Plus SmallCap Portfolio Class I		55 311	122,50	153	12,50
2025-07-30	NP	DEEP - Roundhill Acquirers Deep Value ETF		76 131		182
2025-08-07	13F	Parkside Financial Bank & Trust		165		0
2025-08-14	13F	Nomura Holdings Inc		173 432		480
2025-08-27	NP	PIBAX - PGIM BALANCED FUND Class A		7 000	125,81	19	−9,52
2025-08-29	NP	DES - WisdomTree U.S. SmallCap Dividend Fund N/A		426 234	7,27	1 181	−7,45
2025-08-14	13F	Fmr Llc		169 488	47,00	469	26,76
2025-07-17	13F	SummerHaven Investment Management, LLC		126 995	4,80	352	−9,54
2025-08-28	NP	IWC - iShares Micro-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		173 069	1,32	479	−12,59
2025-08-12	13F	BlackRock, Inc.		6 859 726	5,47	19 001	−8,98
2025-08-28	NP	SMVIX - Simt Small Cap Value Fund Class I		34 215	45,16	95	25,33
2025-08-14	13F	Susquehanna International Group, Llp	Put	25 600		71
2025-07-22	13F	BridgePort Financial Solutions, LLC		10 338		29
2025-08-25	NP	QWVOX - Clearwater Small Companies Fund		79 060	962,49	219	847,83
2025-08-14	13F	Jain Global LLC		33 395		93
2025-08-13	13F	Cambria Investment Management, L.P.		44 454	37,22	123	19,42
2025-08-29	NP	JAEWX - Small Cap Index Trust NAV		16 888	11,21	47	−4,17
2025-06-30	NP	VEXPX - VANGUARD EXPLORER 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		546 325	21,47	1 355	−30,95
2025-07-11	13F	Farther Finance Advisors, LLC		797	71,40	2	100,00
2025-08-05	13F	Bank of New York Mellon Corp		735 907	0,22	2 038	−13,53
2025-08-14	13F	Sei Investments Co		114 293	49,55	317	28,98
2025-07-29	NP	VRTIX - Vanguard Russell 2000 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		391 959	12,41	937	−34,04
2025-08-29	NP	BSVO - EA Bridgeway Omni Small-Cap Value ETF		464 327	6,10	1 286	−8,40
2025-07-24	NP	FCFMX - Fidelity Series 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		111 126	9,64	266	−35,68
2025-08-15	13F	Morgan Stanley		1 745 785	56,07	4 836	34,68
2025-07-31	13F	Caitong International Asset Management Co., Ltd		1 696	248,97	5	300,00
2025-06-26	NP	KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares		249	3,32	1	−100,00
2025-08-14	13F	Winton Capital Group Ltd		187 717	348,22	520	287,31
2025-06-27	NP	RSSL - Global X Russell 2000 ETF		46 344	5,28	115	−40,31
2025-08-12	13F	LPL Financial LLC		218 278		605
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		90 117	2,62	250	−11,39
2025-08-29	NP	JAFVX - Strategic Equity Allocation Trust Series NAV		12 852	12,22	36	−2,78
2025-08-27	NP	SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1		2 767	39,61	8	16,67

BRY / Berry Corporation - Institutionellt ägande - Köpare

Institutionellt ägande och fondägande - Köpare

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